Datadog, Inc. $DDOG Shares Sold by Glynn Capital Management LLC

Glynn Capital Management LLC reduced its position in Datadog, Inc. (NASDAQ:DDOG) by 6.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 83,713 shares of the company’s stock after selling 5,654 shares during the quarter. Datadog comprises about 3.9% of Glynn Capital Management LLC’s portfolio, making the stock its 12th biggest holding. Glynn Capital Management LLC’s holdings in Datadog were worth $11,384,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the company. Elevation Point Wealth Partners LLC lifted its stake in shares of Datadog by 3.3% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after purchasing an additional 55 shares during the period. Chicago Partners Investment Group LLC lifted its stake in shares of Datadog by 1.6% in the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after purchasing an additional 73 shares during the period. Vivaldi Capital Management LP lifted its stake in shares of Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after purchasing an additional 74 shares during the period. Westside Investment Management Inc. lifted its stake in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares during the period. Finally, Farther Finance Advisors LLC lifted its stake in shares of Datadog by 2.0% in the 4th quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after purchasing an additional 78 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bank of America raised its price target on Datadog to $260 from $225, signaling more upside potential even after the stock’s strong run. MarketScreener article
• Positive Sentiment: Datadog and Carahsoft announced that Datadog for Government achieved FedRAMP High certification, which could expand adoption in the federal market and strengthen its security/observability offering. GlobeNewswire article
• Positive Sentiment: Multiple articles highlighted Datadog as a beneficiary of AI and cloud growth, while Wedbush reportedly added the stock to its AI 30 list, reinforcing the bullish long-term growth narrative. Barchart article
• Neutral Sentiment: Zacks described Datadog as a top-ranked growth stock, which supports the bullish case but does not add a specific new catalyst. Zacks article
• Neutral Sentiment: Goldman Sachs reportedly kept a Sell rating while raising its target, and a large insider sale by CEO Olivier Pomel may temper enthusiasm, though the trade was made under a pre-arranged 10b5-1 plan. Insider trade filing

Datadog Price Performance

Datadog stock opened at $225.24 on Friday. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $235.00. The firm has a market capitalization of $80.18 billion, a price-to-earnings ratio of 592.75, a PEG ratio of 41.56 and a beta of 1.30. The company has a fifty day simple moving average of $151.89 and a 200-day simple moving average of $142.34. 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 (NASDAQ:DDOG) last released its earnings results 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. 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 analyst estimates of $960.12 million. During the same quarter in the prior year, the firm earned $0.46 earnings per share. The company’s revenue for the quarter 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. On average, equities analysts anticipate that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Wall Street Analyst Weigh In

DDOG has been the subject of several analyst reports. Daiwa Securities Group boosted their target price on shares of Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Guggenheim boosted their target price on shares of Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. BTIG Research boosted their price target on shares of Datadog from $212.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday. Mizuho boosted their price target on shares of Datadog from $145.00 to $220.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Finally, Stifel Nicolaus set a $305.00 price target on shares of Datadog in a report on Thursday, May 7th. One investment 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 stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $218.95.

Insider Buying and Selling at Datadog

In other news, Director Julie Richardson sold 1,930 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $185.82, for a total transaction of $358,632.60. Following the completion of the sale, the director owned 2,106 shares of the company’s stock, valued at $391,336.92. This represents a 47.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 84,698 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $223.58, for a total transaction of $18,936,778.84. Following the sale, the chief executive officer directly owned 750,981 shares of the company’s stock, valued at $167,904,331.98. The trade was a 10.14% 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. Over the last three months, insiders have sold 970,661 shares of company stock valued at $148,952,223. 6.48% of the stock is owned by company insiders.

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.