Virtu Financial LLC Takes $1.20 Million Position in Datadog, Inc. $DDOG

Virtu Financial LLC acquired a new position in Datadog, Inc. (NASDAQ:DDOG) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 8,794 shares of the company’s stock, valued at approximately $1,196,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Nomura Asset Management Co. Ltd. grew its position in Datadog by 8.0% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock worth $20,762,000 after purchasing an additional 11,348 shares during the last quarter. Norges Bank acquired a new stake in Datadog during the fourth quarter valued at approximately $469,461,000. MUFG Securities EMEA plc grew its position in Datadog by 115.6% in the fourth quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock valued at $1,814,000 after acquiring an additional 7,154 shares during the period. BNP Paribas grew its holdings in shares of Datadog by 18.4% in the 4th quarter. BNP Paribas now owns 41,280 shares of the company’s stock worth $5,614,000 after purchasing an additional 6,403 shares during the last quarter. Finally, Patton Fund Management Inc. grew its stake in Datadog by 1,964.8% during the fourth quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock worth $5,242,000 after buying an additional 36,683 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

Analyst Ratings Changes

DDOG has been the topic of several research analyst reports. UBS Group increased their target price on Datadog from $195.00 to $220.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $226.00 price objective on shares of Datadog in a research note on Thursday, June 11th. BMO Capital Markets restated an “outperform” rating and set a $260.00 target price on shares of Datadog in a research report on Friday, June 12th. Daiwa Securities Group upped their price objective on shares of Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Finally, Canadian Imperial Bank of Commerce increased their target price on Datadog from $250.00 to $280.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 10th. One analyst has rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $239.48.

Insider Transactions at Datadog

In other news, CRO Sean Michael Walters sold 11,876 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $231.02, for a total value of $2,743,593.52. Following the completion of the transaction, the executive owned 258,420 shares in the company, valued at $59,700,188.40. This trade represents a 4.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 112,500 shares of Datadog stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $231.60, for a total value of $26,055,000.00. Following the completion of the sale, the director directly owned 14,996 shares in the company, valued at approximately $3,473,073.60. This represents a 88.24% decrease in their position. 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 ninety days, insiders sold 1,444,558 shares of company stock worth $299,060,922. 6.48% of the stock is owned by insiders.

Key Headlines Impacting Datadog

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

NASDAQ:DDOG opened at $223.00 on Friday. The company has a market cap of $79.38 billion, a P/E ratio of 586.86, a price-to-earnings-growth ratio of 23.88 and a beta of 1.56. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The business has a 50 day moving average price of $189.22 and a two-hundred day moving average price of $149.77. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

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