Raiffeisen Bank International AG Boosts Stock Position in Datadog, Inc. $DDOG

Raiffeisen Bank International AG raised its holdings in Datadog, Inc. (NASDAQ:DDOG) by 79.8% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,639 shares of the company’s stock after purchasing an additional 5,167 shares during the period. Raiffeisen Bank International AG’s holdings in Datadog were worth $2,893,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. EMC Capital Management acquired a new position in Datadog during the 2nd quarter worth $28,000. Elevation Wealth Partners LLC increased its position in shares of Datadog by 2,700.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock worth $44,000 after purchasing an additional 162 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in shares of Datadog in the 3rd quarter valued at about $27,000. Continuum Advisory LLC acquired a new stake in shares of Datadog in the 2nd quarter valued at about $53,000. Finally, Rothschild Investment LLC lifted its position in shares of Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after purchasing an additional 94 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Needham & Company LLC lifted their price target on Datadog from $260.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Citigroup upped their price objective on Datadog from $300.00 to $305.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Zacks Research lowered Datadog from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 17th. Arete Research lifted their target price on Datadog from $260.00 to $340.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Finally, Evercore boosted their price target on Datadog from $225.00 to $265.00 and gave the company an “outperform” rating in a report on Wednesday, June 10th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $276.32.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

Insider Buying and Selling

In related news, CEO Olivier Pomel sold 127,141 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $231.69, for a total transaction of $29,457,298.29. Following the completion of the transaction, the chief executive officer owned 612,747 shares in the company, valued at $141,967,352.43. The trade was a 17.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, 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 53,912 shares of the company’s stock in a transaction on Wednesday, July 8th. The stock was sold at an average price of $257.24, for a total value of $13,868,322.88. Following the transaction, the chief technology officer owned 509,805 shares of the company’s stock, valued at approximately $131,142,238.20. The trade was a 9.56% 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. Over the last quarter, insiders have sold 1,316,730 shares of company stock worth $318,791,080. 6.48% of the stock is owned by company insiders.

Datadog Stock Performance

Shares of NASDAQ DDOG opened at $212.93 on Friday. 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 firm’s 50-day moving average price is $249.65 and its two-hundred day moving average price is $193.28. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $292.72. The stock has a market capitalization of $76.46 billion, a P/E ratio of 434.56, a P/E/G ratio of 21.03 and a beta of 1.49.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating analysts’ consensus estimates of $0.58 by $0.07. The company had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%.Datadog’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $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, sell-side analysts forecast that Datadog, Inc. will post 0.7 earnings per share for the current year.

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.