Nykredit A S Invests $152.77 Million in Datadog, Inc. $DDOG

Key Points

• Nykredit A/S acquired 586,766 Datadog shares worth approximately $152.77 million, while institutional investors collectively own 78.29% of the company.
• Datadog reported strong operating results, with quarterly revenue rising 35.6% year over year to $1.12 billion and earnings of $0.65 per share, exceeding analyst expectations.
• Analysts remain broadly bullish, assigning the stock a “Moderate Buy” consensus rating and an average price target of $276.66, although the stock’s very high valuation and recent insider selling remain risks.

Nykredit A S acquired a new stake in Datadog, Inc. (NASDAQ:DDOG - Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 586,766 shares of the company's stock, valued at approximately $152,770,000. Nykredit A S owned approximately 0.16% of Datadog at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of DDOG. Geode Capital Management LLC lifted its position in shares of Datadog by 2.2% during the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company's stock worth $1,227,184,000 after buying an additional 197,816 shares in the last quarter. Janus Henderson Group PLC increased its position in shares of Datadog by 22.8% during the first quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company's stock valued at $905,570,000 after acquiring an additional 1,439,082 shares during the last quarter. Norges Bank purchased a new stake in shares of Datadog during the fourth quarter valued at approximately $469,461,000. First Trust Advisors LP boosted its position in Datadog by 81.5% in the first quarter. First Trust Advisors LP now owns 3,685,562 shares of the company's stock worth $435,081,000 after purchasing an additional 1,654,429 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its position in Datadog by 30.3% in the first quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company's stock worth $312,340,000 after purchasing an additional 615,090 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company's stock.

Insider Buying and Selling at Datadog

In other news, General Counsel Kerry Acocella sold 5,280 shares of the stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $228.85, for a total transaction of $1,208,328.00. Following the completion of the sale, the general counsel directly owned 115,243 shares in the company, valued at approximately $26,373,360.55. This represents a 4.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Yanbing Li sold 12,700 shares of Datadog stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $221.26, for a total value of $2,810,002.00. Following the sale, the insider directly owned 250,446 shares in the company, valued at approximately $55,413,681.96. The trade was a 4.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,060,988 shares of company stock worth $256,761,957 over the last ninety days. 6.48% of the stock is owned by company insiders.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s enterprise customer growth is accelerating as large organizations adopt AI-driven observability, cloud management and security tools. Broader deployments among enterprise clients could support recurring revenue growth and larger contract values. Datadog's Enterprise Customer Expansion Accelerates: What's Ahead?
• Positive Sentiment: The bullish investment case is supported by Datadog’s recurring-revenue model and potential for long-term cash-flow expansion as it broadens its observability, security and cloud-management offerings. Datadog Stock Could Be A Bargain On Cash Flow
• Positive Sentiment: Recent analyst coverage remains broadly constructive, with a consensus “Moderate Buy” rating and an average price target of approximately $276.66. Several firms have raised targets or maintained buy-equivalent ratings, reflecting confidence in Datadog’s growth prospects.
• Positive Sentiment: The company’s latest reported quarter showed strong operating momentum: revenue rose 35.6% year over year to $1.12 billion and earnings exceeded consensus estimates. Management’s quarterly and full-year guidance provides additional support for the growth narrative.
• Neutral Sentiment: Datadog recently outperformed the broader stock market during the session, but the report offers little company-specific information beyond relative trading performance. Datadog Outpaces Stock Market Gains
• Neutral Sentiment: Investors continue to debate whether analyst optimism justifies DDOG’s very high earnings valuation. Strong future growth and cash generation are needed to support the premium multiple. Analyst Optimism and Datadog's Premium Valuation
• Negative Sentiment: Several insiders reported sales, including the CFO’s combined sale of 64,000 shares, the general counsel’s sale of 5,280 shares and the CRO’s sale of 11,710 shares. The transactions were made under pre-arranged Rule 10b5-1 plans, limiting their value as a direct bearish signal, but the concentration of selling may weigh on sentiment.

Wall Street Analyst Weigh In

DDOG has been the subject of a number of research reports. Citigroup increased their target price on shares of Datadog from $300.00 to $305.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Sanford C. Bernstein downgraded shares of Datadog from an "outperform" rating to a "market perform" rating and raised their price objective for the stock from $180.00 to $226.00 in a report on Monday, July 6th. Morgan Stanley lifted their price target on Datadog from $225.00 to $300.00 and gave the company an "overweight" rating in a research report on Tuesday, July 28th. Jefferies Financial Group set a $260.00 price objective on Datadog in a report on Thursday, August 6th. Finally, Rosenblatt Securities lifted their target price on Datadog from $220.00 to $305.00 and gave the company a "buy" rating in a report on Tuesday, August 4th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $276.66.

Datadog Price Performance

Shares of Datadog stock opened at $236.00 on Friday. The company has a debt-to-equity ratio of 0.23, a current ratio of 3.20 and a quick ratio of 3.20. The business's 50 day simple moving average is $243.29 and its two-hundred day simple moving average is $200.74. The stock has a market capitalization of $84.74 billion, a P/E ratio of 481.64, a price-to-earnings-growth ratio of 22.52 and a beta of 1.49. Datadog, Inc. has a one year low of $98.01 and a one year high of $292.72.

Datadog (NASDAQ:DDOG - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, beating analysts' consensus estimates of $0.58 by $0.07. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The firm had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. During the same quarter in the prior year, the firm posted $0.46 earnings per share. The business's quarterly revenue was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Analysts forecast that Datadog, Inc. will post 0.7 EPS for the current year.

Datadog Company Profile

Datadog, Inc NASDAQ: DDOG is a cloud-based software company that provides monitoring, observability, security and analytics tools for modern applications and information technology environments. Its platform helps organizations collect, correlate and analyze data from servers, databases, applications, containers, networks and cloud services in a unified environment.

The company's products include infrastructure monitoring, application performance monitoring, log management, real user and synthetic monitoring, database monitoring, cloud security, software delivery tools, incident management and cloud cost management.

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