Dnca Finance Acquires 30,100 Shares of Datadog, Inc. $DDOG

Dnca Finance increased its holdings in Datadog, Inc. (NASDAQ:DDOG) by 106.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 58,300 shares of the company’s stock after buying an additional 30,100 shares during the quarter. Dnca Finance’s holdings in Datadog were worth $8,302,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Westside Investment Management Inc. increased its holdings in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. Rothschild Investment LLC boosted its stake 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 acquiring an additional 100 shares during the last quarter. Tripletail Wealth Management LLC bought a new stake in shares of Datadog during the 3rd quarter valued at $28,000. Physician Wealth Advisors Inc. grew its position in shares of Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares during the period. Finally, Hazlett Burt & Watson Inc. purchased a new stake in shares of Datadog in the 3rd quarter worth $28,000. 78.29% of the stock is currently owned by institutional investors.

Datadog Price Performance

NASDAQ:DDOG opened at $124.52 on Friday. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The business’s 50-day simple moving average is $123.07 and its two-hundred day simple moving average is $141.61. The stock has a market cap of $43.90 billion, a PE ratio of 401.68, a P/E/G ratio of 34.95 and a beta of 1.31. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping 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 firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same quarter in the prior year, the company posted $0.49 earnings per share. The business’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. As a group, analysts forecast that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently commented on DDOG shares. Piper Sandler decreased their target price on Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a report on Monday, January 5th. BMO Capital Markets set a $165.00 price target on Datadog in a report on Wednesday, February 11th. Needham & Company LLC cut their price target on Datadog from $220.00 to $155.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. Canaccord Genuity Group restated a “buy” rating on shares of Datadog in a research report on Wednesday, February 11th. Finally, Royal Bank Of Canada decreased their price objective on Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a research note on Monday, February 9th. Thirty-six investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Insiders Place Their Bets

In other Datadog news, CRO Sean Michael Walters sold 22,330 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the completion of the transaction, the executive directly owned 238,384 shares in the company, valued at $29,960,101.12. This represents a 8.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the completion of the transaction, the chief technology officer owned 437,257 shares of the company’s stock, valued at $54,871,380.93. The trade was a 10.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 388,864 shares of company stock valued at $48,415,898 in the last 90 days. 6.67% of the stock is currently owned by company insiders.

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.