Towarzystwo Funduszy Inwestycyjnych PZU SA Lowers Stock Position in Datadog, Inc. $DDOG

Towarzystwo Funduszy Inwestycyjnych PZU SA lowered its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 69.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,930 shares of the company’s stock after selling 6,660 shares during the quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Datadog were worth $398,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after buying an additional 9,748,738 shares during the period. State Street Corp lifted its position in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after buying an additional 7,091,075 shares during the period. Geode Capital Management LLC lifted its position in Datadog by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after buying an additional 197,816 shares during the period. Jennison Associates LLC lifted its position in Datadog by 43.7% during the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after buying an additional 2,316,994 shares during the period. Finally, Invesco Ltd. lifted its position in Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after buying an additional 2,216,402 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insider Transactions at Datadog

In related news, Director Matthew Jacobson sold 52,832 shares of Datadog stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the sale, the director directly owned 622,726 shares in the company, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO David M. Obstler sold 75,000 shares of Datadog stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $231.69, for a total value of $17,376,750.00. Following the completion of the sale, the chief financial officer owned 434,591 shares of the company’s stock, valued at $100,690,388.79. The trade was a 14.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,210,113 shares of company stock worth $244,699,453 over the last quarter. Corporate insiders own 6.48% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
• Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
• Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
• Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
• Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
• Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
• Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. Article link

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. CICC Research raised their price objective on Datadog from $150.00 to $204.00 in a research report on Monday, May 11th. Oppenheimer raised their price objective on Datadog from $200.00 to $220.00 in a research report on Thursday, May 7th. Truist Financial raised their price objective on Datadog from $120.00 to $190.00 and gave the company a “hold” rating in a research report on Thursday, May 7th. BTIG Research reissued a “buy” rating and set a $255.00 price objective on shares of Datadog in a research report on Thursday. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $250.00 price objective on shares of Datadog in a research report on Wednesday, June 10th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $231.64.

Datadog Price Performance

DDOG opened at $229.90 on Monday. The stock has a 50-day moving average price of $178.29 and a 200-day moving average price of $147.30. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. The firm has a market cap of $81.84 billion, a PE ratio of 605.02, a P/E/G ratio of 24.62 and a beta of 1.56. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $278.70.

Datadog (NASDAQ:DDOG) last posted its quarterly 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 during the quarter, compared to analyst estimates of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.Datadog’s quarterly revenue was up 32.1% 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 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts predict that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

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.