Clear Street Group Inc. Invests $3.56 Million in Datadog, Inc. $DDOG

Clear Street Group Inc. purchased a new position in shares of Datadog, Inc. (NASDAQ:DDOG) in the third quarter, HoldingsChannel.com reports. The institutional investor purchased 24,985 shares of the company’s stock, valued at approximately $3,558,000.

Several other hedge funds also recently added to or reduced their stakes in DDOG. Vanguard Group Inc. lifted its stake in Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. Brown Advisory Inc. grew its stake in shares of Datadog by 23.3% during the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock valued at $803,793,000 after buying an additional 1,130,675 shares during the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Datadog by 0.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock worth $610,835,000 after buying an additional 40,276 shares during the period. Invesco Ltd. raised its holdings in shares of Datadog by 119.2% in the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after buying an additional 2,216,402 shares during the period. Finally, Norges Bank bought a new stake in shares of Datadog during the 2nd quarter worth approximately $347,728,000. 78.29% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently issued reports on DDOG. Wolfe Research dropped their price objective on Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. Rosenblatt Securities reiterated a “buy” rating and set a $185.00 target price on shares of Datadog in a research report on Wednesday, February 11th. BMO Capital Markets set a $165.00 target price on shares of Datadog in a research note on Wednesday, February 11th. TD Cowen restated a “buy” rating on shares of Datadog in a report on Wednesday, January 21st. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Datadog in a research note on Wednesday, January 21st. Thirty-six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Datadog currently has a consensus rating of “Moderate Buy” and an average target price of $179.62.

Insider Buying and Selling

In other news, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $124.81, for a total value of $2,496,200.00. Following the completion of the sale, the director owned 1,640 shares in the company, valued at approximately $204,688.40. The trade was a 92.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CRO Sean Michael Walters sold 22,330 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the completion of the sale, the executive directly owned 238,384 shares of the company’s stock, valued at $29,960,101.12. The trade was a 8.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 388,864 shares of company stock valued at $48,415,898 over the last quarter. 6.67% of the stock is owned by company insiders.

Datadog Trading Down 2.1%

Shares of NASDAQ DDOG opened at $124.52 on Friday. Datadog, Inc. has a twelve month low of $81.63 and a twelve month high of $201.69. The firm has a market cap of $43.90 billion, a PE ratio of 401.68, a price-to-earnings-growth ratio of 34.23 and a beta of 1.31. The business has a fifty day simple moving average of $123.07 and a two-hundred day simple moving average of $141.71. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Analysts expect that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

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.