Robeco Institutional Asset Management B.V. Purchases 290,066 Shares of Datadog, Inc. $DDOG

Robeco Institutional Asset Management B.V. raised its position in Datadog, Inc. (NASDAQ:DDOG) by 46.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 919,360 shares of the company’s stock after buying an additional 290,066 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.26% of Datadog worth $251,767,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Cornerstone Financial Management LLC grew its position in shares of Datadog by 54.9% during the 2nd quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock valued at $33,000 after acquiring an additional 45 shares during the period. State of Wyoming raised its holdings in Datadog by 4.1% in the 1st quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after purchasing an additional 76 shares during the period. Roberts Wealth Advisors LLC boosted its position in Datadog by 0.6% during the third quarter. Roberts Wealth Advisors LLC now owns 15,720 shares of the company’s stock worth $4,305,000 after purchasing an additional 91 shares in the last quarter. Ancora Advisors LLC boosted its position in Datadog by 44.1% during the second quarter. Ancora Advisors LLC now owns 307 shares of the company’s stock worth $80,000 after purchasing an additional 94 shares in the last quarter. Finally, Quadcap Wealth Management LLC boosted its position in Datadog by 5.5% during the first quarter. Quadcap Wealth Management LLC now owns 1,970 shares of the company’s stock worth $233,000 after purchasing an additional 102 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Oppenheimer boosted their price objective on Datadog from $220.00 to $300.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. Zacks Research downgraded Datadog from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 17th. Wells Fargo & Company increased their target price on Datadog from $230.00 to $295.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Sanford C. Bernstein raised shares of Datadog from a “market perform” rating to an “outperform” rating and lifted their price target for the company from $237.00 to $350.00 in a research note on Monday. Finally, Rosenblatt Securities boosted their price target on shares of Datadog from $220.00 to $305.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Three equities research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $285.04.

Insider Buying and Selling at Datadog

In other Datadog news, CFO David Obstler sold 40,000 shares of Datadog stock in a transaction on Monday, September 14th. The shares were sold at an average price of $227.47, for a total transaction of $9,098,800.00. Following the sale, the chief financial officer owned 378,067 shares of the company’s stock, valued at $85,998,900.49. The trade was a 9.57% decrease in their position. The sale 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, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $253.36, for a total transaction of $13,659,144.32. Following the sale, the chief technology officer directly owned 509,805 shares of the company’s stock, valued at $129,164,194.80. The trade was a 9.56% 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. In the last 90 days, insiders have sold 948,764 shares of company stock worth $229,976,494. Corporate insiders own 6.48% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bernstein upgraded Datadog to Outperform and raised its price target to $350 from $237. The firm cited accelerating AI workloads, stronger demand for cloud monitoring and improving growth prospects, helping drive renewed investor interest. Bernstein Upgrades Datadog to Outperform, Price Target is $350
• Positive Sentiment: Broader technology-sector sentiment improved as Treasury yields eased and investors bought the dip in enterprise software stocks. Datadog was among the stronger movers during the initial rebound. Datadog Stock Is Up, What You Need To Know
• Positive Sentiment: Datadog’s latest quarterly results exceeded expectations, with revenue rising 35.6% year over year to $1.12 billion and adjusted EPS of $0.65 versus the $0.58 consensus estimate. The company also guided to third-quarter EPS of $0.63–$0.65 and full-year EPS of $2.50–$2.54.
• Neutral Sentiment: Datadog is scheduled to report third-quarter results on November 4. Investors will focus on whether AI-related workloads are translating into accelerating customer growth, higher usage and stronger forward guidance. Datadog Reports Q3 on November 4 After Bernstein’s Upgrade
• Negative Sentiment: Valuation is the principal risk. Datadog has gained roughly 98% over six months and trades at a very high earnings multiple, leaving the stock vulnerable to profit-taking if upcoming results or guidance do not exceed elevated expectations. Datadog’s Expectations Have Outrun Its Earnings
• Negative Sentiment: Despite the favorable upgrade and strong recent rally, Datadog’s shares decreased in the latest session, suggesting investors may be locking in gains or waiting for clearer evidence that earnings growth can justify the stock’s premium valuation. Datadog Stock Falls Amid Market Uptick

Datadog Price Performance

NASDAQ:DDOG opened at $256.43 on Wednesday. The stock has a 50 day moving average of $246.86 and a two-hundred day moving average of $223.97. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $300.68. The firm has a market cap of $92.08 billion, a P/E ratio of 523.34, a price-to-earnings-growth ratio of 25.41 and a beta of 1.51. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, beating the consensus estimate of $0.58 by $0.07. The business had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%. The business’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.46 earnings per share. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. On average, analysts expect that Datadog, Inc. will post 0.70 earnings per share for the current fiscal year.

Datadog Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.