Quantinno Capital Management LP Boosts Stake in Datadog, Inc. $DDOG

Quantinno Capital Management LP raised its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 13.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 416,113 shares of the company’s stock after acquiring an additional 50,561 shares during the quarter. Quantinno Capital Management LP’s holdings in Datadog were worth $49,122,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Price T Rowe Associates Inc. MD raised its position in shares of Datadog by 7.1% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock worth $1,961,496,000 after acquiring an additional 956,993 shares in the last quarter. State Street Corp boosted its position in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after purchasing an additional 7,091,075 shares in the last quarter. Geode Capital Management LLC grew its stake in 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 purchasing an additional 197,816 shares during the last quarter. Jennison Associates LLC grew its stake in 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 purchasing an additional 2,316,994 shares during the last quarter. Finally, Invesco Ltd. grew its stake in 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 purchasing an additional 2,216,402 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $264.07 on Thursday. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The business’s 50 day moving average price is $244.01 and its 200 day moving average price is $171.32. 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 $94.00 billion, a P/E ratio of 694.93, a P/E/G ratio of 25.51 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results 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. The company 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 firm’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same period last year, the firm earned $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, sell-side analysts expect that Datadog, Inc. will post 0.64 earnings per share for the current year.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog and Cloudaware announced a partnership to bring Cloudaware LogSight to the Datadog Marketplace. The integration is designed to identify cloud services that are not sending logs to Datadog, potentially increasing log-management usage and strengthening Datadog’s observability platform. Cloudaware and Datadog partnership
• Positive Sentiment: The company’s growing mix of multi-year contracts increased remaining performance obligations by 51% to $3.48 billion. Investors view the larger backlog as evidence of stronger revenue predictability and support for Datadog’s higher fiscal 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Optimism is building ahead of Datadog’s August 6 earnings release. The latest quarter showed 32% year-over-year revenue growth to approximately $1.01 billion, while earnings exceeded expectations and management raised its full-year 2026 outlook. Analysts have cited durable cloud and AI-related demand, with BTIG raising its price target to $289 from $255 and maintaining a Buy rating. BTIG Datadog price target
• Neutral Sentiment: Institutional positioning is mixed: 555 investors added shares in the latest quarter, compared with 498 that reduced holdings. BlackRock and Citadel made notable additions, while FMR, T. Rowe Price and Massachusetts Financial Services reduced positions. This suggests continued interest but limited consensus.
• Negative Sentiment: Insiders have reported extensive selling, including recent transactions by CEO Olivier Pomel, CTO Alexis Le-Quoc and Director Amit Agarwal. The sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but they may still weigh on sentiment given DDOG’s sharp rally and elevated valuation.

Analysts Set New Price Targets

A number of analysts have recently weighed in on DDOG shares. UBS Group raised their price target on shares of Datadog from $220.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Daiwa Securities Group boosted their price objective on shares of Datadog from $190.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, May 13th. Jefferies Financial Group cut shares of Datadog from a “buy” rating to a “hold” rating and increased their target price for the company from $210.00 to $280.00 in a research report on Tuesday, July 21st. Capital One Financial raised their target price on shares of Datadog from $217.00 to $268.00 and gave the company an “overweight” rating in a research note on Wednesday, June 17th. Finally, Craig Hallum started coverage on shares of Datadog in a report on Monday, June 15th. They issued a “buy” rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Datadog presently has an average rating of “Moderate Buy” and an average price target of $264.84.

Insider Buying and Selling

In related news, CFO David M. Obstler sold 75,000 shares of the firm’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $231.69, for a total value of $17,376,750.00. Following the transaction, the chief financial officer directly owned 434,591 shares of the company’s stock, valued at approximately $100,690,388.79. This trade represents a 14.72% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the transaction, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. This trade represents a 13.21% decrease in their position. 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 1,486,587 shares of company stock worth $342,962,652 in the last ninety days. 6.48% of the stock is owned by corporate insiders.

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.