Bokf Na Decreases Stock Holdings in Datadog, Inc. $DDOG

Bokf Na decreased its position in Datadog, Inc. (NASDAQ:DDOG) by 38.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,732 shares of the company’s stock after selling 3,624 shares during the quarter. Bokf Na’s holdings in Datadog were worth $779,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares during the period. State Street Corp increased its position in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the period. Jennison Associates LLC increased its position in shares of Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after acquiring an additional 2,316,994 shares during the period. Massachusetts Financial Services Co. MA increased its position in shares of Datadog by 0.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock valued at $610,835,000 after acquiring an additional 40,276 shares during the period. Finally, Invesco Ltd. increased its position in shares of Datadog by 119.2% in the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after acquiring an additional 2,216,402 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

Wall Street Analysts Forecast Growth

DDOG has been the topic of a number of analyst reports. Guggenheim boosted their price objective on shares of Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday. BMO Capital Markets boosted their price objective on shares of Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday. KeyCorp boosted their price objective on shares of Datadog from $155.00 to $225.00 and gave the company an “overweight” rating in a research report on Friday. Barclays lifted their target price on shares of Datadog from $148.00 to $215.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Jefferies Financial Group set a $210.00 target price on shares of Datadog and gave the company a “buy” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has issued a Hold rating and two have given 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 $211.76.

Insider Activity at Datadog

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total value of $6,765,416.88. Following the transaction, the chief technology officer owned 437,257 shares in the company, valued at approximately $54,871,380.93. This represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the completion of the transaction, the chief executive officer owned 704,821 shares in the company, valued at approximately $77,910,913.34. This represents a 8.91% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 654,018 shares of company stock worth $80,903,197. Insiders own 6.67% of the company’s stock.

Datadog Trading Up 6.1%

Shares of NASDAQ DDOG opened at $200.16 on Friday. The firm’s 50 day moving average price is $124.41 and its 200-day moving average price is $136.98. The company has a market cap of $70.57 billion, a PE ratio of 526.75, a P/E/G ratio of 72.45 and a beta of 1.30. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $201.69. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.38 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s revenue was up 32.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, equities research analysts expect that Datadog, Inc. will post 0.32 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.