Datadog, Inc. $DDOG Shares Acquired by Tobam

Tobam lifted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 615.0% in the fourth quarter, Holdings Channel reports. The firm owned 7,100 shares of the company’s stock after purchasing an additional 6,107 shares during the period. Tobam’s holdings in Datadog were worth $966,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Rothschild Investment LLC raised its holdings in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the period. JPL Wealth Management LLC acquired a new position in Datadog during the third quarter valued at approximately $27,000. CoreCap Advisors LLC grew its stake in Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after buying an additional 190 shares during the period. Flagship Harbor Advisors LLC purchased a new stake in Datadog during the fourth quarter worth approximately $31,000. Finally, NBC Securities Inc. increased its position in shares of Datadog by 242.6% in the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after acquiring an additional 165 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Piper Sandler reissued an “overweight” rating and issued a $275.00 target price (up from $230.00) on shares of Datadog in a research note on Wednesday, June 10th. KeyCorp upgraded Datadog from an “overweight” rating to an “overweight” rating in a report on Monday. Daiwa Securities Group raised their price objective on Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Benchmark boosted their price objective on Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Finally, Barclays boosted their price objective on Datadog from $215.00 to $260.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 10th. One equities research analyst has rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Datadog presently has a consensus rating of “Moderate Buy” and an average target price of $239.48.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Truist upgraded Datadog to Buy from Hold and lifted its price target to $300, citing stronger demand tied to AI observability, cloud monitoring, and security products. Truist upgrades Datadog to Buy from Neutral
• Positive Sentiment: Scotiabank raised its target to $275 from $225 and kept a Sector Outperform rating, reinforcing expectations for further upside. Scotiabank adjusts price target on Datadog to 275 from 225
• Positive Sentiment: Other recent broker actions were also constructive, with Citigroup and Capital One lifting targets to $270 and $268, respectively, as analysts continue to point to durable AI-driven demand. Citi raises Datadog target to 270 citing durable AI-driven demand
• Neutral Sentiment: Coverage around Datadog’s strong Q1 results and observability consolidation strategy remains supportive, but it largely reiterates the company’s existing growth story rather than introducing a new catalyst. Can Observability Consolidation Create a Larger Opportunity for DDOG?
• Negative Sentiment: Recent insider selling by CEO Olivier Pomel and General Counsel Kerry Acocella may be creating some sentiment pressure, even though the trades were made under pre-arranged 10b5-1 plans. Datadog insider trade details

Datadog Stock Performance

Shares of DDOG stock opened at $223.00 on Friday. 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 company’s fifty day moving average price is $189.22 and its two-hundred day moving average price is $149.77. The firm has a market capitalization of $79.38 billion, a P/E ratio of 586.86, a P/E/G ratio of 23.88 and a beta of 1.56. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. During the same period last year, the firm earned $0.46 earnings per share. The company’s revenue was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, research analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Insider Transactions at Datadog

In other Datadog news, CFO David M. Obstler sold 75,000 shares of the company’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 value of $17,376,750.00. Following the transaction, the chief financial officer directly owned 434,591 shares of the company’s stock, valued at $100,690,388.79. This represents a 14.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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 that occurred on Monday, June 1st. The shares were sold at an average price of $271.05, for a total value of $14,612,847.60. Following the completion of the transaction, the chief technology officer directly owned 531,311 shares in the company, valued at approximately $144,011,846.55. The trade was a 9.21% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,444,558 shares of company stock valued at $299,060,922 in the last three months. 6.48% of the stock is currently owned by company 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.