Hel Ved Capital Management Ltd Cuts Stake in Datadog, Inc. $DDOG

Hel Ved Capital Management Ltd cut its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 29.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,130 shares of the company’s stock after selling 9,100 shares during the period. Hel Ved Capital Management Ltd’s holdings in Datadog were worth $3,151,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Rothschild Investment LLC grew its stake in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. raised its stake in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares during the last quarter. Westside Investment Management Inc. raised its stake in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. Tripletail Wealth Management LLC acquired a new stake in Datadog in the third quarter worth about $28,000. Finally, Hazlett Burt & Watson Inc. acquired a new stake in Datadog in the third quarter worth about $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Stock Up 2.8%

Datadog stock opened at $125.75 on Friday. The business’s 50-day moving average price is $124.08 and its 200 day moving average price is $141.71. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The firm has a market cap of $44.34 billion, a price-to-earnings ratio of 405.65, a price-to-earnings-growth ratio of 33.63 and a beta of 1.31. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. During the same quarter in the prior year, the firm posted $0.49 EPS. The business’s quarterly revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, sell-side analysts anticipate that Datadog, Inc. will post 0.34 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts recently commented on DDOG shares. JPMorgan Chase & Co. increased their price objective on shares of Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Wells Fargo & Company upped their price target on shares of Datadog from $190.00 to $230.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. DA Davidson reiterated a “buy” rating and set a $225.00 price objective on shares of Datadog in a research note on Tuesday, February 17th. Macquarie Infrastructure upped their target price on Datadog from $175.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Datadog in a research report on Wednesday, January 21st. Thirty-six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $179.62.

Insider Transactions at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 43,106 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $126.79, for a total value of $5,465,409.74. Following the sale, the chief technology officer directly owned 490,798 shares of the company’s stock, valued at approximately $62,228,278.42. This trade represents a 8.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Shardul Shah sold 7,916 shares of the company’s stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total value of $988,629.24. Following the transaction, the director directly owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 292,993 shares of company stock valued at $38,734,569 in the last ninety days. 8.70% of the stock is currently owned by corporate insiders.

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.