Datadog, Inc. $DDOG Shares Bought by Knollwood Investment Advisory LLC

Knollwood Investment Advisory LLC raised its stake in Datadog, Inc. (NASDAQ:DDOG) by 54.1% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 38,461 shares of the company’s stock after purchasing an additional 13,500 shares during the period. Datadog accounts for approximately 0.9% of Knollwood Investment Advisory LLC’s holdings, making the stock its 28th biggest holding. Knollwood Investment Advisory LLC’s holdings in Datadog were worth $10,014,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. EMC Capital Management acquired a new position in Datadog in the second quarter worth about $28,000. Elevation Wealth Partners LLC raised its stake in Datadog by 2,700.0% during 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 in the last quarter. JPL Wealth Management LLC acquired a new stake in Datadog during the third quarter valued at approximately $27,000. Continuum Advisory LLC bought a new position in Datadog during the 2nd quarter worth approximately $53,000. Finally, Rothschild Investment LLC lifted 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 buying an additional 94 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Snowflake earnings lifted cloud-software sentiment. Snowflake’s better-than-expected results and outlook encouraged investors to expect continued spending on data infrastructure, observability and AI tools—areas that could benefit Datadog. Datadog Stock Climbs Following Snowflake Earnings
• Positive Sentiment: Growth-stock characteristics remain supportive. Zacks highlighted Datadog’s AI momentum, customer expansion and raised guidance as reasons to maintain a constructive view. The company’s latest quarter showed revenue growth of 35.6% year over year, with earnings and revenue exceeding consensus estimates. Reasons to Hold Datadog Stock
• Neutral Sentiment: Analyst-style growth commentary is supportive but not a new company catalyst. A separate Zacks article rated Datadog favorably as a growth stock, though investors must weigh that view against the shares’ elevated valuation, including a very high price-to-earnings ratio. Why Datadog Is a Strong Growth Stock
• Negative Sentiment: CTO insider selling creates a modest overhang. Chief Technology Officer Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million, reducing his direct ownership by 9.56%. Because the transaction was conducted under a pre-arranged Rule 10b5-1 plan, it is less clearly a discretionary signal about Datadog’s outlook. SEC Insider Trading Filing
• Negative Sentiment: Valuation and recent volatility remain risks. Datadog had fallen substantially over the prior month amid a software-sector selloff, and its premium valuation makes the stock sensitive to changes in growth expectations and interest rates. Datadog Recent Selloff Analysis

Analysts Set New Price Targets

A number of brokerages have recently weighed in on DDOG. Morgan Stanley boosted their price target on Datadog from $225.00 to $300.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Sanford C. Bernstein cut Datadog from an “outperform” rating to a “market perform” rating and raised their price objective for the stock from $180.00 to $226.00 in a research note on Monday, July 6th. Wall Street Zen raised shares of Datadog from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Craig Hallum assumed coverage on shares of Datadog in a research note on Monday, June 15th. They set a “buy” rating for the company. Finally, DA Davidson reissued a “buy” rating and set a $315.00 target price on shares of Datadog 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 issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Datadog has an average rating of “Moderate Buy” and an average target price of $276.32.

Datadog Stock Up 2.6%

Shares of Datadog stock opened at $214.76 on Friday. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. The business’s 50 day simple moving average is $250.18 and its 200-day simple moving average is $193.14. The stock has a market capitalization of $77.12 billion, a price-to-earnings ratio of 438.29, a PEG ratio of 20.49 and a beta of 1.49. Datadog, Inc. has a twelve month low of $98.01 and a twelve 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, beating analysts’ consensus estimates of $0.58 by $0.07. The business had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The business’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Equities research analysts forecast that Datadog, Inc. will post 0.7 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Olivier Pomel sold 47,054 shares of the business’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $235.49, for a total transaction of $11,080,746.46. Following the completion of the transaction, the chief executive officer owned 612,747 shares of the company’s stock, valued at approximately $144,295,791.03. The trade was a 7.13% decrease in their ownership of the stock. The sale was disclosed in a legal 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, Director Michael Callahan sold 12,500 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $287.47, for a total transaction of $3,593,375.00. Following the transaction, the director directly owned 14,996 shares of the company’s stock, valued at approximately $4,310,900.12. This trade represents a 45.46% 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 sold a total of 1,206,167 shares of company stock valued at $295,252,217 in the last three months. 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.