OMERS ADMINISTRATION Corp Increases Holdings in Datadog, Inc. $DDOG

OMERS ADMINISTRATION Corp lifted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 30.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,914 shares of the company’s stock after acquiring an additional 3,474 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Datadog were worth $1,761,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. JPL Wealth Management LLC purchased a new stake in Datadog during the third quarter valued at approximately $27,000. CoreCap Advisors LLC increased its position in shares of Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after purchasing an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC bought a new position in shares of Datadog during the 4th quarter valued at approximately $31,000. NBC Securities Inc. raised its holdings in Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after buying an additional 165 shares during the period. Finally, Rothschild Investment LLC raised its holdings in Datadog by 52.5% during the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after buying an additional 94 shares during the period. 78.29% of the stock is owned by institutional investors.

Datadog Stock Up 5.3%

Shares of DDOG opened at $264.07 on Thursday. The firm has a market capitalization of $94.00 billion, a P/E ratio of 694.93, a P/E/G ratio of 25.51 and a beta of 1.54. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $278.70. 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 firm has a fifty day moving average price of $244.01 and a 200-day moving average price of $171.32.

Datadog (NASDAQ:DDOG) last posted 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 net margin of 3.69% and a return on equity of 4.83%. The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter last year, the firm posted $0.46 EPS. The firm’s 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. Equities research analysts expect that Datadog, Inc. will post 0.64 earnings per share for the current year.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog and Cloudaware announced a partnership to bring Cloudaware LogSight to the Datadog Marketplace. The integration is designed to identify cloud services that are not sending logs to Datadog, potentially increasing log-management usage and strengthening Datadog’s observability platform. Cloudaware and Datadog partnership
• Positive Sentiment: The company’s growing mix of multi-year contracts increased remaining performance obligations by 51% to $3.48 billion. Investors view the larger backlog as evidence of stronger revenue predictability and support for Datadog’s higher fiscal 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Optimism is building ahead of Datadog’s August 6 earnings release. The latest quarter showed 32% year-over-year revenue growth to approximately $1.01 billion, while earnings exceeded expectations and management raised its full-year 2026 outlook. Analysts have cited durable cloud and AI-related demand, with BTIG raising its price target to $289 from $255 and maintaining a Buy rating. BTIG Datadog price target
• Neutral Sentiment: Institutional positioning is mixed: 555 investors added shares in the latest quarter, compared with 498 that reduced holdings. BlackRock and Citadel made notable additions, while FMR, T. Rowe Price and Massachusetts Financial Services reduced positions. This suggests continued interest but limited consensus.
• Negative Sentiment: Insiders have reported extensive selling, including recent transactions by CEO Olivier Pomel, CTO Alexis Le-Quoc and Director Amit Agarwal. The sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but they may still weigh on sentiment given DDOG’s sharp rally and elevated valuation.

Insider Buying and Selling at Datadog

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $271.05, for a total transaction of $14,612,847.60. Following the transaction, the chief technology officer owned 531,311 shares in the company, valued at approximately $144,011,846.55. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 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 value of $25,407,857.44. Following the completion of the sale, the chief executive officer owned 835,679 shares of the company’s stock, valued at $167,002,091.36. The trade was a 13.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 1,486,587 shares of company stock worth $342,962,652. Insiders own 6.48% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on DDOG. Arete Research lifted their price objective on shares of Datadog from $260.00 to $340.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Royal Bank Of Canada reissued an “outperform” rating and issued a $280.00 target price on shares of Datadog in a research note on Thursday, July 16th. Weiss Ratings upgraded shares of Datadog from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, July 14th. Wall Street Zen upgraded shares of Datadog from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Finally, Monness Crespi & Hardt increased their price objective on shares of Datadog from $255.00 to $270.00 in a research report on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Datadog presently has an average rating of “Moderate Buy” and an average price target of $264.84.

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.