Silvant Capital Management LLC boosted its stake in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 9.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 48,218 shares of the company’s stock after acquiring an additional 4,082 shares during the period. Silvant Capital Management LLC’s holdings in Datadog were worth $6,557,000 at the end of the most recent quarter.
Other institutional investors have also bought and sold shares of the company. Rothschild Investment LLC lifted its position in Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares during the last quarter. JPL Wealth Management LLC bought a new stake in shares of Datadog in the 3rd quarter worth about $27,000. CoreCap Advisors LLC lifted its holdings in shares of Datadog by 1,461.5% in the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after acquiring an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC bought a new stake in Datadog during the 4th quarter valued at about $31,000. Finally, NBC Securities Inc. lifted its holdings in Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after buying an additional 165 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research analysts have commented on the stock. Wedbush assumed coverage on shares of Datadog in a research report on Monday. They set a “neutral” rating on the stock. Craig Hallum initiated coverage on shares of Datadog in a research report on Monday. They issued a “buy” rating on the stock. Scotiabank lifted their price objective on shares of Datadog from $160.00 to $225.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Truist Financial raised shares of Datadog from a “hold” rating to a “buy” rating and boosted their target price for the stock from $190.00 to $300.00 in a research report on Monday. Finally, BTIG Research reissued a “buy” rating and set a $255.00 target price on shares of Datadog in a research report on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $234.14.
Key Stories Impacting Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Truist Financial upgraded Datadog from hold to buy and raised its price target to $300 from $190, citing additional upside from the company’s growth outlook. Truist Just Upgraded Datadog Stock. Here’s Why.
- Positive Sentiment: Coverage highlighted Datadog’s expanding AI observability, cloud monitoring, and security businesses, noting that demand is broadening and still supporting strong revenue growth and cash generation. Datadog (DDOG): AI Observability Push Shows Why Cloud Monitoring Demand Is Broadening
- Positive Sentiment: Datadog’s Dash conference news was seen as constructive after the company unveiled 100+ new AI and security features, strengthening its position as a control layer for AI and cloud workloads and supporting the recent guidance increase. How Datadog’s Dash AI and Security Expansion Will Impact Datadog (DDOG) Investors
- Neutral Sentiment: The stock has also drawn attention from valuation-focused commentary, which said Datadog looks somewhat rich after a strong run. That could temper enthusiasm, even though momentum remains strong. Datadog (DDOG) Stock Valuation Looks Slightly Rich After Strong Momentum
- Negative Sentiment: Company insider Sean Michael Walters sold shares in a pre-arranged Rule 10b5-1 plan. While routine, insider selling can sometimes be viewed as a mild caution signal by investors. Insider trade details
Datadog Stock Performance
DDOG opened at $233.09 on Tuesday. 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 fifty day moving average price of $180.54 and a 200 day moving average price of $147.82. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $278.70. The stock has a market cap of $82.97 billion, a P/E ratio of 613.41, a P/E/G ratio of 24.62 and a beta of 1.56.
Datadog (NASDAQ:DDOG – Get Free Report) last posted 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. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same period in the previous year, the business posted $0.46 EPS. The business’s revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Equities research analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.
Insider Transactions at Datadog
In related news, Director Dev Ittycheria sold 120,000 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $248.78, for a total value of $29,853,600.00. Following the completion of the sale, the director owned 39,235 shares of the company’s stock, valued at approximately $9,760,883.30. The trade was a 75.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $271.05, for a total transaction of $14,612,847.60. Following the completion of the sale, the chief technology officer directly owned 531,311 shares of the company’s stock, valued at approximately $144,011,846.55. The trade was a 9.21% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 1,221,989 shares of company stock worth $247,443,046. Insiders own 6.48% of the company’s stock.
Datadog 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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