Datadog, Inc. $DDOG Stake Increased by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al grew its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 4.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 55,950 shares of the company’s stock after purchasing an additional 2,500 shares during the quarter. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Datadog were worth $15,322,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. EMC Capital Management bought a new stake in Datadog in the 2nd quarter valued at $28,000. Cornerstone Financial Management LLC boosted its holdings in shares of Datadog by 54.9% during the 2nd quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock valued at $33,000 after purchasing an additional 45 shares during the last quarter. Elevation Wealth Partners LLC boosted its holdings in shares of Datadog by 2,700.0% during the 2nd quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock valued at $44,000 after purchasing an additional 162 shares during the last quarter. Armstrong Advisory Group Inc. purchased a new position in shares of Datadog during the third quarter valued at about $46,000. Finally, Planning Strategies Inc. grew its position in shares of Datadog by 529.6% during the third quarter. Planning Strategies Inc. now owns 170 shares of the company’s stock valued at $47,000 after purchasing an additional 143 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on DDOG shares. Needham & Company LLC boosted their target price on Datadog from $260.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Wells Fargo & Company raised their price target on Datadog from $295.00 to $325.00 and gave the company an “overweight” rating in a report on Wednesday. KeyCorp raised their price target on Datadog from $225.00 to $320.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. UBS Group lifted their price objective on Datadog from $280.00 to $320.00 and gave the stock a “buy” rating in a research note on Tuesday, October 27th. Finally, TD Cowen reiterated a “buy” rating on shares of Datadog in a research report on Monday, October 26th. Three investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Datadog presently has a consensus rating of “Moderate Buy” and an average price target of $287.22.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was named a Leader in the Forrester Wave: AIOps Platforms, Q4 2026. The recognition highlights its AI-powered observability platform and Bits AI capabilities for detecting, investigating and remediating operational issues, potentially strengthening its competitive position. Datadog Named a Leader in AIOps Platforms Research
• Positive Sentiment: A Wells Fargo analyst reportedly expects Datadog’s stock price to rise, providing some analyst support ahead of the company’s upcoming results. Datadog Stock Price Expected to Rise
• Neutral Sentiment: Wall Street is concentrating on Datadog’s third-quarter 2026 metrics, including revenue growth, customer additions, usage trends and profitability. The company’s latest reported quarter showed revenue growth of 35.6% year over year and adjusted EPS above expectations, but investors are likely demanding continued strength. Datadog Q3 Earnings Projections
• Negative Sentiment: Datadog fell alongside other cybersecurity and technology software stocks even as a major Binance cryptocurrency theft underscored demand for digital-security products. The move suggests broad market and sector selling, rather than a deterioration in Datadog’s fundamentals, is currently dominating trading. Datadog and Cybersecurity Stocks Fall
• Negative Sentiment: CTO Alexis Le-Quoc sold 43,224 shares worth approximately $12.1 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, although insider selling can still weigh on sentiment. SEC Insider Trading Filing

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $235.27 on Friday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20. The firm has a market cap of $84.48 billion, a PE ratio of 480.15, a price-to-earnings-growth ratio of 22.97 and a beta of 1.51. The firm’s 50 day simple moving average is $251.27 and its 200-day simple moving average is $198.14. Datadog, Inc. has a one year low of $98.01 and a one year high of $300.68.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, topping analysts’ consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The company had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. During the same period in the prior year, the firm earned $0.46 earnings per share. The firm’s revenue for the quarter was up 35.6% compared to the same quarter last year. 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 analysts predict that Datadog, Inc. will post 0.70 EPS for the current year.

Insider Buying and Selling

In other Datadog news, CFO David Obstler sold 40,000 shares of the business’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $227.47, for a total transaction of $9,098,800.00. Following the sale, the chief financial officer owned 378,067 shares of the company’s stock, valued at approximately $85,998,900.49. The trade was a 9.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $227.02, for a total value of $12,239,102.24. Following the completion of the transaction, the chief technology officer directly owned 509,805 shares in the company, valued at $115,735,931.10. This represents a 9.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 904,934 shares of company stock worth $220,279,519 in the last 90 days. 6.48% of the stock is owned by corporate insiders.

Datadog Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.