AustralianSuper Pty Ltd Has $37.67 Million Position in Datadog, Inc. $DDOG

AustralianSuper Pty Ltd cut its holdings in Datadog, Inc. (NASDAQ:DDOG) by 19.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 276,984 shares of the company’s stock after selling 68,525 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Datadog were worth $37,667,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Rothschild Investment LLC lifted its stake in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. boosted its holdings in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares during the period. 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 worth $27,000 after acquiring an additional 75 shares in the last quarter. JPL Wealth Management LLC bought a new stake in shares of Datadog during the third quarter worth $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new stake in shares of Datadog during the third quarter worth $28,000. 78.29% of the stock is owned by institutional investors.

Datadog Price Performance

NASDAQ:DDOG opened at $202.84 on Friday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The stock’s 50-day simple moving average is $133.39 and its 200 day simple moving average is $138.60. The company has a market cap of $71.52 billion, a P/E ratio of 533.80, a P/E/G ratio of 71.02 and a beta of 1.30. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $205.44.

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 firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business’s quarterly 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 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. As a group, sell-side analysts forecast that Datadog, Inc. will post 0.33 EPS for the current fiscal year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Investors remain encouraged by Datadog’s latest earnings beat: revenue came in at $1.01 billion and EPS was $0.60, both above estimates, while management also raised guidance for FY2026 and Q2 2026. That keeps the focus on accelerating demand and healthy execution after the report. Investors Can Find Comfort In Datadog’s (NASDAQ:DDOG) Earnings Quality
• Positive Sentiment: Wall Street sentiment is still constructive, with analysts reiterating or lifting price targets after earnings, including Daiwa Securities raising its target to $240 and keeping a buy rating. That suggests investors see additional upside potential in DDOG. MarketScreener
• Positive Sentiment: Recent commentary continues to frame Datadog as an AI and enterprise software beneficiary rather than a SaaS slowdown name, which is helping sustain trading interest in the stock. The AI Fear Around Datadog Stock May Have Been Completely Wrong
• Neutral Sentiment: Several recent articles also highlighted growing investor attention and upcoming conference presentations, but these items appear more like visibility catalysts than immediate fundamental changes. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Multiple insiders, including CEO Olivier Pomel and directors Amit Agarwal, Matthew Jacobson, and Yanbing Li, sold shares recently. Although many of the trades were under pre-arranged 10b5-1 plans, the size and timing of the sales may still pressure sentiment around DDOG. SEC filing

Analyst Ratings Changes

Several research firms recently commented on DDOG. Robert W. Baird set a $210.00 price objective on shares of Datadog in a research report on Friday, May 8th. KeyCorp lifted their price target on Datadog from $155.00 to $225.00 and gave the company an “overweight” rating in a research note on Friday, May 8th. Needham & Company LLC boosted their price target on Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a report on Friday, May 8th. Sanford C. Bernstein upped their price objective on Datadog from $167.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Finally, Barclays increased their price objective on Datadog from $148.00 to $215.00 and gave the stock an “overweight” rating in a report on Friday, May 8th. One 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 issued a Sell rating to the company. According to MarketBeat, Datadog currently has a consensus rating of “Moderate Buy” and an average target price of $213.38.

Insider Activity at Datadog

In other news, Director Matthew Jacobson sold 52,832 shares of the stock in a transaction that occurred on 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 owned 622,726 shares of the company’s stock, valued at approximately $117,869,577.28. This represents a 7.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Yanbing Li sold 19,834 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $197.35, for a total transaction of $3,914,239.90. Following the completion of the transaction, the insider directly owned 285,283 shares of the company’s stock, valued at $56,300,600.05. This represents a 6.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 842,739 shares of company stock worth $121,023,123. Insiders own 6.48% of the company’s stock.

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.