NEOS Investment Management LLC Acquires 33,470 Shares of Datadog, Inc. $DDOG

NEOS Investment Management LLC lifted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 15.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 251,695 shares of the company’s stock after purchasing an additional 33,470 shares during the quarter. NEOS Investment Management LLC owned 0.07% of Datadog worth $65,531,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Nomura Asset Management Co. Ltd. raised its holdings in shares of Datadog by 8.0% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock worth $20,762,000 after acquiring an additional 11,348 shares during the period. Norges Bank acquired a new position in Datadog in the 4th quarter worth $469,461,000. MUFG Securities EMEA plc boosted its stake in Datadog by 115.6% in the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock worth $1,814,000 after purchasing an additional 7,154 shares during the period. BNP Paribas increased its holdings in Datadog by 18.4% during the 4th quarter. BNP Paribas now owns 41,280 shares of the company’s stock worth $5,614,000 after purchasing an additional 6,403 shares in the last quarter. Finally, Crossmark Global Holdings Inc. increased its holdings in Datadog by 90.1% during the 4th quarter. Crossmark Global Holdings Inc. now owns 9,967 shares of the company’s stock worth $1,355,000 after purchasing an additional 4,723 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Insiders Place Their Bets

In other Datadog news, Director Michael Callahan sold 112,500 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $231.60, for a total value of $26,055,000.00. Following the sale, the director owned 14,996 shares in the company, valued at $3,473,073.60. This represents a 88.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at approximately $141,967,352.43. The trade was a 17.18% 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 ninety days, insiders have sold 1,206,167 shares of company stock worth $295,252,217. Company insiders own 6.48% of the company’s stock.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Snowflake earnings lifted cloud-software sentiment. Snowflake’s better-than-expected results and outlook encouraged investors to expect continued spending on data infrastructure, observability and AI tools—areas that could benefit Datadog. Datadog Stock Climbs Following Snowflake Earnings
• Positive Sentiment: Growth-stock characteristics remain supportive. Zacks highlighted Datadog’s AI momentum, customer expansion and raised guidance as reasons to maintain a constructive view. The company’s latest quarter showed revenue growth of 35.6% year over year, with earnings and revenue exceeding consensus estimates. Reasons to Hold Datadog Stock
• Neutral Sentiment: Analyst-style growth commentary is supportive but not a new company catalyst. A separate Zacks article rated Datadog favorably as a growth stock, though investors must weigh that view against the shares’ elevated valuation, including a very high price-to-earnings ratio. Why Datadog Is a Strong Growth Stock
• Negative Sentiment: CTO insider selling creates a modest overhang. Chief Technology Officer Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million, reducing his direct ownership by 9.56%. Because the transaction was conducted under a pre-arranged Rule 10b5-1 plan, it is less clearly a discretionary signal about Datadog’s outlook. SEC Insider Trading Filing
• Negative Sentiment: Valuation and recent volatility remain risks. Datadog had fallen substantially over the prior month amid a software-sector selloff, and its premium valuation makes the stock sensitive to changes in growth expectations and interest rates. Datadog Recent Selloff Analysis

Datadog Stock Performance

NASDAQ DDOG opened at $214.76 on Friday. The firm has a market capitalization of $77.12 billion, a P/E ratio of 438.29, a price-to-earnings-growth ratio of 20.49 and a beta of 1.49. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. The firm’s fifty day moving average price is $250.18 and its two-hundred day moving average price is $193.14. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $292.72.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating 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%. The company’s quarterly revenue was up 35.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.46 EPS. 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, research analysts anticipate that Datadog, Inc. will post 0.7 EPS for the current year.

Analysts Set New Price Targets

A number of analysts have recently commented on DDOG shares. Rosenblatt Securities boosted their price target on Datadog from $220.00 to $305.00 and gave the company a “buy” rating in a report on Tuesday, August 4th. Stifel Nicolaus set a $305.00 price objective on Datadog in a report on Thursday, May 7th. DA Davidson reissued a “buy” rating and issued a $315.00 target price on shares of Datadog in a research report on Friday, August 7th. Morgan Stanley boosted their target price on Datadog from $225.00 to $300.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Finally, Oppenheimer upped their price target on Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $276.32.

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.