Total Wealth Planning & Management Inc. purchased a new stake in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,661 shares of the company’s stock, valued at approximately $362,000.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Westside Investment Management Inc. increased its stake in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares during the period. Rothschild Investment LLC increased its stake 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 acquiring an additional 100 shares during the period. Physician Wealth Advisors Inc. increased its stake in Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares during the period. JPL Wealth Management LLC bought a new position in Datadog during the third quarter valued at about $27,000. Finally, CoreCap Advisors LLC increased its stake in Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after acquiring an additional 190 shares during the period. 78.29% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades
Several equities analysts recently issued reports on the company. Cantor Fitzgerald boosted their price target on Datadog from $171.00 to $226.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Scotiabank boosted their price target on Datadog from $160.00 to $225.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Sanford C. Bernstein boosted their price target on Datadog from $167.00 to $180.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. UBS Group boosted their price target on Datadog from $195.00 to $220.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Finally, Robert W. Baird set a $210.00 price target on Datadog in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $219.69.
Datadog Stock Down 2.7%
NASDAQ DDOG opened at $243.60 on Friday. 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 stock’s 50 day moving average is $164.88 and its two-hundred day moving average is $144.65. The company has a market capitalization of $86.71 billion, a price-to-earnings ratio of 641.07, a PEG ratio of 26.80 and a beta of 1.56. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $278.70.
Datadog (NASDAQ:DDOG – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company’s quarterly revenue was up 32.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.46 earnings per share. 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 analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.
Insider Activity at Datadog
In other Datadog news, CRO Sean Michael Walters sold 13,409 shares of Datadog stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $267.15, for a total transaction of $3,582,214.35. Following the sale, the executive directly owned 270,296 shares of the company’s stock, valued at approximately $72,209,576.40. The trade was a 4.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Alexis Le-Quoc sold 21,506 shares of Datadog stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $267.15, for a total value of $5,745,327.90. Following the sale, the chief technology officer directly owned 509,805 shares in the company, valued at $136,194,405.75. The trade was a 4.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. In the last ninety days, insiders sold 1,023,526 shares of company stock valued at $182,246,367. Corporate insiders own 6.48% of the company’s stock.
Key Stories Impacting Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog was highlighted as one of the most-upgraded software stocks last month, reinforcing confidence in its growth outlook and the AI-driven rebound in software sentiment. 3 Most Upgraded Stocks Last Month According to MarketBeat (DDOG)
- Positive Sentiment: Commentary that software stocks are rebounding as investors see AI as a growth catalyst supports the broader bull case for DDOG. DDOG, ORCL, MSFT emerge as top software stock picks as the sector rebounds: report
- Neutral Sentiment: Datadog’s presentation at the Bank of America 2026 Global Technology Conference may have kept the company in focus, but no new material catalyst was highlighted in the headline provided. Datadog, Inc. (DDOG) Presents at Bank of America 2026 Global Technology Conference Transcript
- Negative Sentiment: Recent insider selling by senior executives, especially the CTO’s large share sales, is likely the biggest near-term drag on investor sentiment. SEC insider filing
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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