GAMMA Investing LLC Boosts Position in Datadog, Inc. $DDOG

GAMMA Investing LLC lifted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 27.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,794 shares of the company’s stock after acquiring an additional 1,911 shares during the quarter. GAMMA Investing LLC’s holdings in Datadog were worth $2,290,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Elevation Point Wealth Partners LLC boosted its holdings in Datadog by 3.3% in the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after acquiring an additional 55 shares in the last quarter. Chicago Partners Investment Group LLC raised its holdings in Datadog by 1.6% in the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock worth $622,000 after purchasing an additional 73 shares in the last quarter. Vivaldi Capital Management LP raised its holdings in Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after purchasing an additional 74 shares in the last quarter. State of Wyoming lifted its position in shares of 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. Finally, Farther Finance Advisors LLC lifted its position in shares of Datadog by 2.0% in the 4th quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock worth $529,000 after purchasing an additional 78 shares during the period. Institutional investors own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts continue to raise their expectations. Cantor Fitzgerald lifted its price target to $327 and maintained an overweight rating, while Canaccord Genuity raised its target to $295 and Rosenblatt Securities increased its target to $305; all three firms retained buy-equivalent ratings. These revisions reflect confidence in Datadog’s AI products, platform expansion and demand for observability and security tools. Cantor Fitzgerald price target article
• Positive Sentiment: Datadog enters its earnings report with solid operating momentum. The company’s prior quarter delivered revenue of $1.01 billion, up 32.1% year over year, and adjusted earnings of $0.60 per share, exceeding consensus estimates. Investors are looking for continued customer additions, usage growth and traction from AI-related products in the upcoming results. Datadog Q2 earnings outlook
• Neutral Sentiment: Datadog will present at several investor conferences, including Canaccord Genuity’s Growth Conference on August 12, Citi’s Global TMT Conference on September 8 and Goldman Sachs’ Communacopia & Technology Conference. The events could provide updates on demand, AI adoption and guidance, but the announcement itself does not change financial forecasts. Datadog investor conferences announcement
• Negative Sentiment: Valuation and earnings risk remain significant. Datadog trades at a very high earnings multiple, so any shortfall in revenue growth, margins, customer metrics or forward guidance could trigger volatility. The company is expected to report quarterly earnings on Thursday, making the near-term reaction especially dependent on results relative to elevated expectations. Datadog Q2 earnings preview
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares for approximately $5.3 million, reducing his direct ownership by more than 92%. The sale was conducted under a pre-arranged Rule 10b5-1 plan, limiting its bearish significance, but repeated insider selling may still weigh modestly on sentiment. SEC insider transaction filing

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on DDOG. CICC Research boosted their price target on shares of Datadog from $150.00 to $204.00 in a research report on Monday, May 11th. Scotiabank raised their price objective on shares of Datadog from $225.00 to $275.00 and gave the stock an “outperform” rating in a report on Thursday, June 18th. BMO Capital Markets reaffirmed an “outperform” rating and set a $260.00 price objective on shares of Datadog in a research report on Friday, June 12th. Wells Fargo & Company lifted their price objective on Datadog from $230.00 to $295.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Finally, Rosenblatt Securities increased their target price on Datadog from $220.00 to $305.00 and gave the stock a “buy” rating in a research report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $271.57.

Insider Buying and Selling at Datadog

In other Datadog news, CEO Olivier Pomel sold 47,054 shares of the company’s stock in a transaction dated Thursday, July 23rd. The shares were sold at an average price of $244.79, for a total value of $11,518,348.66. Following the sale, the chief executive officer owned 612,747 shares in the company, valued at approximately $149,994,338.13. This represents a 7.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael James Callahan sold 12,500 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $267.47, for a total transaction of $3,343,375.00. Following the transaction, the director directly owned 14,996 shares of the company’s stock, valued at $4,010,980.12. This represents a 45.46% 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. Insiders have sold a total of 1,437,118 shares of company stock worth $337,708,784 in the last ninety days. 6.48% of the stock is owned by company insiders.

Datadog Stock Down 1.7%

NASDAQ:DDOG opened at $283.17 on Thursday. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. The firm’s 50-day moving average price is $249.48 and its 200-day moving average price is $176.68. The company has a market capitalization of $100.80 billion, a PE ratio of 745.20, a P/E/G ratio of 29.19 and a beta of 1.54. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $292.72.

Datadog (NASDAQ:DDOG) last issued 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 last year, the company posted $0.46 EPS. Datadog’s revenue was up 32.1% on a year-over-year basis. On average, equities analysts predict that Datadog, Inc. will post 0.64 EPS for the current fiscal year.

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.