Brown Capital Management LLC Has $101.43 Million Stock Holdings in Datadog, Inc. $DDOG

Brown Capital Management LLC trimmed its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 37.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 712,277 shares of the company’s stock after selling 421,051 shares during the quarter. Datadog accounts for 4.2% of Brown Capital Management LLC’s investment portfolio, making the stock its 4th largest holding. Brown Capital Management LLC’s holdings in Datadog were worth $101,428,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in DDOG. Tripletail Wealth Management LLC purchased a new stake in Datadog in the 3rd quarter valued at about $28,000. Hazlett Burt & Watson Inc. purchased a new stake in Datadog during the third quarter valued at about $28,000. Steigerwald Gordon & Koch Inc. bought a new position in Datadog in the 3rd quarter worth approximately $40,000. Game Plan Financial Advisors LLC purchased a new position in shares of Datadog in the third quarter valued at $43,000. Finally, Interchange Capital Partners LLC bought a new stake in shares of Datadog during the second quarter valued at about $42,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” rating and set a $225 price target, implying sizable upside vs. the current price — a clear bullish catalyst for momentum and sentiment. DA Davidson Reaffirms Buy
• Positive Sentiment: Fool.com highlighted Datadog as one of two AI/software names that could deliver triple‑digit gains, citing Datadog’s share gains in observability and leadership in AI for IT operations — a narrative that can attract growth/AI‑themed flows. Software Bear Market: 2 AI Stocks to Buy
• Neutral Sentiment: BMO Capital maintained an Outperform rating despite trimming its price target to $170, signaling conviction in DDOG’s long‑term thesis but acknowledging valuation/sector risks. BMO Maintains Outperform
• Neutral Sentiment: Zacks notes Datadog is among the most‑searched stocks recently — increased attention can amplify volatility but doesn’t directly indicate direction. Investors Heavily Search Datadog
• Neutral Sentiment: Short‑interest data reported shows effectively zero days to cover based on average volume, which appears to be a data anomaly and is not currently a meaningful market pressure signal.
• Negative Sentiment: Evercore ISI trimmed its price target from $215 to $175 while keeping an Outperform call — the cut reduces upside expectations and can weigh on sentiment. Evercore Lowers PT
• Negative Sentiment: Rosenblatt cut its price target to $185, another downward revision that contributes to analyst target compression. Rosenblatt Cuts Price Target
• Negative Sentiment: Company CTO disclosed an insider sale of roughly $4.57M in DDOG stock — while insider sales can be for diversification/liquidity, such filings often trigger short‑term selling or caution among investors. CTO Insider Sale

Analyst Upgrades and Downgrades

DDOG has been the subject of several research analyst reports. Capital One Financial dropped their target price on shares of Datadog from $219.00 to $156.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. Jefferies Financial Group cut their target price on shares of Datadog from $220.00 to $180.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Barclays lowered their price target on Datadog from $215.00 to $195.00 and set an “overweight” rating for the company in a research report on Monday, January 12th. Robert W. Baird boosted their price target on shares of Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Finally, Scotiabank lowered their price objective on Datadog from $217.00 to $180.00 and set a “sector outperform” rating for the company in a research report on Tuesday, January 27th. Thirty-five analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $189.36.

Datadog Stock Down 0.2%

DDOG opened at $129.05 on Tuesday. The company has a market capitalization of $45.25 billion, a PE ratio of 416.29, a price-to-earnings-growth ratio of 23.07 and a beta of 1.26. The firm has a 50-day simple moving average of $138.92 and a two-hundred day simple moving average of $145.31. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.10. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The business had revenue of $885.65 million for the quarter, compared to the consensus estimate of $852.77 million. During the same quarter in the prior year, the firm posted $0.46 earnings per share. The business’s revenue for the quarter was up 28.4% on a year-over-year basis. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. Analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Shardul Shah sold 7,916 shares of the business’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the sale, the director owned 340,701 shares in the company, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Alexis Le-Quoc sold 32,418 shares of the business’s stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $140.99, for a total transaction of $4,570,613.82. Following the transaction, the chief technology officer owned 301,458 shares of the company’s stock, valued at approximately $42,502,563.42. The trade was a 9.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,041,445 shares of company stock worth $186,887,631. 8.70% of the stock is currently owned by corporate insiders.

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.