SBI Okasan Asset Management Co.Ltd. Takes $1.86 Million Position in Datadog, Inc. $DDOG

Key Points

• SBI Okasan Asset Management opened a new position in Datadog during the fourth quarter, buying 13,500 shares valued at about $1.86 million.
• Wall Street sentiment remains bullish, with several analysts raising price targets to the $220–$225 range and Datadog carrying an average rating of “Moderate Buy”.
• Datadog’s latest earnings topped expectations, as quarterly EPS and revenue beat estimates and revenue rose 32.1% year over year; the company also issued upbeat FY2026 and Q2 2026 guidance.

SBI Okasan Asset Management Co.Ltd. acquired a new stake in Datadog, Inc. (NASDAQ:DDOG - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 13,500 shares of the company's stock, valued at approximately $1,862,000.

Several other hedge funds also recently modified their holdings of DDOG. Brighton Jones LLC bought a new stake in shares of Datadog in the fourth quarter valued at approximately $209,000. Bison Wealth LLC bought a new position in shares of Datadog during the fourth quarter valued at $228,000. Empowered Funds LLC lifted its holdings in shares of Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company's stock valued at $1,023,000 after acquiring an additional 672 shares during the period. Geneos Wealth Management Inc. lifted its holdings in shares of Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company's stock valued at $76,000 after acquiring an additional 115 shares during the period. Finally, Sivia Capital Partners LLC bought a new position in shares of Datadog during the second quarter valued at $509,000. 78.29% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

DDOG has been the subject of a number of research reports. Rosenblatt Securities raised their target price on Datadog from $178.00 to $220.00 and gave the company a "buy" rating in a research note on Friday, May 8th. Rothschild & Co Redburn initiated coverage on Datadog in a research report on Thursday, April 23rd. They issued a "buy" rating and a $170.00 price objective for the company. Raymond James Financial lifted their price objective on Datadog from $170.00 to $220.00 in a research report on Thursday, May 7th. Benchmark reiterated a "buy" rating on shares of Datadog in a research report on Thursday, May 7th. Finally, Needham & Company LLC lifted their price objective on Datadog from $155.00 to $225.00 and gave the stock a "buy" rating in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Datadog presently has an average rating of "Moderate Buy" and an average price target of $219.69.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bank of America raised its price target on Datadog to $260 from $225, signaling more upside potential even after the stock’s strong run. MarketScreener article
• Positive Sentiment: Datadog and Carahsoft announced that Datadog for Government achieved FedRAMP High certification, which could expand adoption in the federal market and strengthen its security/observability offering. GlobeNewswire article
• Positive Sentiment: Multiple articles highlighted Datadog as a beneficiary of AI and cloud growth, while Wedbush reportedly added the stock to its AI 30 list, reinforcing the bullish long-term growth narrative. Barchart article
• Neutral Sentiment: Zacks described Datadog as a top-ranked growth stock, which supports the bullish case but does not add a specific new catalyst. Zacks article
• Neutral Sentiment: Goldman Sachs reportedly kept a Sell rating while raising its target, and a large insider sale by CEO Olivier Pomel may temper enthusiasm, though the trade was made under a pre-arranged 10b5-1 plan. Insider trade filing

Datadog Price Performance

Shares of DDOG opened at $225.24 on Friday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The stock has a 50 day simple moving average of $151.89 and a 200 day simple moving average of $142.34. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $235.00. The firm has a market capitalization of $80.18 billion, a PE ratio of 592.75, a P/E/G ratio of 41.56 and a beta of 1.30.

Datadog (NASDAQ:DDOG - Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion for the quarter, compared to analysts' expectations of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business's quarterly revenue was up 32.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts predict that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Insider Transactions at Datadog

In other Datadog news, insider Yanbing Li sold 19,834 shares of the business's stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $197.35, for a total value of $3,914,239.90. Following the sale, the insider owned 285,283 shares in the company, valued at approximately $56,300,600.05. The trade was a 6.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Julie Richardson sold 1,930 shares of the business's stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $185.82, for a total value of $358,632.60. Following the completion of the sale, the director owned 2,106 shares in the company, valued at $391,336.92. The trade was a 47.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 970,661 shares of company stock worth $148,952,223. Corporate insiders own 6.48% of the company's stock.

About Datadog

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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