Allstate Corp Purchases 12,652 Shares of Datadog, Inc. $DDOG

Allstate Corp lifted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 118.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,367 shares of the company’s stock after acquiring an additional 12,652 shares during the period. Allstate Corp’s holdings in Datadog were worth $3,178,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Elevation Point Wealth Partners LLC increased its position in shares of Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after acquiring an additional 55 shares in the last quarter. Chicago Partners Investment Group LLC increased its position in shares of Datadog by 1.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after acquiring an additional 73 shares in the last quarter. Vivaldi Capital Management LP increased its position in shares of Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after acquiring an additional 74 shares in the last quarter. Westside Investment Management Inc. increased its position in shares of 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 acquiring an additional 75 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its position in shares of Datadog by 2.0% during the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after acquiring an additional 78 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog announced that its government observability and security platform has achieved FedRAMP High certification, a key validation that should help the company sell into more sensitive U.S. public-sector workloads and expand its addressable market. Datadog and Carahsoft Announce Datadog’s Achievement of FedRAMP® High Certification for Its Observability and Security Platform
• Positive Sentiment: Datadog also continues to get upbeat attention from analysts and market commentators, including higher price targets and “buy/overweight” calls, reinforcing the view that the stock can benefit from accelerating demand around AI observability and security. Cantor Fitzgerald price target raise BTIG Research price target raise
• Positive Sentiment: Recent coverage highlights Datadog’s first $1 billion revenue quarter and a higher 2026 outlook, suggesting momentum in the core business is improving and helping justify the stock’s strength. Should Datadog’s First US$1 Billion Quarter and Higher 2026 Outlook Require Action From DDOG Investors?
• Neutral Sentiment: Zacks labeled Datadog as a top-ranked growth stock, which is supportive, but this is more a screening/rating mention than a new company-specific catalyst. Datadog (DDOG) is a Top-Ranked Growth Stock: Should You Buy?
• Neutral Sentiment: Other articles argue Datadog can benefit as AI moves into production and as enterprises need more monitoring tools, which adds to the positive sentiment but does not represent a direct near-term event. Datadog Benefits When AI Goes Into Production. Here’s Why You Should Buy DDOG Stock Now.

Insider Buying and Selling at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 43,224 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $208.04, for a total transaction of $8,992,320.96. Following the completion of the sale, the chief technology officer owned 531,311 shares of the company’s stock, valued at approximately $110,533,940.44. The trade was a 7.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the business’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the sale, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at $167,002,091.36. This represents a 13.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 885,963 shares of company stock valued at $130,015,444 in the last ninety days. 6.48% of the stock is currently owned by company insiders.

Datadog Price Performance

Shares of Datadog stock opened at $221.81 on Thursday. Datadog, Inc. has a one year low of $98.01 and a one year high of $226.48. The stock’s fifty day moving average is $149.96 and its 200 day moving average is $142.10. The stock has a market cap of $78.96 billion, a P/E ratio of 583.73, a P/E/G ratio of 41.91 and a beta of 1.30. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same period last year, the firm earned $0.46 EPS. Datadog’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. Sell-side analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.

Analyst Upgrades and Downgrades

DDOG has been the subject of several analyst reports. Canadian Imperial Bank of Commerce reissued an “outperform” rating and set a $250.00 price target on shares of Datadog in a research report on Friday, May 8th. Barclays lifted their target price on shares of Datadog from $148.00 to $215.00 and gave the stock an “overweight” rating in a research report on Friday, May 8th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Datadog in a research report on Monday, April 20th. Citizens Jmp raised shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 target price for the company in a research report on Thursday, May 7th. Finally, Canaccord Genuity Group set a $225.00 target price on shares of Datadog in a research report on Friday, May 8th. One equities research 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, Datadog has a consensus rating of “Moderate Buy” and an average target price of $216.81.

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.