Hennion & Walsh Asset Management Inc. Sells 4,036 Shares of Datadog, Inc. $DDOG

Hennion & Walsh Asset Management Inc. lessened its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 54.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,340 shares of the company’s stock after selling 4,036 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Datadog were worth $870,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC acquired a new stake in shares of Datadog in the 4th quarter valued at $209,000. Bison Wealth LLC acquired a new stake in shares of Datadog during the 4th quarter worth about $228,000. Empowered Funds LLC increased 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 worth $1,023,000 after purchasing an additional 672 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in 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 purchasing an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC bought a new position in Datadog during the 2nd quarter valued at about $509,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insider Buying and Selling at Datadog

In related news, Director Amit Agarwal sold 20,000 shares of the stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $234.85, for a total value of $4,697,000.00. Following the transaction, the director directly owned 1,640 shares in the company, valued at $385,154. This represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael James Callahan sold 12,500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $287.47, for a total transaction of $3,593,375.00. Following the completion of the transaction, the director directly owned 14,996 shares in the company, valued at approximately $4,310,900.12. The trade was a 45.46% 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. In the last three months, insiders sold 1,428,934 shares of company stock valued at $352,427,529. 6.48% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on DDOG shares. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $280.00 price objective on shares of Datadog in a research note on Thursday, July 16th. KeyCorp boosted their target price on Datadog from $225.00 to $320.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Stifel Nicolaus set a $305.00 price target on Datadog in a research report on Thursday, May 7th. Weiss Ratings cut Datadog from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, July 29th. Finally, TD Cowen boosted their price objective on Datadog from $260.00 to $300.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $276.32.

Datadog Trading Up 4.7%

DDOG stock opened at $252.24 on Friday. The company has a market cap of $89.79 billion, a P/E ratio of 514.79, a PEG ratio of 25.19 and a beta of 1.54. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $292.72. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. The business has a fifty day moving average of $248.49 and a 200-day moving average of $181.78.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.07. The firm had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The company’s revenue was up 35.6% on a year-over-year basis. During the same period last year, the company earned $0.46 earnings per share. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, equities research analysts expect that Datadog, Inc. will post 0.66 EPS for the current year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Q2 performance and AI momentum: Datadog reported $1.12 billion in revenue, up 35.6% year over year, and adjusted EPS of $0.65 versus the $0.58 consensus estimate. Management said AI adoption is accelerating among enterprise customers. Datadog Q2 2026 Earnings Call Transcript
• Positive Sentiment: Large customers are driving recurring revenue: Enterprise bookings generated 91% of annual recurring revenue, while expanding platform usage and AI-related demand point to potentially stronger revenue momentum. Datadog’s Large Customer Base Grows
• Positive Sentiment: Analyst support remains strong: Recent reports include a new buy rating and higher price targets, including DA Davidson’s $315 target and a consensus rating of “Moderate Buy.” One report also described DDOG as a leading momentum stock. New Buy Rating for Datadog
• Neutral Sentiment: Growth comparisons: A comparison with The Trade Desk highlights Datadog’s strong revenue-growth trajectory, but does not introduce a new company-specific catalyst. Datadog vs. The Trade Desk
• Negative Sentiment: Insider selling adds a risk signal: CTO Alexis Le-Quoc sold 53,912 shares worth approximately $13.7 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled and he retained more than 509,000 shares, it may have limited predictive value, but repeated insider sales can weigh on sentiment. Datadog CTO Insider Sale
• Negative Sentiment: Valuation remains demanding: With a market capitalization near $90 billion and a very high earnings multiple, DDOG’s valuation leaves the stock sensitive to any slowdown in growth, enterprise spending or AI monetization.

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.