Oak Thistle LLC Takes $1.16 Million Position in Datadog, Inc. $DDOG

Oak Thistle LLC acquired a new position in Datadog, Inc. (NASDAQ:DDOG) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 8,538 shares of the company’s stock, valued at approximately $1,161,000.

Several other large investors also recently added to or reduced their stakes in DDOG. Brighton Jones LLC purchased a new stake in Datadog in the 4th quarter worth about $209,000. Bison Wealth LLC purchased a new stake in Datadog in the 4th quarter worth about $228,000. Empowered Funds LLC increased its holdings in Datadog by 7.0% in the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after acquiring an additional 672 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in Datadog by 17.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after acquiring an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC purchased a new stake in Datadog in the 2nd quarter worth about $509,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on DDOG shares. BTIG Research decreased their price objective on Datadog from $221.00 to $170.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. DA Davidson reissued a “buy” rating and issued a $225.00 price objective on shares of Datadog in a report on Tuesday, February 17th. Piper Sandler decreased their price objective on Datadog from $225.00 to $195.00 and set an “overweight” rating for the company in a report on Monday, January 5th. UBS Group set a $195.00 target price on Datadog in a research note on Monday, February 9th. Finally, Jefferies Financial Group cut their target price on Datadog from $180.00 to $160.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Thirty-eight analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Datadog has an average rating of “Moderate Buy” and an average price target of $181.41.

Datadog Stock Down 6.5%

Shares of NASDAQ DDOG opened at $108.98 on Friday. Datadog, Inc. has a 52 week low of $87.69 and a 52 week high of $201.69. The business has a 50-day simple moving average of $120.27 and a two-hundred day simple moving average of $139.70. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The company has a market cap of $38.42 billion, a P/E ratio of 351.55, a P/E/G ratio of 32.02 and a beta of 1.29.

Datadog (NASDAQ:DDOG) last issued its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm’s revenue was up 29.2% compared to the same quarter last year. During the same quarter last year, the company earned $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. Research analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Guggenheim upgraded DDOG to a Buy and set a $175 price target, citing AI-driven growth in data volumes and modeling stronger revenue/GMV growth than the street — a clear analyst vote of confidence that supports meaningful upside. Datadog upgraded to Buy due to AI-driven growth in data volumes: Guggenheim
• Positive Sentiment: Datadog is launching new product capabilities (Experiments / product testing tools) and remains highlighted by Wells Fargo as a favored SaaS name — product innovation plus positive analyst attention can support longer-term revenue expansion. Datadog Experiments Launch Puts Product Testing And Valuation In Focus
• Neutral Sentiment: Recent earnings showed a beat and healthy revenue growth (Feb quarter: revenue up ~29% y/y; EPS beat), and management reiterated FY26 guidance — fundamentals remain solid but already partly priced in. Datadog Stock Report / Earnings Summary
• Neutral Sentiment: Valuation review: the stock has pulled back ~9% over one month and ~11% over three months, prompting assessments of whether current weakness is a buying opportunity or a momentum shift. This keeps short-term sentiment mixed. Assessing Datadog (DDOG) Valuation After Recent Share Price Weakness
• Negative Sentiment: Share price declined today and has underperformed in recent months despite the Guggenheim upgrade — investors appear rotating out or taking profits, pressuring near-term momentum. Datadog (DDOG) Stock Falls Amid Market Uptick: What Investors Need to Know
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,300 shares (executed under a 10b5‑1 plan). While routine for many tech execs, repeated large sell transactions can amplify downside psychology. Alexis Le-Quoc Sells 32,300 Shares of Datadog Stock

Insiders Place Their Bets

In other news, Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $120.53, for a total transaction of $2,410,600.00. Following the completion of the sale, the director owned 1,640 shares in the company, valued at approximately $197,669.20. This trade represents a 92.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Michael Walters sold 22,330 shares of Datadog stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total value of $2,806,434.40. Following the sale, the executive owned 238,384 shares of the company’s stock, valued at approximately $29,960,101.12. This trade represents a 8.56% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 469,306 shares of company stock worth $57,406,994. Insiders own 6.67% 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.