Sands Capital Alternatives LLC Has $11.67 Million Position in Datadog, Inc. $DDOG

Sands Capital Alternatives LLC cut its holdings in Datadog, Inc. (NASDAQ:DDOG) by 27.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 85,793 shares of the company’s stock after selling 32,914 shares during the period. Datadog makes up 2.3% of Sands Capital Alternatives LLC’s investment portfolio, making the stock its 8th biggest holding. Sands Capital Alternatives LLC’s holdings in Datadog were worth $11,667,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Rothschild Investment LLC boosted its holdings in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares in the last quarter. JPL Wealth Management LLC bought a new stake in Datadog in the third quarter worth $27,000. CoreCap Advisors LLC boosted its holdings in Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after purchasing an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC bought a new stake in Datadog in the fourth quarter worth $31,000. Finally, NBC Securities Inc. boosted its holdings in Datadog by 242.6% in the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after purchasing an additional 165 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
• Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
• Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
• Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
• Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
• Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
• Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. Article link

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on DDOG shares. DA Davidson set a $250.00 price objective on shares of Datadog in a report on Friday, May 22nd. Raymond James Financial upped their price objective on shares of Datadog from $170.00 to $220.00 in a report on Thursday, May 7th. Capital One Financial decreased their price objective on shares of Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a report on Thursday, April 16th. Truist Financial upped their price target on shares of Datadog from $120.00 to $190.00 and gave the company a “hold” rating in a report on Thursday, May 7th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $226.00 price target on shares of Datadog in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $231.64.

Datadog Price Performance

DDOG stock opened at $229.90 on Monday. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $278.70. The company has a 50-day moving average of $178.29 and a two-hundred day moving average of $147.30. The stock has a market capitalization of $81.84 billion, a price-to-earnings ratio of 605.02, a price-to-earnings-growth ratio of 24.62 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The company had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same period in the prior year, the company earned $0.46 earnings per share. The business’s quarterly revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, equities research analysts anticipate that Datadog, Inc. will post 0.61 EPS for the current year.

Insider Buying and Selling at Datadog

In other news, CFO David M. Obstler sold 75,000 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $231.69, for a total transaction of $17,376,750.00. Following the completion of the transaction, the chief financial officer owned 434,591 shares of the company’s stock, valued at approximately $100,690,388.79. This represents a 14.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Matthew Jacobson sold 52,832 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the transaction, the director directly owned 622,726 shares of the company’s stock, valued at $117,869,577.28. This represents a 7.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,210,113 shares of company stock valued at $244,699,453 in the last three months. Company insiders own 6.48% of the company’s 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.