Jackson Square Capital LLC Lowers Holdings in Datadog, Inc. $DDOG

Jackson Square Capital LLC trimmed its holdings in Datadog, Inc. (NASDAQ:DDOG) by 54.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 3,693 shares of the company’s stock after selling 4,386 shares during the period. Jackson Square Capital LLC’s holdings in Datadog were worth $502,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in DDOG. Rothschild Investment LLC lifted its position in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. lifted its position in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares in the last quarter. Westside Investment Management Inc. lifted its position in shares of Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares in the last quarter. JPL Wealth Management LLC purchased a new stake in shares of Datadog in the third quarter worth about $27,000. Finally, Tripletail Wealth Management LLC purchased a new stake in shares of Datadog in the third quarter worth about $28,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. Raymond James Financial decreased their target price on Datadog from $205.00 to $170.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 10th. Cantor Fitzgerald decreased their target price on Datadog from $220.00 to $150.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Jefferies Financial Group decreased their target price on Datadog from $180.00 to $160.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Capital One Financial boosted their target price on Datadog from $156.00 to $157.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, Royal Bank Of Canada decreased their target price on Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a research report on Monday, February 9th. Thirty-seven analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $179.62.

Insider Buying and Selling

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $120.53, for a total transaction of $2,410,600.00. Following the sale, the director directly owned 1,640 shares in the company, valued at $197,669.20. This represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 32,300 shares of the company’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $116.46, for a total value of $3,761,658.00. Following the transaction, the chief technology officer directly owned 531,311 shares in the company, valued at approximately $61,876,479.06. This represents a 5.73% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 469,306 shares of company stock valued at $57,406,994. 6.67% of the stock is currently owned by company insiders.

Datadog Trading Down 0.0%

Shares of DDOG stock opened at $116.50 on Thursday. Datadog, Inc. has a 1 year low of $86.14 and a 1 year high of $201.69. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The stock’s 50 day simple moving average is $120.66 and its two-hundred day simple moving average is $139.91. The company has a market cap of $41.08 billion, a PE ratio of 375.81, a price-to-earnings-growth ratio of 33.08 and a beta of 1.29.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. During the same period in the prior year, the business posted $0.49 earnings per share. The company’s quarterly revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Research analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current 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.