Impact Partnership Wealth LLC Makes New Investment in Datadog, Inc. $DDOG

Posted by George Bondi on Jun 1st, 2026

Impact Partnership Wealth LLC acquired a new position in Datadog, Inc. (NASDAQ:DDOG – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,072 shares of the company’s stock, valued at approximately $282,000.

Several other hedge funds and other institutional investors have also bought and sold shares of DDOG. Brighton Jones LLC purchased a new position in Datadog in the fourth quarter worth $209,000. Bison Wealth LLC purchased a new position in Datadog in the fourth quarter valued at about $228,000. Empowered Funds LLC boosted its stake in Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after acquiring an additional 672 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in Datadog by 17.6% in the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after acquiring an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC purchased a new position in Datadog in the second quarter valued at about $509,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insider Buying and Selling at Datadog

In related news, Director Amit Agarwal sold 20,000 shares of the stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $200.13, for a total transaction of $4,002,600.00. Following the sale, the director owned 1,640 shares of the company’s stock, valued at approximately $328,213.20. This represents a 92.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Yanbing Li sold 19,834 shares of the 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 sale, the insider directly owned 285,283 shares in the company, valued at $56,300,600.05. This trade represents a 6.50% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 848,198 shares of company stock worth $135,415,163 in the last three months. 6.48% of the stock is currently owned by corporate insiders.

Datadog Stock Performance

Shares of DDOG stock opened at $247.35 on Monday. The stock has a market capitalization of $88.05 billion, a P/E ratio of 650.94, a PEG ratio of 26.41 and a beta of 1.56. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The firm’s 50 day moving average is $154.21 and its 200 day moving average is $142.67. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $249.81.

Datadog (NASDAQ:DDOG – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The business had revenue of $1.01 billion for 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 firm’s quarterly revenue was up 32.1% on a year-over-year basis. During the same quarter 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. On average, sell-side analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on DDOG. Citigroup boosted their target price on shares of Datadog from $175.00 to $218.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Benchmark reiterated a “buy” rating on shares of Datadog in a research note on Thursday, May 7th. Robert W. Baird set a $210.00 target price on shares of Datadog in a research note on Friday, May 8th. Raymond James Financial upped their price target on Datadog from $170.00 to $220.00 in a research report on Thursday, May 7th. Finally, Guggenheim upped their price target on Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $219.69.

Read Our Latest Stock Report on DDOG

Datadog News Summary

Here are the key news stories impacting Datadog this week:

Positive Sentiment: Datadog is benefiting from a broader software rally after Snowflake’s strong results lifted sentiment across cloud and AI-related stocks, helping DDOG gain momentum. Datadog’s recent FedRAMP High certification also expands its appeal for sensitive U.S. government workloads. Datadog gains as Snowflake-led software rally boosts sentiment; FedRAMP High milestone adds support
Positive Sentiment: Bank of America raised its price target on Datadog to $260 from $225, reinforcing bullish expectations for further upside. Bank of America Issues Positive Forecast for Datadog (NASDAQ:DDOG) Stock Price
Positive Sentiment: Datadog continues to attract “buy” and “outperform” calls from several Wall Street firms, with recent analyst coverage pointing to strong AI and observability demand. What Makes Datadog (DDOG) a Strong Momentum Stock: Buy Now?
Positive Sentiment: Datadog’s presentation at Bernstein’s Strategic Decisions Conference kept attention on its growth story and momentum in cloud observability and AI. Datadog, Inc. (DDOG) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Neutral Sentiment: Datadog is being highlighted in stock-screening and cybersecurity watchlist articles, which can improve visibility but does not directly change fundamentals. Buy 4 Cybersecurity Bigwigs for a Strong and Secure Portfolio in 2026
Neutral Sentiment: CEO Olivier Pomel sold shares under a pre-arranged 10b5-1 plan. While routine, insider selling may still temper enthusiasm at the margin. Datadog CEO Olivier Pomel stock sale filing
Neutral Sentiment: Some analysts remain cautious on valuation, with Goldman Sachs reportedly keeping a Sell rating even after lifting its target, suggesting the stock may still be seen as expensive. Is Datadog, Inc. (DDOG) Overvalued? Goldman Sachs Raises Target but Keeps Sell Rating

Datadog Profile

(Free Report)

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.