51,038 Datadog, Inc. $DDOG Shares Sold by VestGen Advisors LLC

VestGen Advisors LLC lessened its holdings in Datadog, Inc. (NASDAQ:DDOG) by 96.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,664 shares of the company’s stock after selling 51,038 shares during the quarter. VestGen Advisors LLC’s holdings in Datadog were worth $456,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DDOG. EMC Capital Management acquired a new position in shares of Datadog in the 2nd quarter worth approximately $28,000. Cornerstone Financial Management LLC grew its holdings in shares of Datadog by 54.9% during the second quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock worth $33,000 after purchasing an additional 45 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its holdings in shares of Datadog by 341.7% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock valued at $38,000 after buying an additional 246 shares during the last quarter. Elevation Wealth Partners LLC raised its holdings in shares of Datadog by 2,700.0% in the second quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock valued at $44,000 after buying an additional 162 shares during the last quarter. Finally, Armstrong Advisory Group Inc. bought a new position in shares of Datadog in the third quarter valued at about $46,000. Institutional investors own 78.29% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Evercore ISI raised its price target to $300, signaling confidence that Datadog’s AI-related demand and platform expansion can support further upside. Datadog PT Raised to $300 at Evercore ISI
• Positive Sentiment: Wedbush expects another “beat-and-raise” quarter, which could support the stock if Datadog exceeds forecasts and increases its outlook. Analysts expect third-quarter revenue growth of approximately 28.9%, driven by AI demand and adoption of multiple products. Datadog Likely to Deliver Another Beat-and-Raise Quarter
• Neutral Sentiment: Datadog’s October decline appears to reflect a broader reset in risk appetite for cloud software and AI spending rather than a clear deterioration in its business. The stock remains strongly higher over the longer term, but investors are reassessing fair value. Datadog Fell in October, Where Does Fair Value Sit Now?
• Negative Sentiment: Valuation remains a major risk. A forward P/E near 79 times and EV-to-sales of about 15.5 times leave little room for an earnings or guidance miss, particularly as software-sector growth decelerates. A major customer’s usage reduction is another concern heading into earnings. Datadog: Good AI Story, But I Still Need Proof
• Negative Sentiment: Reports of insider selling pressured sentiment, with the shares moving below their 50-day moving average. This adds technical and confidence-related headwinds ahead of the results. Datadog Shares Down on Insider Selling

Insider Buying and Selling at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $253.36, for a total value of $13,659,144.32. Following the completion of the sale, the chief technology officer owned 509,805 shares in the company, valued at $129,164,194.80. The trade was a 9.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO David Obstler sold 40,000 shares of the stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $227.47, for a total transaction of $9,098,800.00. Following the sale, the chief financial officer owned 378,067 shares in the company, valued at $85,998,900.49. This represents a 9.57% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 892,434 shares of company stock valued at $216,686,144 in the last ninety days. 6.48% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Mizuho increased their price target on shares of Datadog from $300.00 to $330.00 and gave the company an “outperform” rating in a research note on Thursday, October 15th. The Goldman Sachs Group reissued a “sell” rating and set a $158.00 price objective on shares of Datadog in a report on Friday, August 7th. Weiss Ratings raised shares of Datadog from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. Yorkville Ives initiated coverage on shares of Datadog in a report on Monday, October 5th. They set an “outperform” rating and a $335.00 target price for the company. Finally, Evercore reaffirmed an “outperform” rating and set a $300.00 price objective on shares of Datadog in a research note on Monday. Three research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $287.98.

Datadog Stock Down 8.1%

DDOG stock opened at $216.10 on Tuesday. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $300.68. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. The business has a 50 day moving average price of $250.88 and a two-hundred day moving average price of $198.60. The company has a market cap of $77.60 billion, a price-to-earnings ratio of 456.41, a P/E/G ratio of 27.18 and a beta of 1.51.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, topping the consensus estimate of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The company had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.08 billion. During the same period in the previous year, the business earned $0.46 EPS. Datadog’s revenue for the quarter was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Analysts anticipate that Datadog, Inc. will post 0.70 EPS for the current fiscal year.

Datadog Company Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.