Aristeia Capital L.L.C. Has $6.78 Million Position in Datadog, Inc. $DDOG

Aristeia Capital L.L.C. lessened its holdings in Datadog, Inc. (NASDAQ:DDOG) by 15.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 49,851 shares of the company’s stock after selling 9,102 shares during the quarter. Aristeia Capital L.L.C.’s holdings in Datadog were worth $6,779,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Price T Rowe Associates Inc. MD boosted its position in shares of Datadog by 7.1% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock valued at $1,961,496,000 after acquiring an additional 956,993 shares during the period. State Street Corp boosted its position in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the period. Geode Capital Management LLC boosted its position in shares of Datadog by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after acquiring an additional 197,816 shares during the period. Jennison Associates LLC boosted its position in shares of Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after acquiring an additional 2,316,994 shares during the period. Finally, Invesco Ltd. boosted its position in shares of Datadog by 119.2% in the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after acquiring an additional 2,216,402 shares during the period. Institutional investors own 78.29% of the company’s stock.

Datadog Trading Down 1.9%

DDOG opened at $226.63 on Thursday. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The company has a 50-day simple moving average of $184.96 and a 200 day simple moving average of $148.81. 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 stock has a market capitalization of $80.67 billion, a price-to-earnings ratio of 596.41, a P/E/G ratio of 24.75 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share 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 business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter in the prior year, the business posted $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. Analysts predict that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on DDOG. UBS Group boosted their target price on shares of Datadog from $195.00 to $220.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Mizuho boosted their target price on shares of Datadog from $145.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Truist Financial raised shares of Datadog from a “hold” rating to a “buy” rating and boosted their target price for the company from $190.00 to $300.00 in a research report on Monday. Morgan Stanley raised shares of Datadog from an “overweight” rating to an “overweight” rating in a research report on Monday. Finally, Canadian Imperial Bank of Commerce boosted their target price on shares of Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, forty-one have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $238.34.

Insider Buying and Selling at Datadog

In related news, Director Michael James Callahan sold 112,500 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $231.60, for a total transaction of $26,055,000.00. Following the completion of the sale, the director owned 14,996 shares of the company’s stock, valued at $3,473,073.60. This represents a 88.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Kerry Acocella sold 5,371 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $233.91, for a total transaction of $1,256,330.61. Following the sale, the general counsel directly owned 127,866 shares of the company’s stock, valued at $29,909,136.06. This represents a 4.03% 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. Insiders have sold a total of 1,359,860 shares of company stock valued at $279,385,577 over the last three months. 6.48% of the stock is owned by insiders.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Citigroup raised Datadog’s price target to $270 from $218 and kept a buy rating, citing durable AI-driven demand and implying more upside for the stock. Citi raises Datadog target to $270 citing durable AI-driven demand
• Positive Sentiment: Capital One Financial increased its price target on Datadog to $268 from $217 and reiterated an overweight view, reinforcing Wall Street optimism around the company’s growth trajectory. Capital One adjusts price target on Datadog to $268
• Positive Sentiment: Truist also upgraded Datadog to buy and raised its target to $300, with recent coverage pointing to stronger demand for Datadog’s AI observability, cloud monitoring, and security products. Truist Just Upgraded Datadog Stock. Here’s Why.
• Neutral Sentiment: Datadog shareholders backed the board and executive pay at the 2026 annual meeting, which removes a possible governance overhang but is unlikely to materially move the stock on its own. Datadog shareholders back board, pay at 2026 meeting
• Negative Sentiment: Several insiders, including General Counsel Kerry Acocella, Director Amit Agarwal, and CRO Sean Michael Walters, sold shares under pre-arranged 10b5-1 plans; while routine, insider selling can weigh on sentiment. Datadog insider trade details

About Datadog

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.