Cache Advisors LLC Purchases 8,663 Shares of Datadog, Inc. $DDOG

Cache Advisors LLC boosted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 49.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,044 shares of the company’s stock after acquiring an additional 8,663 shares during the quarter. Datadog accounts for approximately 0.4% of Cache Advisors LLC’s investment portfolio, making the stock its 19th biggest holding. Cache Advisors LLC’s holdings in Datadog were worth $3,542,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after buying an additional 9,748,738 shares during the period. State Street Corp raised its stake in Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after buying an additional 7,091,075 shares during the period. Invesco Ltd. raised its stake in Datadog by 119.2% in the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after buying an additional 2,216,402 shares during the period. AQR Capital Management LLC raised its stake in Datadog by 99.8% in the second quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock valued at $247,983,000 after buying an additional 923,038 shares during the period. Finally, Northern Trust Corp raised its stake in Datadog by 45.0% in the third quarter. Northern Trust Corp now owns 2,707,291 shares of the company’s stock valued at $385,518,000 after buying an additional 840,633 shares during the period. 78.29% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research firms have issued reports on DDOG. UBS Group set a $195.00 price objective on Datadog in a research note on Monday, February 9th. Barclays dropped their price objective on shares of Datadog from $195.00 to $165.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 11th. Robert W. Baird set a $180.00 target price on shares of Datadog in a research note on Wednesday, February 11th. Scotiabank decreased their price target on shares of Datadog from $180.00 to $160.00 and set a “sector outperform” rating on the stock in a research note on Wednesday, February 11th. Finally, Moffett Nathanson reissued a “buy” rating on shares of Datadog in a report on Monday, December 29th. Thirty-seven investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

Insider Buying and Selling at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the sale, the chief technology officer owned 437,257 shares of the company’s stock, valued at $54,871,380.93. This represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Amit Agarwal sold 20,000 shares of the stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $127.36, for a total value of $2,547,200.00. Following the sale, the director directly owned 1,640 shares in the company, valued at $208,870.40. This represents a 92.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 469,306 shares of company stock valued at $57,406,994. 6.67% of the stock is currently owned by insiders.

Datadog Trading Down 0.0%

DDOG stock opened at $116.50 on Thursday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The company’s 50-day simple moving average is $120.66 and its 200 day simple moving average is $139.91. Datadog, Inc. has a 52 week low of $86.14 and a 52 week high of $201.69. The company has a market capitalization of $41.08 billion, a PE ratio of 375.81, a price-to-earnings-growth ratio of 33.08 and a beta of 1.29.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The business had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. During the same period in the prior year, the company posted $0.49 earnings per share. Datadog’s 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.

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.