Groupe la Francaise Has $18.98 Million Stock Holdings in Datadog, Inc. $DDOG

Groupe la Francaise decreased its holdings in Datadog, Inc. (NASDAQ:DDOG) by 22.5% during the 2nd quarter, HoldingsChannel reports. The firm owned 72,828 shares of the company’s stock after selling 21,154 shares during the quarter. Groupe la Francaise’s holdings in Datadog were worth $18,977,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in DDOG. EMC Capital Management bought a new stake in shares of Datadog during the second quarter worth $28,000. Elevation Wealth Partners LLC increased its stake in shares of Datadog by 2,700.0% in the second quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock valued at $44,000 after buying an additional 162 shares during the period. JPL Wealth Management LLC bought a new position in Datadog in the 3rd quarter valued at approximately $27,000. Continuum Advisory LLC acquired a new stake in Datadog during the 2nd quarter worth approximately $53,000. Finally, Rothschild Investment LLC grew its holdings in Datadog by 52.5% during the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after acquiring an additional 94 shares during the last quarter. 78.29% of the stock is owned by institutional investors.

Datadog Price Performance

Datadog stock opened at $212.93 on Monday. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. The company has a market capitalization of $76.46 billion, a PE ratio of 434.56, a PEG ratio of 20.85 and a beta of 1.49. The firm’s fifty day moving average is $249.65 and its 200 day moving average is $193.76. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $292.72.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The company had revenue of $1.12 billion for the quarter, compared to analysts’ expectations of $1.08 billion. During the same quarter in the prior year, the firm earned $0.46 EPS. The business’s revenue was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, sell-side analysts predict that Datadog, Inc. will post 0.7 EPS for the current fiscal year.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

Analyst Ratings Changes

A number of equities analysts have recently commented on DDOG shares. Citizens Jmp lifted their price target on shares of Datadog from $225.00 to $311.00 and gave the stock a “market outperform” rating in a report on Monday, July 20th. Cantor Fitzgerald increased their price target on Datadog from $226.00 to $327.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Zacks Research lowered Datadog from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 17th. Needham & Company LLC increased their target price on shares of Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Finally, Citigroup raised their price target on shares of Datadog from $300.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus target price of $276.32.

Insider Transactions at Datadog

In other news, insider Yanbing Li sold 11,206 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $212.90, for a total transaction of $2,385,757.40. Following the completion of the sale, the insider owned 263,146 shares in the company, valued at $56,023,783.40. The trade was a 4.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Adam Blitzer sold 13,812 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $212.90, for a total value of $2,940,574.80. Following the transaction, the chief operating officer directly owned 249,959 shares in the company, valued at $53,216,271.10. The trade was a 5.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 1,114,589 shares of company stock valued at $271,957,031. Company insiders own 6.48% of the company’s stock.

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.