HB Wealth Management LLC Raises Stock Holdings in Datadog, Inc. $DDOG

HB Wealth Management LLC raised its holdings in Datadog, Inc. (NASDAQ:DDOG) by 52.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,471 shares of the company’s stock after purchasing an additional 2,909 shares during the period. HB Wealth Management LLC’s holdings in Datadog were worth $1,000,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. JPL Wealth Management LLC acquired a new stake in Datadog in the 3rd quarter valued at $27,000. CoreCap Advisors LLC raised its position in Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after acquiring an additional 190 shares during the period. Flagship Harbor Advisors LLC purchased a new position in Datadog during the fourth quarter valued at $31,000. NBC Securities Inc. raised its position in shares of Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after acquiring an additional 165 shares in the last quarter. Finally, Rothschild Investment LLC lifted its stake in Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after purchasing an additional 94 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Datadog Stock Up 1.7%

Datadog stock opened at $261.09 on Thursday. The stock has a 50 day moving average of $221.33 and a two-hundred day moving average of $158.62. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The stock has a market capitalization of $92.94 billion, a price-to-earnings ratio of 687.10, a PEG ratio of 26.11 and a beta of 1.54. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter in the prior year, the business earned $0.46 earnings per share. The company’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, research analysts expect that Datadog, Inc. will post 0.64 earnings per share for the current year.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts remain broadly constructive on Datadog after its last earnings report topped expectations, with revenue above estimates and management’s FY2026 outlook reinforcing confidence in continued growth.
• Positive Sentiment: Benchmark raised its price target on Datadog to a Street-high $330 and kept a Buy rating, citing strong execution and customer momentum in the company’s product-led growth business. Benchmark Lifts PT on Datadog (DDOG), Remains Bullish
• Positive Sentiment: Datadog’s acquisition of Adaptive ML and its broader AI investment plans are keeping the stock in focus as investors look for upside from AI-enabled observability and automation. Datadog (DDOG): The Best High Growth Cybersecurity Stock to Buy Now
• Positive Sentiment: Zacks upgraded Datadog to a Strong Buy, signaling improving near-term earnings sentiment that could support additional buying interest. Datadog (DDOG) Moves to Strong Buy: Rationale Behind the Upgrade
• Neutral Sentiment: Several insiders disclosed pre-arranged Rule 10b5-1 stock sales, including directors Amit Agarwal and Michael James Callahan, which may weigh on sentiment but do not necessarily indicate a change in fundamentals. SEC filing
• Negative Sentiment: Bernstein downgraded Datadog to Market Perform, warning that growth could slow and that investor expectations may be running ahead of near-term fundamentals. This Analyst Just Downgraded Datadog Stock. Here’s Why.
• Negative Sentiment: Bernstein also flagged a possible “Q4 problem” for Datadog’s AI growth story, raising concern that the stock’s sharp run-up may leave little room for disappointment. Datadog in spotlight as Bernstein downgrades, citing upcoming ‘caution’

Insider Activity at Datadog

In other news, Director Dev Ittycheria sold 120,000 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $248.78, for a total value of $29,853,600.00. Following the completion of the sale, the director owned 39,235 shares in the company, valued at approximately $9,760,883.30. This trade represents a 75.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction dated 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 sale, the chief executive officer directly owned 835,679 shares in the company, valued at approximately $167,002,091.36. The trade was a 13.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,405,621 shares of company stock worth $309,070,507 in the last 90 days. Corporate insiders own 6.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on DDOG shares. Guggenheim upped their price target on Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Oppenheimer boosted their price objective on shares of Datadog from $200.00 to $220.00 in a research report on Thursday, May 7th. Canadian Imperial Bank of Commerce upped their target price on shares of Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, June 10th. Wolfe Research reiterated an “outperform” rating and set a $295.00 price target on shares of Datadog in a research note on Thursday, June 11th. Finally, Citizens Jmp raised shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 price target for the company in a research report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Datadog has an average rating of “Moderate Buy” and an average price target of $244.73.

Datadog Company 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.