Parallel Advisors LLC lifted its stake in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 38.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 8,648 shares of the company’s stock after acquiring an additional 2,409 shares during the quarter. Parallel Advisors LLC’s holdings in Datadog were worth $1,176,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. Rothschild Investment LLC lifted its position in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in shares of Datadog during the 3rd quarter worth approximately $27,000. CoreCap Advisors LLC lifted its position in shares of Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after buying an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC purchased a new stake in shares of Datadog during the 4th quarter worth approximately $31,000. Finally, NBC Securities Inc. lifted 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 worth $32,000 after buying an additional 165 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.
Analyst Ratings Changes
DDOG has been the subject of several recent analyst reports. Rothschild & Co Redburn initiated coverage on shares of Datadog in a research report on Thursday, April 23rd. They set a “buy” rating and a $170.00 price objective for the company. Scotiabank upped their price target on shares of Datadog from $160.00 to $225.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. BMO Capital Markets upped their price target on shares of Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Robert W. Baird set a $210.00 price target on shares of Datadog in a research report on Friday, May 8th. Finally, Evercore reiterated an “outperform” rating and issued a $225.00 price target on shares of Datadog in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Datadog presently has a consensus rating of “Moderate Buy” and a consensus target price of $219.69.
Datadog Price Performance
DDOG stock opened at $234.11 on Monday. The company has a fifty day moving average price of $167.10 and a 200 day moving average price of $145.03. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70. The company has a market cap of $83.33 billion, a price-to-earnings ratio of 616.10, a price-to-earnings-growth ratio of 25.07 and a beta of 1.56. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40.
Datadog (NASDAQ:DDOG – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. Datadog’s quarterly revenue was up 32.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.46 EPS. 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 0.61 earnings per share for the current year.
Insider Activity
In other Datadog news, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the completion of the transaction, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. This represents a 13.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Dev Ittycheria sold 120,000 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total transaction of $29,853,600.00. Following the transaction, the director owned 39,235 shares of the company’s stock, valued at approximately $9,760,883.30. The trade was a 75.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,141,526 shares of company stock worth $214,081,807 in the last 90 days. 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 recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets. Datadog latest report
- Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
- Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
- Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
- Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy
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.
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