Datadog, Inc. $DDOG Holdings Raised by Emerald Advisers LLC

Emerald Advisers LLC increased its stake in Datadog, Inc. (NASDAQ:DDOG) by 49.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,151 shares of the company’s stock after purchasing an additional 3,375 shares during the quarter. Emerald Advisers LLC’s holdings in Datadog were worth $1,198,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DDOG. Brighton Jones LLC acquired a new stake in shares of Datadog in the fourth quarter valued at $209,000. Bison Wealth LLC acquired a new stake in Datadog in the 4th quarter valued at about $228,000. Empowered Funds LLC lifted its holdings in Datadog by 7.0% in the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after acquiring an additional 672 shares during the last quarter. Geneos Wealth Management Inc. boosted its position in shares of Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after purchasing an additional 115 shares in the last quarter. Finally, Sivia Capital Partners LLC bought a new position in shares of Datadog during the 2nd quarter valued at about $509,000. Institutional investors own 78.29% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Recent commentary highlighted Datadog as a strong long-term growth stock, citing its solid revenue trends and continued relevance in cloud monitoring and observability. Why Datadog (DDOG) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Another market note compared Datadog’s revenue trends favorably versus peers, reinforcing the view that the company still has room to grow as demand for cloud observability and security tools remains healthy. DigitalOcean vs. Datadog: What the Revenue Trends of These Tech Companies Reveal for Investors
• Neutral Sentiment: Datadog has also been getting more attention from investors and stock screeners, which can add to trading momentum but does not by itself change fundamentals. Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock
• Neutral Sentiment: MarketBeat noted that Datadog’s latest quarterly results were strong, with revenue and EPS beating expectations and guidance still pointing to growth, supporting the stock’s elevated valuation.
• Negative Sentiment: Director Amit Agarwal disclosed another sale of 20,000 shares, worth about $5.35 million, under a pre-arranged 10b5-1 plan. While routine, repeated insider selling can weigh on investor sentiment. Datadog (NASDAQ:DDOG) Director Sells $5,348,200.00 in Stock

Insider Activity

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $257.24, for a total transaction of $13,868,322.88. Following the completion of the sale, the chief technology officer directly owned 509,805 shares of the company’s stock, valued at $131,142,238.20. This trade represents a 9.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $267.41, for a total value of $5,348,200.00. Following the sale, the director directly owned 1,640 shares of the company’s stock, valued at $438,552.40. This trade represents a 92.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 1,459,533 shares of company stock valued at $325,887,030. 6.48% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the stock. Rothschild & Co Redburn initiated coverage on shares of Datadog in a report on Thursday, April 23rd. They issued a “buy” rating and a $170.00 target price on the stock. KeyCorp upgraded shares of Datadog from an “overweight” rating to an “overweight” rating in a report on Monday, June 15th. Barclays lifted their price target on shares of Datadog from $215.00 to $260.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 10th. Zacks Research raised Datadog from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Finally, Piper Sandler reiterated an “overweight” rating and set a $275.00 price objective (up from $230.00) on shares of Datadog in a research report on Wednesday, June 10th. Two analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $244.73.

Datadog Price Performance

Shares of DDOG opened at $270.73 on Wednesday. The business’s 50-day moving average is $231.61 and its 200-day moving average is $162.12. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. The company has a market capitalization of $96.37 billion, a price-to-earnings ratio of 712.47, a P/E/G ratio of 26.46 and a beta of 1.54. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share 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 analyst estimates of $960.12 million. During the same quarter in the prior year, the business earned $0.46 EPS. 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. Equities research analysts expect that Datadog, Inc. will post 0.64 EPS for the current fiscal year.

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.