Datadog, Inc. $DDOG Shares Bought by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC raised its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 25.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,593 shares of the company’s stock after acquiring an additional 4,653 shares during the quarter. Janney Montgomery Scott LLC’s holdings in Datadog were worth $2,667,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in DDOG. Brighton Jones LLC purchased a new stake in shares of Datadog during the fourth quarter worth approximately $209,000. Bison Wealth LLC purchased a new position in Datadog in the 4th quarter valued at $228,000. Empowered Funds LLC boosted its stake in Datadog by 7.0% during the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after purchasing an additional 672 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after purchasing an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC purchased a new stake in shares of Datadog during the second quarter worth $509,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insider Activity

In related news, CEO Olivier Pomel sold 84,698 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $232.30, for a total value of $19,675,345.40. Following the sale, the chief executive officer owned 612,747 shares of the company’s stock, valued at $142,341,128.10. This trade represents a 12.14% decrease in their ownership of the stock. The sale was disclosed in a legal 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, CTO Alexis Le-Quoc sold 43,224 shares of Datadog stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $220.97, for a total transaction of $9,551,207.28. Following the completion of the transaction, the chief technology officer owned 509,805 shares of the company’s stock, valued at $112,651,610.85. This represents a 7.82% 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. In the last three months, insiders sold 1,405,621 shares of company stock valued at $309,070,507. 6.48% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Mizuho increased their target price on shares of Datadog from $145.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Robert W. Baird set a $210.00 target price on Datadog in a research note on Friday, May 8th. Piper Sandler restated an “overweight” rating and issued a $275.00 target price (up from $230.00) on shares of Datadog in a research report on Wednesday, June 10th. TD Cowen upped their price objective on shares of Datadog from $235.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. Finally, Arete Research raised their target price on Datadog from $260.00 to $340.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $244.73.

Datadog Trading Up 1.7%

DDOG opened at $261.09 on Thursday. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70. The stock has a market capitalization of $92.94 billion, a price-to-earnings ratio of 687.10, a PEG ratio of 26.11 and a beta of 1.54. 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 business has a fifty day moving average price of $221.33 and a 200 day moving average price of $158.62.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping the consensus estimate 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%.Datadog’s revenue was up 32.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts expect that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts remain broadly constructive on Datadog after its last earnings report topped expectations, with revenue above estimates and management’s FY2026 outlook reinforcing confidence in continued growth.
• Positive Sentiment: Benchmark raised its price target on Datadog to a Street-high $330 and kept a Buy rating, citing strong execution and customer momentum in the company’s product-led growth business. Benchmark Lifts PT on Datadog (DDOG), Remains Bullish
• Positive Sentiment: Datadog’s acquisition of Adaptive ML and its broader AI investment plans are keeping the stock in focus as investors look for upside from AI-enabled observability and automation. Datadog (DDOG): The Best High Growth Cybersecurity Stock to Buy Now
• Positive Sentiment: Zacks upgraded Datadog to a Strong Buy, signaling improving near-term earnings sentiment that could support additional buying interest. Datadog (DDOG) Moves to Strong Buy: Rationale Behind the Upgrade
• Neutral Sentiment: Several insiders disclosed pre-arranged Rule 10b5-1 stock sales, including directors Amit Agarwal and Michael James Callahan, which may weigh on sentiment but do not necessarily indicate a change in fundamentals. SEC filing
• Negative Sentiment: Bernstein downgraded Datadog to Market Perform, warning that growth could slow and that investor expectations may be running ahead of near-term fundamentals. This Analyst Just Downgraded Datadog Stock. Here’s Why.
• Negative Sentiment: Bernstein also flagged a possible “Q4 problem” for Datadog’s AI growth story, raising concern that the stock’s sharp run-up may leave little room for disappointment. Datadog in spotlight as Bernstein downgrades, citing upcoming ‘caution’

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.