Datadog, Inc. $DDOG Stock Bought by Cohen Capital Management Inc.

Cohen Capital Management Inc. grew its stake in Datadog, Inc. (NASDAQ:DDOG) by 281.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,326 shares of the company’s stock after acquiring an additional 43,043 shares during the period. Datadog accounts for 2.4% of Cohen Capital Management Inc.’s holdings, making the stock its 11th biggest holding. Cohen Capital Management Inc.’s holdings in Datadog were worth $15,973,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of DDOG. Integrated Wealth Concepts LLC raised its position in Datadog by 1,691.4% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 186,216 shares of the company’s stock valued at $48,483,000 after purchasing an additional 175,821 shares in the last quarter. Congress Asset Management Co. grew its position in shares of Datadog by 3.0% during the 3rd quarter. Congress Asset Management Co. now owns 268,825 shares of the company’s stock worth $71,350,000 after buying an additional 7,802 shares in the last quarter. Cooper Financial Group grew its position in shares of Datadog by 188.1% during the 3rd quarter. Cooper Financial Group now owns 20,934 shares of the company’s stock worth $5,733,000 after buying an additional 13,669 shares in the last quarter. MassMutual Private Wealth & Trust FSB increased its stake in shares of Datadog by 7,711.3% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 94,048 shares of the company’s stock valued at $25,755,000 after buying an additional 92,844 shares during the period. Finally, iA Global Asset Management Inc. increased its stake in shares of Datadog by 133.7% during the first quarter. iA Global Asset Management Inc. now owns 94,540 shares of the company’s stock valued at $11,160,000 after buying an additional 54,084 shares during the period. 78.29% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

DDOG has been the subject of a number of research reports. Needham & Company LLC upped their price objective on shares of Datadog from $260.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Barclays increased their target price on shares of Datadog from $290.00 to $300.00 and gave the stock an “overweight” rating in a report on Tuesday. FBN Securities started coverage on shares of Datadog in a research report on Friday, October 2nd. They set an “outperform” rating and a $325.00 target price on the stock. BMO Capital Markets set a $300.00 price target on shares of Datadog in a report on Friday, August 7th. Finally, Canadian Imperial Bank of Commerce upped their price target on shares of Datadog from $280.00 to $315.00 and gave the stock an “outperform” rating in a research report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $280.51.

Datadog Trading Down 1.4%

NASDAQ:DDOG opened at $283.34 on Wednesday. The stock has a market capitalization of $101.74 billion, a price-to-earnings ratio of 578.26, a PEG ratio of 28.04 and a beta of 1.51. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $300.68. 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 firm has a 50 day moving average of $245.95 and a 200 day moving average of $218.99.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results 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 return on equity of 5.67% and a net margin of 4.48%. The business had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same period in the prior year, the firm posted $0.46 earnings per share. The business’s quarterly 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 anticipate that Datadog, Inc. will post 0.70 earnings per share for the current fiscal year.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: RBC raised its price target for Datadog from $280 to $320 and maintained an “outperform” rating, implying further upside from the recent trading level. Royal Bank Of Canada Issues Positive Forecast for Datadog Stock Price
• Positive Sentiment: Yorkville Ives increased its Datadog target to $335, adding to the series of favorable analyst views and signaling confidence in demand for the company’s cloud monitoring and observability products. Yorkville Ives raises target for Datadog stock
• Positive Sentiment: Wall Street’s average brokerage recommendation remains equivalent to a Buy. However, the source cautions that analyst ratings can be overly optimistic and should be weighed alongside valuation and fundamentals. Is Datadog a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investors continue to focus on whether rising AI observability demand can accelerate Datadog’s growth. Separately, questions about OpenAI’s revenue outlook and AI infrastructure spending could create volatility across AI-related stocks, although they may also present opportunities for established observability providers. Is Broader AI Observability Demand Lifting Datadog?
• Negative Sentiment: Datadog CTO Amit Agarwal sold approximately $14.75 million of stock. The insider transaction may weigh on sentiment, particularly as the shares trade near their 52-week high and at an elevated valuation, including a very high price-to-earnings ratio. Datadog CTO Sells Stock

Insider Buying and Selling at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $253.36, for a total value of $13,659,144.32. Following the completion of the sale, the chief technology officer directly owned 509,805 shares in the company, valued at approximately $129,164,194.80. This trade represents a 9.56% decrease in their ownership of the stock. The transaction 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 dated Wednesday, August 5th. The stock was sold at an average price of $286.71, for a total value of $36,452,596.11. Following the completion of the sale, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at approximately $175,680,692.37. This represents a 17.18% 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. Over the last 90 days, insiders have sold 991,988 shares of company stock worth $241,440,796. 6.48% of the stock is owned by company insiders.

Datadog Company Profile

Datadog, Inc is a software company that provides a cloud-based monitoring, observability and security platform. Its services help organizations collect, analyze and visualize data from applications, infrastructure, networks, databases and other technology environments, enabling them to identify performance issues, manage incidents and improve digital services.

The company’s product offerings include infrastructure monitoring, application performance monitoring, log management, database and network monitoring, real user and synthetic experience monitoring, cloud security, software supply chain security, incident management and workflow automation.