Mediolanum International Funds Ltd Trims Stock Holdings in Datadog, Inc. $DDOG

Mediolanum International Funds Ltd lessened its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 29.0% during the 3rd quarter, Holdings Channel reports. The firm owned 203,867 shares of the company’s stock after selling 83,315 shares during the quarter. Mediolanum International Funds Ltd’s holdings in Datadog were worth $29,614,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Tripletail Wealth Management LLC acquired a new position in Datadog in the 3rd quarter worth approximately $28,000. Hazlett Burt & Watson Inc. purchased a new stake in shares of Datadog in the 3rd quarter valued at $28,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Datadog in the third quarter worth $40,000. Interchange Capital Partners LLC purchased a new position in shares of Datadog during the second quarter worth $42,000. Finally, Game Plan Financial Advisors LLC acquired a new position in Datadog during the third quarter valued at $43,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Matthew Jacobson sold 404,306 shares of Datadog stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $199.60, for a total value of $80,699,477.60. Following the sale, the director directly owned 12,859 shares in the company, valued at approximately $2,566,656.40. The trade was a 96.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Olivier Pomel sold 100,754 shares of the business’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $181.18, for a total value of $18,254,609.72. Following the sale, the chief executive officer owned 533,358 shares of the company’s stock, valued at approximately $96,633,802.44. This trade represents a 15.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,104,127 shares of company stock worth $197,161,211 in the last 90 days. Insiders own 8.70% of the company’s stock.

Wall Street Analysts Forecast Growth

DDOG has been the topic of several analyst reports. Stifel Nicolaus set a $160.00 price target on Datadog and gave the stock a “buy” rating in a research report on Thursday, January 22nd. BTIG Research raised their target price on Datadog from $184.00 to $221.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Datadog in a research report on Wednesday, January 21st. Jefferies Financial Group lowered their price objective on Datadog from $220.00 to $180.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Finally, Mizuho dropped their price objective on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Thirty-five research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $190.38.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $180 price target, arguing Datadog prefers organic growth over large acquisitions (which reduces M&A risk and keeps focus on core SaaS expansion). This endorsement from a major shop supports investor confidence. Datadog (DDOG) Prefers Organic Growth Over Large Acquisitions, Says Bernstein
• Positive Sentiment: Customer win: THE ICONIC chose Datadog to boost platform reliability, a tangible proof point for recurring revenue/expansion potential and enterprise adoption. Such logos help sales momentum and retention narratives. THE ICONIC boosts platform reliability with Datadog
• Neutral Sentiment: Analyst consensus remains modestly positive — databases show a “Moderate Buy” consensus, keeping general sentiment tilted toward accumulation but not unanimous conviction. Datadog Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Coverage pieces and strategy discussion (including notes about Datadog’s evolving AI platform) are highlighting potential product-led upside, but these are thematic and longer‑term drivers rather than immediate catalysts. Are Bullish DDOG Notes Revealing a Deeper Shift in Datadog’s AI Platform Strategy?
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.57M) and trimmed his holding ~9.7%. Insider sales can spook investors even though the exec retains a large stake. SEC Form 4 — Alexis Le‑Quoc
• Negative Sentiment: Price‑target cuts: Rosenblatt trimmed its PT from $200 to $185 (still a buy) and BMO cut from $215 to $170 — these downgrades reduce near‑term upside expectations and can pressure momentum. Rosenblatt PT cut BMO PT cut
• Negative Sentiment: Scotiabank published a pessimistic forecast for DDOG, adding a naysayer view that could weigh on sentiment if echoed by other shops. Scotiabank Issues Pessimistic Forecast for Datadog

Datadog Stock Up 0.9%

Datadog stock opened at $129.32 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.66 and a quick ratio of 3.66. The stock has a market capitalization of $45.35 billion, a PE ratio of 417.16, a price-to-earnings-growth ratio of 22.87 and a beta of 1.26. The business has a 50 day simple moving average of $139.51 and a 200-day simple moving average of $145.37. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, November 6th. The company reported $0.55 EPS for the quarter, topping the consensus estimate of $0.45 by $0.10. The company had revenue of $885.65 million during the quarter, compared to analyst estimates of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The firm’s revenue was up 28.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.46 EPS. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. On average, analysts anticipate that Datadog, Inc. will post 0.34 EPS 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.