Heritage Investors Management Corp grew its position in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 74,381 shares of the company’s stock after acquiring an additional 3,341 shares during the quarter. Heritage Investors Management Corp’s holdings in Datadog were worth $10,115,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors also recently modified their holdings of the company. Elevation Point Wealth Partners LLC lifted its holdings in Datadog by 3.3% in the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after purchasing an additional 55 shares during the period. Chicago Partners Investment Group LLC lifted its holdings in Datadog by 1.6% in the fourth 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 during the period. Vivaldi Capital Management LP lifted its holdings in Datadog by 2.8% in the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after purchasing an additional 74 shares during the period. Westside Investment Management Inc. lifted its holdings in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the period. Finally, Farther Finance Advisors LLC raised its position in Datadog by 2.0% in the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock worth $529,000 after acquiring an additional 78 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.
Analyst Ratings Changes
Several equities research analysts have commented on the stock. Bank of America dropped their price target on shares of Datadog from $215.00 to $170.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Rosenblatt Securities boosted their price target on shares of Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Mizuho boosted their price target on shares of Datadog from $145.00 to $220.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Wolfe Research dropped their price target on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 10th. Finally, Wall Street Zen upgraded shares of Datadog from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and a consensus target price of $213.38.
Insider Activity
In other news, insider Yanbing Li sold 19,834 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $197.35, for a total value of $3,914,239.90. Following the transaction, the insider owned 285,283 shares in the company, valued at $56,300,600.05. This represents a 6.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CTO Alexis Le-Quoc sold 43,224 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $208.04, for a total value of $8,992,320.96. Following the completion of the transaction, the chief technology officer owned 531,311 shares in the company, valued at $110,533,940.44. This represents a 7.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 885,963 shares of company stock worth $130,015,444. Corporate insiders own 6.48% of the company’s stock.
Datadog Price Performance
DDOG stock opened at $218.04 on Friday. 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, Inc. has a one year low of $98.01 and a one year high of $220.35. The firm has a market capitalization of $77.61 billion, a PE ratio of 573.80, a P/E/G ratio of 39.77 and a beta of 1.30. The firm has a 50-day moving average of $142.27 and a two-hundred day moving average of $140.52.
Datadog (NASDAQ:DDOG – Get Free Report) last announced its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (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 company’s revenue was up 32.1% on a year-over-year basis. During the same period in the previous year, the business 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. On average, analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current year.
Datadog News Roundup
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog’s Q1 results beat expectations, with EPS of $0.60 versus $0.51 expected and revenue of $1.01 billion versus $960.1 million projected, reinforcing confidence in demand for its observability and security platform.
- Positive Sentiment: Management raised FY2026 and Q2 guidance, signaling continued momentum after revenue grew 32.1% year over year, which supports the bullish stock move. 2 Software Stocks Turning AI Fears Into Fundamental Gains
- Positive Sentiment: Several analysts lifted price targets, including UBS to $220 and Piper Sandler to $230, reflecting growing optimism that Datadog can keep outperforming. Why Datadog (DDOG) Might be Well Poised for a Surge
- Positive Sentiment: Articles highlighting Datadog as an AI beneficiary and a big-data leader are adding to the bullish narrative, with investors viewing AI adoption as a tailwind for the company’s platform. Datadog Backs Dust To Link Observability With Multiplayer AI Workloads
- Neutral Sentiment: Datadog’s investment in Dust’s Series B funding round shows it is staying close to emerging AI workflows, but the direct financial impact appears limited for now.
- Negative Sentiment: Recent insider selling by CTO Alexis Le-Quoc may create a little caution, although the sale was made under a pre-arranged 10b5-1 plan and does not necessarily signal concern about the business. Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,224 Shares of 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.
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