Frank Rimerman Advisors LLC Makes New Investment in Datadog, Inc. $DDOG

Frank Rimerman Advisors LLC acquired a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 3,967 shares of the company’s stock, valued at approximately $468,000.

Several other institutional investors also recently added to or reduced their stakes in the stock. JPL Wealth Management LLC purchased a new stake in Datadog in the 3rd quarter valued at about $27,000. CoreCap Advisors LLC increased its position in shares of Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after acquiring an additional 190 shares during the period. Flagship Harbor Advisors LLC purchased a new position in shares of Datadog during the fourth quarter worth approximately $31,000. NBC Securities Inc. raised its stake in shares of Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after acquiring an additional 165 shares in the last quarter. Finally, Rothschild Investment LLC raised its stake in shares of Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after acquiring an additional 94 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Insider Activity at Datadog

In other Datadog news, Director Michael James Callahan sold 12,500 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $267.47, for a total transaction of $3,343,375.00. Following the completion of the sale, the director directly owned 14,996 shares of the company’s stock, valued at approximately $4,010,980.12. This represents a 45.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $257.24, for a total transaction of $13,868,322.88. Following the sale, the chief technology officer directly owned 509,805 shares of the company’s stock, valued at approximately $131,142,238.20. The trade was a 9.56% 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 1,459,533 shares of company stock valued at $322,938,830 over the last 90 days. Company insiders own 6.48% of the company’s stock.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Needham reportedly reiterated a Buy rating and raised its price target, adding to the bullish analyst tone around Datadog’s cloud and AI growth prospects. Article link
• Positive Sentiment: Zacks Research upgraded Datadog from “hold” to “strong-buy,” reinforcing expectations that analysts see more upside ahead. Article link
• Positive Sentiment: Market commentary highlighted Datadog as one of several internet stocks with solid upside potential, citing AI-led growth, cloud demand, and enterprise adoption. Article link
• Positive Sentiment: Recent coverage emphasized Datadog’s AI-driven momentum, including revenue above $1 billion, record new logo bookings, and new AI-focused product launches that could support long-term growth. Article link
• Neutral Sentiment: Several articles focused on whether Datadog’s strong run and AI enthusiasm have already been priced in, with some analysts noting the stock still looks expensive on sales despite fair value on cash flow. Article link
• Neutral Sentiment: Datadog’s short-interest update showed no meaningful short position data change, so it does not appear to be a major trading driver.
• Negative Sentiment: One report noted insider selling, with Amit Agarwal disposing of 20,000 shares, which can add some caution around near-term sentiment. Article link

Datadog Stock Down 4.3%

Datadog stock opened at $257.54 on Friday. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The firm has a market cap of $91.67 billion, a P/E ratio of 677.75, a P/E/G ratio of 27.35 and a beta of 1.54. The business has a fifty day moving average of $226.55 and a two-hundred day moving average of $160.21. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The business had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business’s revenue was up 32.1% compared to the same quarter last year. During the same period last year, the business posted $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. On average, analysts forecast that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. DA Davidson set a $250.00 price objective on Datadog in a research note on Friday, May 22nd. Scotiabank lifted 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. Citizens Jmp upgraded Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 target price for the company in a report on Thursday, May 7th. Raymond James Financial increased their price target on Datadog from $170.00 to $220.00 in a research report on Thursday, May 7th. Finally, 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 research note on Wednesday, June 10th. Two investment analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and a consensus price target of $244.73.

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.