Datadog, Inc. $DDOG Shares Purchased by Fairvoy Private Wealth LLC

Fairvoy Private Wealth LLC boosted its holdings in Datadog, Inc. (NASDAQ:DDOG) by 54.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,743 shares of the company’s stock after acquiring an additional 2,028 shares during the quarter. Fairvoy Private Wealth LLC’s holdings in Datadog were worth $1,573,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. IFP Advisors Inc raised its stake in Datadog by 654.4% during the 3rd quarter. IFP Advisors Inc now owns 89,033 shares of the company’s stock valued at $24,382,000 after purchasing an additional 77,231 shares during the period. Robertson Stephens Wealth Management LLC lifted its holdings in shares of Datadog by 218.2% in the third quarter. Robertson Stephens Wealth Management LLC now owns 5,200 shares of the company’s stock valued at $1,424,000 after purchasing an additional 3,566 shares in the last quarter. Frank Rimerman Advisors LLC lifted its holdings in shares of Datadog by 178.6% in the third quarter. Frank Rimerman Advisors LLC now owns 11,431 shares of the company’s stock valued at $3,130,000 after purchasing an additional 7,328 shares in the last quarter. Counterpoint Mutual Funds LLC acquired a new stake in shares of Datadog in the third quarter worth $323,000. Finally, Birch Hill Investment Advisors LLC boosted its position in shares of Datadog by 300.8% in the third quarter. Birch Hill Investment Advisors LLC now owns 4,537 shares of the company’s stock worth $1,242,000 after buying an additional 3,405 shares during the period. 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: Bernstein upgraded Datadog from “Market Perform” to “Outperform” and raised its price target to $350 from $237, implying substantial upside from recent trading levels. The firm identified accelerating AI-related demand as a key growth driver. Bernstein Upgrades Datadog to Outperform, Price Target is $350
• Positive Sentiment: Market coverage characterized Datadog as one of the leading cloud-software beneficiaries of expanding AI workloads, contributing to renewed investor interest across the sector. Datadog receives upgrade to Outperform on AI-driven demand
• Positive Sentiment: Mizuho also raised its Datadog price target to $330, adding to the favorable analyst sentiment surrounding the shares. Mizuho raises Datadog stock target to USD 330
• Positive Sentiment: Datadog’s recent operating momentum supports the bullish view: the company’s latest reported revenue grew 35.6% year over year to $1.12 billion, while adjusted earnings exceeded analyst expectations.
• Neutral Sentiment: Robertson Stephens Wealth Management increased its Datadog holdings by 218.2% during the third quarter. The filing signals institutional interest, although the position totaled only 5,200 shares and is not a major fundamental catalyst. Datadog Stock Position Boosted
• Negative Sentiment: Datadog continues to trade at a demanding valuation, with the provided trailing P/E ratio above 500. That leaves the stock sensitive to any slowdown in AI-driven growth or disappointing guidance, despite the positive analyst revisions.

Insider Activity

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $273.60, for a total value of $14,750,323.20. Following the transaction, the chief technology officer owned 488,033 shares in the company, valued at $133,525,828.80. The trade was a 9.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO David Obstler sold 10,000 shares of the business’s stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $241.25, for a total value of $2,412,500.00. Following the completion of the transaction, the chief financial officer owned 368,067 shares in the company, valued at $88,796,163.75. This trade represents a 2.65% 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. In the last quarter, insiders have sold 948,764 shares of company stock valued at $229,976,494. 6.48% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

DDOG has been the topic of a number of research analyst reports. Raymond James Financial reiterated an “outperform” rating and set a $280.00 price target on shares of Datadog in a report on Thursday, August 6th. Citizens Jmp increased their price objective on Datadog from $225.00 to $311.00 and gave the stock a “market outperform” rating in a research note on Monday, July 20th. Citigroup raised their price objective on Datadog from $300.00 to $305.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Arete Research lifted their target price on Datadog from $260.00 to $340.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $300.00 target price on shares of Datadog in a research note on Sunday, October 11th. Three analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $285.04.

Datadog Stock Up 5.4%

Shares of NASDAQ:DDOG traded up $13.25 during trading on Monday, reaching $260.36. 2,942,184 shares of the company traded hands, compared to its average volume of 5,143,153. The firm has a fifty day simple moving average of $246.68 and a 200 day simple moving average of $222.00. The firm has a market cap of $93.49 billion, a P/E ratio of 531.36, a price-to-earnings-growth ratio of 24.12 and a beta of 1.51. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $300.68. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating the consensus estimate of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business had revenue of $1.12 billion for the quarter, compared to analysts’ expectations of $1.08 billion. During the same period in the previous year, the company posted $0.46 EPS. Datadog’s revenue was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Analysts anticipate that Datadog, Inc. will post 0.70 earnings per share for the current fiscal year.

Datadog Company Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.