Plato Investment Management Ltd Takes Position in Datadog, Inc. $DDOG

Plato Investment Management Ltd purchased a new position in shares of Datadog, Inc. (NASDAQ:DDOG) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 5,073 shares of the company’s stock, valued at approximately $1,313,000.

Several other large investors have also recently added to or reduced their stakes in DDOG. JPL Wealth Management LLC acquired a new position in Datadog during the 3rd quarter worth approximately $27,000. NBC Securities Inc. raised its stake in shares of Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after buying an additional 165 shares in the last quarter. Rothschild Investment LLC grew its holdings in Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after acquiring an additional 94 shares during the period. Annis Gardner Whiting Capital Advisors LLC raised its position in Datadog by 341.7% in the first 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 in the last quarter. Finally, Morse Asset Management Inc purchased a new position in Datadog in the fourth quarter worth $44,000. 78.29% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog continues to benefit from strong operating momentum. Its latest quarterly results exceeded expectations, with EPS of $0.65 versus $0.58 expected and revenue of $1.12 billion versus $1.08 billion forecast. Revenue increased 35.6% year over year, while fiscal 2026 EPS guidance is $2.50–$2.54. Looking Beyond CrowdStrike? 3 AI Security Stocks Stand Out
• Positive Sentiment: Analyst sentiment remains broadly supportive. Datadog has an overall “Moderate Buy” rating, with an average price target of $276.32. Needham raised its target to $300, DA Davidson maintained a $315 target, and Scotiabank lifted its target to $285. A recent market article also identified Datadog as an attractive AI-security exposure alongside Qualys and Guidewire. Datadog Receives Average Rating of Moderate Buy
• Neutral Sentiment: Institutional ownership remains high at 78.29%, and several funds—including Norges Bank, Nomura Asset Management and BNP Paribas—recently increased or initiated positions. This may provide longer-term support, although the reported purchases relate to an earlier quarter. 3 of the Market’s Most-Upgraded Tech Stocks Right Now
• Negative Sentiment: Director Matthew Jacobson sold 19,512 shares for approximately $5.0 million after selling another 39,912 shares for roughly $10.0 million the prior day. He still owns more than 524,000 shares, so the sales represent a relatively small reduction in his holdings. Datadog Director Matthew Jacobson Sells Shares
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares for approximately $5.0 million, reducing his direct ownership by 92.42% to 1,640 shares. The transaction was made under a pre-arranged Rule 10b5-1 plan, and follows a series of similarly sized sales since June. Datadog Director Amit Agarwal Sells Shares
• Negative Sentiment: Valuation remains a key pressure point. Datadog has a market capitalization of about $88.8 billion and a P/E ratio above 500, leaving the shares highly sensitive to profit expectations. Goldman Sachs maintains a “Sell” rating with a $158 target, highlighting downside risk if growth or future guidance disappoints.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Sanford C. Bernstein lowered shares of Datadog from an “outperform” rating to a “market perform” rating and boosted their target price for the stock from $180.00 to $226.00 in a research report on Monday, July 6th. Needham & Company LLC increased their price target on shares of Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a report on Friday, August 7th. Benchmark reiterated a “buy” rating on shares of Datadog in a research note on Tuesday, July 28th. Mizuho raised their price objective on shares of Datadog from $220.00 to $300.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. Finally, KeyCorp boosted their price objective on shares of Datadog from $225.00 to $320.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Datadog has an average rating of “Moderate Buy” and an average price target of $276.32.

Datadog Stock Down 3.2%

Datadog stock opened at $247.32 on Tuesday. 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 capitalization of $88.81 billion, a price-to-earnings ratio of 504.74, a price-to-earnings-growth ratio of 26.87 and a beta of 1.54. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $292.72. The stock’s fifty day moving average is $249.23 and its two-hundred day moving average is $183.38.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.58 by $0.07. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The business had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the previous year, the company posted $0.46 EPS. The business’s revenue was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Analysts predict that Datadog, Inc. will post 0.65 EPS for the current fiscal year.

Insider Activity at Datadog

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’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 transaction of $14,612,847.60. Following the completion of the transaction, the chief technology officer directly owned 531,311 shares of the company’s stock, valued at $144,011,846.55. This trade represents a 9.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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. Also, Director Dev Ittycheria sold 120,000 shares of Datadog stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total value of $29,853,600.00. Following the transaction, the director owned 39,235 shares of the company’s stock, valued at $9,760,883.30. This represents a 75.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,465,134 shares of company stock valued at $363,421,509 in the last quarter. 6.48% of the stock is 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.