Caxton Associates LLP Makes New $1.18 Million Investment in Datadog, Inc. $DDOG

Caxton Associates LLP bought a new position in shares of Datadog, Inc. (NASDAQ:DDOG) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 10,000 shares of the company’s stock, valued at approximately $1,180,000.

Several other hedge funds have also modified their holdings of DDOG. JPL Wealth Management LLC acquired a new stake in shares of Datadog in the third quarter valued at approximately $27,000. CoreCap Advisors LLC lifted its holdings in 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 buying an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new position in Datadog during the 4th quarter worth $31,000. NBC Securities Inc. lifted its holdings in 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. Finally, Rothschild Investment LLC boosted its position in Datadog by 52.5% in the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after buying an additional 94 shares during the last quarter. 78.29% of the stock is owned by institutional investors.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $246.86 on Monday. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $278.70. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The stock has a market cap of $87.87 billion, a P/E ratio of 649.65, a P/E/G ratio of 25.10 and a beta of 1.54. The firm has a 50 day moving average price of $241.40 and a 200 day moving average price of $168.80.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same period last year, the business posted $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Analysts expect that Datadog, Inc. will post 0.64 EPS for the current year.

Insider Buying and Selling at Datadog

In other Datadog news, CEO Olivier Pomel sold 84,698 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $232.30, for a total value of $19,675,345.40. Following the completion of the transaction, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at approximately $142,341,128.10. The trade was a 12.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the 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 completion of the sale, the director 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,376,309 shares of company stock worth $315,082,602 in the last three months. 6.48% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the company. Barclays lifted their target price on Datadog from $260.00 to $290.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. Canadian Imperial Bank of Commerce raised their price target on Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, June 10th. Canaccord Genuity Group raised their price target on Datadog from $225.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, June 10th. Arete Research lifted their price objective on Datadog from $260.00 to $340.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Finally, Zacks Research raised Datadog from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Datadog has an average rating of “Moderate Buy” and an average price target 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.