Retireful LLC Makes New $1.54 Million Investment in Datadog, Inc. $DDOG

Retireful LLC acquired a new position in Datadog, Inc. (NASDAQ:DDOG) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,904 shares of the company’s stock, valued at approximately $1,537,000. Datadog comprises 1.5% of Retireful LLC’s portfolio, making the stock its 24th biggest holding.

Other hedge funds have also recently made changes to their positions in the company. State Street Corp increased its holdings in Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after purchasing an additional 7,091,075 shares during the last quarter. Norges Bank acquired a new position in Datadog during the fourth quarter worth $469,461,000. Invesco Ltd. lifted its stake in Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after purchasing an additional 2,216,402 shares in the last quarter. Employees Provident Fund Board purchased a new position in shares of Datadog during the fourth quarter worth $251,582,000. Finally, First Trust Advisors LP boosted its position in shares of Datadog by 81.5% during the first quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock worth $435,081,000 after buying an additional 1,654,429 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Trading Down 6.5%

NASDAQ:DDOG opened at $209.23 on Thursday. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $292.72. The firm has a market cap of $75.13 billion, a PE ratio of 427.01, a price-to-earnings-growth ratio of 21.92 and a beta of 1.49. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. The stock has a fifty day moving average price of $250.31 and a 200 day moving average price of $192.51.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, topping the consensus estimate of $0.58 by $0.07. The company 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%.Datadog’s revenue was up 35.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Sell-side analysts anticipate that Datadog, Inc. will post 0.7 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Monness Crespi & Hardt boosted their price objective on Datadog from $255.00 to $270.00 in a report on Thursday, May 7th. TD Cowen raised their target price on Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Zacks Research downgraded Datadog from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 17th. Wells Fargo & Company boosted their price target on shares of Datadog from $230.00 to $295.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. Finally, DA Davidson reissued a “buy” rating and set a $315.00 price target on shares of Datadog in a research report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $276.32.

Insider Activity

In related news, Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $249.32, for a total value of $4,986,400.00. Following the sale, the director owned 1,640 shares of the company’s stock, valued at $408,884.80. This trade represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Matthew Jacobson sold 19,512 shares of Datadog stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $256.25, for a total transaction of $4,999,950.00. Following the completion of the transaction, the director owned 524,708 shares of the company’s stock, valued at $134,456,425. This represents a 3.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,152,255 shares of company stock valued at $283,013,115. 6.48% of the stock is owned by corporate insiders.

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.