Arista Wealth Management LLC Has $267,000 Holdings in Datadog, Inc. $DDOG

Arista Wealth Management LLC lessened its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 74.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,964 shares of the company’s stock after selling 5,798 shares during the period. Arista Wealth Management LLC’s holdings in Datadog were worth $267,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of the business. Rothschild Investment LLC lifted its holdings in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the period. Physician Wealth Advisors Inc. lifted its holdings in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares during the period. Westside Investment Management Inc. lifted its holdings in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the period. JPL Wealth Management LLC acquired a new position in Datadog in the third quarter valued at $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in Datadog in the third quarter valued at $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insider Activity at Datadog

In other news, insider Yanbing Li sold 19,834 shares of the business’s 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 completion of the sale, the insider directly owned 285,283 shares of the company’s stock, valued at $56,300,600.05. The trade was a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 sale, the chief technology officer directly 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. 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 sold a total of 970,661 shares of company stock valued at $148,952,223 over the last quarter. 6.48% of the stock is currently owned by company insiders.

Datadog Trading Up 1.5%

NASDAQ:DDOG opened at $225.24 on Friday. 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 firm has a 50-day moving average of $151.89 and a 200-day moving average of $142.34. The company has a market cap of $80.18 billion, a PE ratio of 592.75, a PEG ratio of 41.56 and a beta of 1.30. Datadog, Inc. has a one year low of $98.01 and a one year high of $235.00.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm’s revenue for the quarter was up 32.1% on a year-over-year basis. During the same period in the previous year, the firm 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. As a group, equities research analysts expect that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bank of America raised its price target on Datadog to $260 from $225, signaling more upside potential even after the stock’s strong run. MarketScreener article
• Positive Sentiment: Datadog and Carahsoft announced that Datadog for Government achieved FedRAMP High certification, which could expand adoption in the federal market and strengthen its security/observability offering. GlobeNewswire article
• Positive Sentiment: Multiple articles highlighted Datadog as a beneficiary of AI and cloud growth, while Wedbush reportedly added the stock to its AI 30 list, reinforcing the bullish long-term growth narrative. Barchart article
• Neutral Sentiment: Zacks described Datadog as a top-ranked growth stock, which supports the bullish case but does not add a specific new catalyst. Zacks article
• Neutral Sentiment: Goldman Sachs reportedly kept a Sell rating while raising its target, and a large insider sale by CEO Olivier Pomel may temper enthusiasm, though the trade was made under a pre-arranged 10b5-1 plan. Insider trade filing

Analysts Set New Price Targets

Several research firms recently issued reports on DDOG. Capital One Financial dropped their target price on shares of Datadog from $157.00 to $135.00 and set an “overweight” rating on the stock in a report on Thursday, April 16th. Cantor Fitzgerald boosted their target price on shares of Datadog from $171.00 to $226.00 and gave the company an “overweight” rating in a report on Tuesday. Stifel Nicolaus set a $305.00 target price on shares of Datadog in a report on Thursday, May 7th. Raymond James Financial boosted their target price on shares of Datadog from $170.00 to $220.00 in a report on Thursday, May 7th. Finally, Piper Sandler boosted their target price on shares of Datadog from $195.00 to $230.00 in a report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has given 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 an average price target of $218.95.

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.