Handelsbanken Fonder AB Purchases 76,607 Shares of Datadog, Inc. $DDOG

Handelsbanken Fonder AB lifted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 81.6% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 170,519 shares of the company’s stock after purchasing an additional 76,607 shares during the quarter. Handelsbanken Fonder AB’s holdings in Datadog were worth $44,396,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. JPL Wealth Management LLC purchased a new stake in Datadog in the third quarter worth approximately $27,000. Flagship Harbor Advisors LLC purchased a new position in shares of Datadog during the fourth quarter worth approximately $31,000. NBC Securities Inc. raised its stake in shares of Datadog by 242.6% during 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. Rothschild Investment LLC lifted its holdings in shares of Datadog by 52.5% in the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after acquiring an additional 94 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC lifted its holdings in shares of Datadog by 341.7% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock worth $38,000 after acquiring an additional 246 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s second-quarter revenue increased 35.6% year over year to $1.12 billion, beating the $1.08 billion consensus estimate. Non-GAAP EPS of $0.65 also exceeded expectations by $0.07, while projected third-quarter revenue of approximately $1.14 billion was above analyst forecasts. DDOG Q2 Deep Dive
• Positive Sentiment: Analyst sentiment remains broadly favorable. DA Davidson reiterated its “Buy” rating, and another report cited a price-target increase to $305. Datadog’s AI momentum, strong cash flow and continued platform expansion—including availability in the AWS Europe (London) Region—support the long-term growth outlook. DA Davidson Buy Rating Datadog Price Target Raised Datadog Growth and AWS Expansion
• Neutral Sentiment: Datadog is included among the market’s most-upgraded technology stocks, but its post-earnings reaction demonstrates how demanding investor expectations have become. A proposal concerning reincorporation and corporate governance could also attract investor attention, although the immediate financial impact is unclear. Most-Upgraded Tech Stocks Reincorporation Proposal and Governance Roadmap
• Neutral Sentiment: The reported August short-interest data shows zero shares and a zero-day short-interest ratio, an internally inconsistent result that provides no useful signal about short-selling pressure.
• Negative Sentiment: Datadog trades at a very demanding earnings multiple, making the stock vulnerable if growth slows or fails to exceed expectations. Despite the strong quarter and raised outlook, investors appear concerned that the company’s results were not sufficiently above the high bar implied by its valuation. Datadog Grows Fast, Then Gets Punished for Slowing Down
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares worth approximately $4.7 million under a pre-arranged Rule 10b5-1 plan, reducing his direct ownership by about 92%. Because the sale was scheduled, it is a limited indicator of management’s outlook, but repeated insider selling may weigh modestly on sentiment. SEC Insider Transaction Filing

Insider Buying and Selling at Datadog

In other news, CFO David M. Obstler sold 75,000 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 $17,376,750.00. Following the transaction, the chief financial officer directly owned 434,591 shares of the company’s stock, valued at approximately $100,690,388.79. The trade was a 14.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael James Callahan sold 112,500 shares of the company’s stock in a transaction that occurred on 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 transaction, the director owned 14,996 shares of the company’s stock, 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. Insiders have sold a total of 1,375,022 shares of company stock worth $338,768,384 over the last three months. 6.48% of the stock is owned by corporate insiders.

Datadog Price Performance

Shares of Datadog stock opened at $246.78 on Wednesday. The company’s fifty day simple moving average is $248.51 and its two-hundred day simple moving average is $180.14. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $292.72. The firm has a market cap of $87.84 billion, a PE ratio of 503.64, a price-to-earnings-growth ratio of 27.27 and a beta of 1.54. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating the consensus estimate of $0.58 by $0.07. The firm had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The company’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period in the prior 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, equities analysts expect that Datadog, Inc. will post 0.66 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts recently commented on DDOG shares. Citizens Jmp increased their target price on shares of Datadog from $225.00 to $311.00 and gave the company a “market outperform” rating in a report on Monday, July 20th. UBS Group cut their price target on shares of Datadog from $315.00 to $280.00 and set a “buy” rating for the company in a research report on Friday. Canadian Imperial Bank of Commerce raised their price objective on Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a research note on Wednesday, June 10th. Zacks Research upgraded Datadog from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Finally, Craig Hallum started coverage on Datadog in a research report on Monday, June 15th. They set a “buy” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, three have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $276.32.

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.