Handelsbanken Fonder AB Acquires 76,607 Shares of Datadog, Inc. $DDOG

Handelsbanken Fonder AB raised its holdings in Datadog, Inc. (NASDAQ:DDOG) by 81.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 170,519 shares of the company’s stock after buying an additional 76,607 shares during the period. Handelsbanken Fonder AB’s holdings in Datadog were worth $44,396,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. JPL Wealth Management LLC bought a new stake in Datadog in the 3rd quarter worth about $27,000. Flagship Harbor Advisors LLC purchased a new position in shares of Datadog in the 4th quarter worth about $31,000. NBC Securities Inc. grew its position in shares of Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after acquiring an additional 165 shares during the period. Rothschild Investment LLC lifted its stake in Datadog by 52.5% in the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after purchasing an additional 94 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC lifted its stake in Datadog by 341.7% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock valued at $38,000 after purchasing an additional 246 shares during the last quarter. 78.29% of the stock is owned by institutional investors.

Insider Transactions at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $271.05, for a total value of $14,612,847.60. Following the sale, the chief technology officer owned 531,311 shares in the company, valued at approximately $144,011,846.55. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction on Monday, June 8th. The shares were sold at an average price of $231.69, for a total value of $29,457,298.29. Following the sale, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at $141,967,352.43. This represents a 17.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 1,375,022 shares of company stock valued at $338,768,384. Corporate insiders own 6.48% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s second-quarter revenue increased 35.6% year over year to $1.12 billion, beating the $1.08 billion consensus estimate. Non-GAAP EPS of $0.65 also exceeded expectations by $0.07, while projected third-quarter revenue of approximately $1.14 billion was above analyst forecasts. DDOG Q2 Deep Dive
• Positive Sentiment: Analyst sentiment remains broadly favorable. DA Davidson reiterated its “Buy” rating, and another report cited a price-target increase to $305. Datadog’s AI momentum, strong cash flow and continued platform expansion—including availability in the AWS Europe (London) Region—support the long-term growth outlook. DA Davidson Buy Rating Datadog Price Target Raised Datadog Growth and AWS Expansion
• Neutral Sentiment: Datadog is included among the market’s most-upgraded technology stocks, but its post-earnings reaction demonstrates how demanding investor expectations have become. A proposal concerning reincorporation and corporate governance could also attract investor attention, although the immediate financial impact is unclear. Most-Upgraded Tech Stocks Reincorporation Proposal and Governance Roadmap
• Neutral Sentiment: The reported August short-interest data shows zero shares and a zero-day short-interest ratio, an internally inconsistent result that provides no useful signal about short-selling pressure.
• Negative Sentiment: Datadog trades at a very demanding earnings multiple, making the stock vulnerable if growth slows or fails to exceed expectations. Despite the strong quarter and raised outlook, investors appear concerned that the company’s results were not sufficiently above the high bar implied by its valuation. Datadog Grows Fast, Then Gets Punished for Slowing Down
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares worth approximately $4.7 million under a pre-arranged Rule 10b5-1 plan, reducing his direct ownership by about 92%. Because the sale was scheduled, it is a limited indicator of management’s outlook, but repeated insider selling may weigh modestly on sentiment. SEC Insider Transaction Filing

Wall Street Analysts Forecast Growth

DDOG has been the subject of a number of recent research reports. Wedbush started coverage on Datadog in a research report on Monday, June 15th. They issued a “neutral” rating for the company. Robert W. Baird set a $300.00 target price on shares of Datadog in a research note on Friday. Bank of America boosted their price target on shares of Datadog from $260.00 to $280.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Arete Research upped their price target on shares of Datadog from $260.00 to $340.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Finally, Craig Hallum began coverage on shares of Datadog in a report on Monday, June 15th. They issued a “buy” rating for the company. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $276.32.

Datadog Trading Down 5.4%

Shares of Datadog stock opened at $246.78 on Wednesday. The company’s 50-day moving average price is $248.51 and its 200-day moving average price is $180.14. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $292.72. The company has a market cap of $87.84 billion, a price-to-earnings ratio of 503.64, a PEG ratio of 27.27 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $1.08 billion. During the same quarter in the prior year, the firm 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. On average, equities analysts expect that Datadog, Inc. will post 0.66 earnings per share for the current fiscal year.

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.