Datadog, Inc. $DDOG Stock Acquired by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al raised its stake in Datadog, Inc. (NASDAQ:DDOG) by 4.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,950 shares of the company’s stock after buying an additional 2,500 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Datadog were worth $15,322,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in DDOG. Parcion Private Wealth LLC raised its position in Datadog by 4.3% during the third quarter. Parcion Private Wealth LLC now owns 2,332 shares of the company’s stock valued at $639,000 after purchasing an additional 96 shares in the last quarter. United Asset Strategies Inc. boosted its holdings in shares of Datadog by 1.1% in the 3rd quarter. United Asset Strategies Inc. now owns 5,997 shares of the company’s stock worth $1,642,000 after purchasing an additional 68 shares in the last quarter. China Universal Asset Management Co. Ltd. boosted its holdings in shares of Datadog by 7.5% in the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 18,885 shares of the company’s stock worth $5,072,000 after purchasing an additional 1,324 shares in the last quarter. Motley Fool Asset Management LLC boosted its holdings in shares of Datadog by 11.4% in the 3rd quarter. Motley Fool Asset Management LLC now owns 53,422 shares of the company’s stock worth $14,630,000 after purchasing an additional 5,483 shares in the last quarter. Finally, North Dakota State Investment Board increased its position in shares of Datadog by 11.9% during the 3rd quarter. North Dakota State Investment Board now owns 10,903 shares of the company’s stock valued at $2,986,000 after purchasing an additional 1,158 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was named a Leader in the Forrester Wave: AIOps Platforms, Q4 2026. The recognition highlights its AI-powered observability platform and Bits AI capabilities for detecting, investigating and remediating operational issues, potentially strengthening its competitive position. Datadog Named a Leader in AIOps Platforms Research
• Positive Sentiment: A Wells Fargo analyst reportedly expects Datadog’s stock price to rise, providing some analyst support ahead of the company’s upcoming results. Datadog Stock Price Expected to Rise
• Neutral Sentiment: Wall Street is concentrating on Datadog’s third-quarter 2026 metrics, including revenue growth, customer additions, usage trends and profitability. The company’s latest reported quarter showed revenue growth of 35.6% year over year and adjusted EPS above expectations, but investors are likely demanding continued strength. Datadog Q3 Earnings Projections
• Negative Sentiment: Datadog fell alongside other cybersecurity and technology software stocks even as a major Binance cryptocurrency theft underscored demand for digital-security products. The move suggests broad market and sector selling, rather than a deterioration in Datadog’s fundamentals, is currently dominating trading. Datadog and Cybersecurity Stocks Fall
• Negative Sentiment: CTO Alexis Le-Quoc sold 43,224 shares worth approximately $12.1 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, although insider selling can still weigh on sentiment. SEC Insider Trading Filing

Analyst Ratings Changes

A number of analysts recently weighed in on DDOG shares. Citizens Jmp boosted their target price on Datadog from $225.00 to $311.00 and gave the stock a “market outperform” rating in a research report on Monday, July 20th. Mizuho increased their price target on shares of Datadog from $300.00 to $330.00 and gave the company an “outperform” rating in a research report on Thursday, October 15th. Wells Fargo & Company lifted their price target on shares of Datadog from $295.00 to $325.00 and gave the stock an “overweight” rating in a research note on Wednesday. Citigroup boosted their price objective on shares of Datadog from $300.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, Zacks Research lowered shares of Datadog from a “strong-buy” rating to a “hold” rating in a report on Monday, August 17th. Three equities research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $287.22.

Insider Activity

In other news, General Counsel Kerry Acocella sold 5,280 shares of the firm’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $228.85, for a total value of $1,208,328.00. Following the transaction, the general counsel directly owned 115,243 shares in the company, valued at $26,373,360.55. This trade represents a 4.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Yanbing Li sold 12,700 shares of the firm’s stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $221.26, for a total value of $2,810,002.00. Following the completion of the transaction, the insider directly owned 250,446 shares in the company, valued at $55,413,681.96. The trade was a 4.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 904,934 shares of company stock valued at $220,279,519. Company insiders own 6.48% of the company’s stock.

Datadog Price Performance

Shares of Datadog stock opened at $235.27 on Friday. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. The company has a market cap of $84.48 billion, a PE ratio of 480.15, a P/E/G ratio of 22.97 and a beta of 1.51. The business has a 50 day moving average of $251.27 and a 200 day moving average of $198.14. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $300.68.

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