Datadog partners with Sakana AI to enhance enterprise AI adoption through research and innovative product development.
Quiver AI Summary
Datadog, Inc. has announced a strategic partnership with Sakana AI to enhance enterprise AI adoption through collaborative research and product innovation. The partnership aims to combine Datadog's observability and security platform with Sakana AI's advanced AI research capabilities to improve the management of AI-powered applications at scale. Initially focusing on large enterprise customers in Japan, the collaboration will later expand globally, addressing performance and data residency requirements. The two companies will engage in joint research initiatives and product development, helping enterprises transition generative AI tools from proof-of-concept to productive use.
Potential Positives
- Strategic partnership with Sakana AI to enhance research and product innovation aimed at enterprise AI adoption.
- Collaboration focused on improving the visibility and reliability of AI-powered applications, addressing a growing need among enterprises.
- Initial focus on supporting large enterprise customers in Japan, leveraging Datadog's established regional presence, which may enhance market penetration.
- Joint initiatives include potential open-source contributions, promoting transparency and collaboration in AI technology development.
Potential Negatives
- The partnership may highlight Datadog's need to enhance its AI capabilities, potentially signaling weaknesses in its current offerings compared to competitors.
- Datadog is mainly focusing on the large enterprise market in Japan, which could suggest limitations in its global strategy or product applicability.
- The forward-looking statements indicate uncertainty in achieving the anticipated benefits, which could cast doubt on the company's future performance.
FAQ
What is the purpose of the Datadog and Sakana AI partnership?
The partnership aims to enhance enterprise AI adoption through research and product innovation while ensuring reliable AI system operation.
How will this partnership benefit enterprises?
Enterprises will gain improved visibility into AI application performance and accelerate the responsible adoption of AI technologies.
What are the initial focus areas of the collaboration?
The initial focus is on supporting large enterprise customers in Japan, with plans to expand globally over time.
What expertise does Sakana AI bring to the partnership?
Sakana AI brings cutting-edge research capabilities in scalable AI models and expertise in addressing complex industrial challenges.
How will Datadog and Sakana AI support AI implementation in enterprises?
The companies will collaborate on research initiatives, product developments, and go-to-market efforts to facilitate AI production readiness.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$DDOG Insider Trading Activity
$DDOG insiders have traded $DDOG stock on the open market 174 times in the past 6 months. Of those trades, 0 have been purchases and 174 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by insiders over the last 6 months:
- MATTHEW JACOBSON has made 0 purchases and 18 sales selling 543,764 shares for an estimated $101,063,188.
- OLIVIER POMEL (Chief Executive Officer) has made 0 purchases and 39 sales selling 427,126 shares for an estimated $68,692,150.
- ALEXIS LE-QUOC (Chief Technology Officer) has made 0 purchases and 46 sales selling 392,825 shares for an estimated $57,965,310.
- MICHAEL JAMES CALLAHAN has made 0 purchases and 3 sales selling 112,500 shares for an estimated $18,128,152.
- AMIT AGARWAL has made 0 purchases and 13 sales selling 87,889 shares for an estimated $12,000,141.
- SHARDUL SHAH has made 0 purchases and 25 sales selling 39,580 shares for an estimated $6,011,615.
- SEAN MICHAEL WALTERS (Chief Revenue Officer) has made 0 purchases and 7 sales selling 37,811 shares for an estimated $5,518,204.
- ADAM BLITZER (Chief Operating Officer) has made 0 purchases and 8 sales selling 33,062 shares for an estimated $4,788,782.
- KERRY ACOCELLA (General Counsel and Secretary) has made 0 purchases and 9 sales selling 31,027 shares for an estimated $4,428,766.
- YANBING LI (Chief Product Officer) has made 0 purchases and 2 sales selling 31,725 shares for an estimated $4,412,504.
- DAVID M OBSTLER (Chief Financial Officer) has made 0 purchases and 2 sales selling 25,132 shares for an estimated $3,673,563.
- DAVID GALLOREESE (Chief People Officer) has made 0 purchases and 2 sales selling 5,131 shares for an estimated $749,984.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$DDOG Revenue
$DDOG had revenues of $953.2M in Q4 2025. This is an increase of 29.21% from the same period in the prior year.
You can track DDOG financials on Quiver Quantitative's DDOG stock page.
$DDOG Congressional Stock Trading
Members of Congress have traded $DDOG stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$DDOG Hedge Fund Activity
We have seen 579 institutional investors add shares of $DDOG stock to their portfolio, and 538 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 7,451,970 shares (-65.3%) from their portfolio in Q4 2025, for an estimated $1,013,393,400
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,143,493 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $971,443,613
- SC US (TTGP), LTD. removed 2,389,407 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $324,935,457
- JENNISON ASSOCIATES LLC added 2,316,994 shares (+43.7%) to their portfolio in Q4 2025, for an estimated $315,088,014
- ALYESKA INVESTMENT GROUP, L.P. removed 2,179,869 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $310,413,345
- FMR LLC added 1,858,769 shares (+11.4%) to their portfolio in Q4 2025, for an estimated $252,773,996
- CAPITAL INTERNATIONAL INVESTORS removed 1,836,151 shares (-85.1%) from their portfolio in Q4 2025, for an estimated $249,698,174
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$DDOG Analyst Ratings
Wall Street analysts have issued reports on $DDOG in the last several months. We have seen 22 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/13/2026
- Macquarie issued a "Outperform" rating on 02/11/2026
- Raymond James issued a "Outperform" rating on 02/11/2026
- Rosenblatt issued a "Buy" rating on 01/30/2026
- TD Cowen issued a "Buy" rating on 01/21/2026
- Mizuho issued a "Outperform" rating on 01/21/2026
- Keybanc issued a "Overweight" rating on 01/12/2026
To track analyst ratings and price targets for $DDOG, check out Quiver Quantitative's $DDOG forecast page.
$DDOG Price Targets
Multiple analysts have issued price targets for $DDOG recently. We have seen 30 analysts offer price targets for $DDOG in the last 6 months, with a median target of $177.5.
Here are some recent targets:
- Gil Luria from DA Davidson set a target price of $225.0 on 02/17/2026
- Gray Powell from BTIG set a target price of $170.0 on 02/13/2026
- Dan Ives from Wedbush set a target price of $190.0 on 02/13/2026
- Adam Tindle from Raymond James set a target price of $170.0 on 02/11/2026
- Steve Koenig from Macquarie set a target price of $200.0 on 02/11/2026
- Blair Abernethy from Rosenblatt set a target price of $185.0 on 02/11/2026
- Raimo Lenschow from Barclays set a target price of $165.0 on 02/11/2026
Full Release
NEW YORK and TOKYO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Datadog , Inc. (NASDAQ: DDOG) the AI-powered observability and security platform for cloud applications, today announced a strategic partnership with Sakana AI, a next-generation AI research lab building advanced foundation models, to collaborate on research, product innovation, and go-to-market initiatives focused on enterprise AI adoption.
Through the partnership, Datadog and Sakana AI will work closely across research and engineering teams to explore new approaches to building, deploying, and operating advanced AI systems at scale. The collaboration is designed to help enterprises gain greater visibility into the performance, reliability, and impact of AI-powered applications, while accelerating the responsible adoption of AI technologies.
“AI systems are becoming foundational to how modern enterprises build and operate software, but they also introduce new complexity,” said Bharat Sajnani, Head of Datadog Ventures. “By partnering with Sakana AI, we are combining deep AI research expertise with Datadog’s platform for observability and security to help organizations better understand and operate these systems with confidence.”
As part of the partnership, the companies plan to collaborate on joint research initiatives , including potential open-source contributions, product , and go-to-market efforts . The collaboration will initially focus on supporting large enterprise customers in Japan, leveraging Datadog’s established presence in the region, including its local data center, before expanding globally over time to meet enterprise requirements around performance and data residency.
Sakana AI brings cutting-edge research capabilities focused on efficient, scalable, and adaptive AI models, and the expertise to apply them to complex industrial challenges and the expertise to apply them to complex industrial challenges, while Datadog contributes deep experience supporting tens of thousands of organizations operating complex cloud and AI-powered systems worldwide. Together, the companies aim to help enterprises bridge the gap between AI innovation and real-world production readiness.
“At present, enterprises globally are increasingly looking to move generative AI tools and applications from proof-of-concept, into production environments that deliver real value," said David Ha, Co-founder & CEO of Sakana AI. “Working with Datadog allows Sakana AI to collaborate with a global enterprise leader and learn directly from how some of the world’s most sophisticated organizations operate AI systems at scale.”
About Datadog
Datadog is the observability and security platform for cloud applications. Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for our customers' entire technology stack. Datadog is used by organizations of all sizes and across a wide range of industries to enable digital transformation and cloud migration, drive collaboration among development, operations, security and business teams, accelerate time to market for applications, reduce time to problem resolution, secure applications and infrastructure, understand user behavior and track key business metrics.
About Sakana AI
Founded in July 2023 and based in Tokyo, Sakana AI K.K. (Sakana AI), is a rapidly growing AI R&D company, led by David Ha, Llion Jones, and Ren Ito. Sakana AI has already achieved significant and innovative milestones, including Evolutionary Model Merge, a method for merging multiple AI models, and The AI Scientist, the first comprehensive system for fully automatic scientific discovery, enabling Foundation Models to perform research independently. Beyond research, Sakana AI is deeply committed to the social implementation of its technologies. To develop AI solutions for Japan’s needs and democratize AI, Sakana AI is working with large enterprises and the public sector. For more information, visit https://sakana.ai/blog/
Forward-Looking Statements
This press release may include certain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended including statements on the benefits of new products and features. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made. Actual results may differ materially from those described in the forward-looking statements and are subject to a variety of assumptions, uncertainties, risks and factors that are beyond our control, including those risks detailed under the caption “Risk Factors” and elsewhere in our Securities and Exchange Commission filings and reports, including the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 7, 2025, as well as future filings and reports by us. Except as required by law, we undertake no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, changes in expectations or otherwise.