Ascentis Independent Advisors Takes $373,000 Position in Datadog, Inc. $DDOG

Ascentis Independent Advisors bought a new stake in Datadog, Inc. (NASDAQ:DDOG) in the first quarter, HoldingsChannel.com reports. The fund bought 3,162 shares of the company’s stock, valued at approximately $373,000.

A number of other hedge funds also recently bought and sold shares of the business. Nomura Asset Management Co. Ltd. raised its position in Datadog by 8.0% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock valued at $20,762,000 after purchasing an additional 11,348 shares during the period. Norges Bank bought a new stake in shares of Datadog in the 4th quarter worth about $469,461,000. MUFG Securities EMEA plc lifted its holdings in shares of Datadog by 115.6% in the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock worth $1,814,000 after acquiring an additional 7,154 shares during the last quarter. BNP Paribas boosted its position in shares of Datadog by 18.4% during the fourth quarter. BNP Paribas now owns 41,280 shares of the company’s stock valued at $5,614,000 after buying an additional 6,403 shares during the period. Finally, Patton Fund Management Inc. raised its holdings in shares of Datadog by 1,964.8% in the fourth quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock worth $5,242,000 after buying an additional 36,683 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insider Activity at Datadog

In other Datadog news, General Counsel Kerry Acocella sold 5,371 shares of Datadog stock in a transaction on 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 transaction, the general counsel directly owned 127,866 shares of the company’s stock, valued at approximately $29,909,136.06. The trade was a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 company’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $261.22, for a total value of $5,224,400.00. Following the transaction, the director directly owned 1,640 shares in the company, valued at approximately $428,400.80. The trade was a 92.42% 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 1,405,621 shares of company stock valued at $309,070,507 over the last three months. Company insiders own 6.48% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on DDOG. UBS Group upped their price objective on Datadog from $195.00 to $220.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Truist Financial upgraded Datadog from a “hold” rating to a “buy” rating and lifted their target price for the stock from $190.00 to $300.00 in a research report on Monday, June 15th. Stifel Nicolaus set a $305.00 target price on shares of Datadog in a research note on Thursday, May 7th. DA Davidson set a $250.00 price target on shares of Datadog in a report on Friday, May 22nd. Finally, Oppenheimer upped their price target on shares of Datadog from $200.00 to $220.00 in a report on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $244.73.

Datadog Trading Up 3.0%

DDOG opened at $269.00 on Friday. The firm has a market cap of $95.75 billion, a price-to-earnings ratio of 707.91, a PEG ratio of 26.55 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. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70. The stock has a fifty day moving average price of $224.08 and a 200-day moving average price of $159.53.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating 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 the consensus estimate of $960.12 million. During the same quarter last year, the company earned $0.46 earnings per share. The firm’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. As a group, equities research analysts anticipate that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog received a new Zacks Strong Buy upgrade, signaling improving earnings expectations and near-term momentum. Zacks top-ranked internet stocks article
• Positive Sentiment: Analysts continue to point to Datadog’s AI, cloud demand, and enterprise adoption as drivers of further upside. Datadog gets fresh rating momentum
• Positive Sentiment: Strong first-quarter results, including revenue above $1 billion and record new logo bookings, support the bullish case for Datadog’s growth narrative. Did Datadog’s AI-Fueled Q1 2026 Surge Just Shift Its Investment Narrative?
• Neutral Sentiment: Several articles note that Datadog’s stock has surged sharply this year, which reflects strong momentum but also leaves valuation elevated. Datadog Rises 88.7% Year to Date
• Negative Sentiment: Bernstein downgraded Datadog to Market Perform, warning that growth could slow and that investor expectations may be too high. Datadog downgraded at Bernstein SocGen
• Negative Sentiment: Insider selling by a Datadog director added some caution, even though the transaction was made under a pre-arranged trading plan. Amit Agarwal sells Datadog shares

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.