IFP Advisors Inc decreased its holdings in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 27.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 10,608 shares of the company’s stock after selling 4,114 shares during the period. IFP Advisors Inc’s holdings in Datadog were worth $1,443,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently made changes to their positions in DDOG. Brighton Jones LLC bought a new stake in shares of Datadog during the 4th quarter valued at $209,000. Bison Wealth LLC bought a new stake in shares of Datadog during the 4th quarter valued at $228,000. Empowered Funds LLC raised its position in shares of Datadog by 7.0% during the 1st 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. raised its position in shares of Datadog by 17.6% during the 1st 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 bought a new stake in shares of Datadog during the 2nd quarter valued at $509,000. Institutional investors own 78.29% of the company’s stock.
Wall Street Analyst Weigh In
Several analysts have commented on DDOG shares. Stifel Nicolaus set a $305.00 target price on shares of Datadog in a research report on Thursday, May 7th. Daiwa Securities Group upped their target price on shares of Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. BMO Capital Markets upped their target price on shares of Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Scotiabank upped their target price on shares of Datadog from $160.00 to $225.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Finally, Wedbush upped their target price on shares of Datadog from $190.00 to $220.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. One 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 given a Sell rating to the company’s stock. According to MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus target price of $213.98.
Datadog Price Performance
DDOG opened at $222.32 on Friday. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $224.77. The company has a fifty day simple moving average of $144.17 and a 200 day simple moving average of $141.09. The stock has a market cap of $79.14 billion, a P/E ratio of 585.07, a P/E/G ratio of 41.66 and a beta of 1.30.
Datadog (NASDAQ:DDOG – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter in the prior year, the company earned $0.46 EPS. The firm’s quarterly revenue was up 32.1% on a year-over-year basis. 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, research analysts expect that Datadog, Inc. will post 0.61 EPS for the current year.
Insiders Place Their Bets
In related news, insider Yanbing Li sold 19,834 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $197.35, for a total value of $3,914,239.90. Following the completion of the transaction, the insider directly owned 285,283 shares of the company’s stock, valued at approximately $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 accessible through this link. Also, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction on 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 completion of the transaction, the director directly owned 1,640 shares of the company’s stock, valued at approximately $328,213.20. The trade was a 92.42% decrease in their ownership of the stock. 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. Insiders have sold 885,963 shares of company stock worth $130,015,444 over the last 90 days. 6.48% of the stock is currently owned by corporate insiders.
Datadog News Roundup
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Wedbush added Datadog to its AI 30 list, saying the stock is benefiting from the ongoing AI buildout and highlighting Datadog’s role in AI observability as a compelling theme. Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution
- Positive Sentiment: Several reports pointed to a bullish technical setup, including a “golden cross” where the 50-day moving average moved above the 200-day moving average, which traders often view as a momentum signal. Datadog (DDOG) Just Flashed Golden Cross Signal: Do You Buy?
- Positive Sentiment: Recent earnings also supported sentiment: Datadog beat estimates on both profit and revenue, with revenue up 32.1% year over year, and management issued guidance that suggests continued growth. 2 Software Stocks Turning AI Fears Into Fundamental Gains (DDOG)
- Neutral Sentiment: Datadog has also been a trending stock on investor websites, reflecting elevated attention rather than a clear new catalyst. Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock
- Negative Sentiment: One potential overhang is continued insider selling: Datadog CTO Alexis Le-Quoc sold shares under a pre-arranged trading plan, which can sometimes weigh on sentiment even when the sale is routine. 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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