Czech National Bank Buys 4,762 Shares of Datadog, Inc. $DDOG

Czech National Bank lifted its stake in Datadog, Inc. (NASDAQ:DDOG) by 5.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 94,166 shares of the company’s stock after purchasing an additional 4,762 shares during the quarter. Czech National Bank’s holdings in Datadog were worth $24,517,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the company. JPL Wealth Management LLC purchased a new stake in Datadog during the 3rd quarter valued at $27,000. Flagship Harbor Advisors LLC bought a new position in shares of Datadog during the fourth quarter valued at $31,000. NBC Securities Inc. boosted its position in shares of Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after buying an additional 165 shares during the last quarter. Rothschild Investment LLC boosted its position in shares of Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after buying an additional 94 shares during the last quarter. Finally, Quarry LP bought a new stake in Datadog in the 3rd quarter worth about $45,000. Institutional investors own 78.29% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on DDOG shares. Arete Research boosted their target price on Datadog from $260.00 to $340.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Capital One Financial raised their price target on shares of Datadog from $217.00 to $268.00 and gave the company an “overweight” rating in a report on Wednesday, June 17th. Bank of America lifted their price target on shares of Datadog from $260.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Wedbush started coverage on shares of Datadog in a report on Monday, June 15th. They set a “neutral” rating for the company. Finally, Jefferies Financial Group set a $260.00 price objective on shares of Datadog in a research report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $276.32.

Datadog Price Performance

NASDAQ DDOG opened at $233.93 on Friday. The business’s fifty day moving average is $249.29 and its 200 day moving average is $177.85. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $292.72. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.40 and a current ratio of 3.20. The company has a market capitalization of $83.27 billion, a PE ratio of 477.42, a price-to-earnings-growth ratio of 23.23 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.65 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 during the quarter, compared to analysts’ expectations of $1.08 billion. During the same quarter in the prior year, the business 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. Sell-side analysts predict that Datadog, Inc. will post 0.64 earnings per share for the current year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a strong second quarter: revenue rose 35.6% year over year to $1.12 billion, exceeding the $1.08 billion consensus estimate, while EPS of $0.65 topped expectations of $0.58 and increased from $0.46 a year earlier. Growth was broad-based across AI and non-AI demand, with billings and remaining performance obligations also supporting future revenue visibility. Datadog Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised its fiscal 2026 outlook to approximately $4.45-$4.47 billion in revenue and $2.50-$2.54 in EPS. Third-quarter EPS guidance of $0.63-$0.65 is above the $0.52 analyst consensus, providing a positive catalyst despite revenue guidance being roughly in line with expectations. Datadog Beats Earnings and Raises Outlook
• Positive Sentiment: Citigroup raised its DDOG price target to $305 and reaffirmed a “Buy” rating. DA Davidson also maintained its “Buy” rating with a $315 target, suggesting analysts see significant upside following the pullback. Datadog Analyst Price Targets
• Neutral Sentiment: CEO Olivier Pomel sold 127,141 shares worth approximately $36.5 million under a pre-arranged Rule 10b5-1 plan. The sale reduced his holdings by about 17%, but the planned nature of the transaction limits its value as a signal about Datadog’s business outlook. Datadog CEO Stock Sale Filing
• Negative Sentiment: The earlier decline reflected a high valuation and exceptionally high investor expectations rather than a quarterly miss. Investors focused on slowing bookings growth and management’s disclosure that its largest customer, reportedly a major AI company, plans to reduce usage, creating a risk to consumption-based revenue. Datadog Major Customer Usage News

Insider Activity

In other Datadog news, CTO Alexis Le-Quoc sold 43,224 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $265.23, for a total value of $11,464,301.52. Following the completion of the transaction, the chief technology officer directly owned 509,805 shares in the company, valued at $135,215,580.15. This represents a 7.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $266.82, for a total transaction of $5,336,400.00. Following the completion of the sale, the director directly owned 1,640 shares of the company’s stock, valued at approximately $437,584.80. This trade represents a 92.42% decrease in their ownership of the stock. 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 sold 1,502,163 shares of company stock valued at $363,481,842. 6.48% of the stock is owned by insiders.

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.