Armistice Capital LLC Increases Stake in Datadog, Inc. $DDOG

Armistice Capital LLC increased its holdings in Datadog, Inc. (NASDAQ:DDOG) by 21.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 244,537 shares of the company’s stock after buying an additional 42,476 shares during the quarter. Armistice Capital LLC’s holdings in Datadog were worth $33,255,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Altshuler Shaham Ltd grew its stake in shares of Datadog by 38.1% during the 4th quarter. Altshuler Shaham Ltd now owns 1,021,762 shares of the company’s stock worth $138,949,000 after purchasing an additional 281,743 shares during the period. DV Equities LLC acquired a new stake in shares of Datadog during the 4th quarter worth approximately $62,000. AQR Capital Management LLC grew its stake in shares of Datadog by 8.8% during the 4th quarter. AQR Capital Management LLC now owns 1,437,805 shares of the company’s stock worth $195,527,000 after purchasing an additional 116,064 shares during the period. EFG International AG acquired a new stake in shares of Datadog during the 4th quarter worth approximately $11,503,000. Finally, Defiance ETFs LLC acquired a new stake in shares of Datadog during the 4th quarter worth approximately $12,022,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Citigroup raised Datadog’s price target to $270 from $218 and kept a buy rating, citing durable AI-driven demand and implying more upside for the stock. Citi raises Datadog target to $270 citing durable AI-driven demand
• Positive Sentiment: Capital One Financial increased its price target on Datadog to $268 from $217 and reiterated an overweight view, reinforcing Wall Street optimism around the company’s growth trajectory. Capital One adjusts price target on Datadog to $268
• Positive Sentiment: Truist also upgraded Datadog to buy and raised its target to $300, with recent coverage pointing to stronger demand for Datadog’s AI observability, cloud monitoring, and security products. Truist Just Upgraded Datadog Stock. Here’s Why.
• Neutral Sentiment: Datadog shareholders backed the board and executive pay at the 2026 annual meeting, which removes a possible governance overhang but is unlikely to materially move the stock on its own. Datadog shareholders back board, pay at 2026 meeting
• Negative Sentiment: Several insiders, including General Counsel Kerry Acocella, Director Amit Agarwal, and CRO Sean Michael Walters, sold shares under pre-arranged 10b5-1 plans; while routine, insider selling can weigh on sentiment. Datadog insider trade details

Analyst Ratings Changes

A number of research firms recently issued reports on DDOG. Piper Sandler reissued an “overweight” rating and issued a $275.00 price target (up from $230.00) on shares of Datadog in a research note on Wednesday, June 10th. Wedbush began coverage on shares of Datadog in a research note on Monday. They issued a “neutral” rating on the stock. Capital One Financial lifted their price target on shares of Datadog from $217.00 to $268.00 and gave the company an “overweight” rating in a research note on Wednesday. The Goldman Sachs Group lifted their price target on shares of Datadog from $121.00 to $139.00 and gave the company a “sell” rating in a research note on Tuesday, May 12th. Finally, BTIG Research reissued a “buy” rating and issued a $255.00 price target on shares of Datadog in a research note on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, forty-one have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $238.34.

Insider Transactions at Datadog

In other Datadog news, General Counsel Kerry Acocella sold 5,371 shares of Datadog stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $233.91, for a total value of $1,256,330.61. Following the completion of the transaction, the general counsel directly owned 127,866 shares of the company’s stock, valued at $29,909,136.06. The trade was a 4.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael James Callahan sold 112,500 shares of Datadog stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $231.60, for a total value of $26,055,000.00. Following the completion of the transaction, the director directly owned 14,996 shares of the company’s stock, valued at approximately $3,473,073.60. This represents a 88.24% decrease in their ownership of the stock. 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 sold 1,359,860 shares of company stock worth $279,385,577 in the last 90 days. Insiders own 6.48% of the company’s stock.

Datadog Stock Down 1.9%

NASDAQ DDOG opened at $226.63 on Thursday. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The business’s fifty day simple moving average is $184.96 and its 200-day simple moving average is $148.81. The firm has a market cap of $80.67 billion, a PE ratio of 596.41, a P/E/G ratio of 24.75 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. Datadog’s revenue was up 32.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, equities analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.

Datadog 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.