Quantbot Technologies LP Makes New $1.23 Million Investment in Datadog, Inc. $DDOG

Key Points

• Quantbot Technologies LP purchased a new stake of 8,639 Datadog shares in Q3, valued at approximately $1.23 million.
• Datadog reported Q4 revenue growth of about 29% and beat EPS ($0.59 vs. $0.55) and revenue estimates, with management citing stronger bookings from AI-driven demand while analysts maintain a "Moderate Buy" consensus (average target ~$179.62).
• Insiders have been significant net sellers recently: CEO Olivier Pomel sold ~68,922 shares and CTO Alexis Le‑Quoc sold 43,106 shares, with insiders selling ~292,993 shares (~$38.7M) in the last quarter, leaving insiders owning about 8.7% of the stock.

Quantbot Technologies LP purchased a new stake in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 8,639 shares of the company's stock, valued at approximately $1,230,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of DDOG. Westside Investment Management Inc. boosted its stake in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock valued at $27,000 after buying an additional 75 shares in the last quarter. Rothschild Investment LLC boosted its position in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company's stock valued at $25,000 after purchasing an additional 100 shares in the last quarter. Tripletail Wealth Management LLC bought a new position in shares of Datadog during the 3rd quarter valued at about $28,000. Physician Wealth Advisors Inc. grew its stake in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock worth $27,000 after purchasing an additional 145 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. bought a new stake in shares of Datadog in the 3rd quarter worth approximately $28,000. Institutional investors own 78.29% of the company's stock.

Analyst Ratings Changes

A number of analysts recently weighed in on DDOG shares. Capital One Financial raised their target price on shares of Datadog from $156.00 to $157.00 and gave the stock an "overweight" rating in a report on Wednesday, February 11th. KeyCorp reduced their price objective on Datadog from $170.00 to $155.00 and set an "overweight" rating for the company in a research note on Wednesday, February 4th. JPMorgan Chase & Co. boosted their target price on Datadog from $140.00 to $200.00 and gave the stock an "overweight" rating in a research report on Friday, November 7th. Royal Bank Of Canada reduced their target price on Datadog from $175.00 to $150.00 and set an "outperform" rating for the company in a report on Monday, February 9th. Finally, Macquarie Infrastructure lifted their price target on Datadog from $175.00 to $220.00 and gave the stock an "outperform" rating in a research note on Friday, November 7th. Thirty-six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $179.62.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 results and AI momentum — Datadog reported ~29% revenue growth and management highlighted stronger bookings/contracts driven by AI and larger enterprise customers, supporting upside in Fortune 500 penetration. AI Push Boosts Enterprise Clientele
• Positive Sentiment: Morgan Stanley conference optimism — Management’s optimistic outlook on cloud migration and AI-led product expansion at the Morgan Stanley TMT conference was cited as the main catalyst for intraday gains. Datadog Shares Skyrocket, What You Need To Know
• Positive Sentiment: Partnerships and product positioning — A partnership to deepen AI observability (Sakana AI) and a new board addition with AI/enterprise expertise reinforce Datadog’s positioning for AI workloads and international expansion. Datadog And Sakana AI Partner Datadog Appoints Dominic Phillips to Its Board
• Positive Sentiment: Analyst support — Firms like Stifel reiterated Buy ratings and price targets after Investor Day, signaling continued sell‑side confidence in Datadog’s AI/observability growth story. Stifel and Bernstein Stay Bullish
• Neutral Sentiment: Options and market activity — Elevated options interest and trading attention have amplified intraday moves but don’t indicate a clear directional thesis by themselves. Datadog Options Trading
• Neutral Sentiment: Short-interest anomaly — Reported short-interest shows effectively zero days-to-cover, which appears to be a data anomaly and shouldn’t be read as a material short squeeze signal right now.
• Negative Sentiment: Insider selling — CEO Olivier Pomel sold ~68,900 shares (~$7.6M) on March 2, reducing his stake by ~8.9%; headline risk from insider sales can weigh on sentiment even though he remains a large holder. SEC Form 4 — Pomel Sale
• Negative Sentiment: Valuation and execution watchers — Despite recent rebounds, some commentary highlights mixed medium‑term performance and valuation concerns, keeping upside contingent on execution against AI-driven growth expectations. Datadog Valuation Check

Insiders Place Their Bets

In related news, CTO Alexis Le-Quoc sold 43,106 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $126.79, for a total transaction of $5,465,409.74. Following the completion of the sale, the chief technology officer directly owned 490,798 shares in the company, valued at approximately $62,228,278.42. This trade represents a 8.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Olivier Pomel sold 68,922 shares of Datadog stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $110.54, for a total value of $7,618,637.88. Following the sale, the chief executive officer directly owned 704,821 shares of the company's stock, valued at approximately $77,910,913.34. The trade was a 8.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 292,993 shares of company stock worth $38,734,569 in the last quarter. 8.70% of the stock is currently owned by corporate insiders.

Datadog Stock Performance

Shares of DDOG stock opened at $122.38 on Friday. The company has a market capitalization of $43.15 billion, a price-to-earnings ratio of 394.77, a P/E/G ratio of 32.52 and a beta of 1.31. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. The stock's fifty day simple moving average is $124.33 and its 200-day simple moving average is $141.74.

Datadog (NASDAQ:DDOG - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts' consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business's quarterly revenue was up 29.2% compared to the same quarter last year. During the same period last year, the company posted $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, sell-side analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Datadog Company Profile

Datadog NASDAQ: DDOG is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog's platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company's product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.

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