Park Avenue Securities LLC decreased its holdings in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 23.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 8,502 shares of the company’s stock after selling 2,568 shares during the quarter. Park Avenue Securities LLC’s holdings in Datadog were worth $2,328,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Janus Henderson Group PLC grew its position in Datadog by 22.8% in the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after purchasing an additional 1,439,082 shares in the last quarter. First Trust Advisors LP lifted its position in shares of Datadog by 81.5% during the 1st quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock worth $435,081,000 after buying an additional 1,654,429 shares in the last quarter. Bank of New York Mellon Corp lifted its position in shares of Datadog by 30.3% during the 1st quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company’s stock worth $312,340,000 after buying an additional 615,090 shares in the last quarter. Assenagon Asset Management S.A. boosted its stake in shares of Datadog by 197.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 2,443,008 shares of the company’s stock worth $669,018,000 after buying an additional 1,622,904 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Datadog by 162.2% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,571,018 shares of the company’s stock worth $185,459,000 after buying an additional 971,910 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog was named a Leader in the Forrester Wave: AIOps Platforms, Q4 2026. The recognition highlights its AI-powered observability platform and Bits AI capabilities for detecting, investigating and remediating operational issues, potentially strengthening its competitive position. Datadog Named a Leader in AIOps Platforms Research
- Positive Sentiment: A Wells Fargo analyst reportedly expects Datadog’s stock price to rise, providing some analyst support ahead of the company’s upcoming results. Datadog Stock Price Expected to Rise
- Neutral Sentiment: Wall Street is concentrating on Datadog’s third-quarter 2026 metrics, including revenue growth, customer additions, usage trends and profitability. The company’s latest reported quarter showed revenue growth of 35.6% year over year and adjusted EPS above expectations, but investors are likely demanding continued strength. Datadog Q3 Earnings Projections
- Negative Sentiment: Datadog fell alongside other cybersecurity and technology software stocks even as a major Binance cryptocurrency theft underscored demand for digital-security products. The move suggests broad market and sector selling, rather than a deterioration in Datadog’s fundamentals, is currently dominating trading. Datadog and Cybersecurity Stocks Fall
- Negative Sentiment: CTO Alexis Le-Quoc sold 43,224 shares worth approximately $12.1 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, although insider selling can still weigh on sentiment. SEC Insider Trading Filing
Datadog Trading Down 11.5%
Shares of DDOG stock opened at $235.27 on Friday. The company has a 50 day moving average of $251.27 and a 200-day moving average of $198.14. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $300.68. The firm has a market cap of $84.48 billion, a P/E ratio of 480.15, a PEG ratio of 22.97 and a beta of 1.51.
Datadog (NASDAQ:DDOG – Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, beating the consensus estimate of $0.58 by $0.07. Datadog had a return on equity of 5.67% and a net margin of 4.48%. The business had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. During the same period in the prior year, the company earned $0.46 earnings per share. Datadog’s revenue was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Sell-side analysts anticipate that Datadog, Inc. will post 0.70 earnings per share for the current year.
Wall Street Analyst Weigh In
A number of analysts recently commented on DDOG shares. Rosenblatt Securities lifted their price target on Datadog from $220.00 to $305.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Citigroup upped their price objective on Datadog from $300.00 to $305.00 and gave the company a “buy” rating in a research note on Friday, August 7th. DA Davidson restated a “buy” rating and issued a $315.00 price objective on shares of Datadog in a research note on Friday, August 7th. Yorkville Ives started coverage on Datadog in a research report on Monday, October 5th. They set an “outperform” rating and a $335.00 target price for the company. Finally, Oppenheimer lifted their target price on Datadog from $300.00 to $330.00 and gave the stock an “outperform” rating in a research note on Monday, October 26th. Three investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $287.22.
View Our Latest Analysis on DDOG
Insider Activity
In related news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $227.02, for a total value of $12,239,102.24. Following the completion of the sale, the chief technology officer owned 509,805 shares of the company’s stock, valued at approximately $115,735,931.10. This trade represents a 9.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $286.71, for a total transaction of $36,452,596.11. Following the completion of the transaction, the chief executive officer owned 612,747 shares of the company’s stock, valued at $175,680,692.37. This represents a 17.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 904,934 shares of company stock valued at $220,279,519 in the last 90 days. Insiders own 6.48% of the company’s stock.
Datadog Company Profile
Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.
Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.
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