3,147 Shares in Datadog, Inc. $DDOG Bought by Bull Harbor Capital LLC

Bull Harbor Capital LLC bought a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,147 shares of the company’s stock, valued at approximately $372,000.

Several other hedge funds also recently added to or reduced their stakes in DDOG. JPL Wealth Management LLC acquired a new stake in Datadog during the 3rd quarter worth about $27,000. CoreCap Advisors LLC lifted its holdings in shares of Datadog by 1,461.5% in the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after buying an additional 190 shares during the period. Flagship Harbor Advisors LLC acquired a new position in shares of Datadog in the 4th quarter valued at about $31,000. NBC Securities Inc. boosted its stake in shares of Datadog by 242.6% in the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after buying an additional 165 shares during the last quarter. Finally, Rothschild Investment LLC boosted its stake in shares of Datadog by 52.5% in the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after buying an additional 94 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analyst price-target increases boosted sentiment. Morgan Stanley, BTIG, and Citi raised their Datadog targets to $300, $289, and $300, respectively, while maintaining bullish ratings. The revisions reflect growing confidence in Datadog’s fundamentals and helped drive a sharp recent rally. Datadog Jumped 7.7% Following Upward Price Target Revisions
• Positive Sentiment: AI-driven demand is supporting the growth narrative. An investor letter from Carillon Tower Advisers highlighted Datadog’s accelerating growth and potential demand from artificial intelligence workloads. Investors view AI adoption as a catalyst for increased observability, security, and infrastructure-monitoring spending. Datadog Rose on Accelerating Growth and AI-Driven Demand
• Positive Sentiment: Upcoming earnings expectations are favorable. Zacks and other coverage point to Datadog’s history of earnings surprises and indicators suggesting a potential beat in its upcoming report. Wall Street is also expecting year-over-year earnings growth, reinforcing bullish sentiment ahead of results. Will Datadog Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Cloudaware partnership expands Datadog’s capabilities. Cloudaware LogSight is being added to the Datadog Marketplace, helping customers discover previously unmonitored cloud logs and improve visibility across multicloud environments. The integration could support compliance use cases and broaden Datadog’s platform value. Cloudaware and Datadog Partner on LogSight
• Negative Sentiment: Valuation is the main risk. After a substantial rally, investors are questioning how much upside remains. Datadog trades at elevated valuation multiples, leaving the stock vulnerable to a pullback if earnings, guidance, or AI-related growth fail to exceed already-high expectations. How Much Track Is Left for DDOG Stock?

Wall Street Analyst Weigh In

Several brokerages recently weighed in on DDOG. KeyCorp lifted their price target on Datadog from $225.00 to $320.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Benchmark restated a “buy” rating on shares of Datadog in a research report on Tuesday. Sanford C. Bernstein cut shares of Datadog from an “outperform” rating to a “market perform” rating and raised their price objective for the stock from $180.00 to $226.00 in a research note on Monday, July 6th. Guggenheim raised their price objective on shares of Datadog from $225.00 to $300.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Finally, DA Davidson set a $315.00 target price on shares of Datadog in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $266.32.

Datadog Stock Down 0.2%

DDOG opened at $267.97 on Friday. The company has a market cap of $95.39 billion, a PE ratio of 705.20, a price-to-earnings-growth ratio of 27.21 and a beta of 1.54. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.76. The company has a 50-day moving average price of $245.94 and a 200 day moving average price of $173.00. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same period in the previous year, the firm posted $0.46 EPS. Datadog’s revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts expect that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO David M. Obstler sold 75,000 shares of Datadog stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $231.69, for a total value of $17,376,750.00. Following the sale, the chief financial officer directly owned 434,591 shares of the company’s stock, valued at $100,690,388.79. The trade was a 14.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction that occurred 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 completion of the sale, the chief technology officer directly owned 531,311 shares in the company, valued at $144,011,846.55. This represents a 9.21% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 1,486,587 shares of company stock valued at $342,962,652. 6.48% of the stock is owned by corporate insiders.

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.