Banque Cantonale Vaudoise Sells 3,291 Shares of Datadog, Inc. $DDOG

Banque Cantonale Vaudoise cut its stake in Datadog, Inc. (NASDAQ:DDOG) by 28.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,448 shares of the company’s stock after selling 3,291 shares during the period. Banque Cantonale Vaudoise’s holdings in Datadog were worth $1,149,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Elevation Point Wealth Partners LLC raised its stake in shares of Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after acquiring an additional 55 shares during the last quarter. Chicago Partners Investment Group LLC boosted its position in shares of Datadog by 1.6% in the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock worth $622,000 after purchasing an additional 73 shares in the last quarter. Vivaldi Capital Management LP increased its position in shares of Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after acquiring an additional 74 shares in the last quarter. Westside Investment Management Inc. increased its position in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its position in shares of Datadog by 2.0% during the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after acquiring an additional 78 shares in the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on DDOG. Monness Crespi & Hardt raised their target price on shares of Datadog from $255.00 to $270.00 in a report on Thursday, May 7th. Citizens Jmp upgraded shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 price objective on the stock in a research report on Thursday, May 7th. Wall Street Zen upgraded shares of Datadog from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Wolfe Research reduced their price target on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating on the stock in a report on Tuesday, February 10th. Finally, Cantor Fitzgerald reduced their target price on shares of Datadog from $220.00 to $150.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $213.98.

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $222.32 on Friday. The company has a market capitalization of $79.14 billion, a price-to-earnings ratio of 585.07, a PEG ratio of 40.86 and a beta of 1.30. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $224.77. The firm’s 50-day moving average is $144.17 and its 200 day moving average is $141.09. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last issued its quarterly 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 company 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 firm’s revenue was up 32.1% compared to the same quarter last year. During the same period in the prior year, the firm 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. Research analysts predict that Datadog, Inc. will post 0.61 EPS for the current year.

Insider Activity at Datadog

In related news, Director Matthew Jacobson sold 52,832 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the transaction, the director directly owned 622,726 shares in the company, valued at approximately $117,869,577.28. This represents a 7.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the transaction, the chief executive officer owned 835,679 shares in the company, valued at $167,002,091.36. The trade was a 13.21% decrease in their ownership of the stock. 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 ninety days, insiders have sold 885,963 shares of company stock worth $130,015,444. Insiders own 6.48% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Wedbush added Datadog to its AI 30 list, saying the stock is benefiting from the ongoing AI buildout and highlighting Datadog’s role in AI observability as a compelling theme. Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution
• Positive Sentiment: Several reports pointed to a bullish technical setup, including a “golden cross” where the 50-day moving average moved above the 200-day moving average, which traders often view as a momentum signal. Datadog (DDOG) Just Flashed Golden Cross Signal: Do You Buy?
• Positive Sentiment: Recent earnings also supported sentiment: Datadog beat estimates on both profit and revenue, with revenue up 32.1% year over year, and management issued guidance that suggests continued growth. 2 Software Stocks Turning AI Fears Into Fundamental Gains (DDOG)
• Neutral Sentiment: Datadog has also been a trending stock on investor websites, reflecting elevated attention rather than a clear new catalyst. Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock
• Negative Sentiment: One potential overhang is continued insider selling: Datadog CTO Alexis Le-Quoc sold shares under a pre-arranged trading plan, which can sometimes weigh on sentiment even when the sale is routine. Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,224 Shares of Stock

Datadog 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.