AXQ Capital LP Invests $564,000 in Datadog, Inc. $DDOG

AXQ Capital LP acquired a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 4,151 shares of the company’s stock, valued at approximately $564,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Rothschild Investment LLC raised its holdings in Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the period. Physician Wealth Advisors Inc. lifted its position in Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after purchasing an additional 145 shares in the last quarter. Westside Investment Management Inc. grew its holdings in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares during the period. JPL Wealth Management LLC bought a new stake in Datadog during the third quarter valued at about $27,000. Finally, CoreCap Advisors LLC increased its position in Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after buying an additional 190 shares in the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently commented on DDOG shares. BMO Capital Markets raised their price objective on Datadog from $165.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Benchmark reissued a “buy” rating on shares of Datadog in a report on Thursday, May 7th. Bank of America raised their target price on shares of Datadog from $225.00 to $260.00 in a research note on Thursday, May 28th. Wedbush lifted their price target on shares of Datadog from $190.00 to $220.00 and gave the company an “outperform” rating in a report on Thursday, May 7th. Finally, Guggenheim upped their price target on shares of Datadog from $175.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Datadog currently has a consensus rating of “Moderate Buy” and a consensus target price of $219.69.

Datadog Trading Down 7.0%

DDOG stock opened at $250.33 on Thursday. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $278.70. The business has a 50 day simple moving average of $162.46 and a two-hundred day simple moving average of $144.24. The company has a market capitalization of $89.11 billion, a price-to-earnings ratio of 658.78, a PEG ratio of 28.82 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter last year, the business posted $0.46 earnings per share. The company’s revenue for the quarter 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. Research analysts anticipate that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Insider Buying and Selling

In other Datadog news, Director Julie Richardson sold 1,930 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $185.82, for a total value of $358,632.60. Following the sale, the director owned 2,106 shares in the company, valued at $391,336.92. The trade was a 47.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Yanbing Li sold 19,834 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $197.35, for a total transaction of $3,914,239.90. Following the transaction, the insider directly owned 285,283 shares of the company’s stock, valued at $56,300,600.05. This trade represents a 6.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 923,616 shares of company stock worth $155,773,338 in the last 90 days. 6.48% of the stock is owned by company insiders.

About Datadog

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.