Arrowstreet Capital Limited Partnership Has $185.46 Million Stake in Datadog, Inc. $DDOG

Arrowstreet Capital Limited Partnership grew its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 162.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,571,018 shares of the company’s stock after buying an additional 971,910 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in Datadog were worth $185,459,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. JPL Wealth Management LLC acquired a new stake in Datadog in the 3rd quarter worth about $27,000. CoreCap Advisors LLC grew its position in shares of Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after purchasing an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new position in shares of Datadog during the 4th quarter worth approximately $31,000. NBC Securities Inc. increased its holdings 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 purchasing an additional 165 shares during the period. Finally, Rothschild Investment LLC raised its position in shares of Datadog by 52.5% in the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after buying an additional 94 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Datadog Trading Up 1.0%

DDOG opened at $246.86 on Friday. The company has a market cap of $87.87 billion, a P/E ratio of 649.65, a PEG ratio of 24.85 and a beta of 1.54. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The company’s 50 day moving average is $241.40 and its 200-day moving average is $168.56. Datadog, Inc. has a 1-year low of $98.01 and a 1-year 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 (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm’s quarterly revenue was up 32.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.46 EPS. 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 predict that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Insider Buying and Selling at Datadog

In other news, CEO Olivier Pomel sold 84,698 shares of Datadog stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $232.30, for a total transaction of $19,675,345.40. Following the sale, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at approximately $142,341,128.10. This trade represents a 12.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Kerry Acocella sold 5,371 shares of Datadog stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $233.91, for a total value of $1,256,330.61. Following the sale, the general counsel directly owned 127,866 shares in the company, valued at $29,909,136.06. The trade was a 4.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,396,309 shares of company stock worth $317,712,002 over the last three months. 6.48% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on DDOG shares. Guggenheim increased their price target on Datadog from $225.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday. Scotiabank upped their target price on Datadog from $225.00 to $275.00 and gave the company an “outperform” rating in a research report on Thursday, June 18th. KeyCorp increased their target price on Datadog from $225.00 to $320.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Rosenblatt Securities raised their price target on Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Finally, The Goldman Sachs Group upped their price objective on shares of Datadog from $121.00 to $139.00 and gave the stock a “sell” rating in a research report on Tuesday, May 12th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $261.68.

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.