Jefferies Financial Group Inc. Acquires Shares of 22,887 Datadog, Inc. $DDOG

Jefferies Financial Group Inc. acquired a new stake in Datadog, Inc. (NASDAQ:DDOG) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 22,887 shares of the company’s stock, valued at approximately $3,112,000.

A number of other hedge funds have also recently bought and sold shares of the company. Elevation Point Wealth Partners LLC boosted its holdings in shares of Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after acquiring an additional 55 shares during the period. Chicago Partners Investment Group LLC boosted its holdings in shares of Datadog by 1.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock worth $622,000 after acquiring an additional 73 shares during the period. Vivaldi Capital Management LP boosted its holdings in shares of Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after acquiring an additional 74 shares during the period. Westside Investment Management Inc. boosted its holdings in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares during the period. Finally, Farther Finance Advisors LLC boosted its holdings in shares of Datadog by 2.0% during the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock worth $529,000 after acquiring an additional 78 shares during the period. 78.29% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Datadog

In other Datadog news, CEO Olivier Pomel sold 127,141 shares of the business’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 transaction of $25,407,857.44. Following the completion of the transaction, the chief executive officer directly owned 835,679 shares in the company, valued at $167,002,091.36. The trade was a 13.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the transaction, the chief technology officer owned 437,257 shares of the company’s stock, valued at approximately $54,871,380.93. This represents a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 885,963 shares of company stock worth $130,015,444 over the last three months. Corporate insiders own 6.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on DDOG shares. Rosenblatt Securities boosted their price objective on Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Morgan Stanley boosted their price objective on Datadog from $180.00 to $225.00 and gave the stock an “overweight” rating in a report on Friday, May 8th. TD Cowen boosted their price objective on Datadog from $190.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Jefferies Financial Group set a $210.00 price target on Datadog and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Capital One Financial cut their price target on Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a research note on Thursday, April 16th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $216.81.

Datadog Trading Up 0.6%

Shares of DDOG stock opened at $223.65 on Wednesday. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The stock has a market cap of $79.61 billion, a P/E ratio of 588.57, a price-to-earnings-growth ratio of 41.66 and a beta of 1.30. The stock has a 50 day simple moving average of $148.05 and a 200 day simple moving average of $141.88. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $225.90.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations 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 in the previous year, the company posted $0.46 earnings per share. 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, research analysts predict that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: BTIG raised its price target on Datadog to $255 from $212 and reiterated a Buy rating, signaling confidence in further upside after the company’s strong revenue growth and improving demand trends. BTIG Raises Datadog PT to $255
• Positive Sentiment: Cantor Fitzgerald boosted its target to $226 from $171 and kept an Overweight rating, reflecting support for Datadog’s earnings momentum and recent guidance increase. Cantor Fitzgerald Adjusts PT on Datadog
• Positive Sentiment: Several articles highlighted Datadog as a beneficiary of AI moving into production, with Wedbush reportedly adding the stock to its AI 30 list, which could reinforce the market’s view that DDOG is a long-term AI infrastructure winner. Wedbush on Datadog Stock
• Positive Sentiment: Datadog’s recent product update expanded log management with long-term retention, search, and data residency features, which may support enterprise adoption and upselling. Datadog Expands Log Management Offering
• Neutral Sentiment: Coverage also noted Datadog’s first $1 billion revenue quarter and higher 2026 outlook, underscoring strong fundamentals, though investors may view this as more confirmation of an already positive trend than a fresh catalyst. Datadog First US$1 Billion Quarter Article

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.