Havemeyer Place LP Takes $1.63 Million Position in Datadog, Inc. $DDOG

Havemeyer Place LP bought a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 11,954 shares of the company’s stock, valued at approximately $1,626,000.

Several other institutional investors have also recently made changes to their positions in the company. Elevation Point Wealth Partners LLC increased its holdings in shares of Datadog by 3.3% during the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after purchasing an additional 55 shares in the last quarter. Chicago Partners Investment Group LLC increased its holdings in shares of Datadog by 1.6% during the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after purchasing an additional 73 shares in the last quarter. Vivaldi Capital Management LP increased its holdings in shares of Datadog by 2.8% during the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after purchasing an additional 74 shares in the last quarter. Westside Investment Management Inc. increased its holdings in shares of Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its holdings in shares of Datadog by 2.0% during the 4th quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after purchasing an additional 78 shares in the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

DDOG has been the subject of several recent research reports. Truist Financial lifted their target price on shares of Datadog from $120.00 to $190.00 and gave the company a “hold” rating in a report on Thursday, May 7th. Canadian Imperial Bank of Commerce reissued an “outperform” rating and issued a $250.00 price target on shares of Datadog in a research note on Friday, May 8th. DA Davidson set a $250.00 price target on shares of Datadog in a research note on Friday, May 22nd. Rothschild & Co Redburn assumed coverage on shares of Datadog in a research note on Thursday, April 23rd. They issued a “buy” rating and a $170.00 price target on the stock. Finally, Needham & Company LLC lifted their price target on shares of Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $219.69.

Insider Activity

In related news, COO Adam Blitzer sold 12,202 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $249.29, for a total transaction of $3,041,836.58. Following the completion of the sale, the chief operating officer directly owned 263,771 shares in the company, valued at approximately $65,755,472.59. This trade represents a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Alexis Le-Quoc sold 21,506 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $267.15, for a total transaction of $5,745,327.90. Following the completion of the transaction, the chief technology officer directly owned 509,805 shares in the company, valued at $136,194,405.75. The trade was a 4.05% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,161,526 shares of company stock valued at $216,578,007 in the last quarter. Insiders own 6.48% of the company’s stock.

Datadog Price Performance

Datadog stock opened at $234.11 on Friday. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $278.70. The stock has a market cap of $83.33 billion, a P/E ratio of 616.10, a PEG ratio of 25.07 and a beta of 1.56. The company has a 50-day moving average price of $167.10 and a 200 day moving average price of $145.28. 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 (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same period last year, the business earned $0.46 earnings per share. Datadog’s revenue 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.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets.
• Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
• Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
• Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy

Datadog 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.