Odyssean LLC Purchases 7,216 Shares of Datadog, Inc. $DDOG

Odyssean LLC grew its position in Datadog, Inc. (NASDAQ:DDOG) by 273.7% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 9,852 shares of the company’s stock after buying an additional 7,216 shares during the period. Odyssean LLC’s holdings in Datadog were worth $2,565,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in DDOG. Price T Rowe Associates Inc. MD raised its stake in Datadog by 7.1% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock worth $1,961,496,000 after buying an additional 956,993 shares during the period. State Street Corp increased its holdings in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after acquiring an additional 7,091,075 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Datadog by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after acquiring an additional 197,816 shares in the last quarter. Janus Henderson Group PLC raised its position in shares of Datadog by 22.8% during the first quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after purchasing an additional 1,439,082 shares during the period. Finally, Invesco Ltd. raised its position in shares of Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after purchasing an additional 2,216,402 shares during the period. Institutional investors own 78.29% of the company’s stock.

Insider Activity

In other news, CTO Alexis Le-Quoc sold 21,772 shares of the stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $212.90, for a total transaction of $4,635,258.80. Following the completion of the transaction, the chief technology officer directly owned 488,033 shares in the company, valued at $103,902,225.70. This represents a 4.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO David Obstler sold 16,524 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $212.90, for a total value of $3,517,959.60. Following the completion of the transaction, the chief financial officer owned 418,067 shares of the company’s stock, valued at $89,006,464.30. The trade was a 3.80% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 1,316,730 shares of company stock worth $318,791,080. 6.48% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on DDOG. Wall Street Zen raised Datadog from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Guggenheim increased their price objective on shares of Datadog from $225.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. UBS Group dropped their price objective on shares of Datadog from $315.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Rosenblatt Securities boosted their price objective on shares of Datadog from $220.00 to $305.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. Finally, Zacks Research lowered shares of Datadog from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Datadog presently has a consensus rating of “Moderate Buy” and a consensus target price of $276.32.

Datadog Price Performance

Shares of DDOG opened at $212.93 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. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $292.72. The stock has a market capitalization of $76.46 billion, a P/E ratio of 434.56, a P/E/G ratio of 21.03 and a beta of 1.49. The company has a 50 day moving average of $249.65 and a 200-day moving average of $193.28.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.08 billion. During the same quarter in the previous year, the firm posted $0.46 earnings per share. The firm’s revenue for the quarter was up 35.6% on a year-over-year basis. 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 0.7 EPS for the current fiscal year.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

Datadog 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.