Leonteq Securities AG purchased a new stake in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 8,879 shares of the company’s stock, valued at approximately $1,207,000.
Several other large investors have also recently bought and sold shares of DDOG. Brighton Jones LLC acquired a new position in Datadog during the fourth quarter valued at approximately $209,000. Bison Wealth LLC acquired a new position in Datadog during the fourth quarter valued at approximately $228,000. Empowered Funds LLC boosted its position in Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after purchasing an additional 672 shares during the last quarter. Geneos Wealth Management Inc. boosted its position in Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after purchasing an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC acquired a new position in Datadog during the second quarter valued at approximately $509,000. 78.29% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several brokerages recently commented on DDOG. Evercore reissued an “outperform” rating and set a $225.00 price target on shares of Datadog in a research report on Thursday, May 7th. Daiwa Securities Group upped their price objective on Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Rothschild & Co Redburn assumed coverage on Datadog in a research note on Thursday, April 23rd. They issued a “buy” rating and a $170.00 price objective on the stock. Wall Street Zen upgraded Datadog from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Finally, Needham & Company LLC upped their price objective on Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $213.38.
Datadog Price Performance
NASDAQ:DDOG opened at $218.04 on Friday. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The stock’s 50 day moving average price is $142.27 and its two-hundred day moving average price is $140.52. The firm has a market capitalization of $77.61 billion, a price-to-earnings ratio of 573.80, a P/E/G ratio of 39.77 and a beta of 1.30. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $220.35.
Datadog (NASDAQ:DDOG – Get Free Report) last released its quarterly earnings data 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 firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $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, analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.
Insider Transactions at Datadog
In other news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was 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 in the company, valued at approximately $54,871,380.93. This trade represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Olivier Pomel sold 127,141 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $199.84, for a total value of $25,407,857.44. Following the transaction, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. This trade represents a 13.21% 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 quarter, insiders have sold 885,963 shares of company stock worth $130,015,444. Company insiders own 6.48% of the company’s stock.
More Datadog News
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog’s Q1 results beat expectations, with EPS of $0.60 versus $0.51 expected and revenue of $1.01 billion versus $960.1 million projected, reinforcing confidence in demand for its observability and security platform.
- Positive Sentiment: Management raised FY2026 and Q2 guidance, signaling continued momentum after revenue grew 32.1% year over year, which supports the bullish stock move. 2 Software Stocks Turning AI Fears Into Fundamental Gains
- Positive Sentiment: Several analysts lifted price targets, including UBS to $220 and Piper Sandler to $230, reflecting growing optimism that Datadog can keep outperforming. Why Datadog (DDOG) Might be Well Poised for a Surge
- Positive Sentiment: Articles highlighting Datadog as an AI beneficiary and a big-data leader are adding to the bullish narrative, with investors viewing AI adoption as a tailwind for the company’s platform. Datadog Backs Dust To Link Observability With Multiplayer AI Workloads
- Neutral Sentiment: Datadog’s investment in Dust’s Series B funding round shows it is staying close to emerging AI workflows, but the direct financial impact appears limited for now.
- Negative Sentiment: Recent insider selling by CTO Alexis Le-Quoc may create a little caution, although the sale was made under a pre-arranged 10b5-1 plan and does not necessarily signal concern about the business. Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,224 Shares of Stock
About Datadog
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.
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