Datadog, Inc. $DDOG is Ashe Capital Management LP’s 6th Largest Position

Ashe Capital Management LP reduced its position in Datadog, Inc. (NASDAQ:DDOG) by 19.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 756,493 shares of the company’s stock after selling 177,385 shares during the period. Datadog accounts for about 10.0% of Ashe Capital Management LP’s holdings, making the stock its 6th largest holding. Ashe Capital Management LP’s holdings in Datadog were worth $102,875,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Rothschild Investment LLC grew its holdings in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in Datadog during the 3rd quarter valued at $27,000. CoreCap Advisors LLC grew its holdings in Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after buying an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC acquired a new stake in Datadog during the 4th quarter valued at $31,000. Finally, NBC Securities Inc. grew its holdings in Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after buying an additional 165 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Citigroup raised Datadog’s price target to $270 from $218 and kept a buy rating, citing durable AI-driven demand and implying more upside for the stock. Citi raises Datadog target to $270 citing durable AI-driven demand
• Positive Sentiment: Capital One Financial increased its price target on Datadog to $268 from $217 and reiterated an overweight view, reinforcing Wall Street optimism around the company’s growth trajectory. Capital One adjusts price target on Datadog to $268
• Positive Sentiment: Truist also upgraded Datadog to buy and raised its target to $300, with recent coverage pointing to stronger demand for Datadog’s AI observability, cloud monitoring, and security products. Truist Just Upgraded Datadog Stock. Here’s Why.
• Neutral Sentiment: Datadog shareholders backed the board and executive pay at the 2026 annual meeting, which removes a possible governance overhang but is unlikely to materially move the stock on its own. Datadog shareholders back board, pay at 2026 meeting
• Negative Sentiment: Several insiders, including General Counsel Kerry Acocella, Director Amit Agarwal, and CRO Sean Michael Walters, sold shares under pre-arranged 10b5-1 plans; while routine, insider selling can weigh on sentiment. Datadog insider trade details

Datadog Price Performance

Shares of Datadog stock opened at $226.63 on Thursday. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The stock has a market capitalization of $80.67 billion, a P/E ratio of 596.41, a PEG ratio of 24.75 and a beta of 1.56. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The business’s fifty day moving average price is $184.96 and its 200 day moving average price is $148.81.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter last year, the firm earned $0.46 earnings per share. The firm’s revenue for the quarter was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, research analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.

Insider Transactions at Datadog

In related news, CFO David M. Obstler sold 75,000 shares of Datadog stock in a transaction on Monday, June 8th. The stock was sold at an average price of $231.69, for a total value of $17,376,750.00. Following the transaction, the chief financial officer owned 434,591 shares in the company, valued at approximately $100,690,388.79. This trade represents a 14.72% decrease in their ownership of the stock. The sale was disclosed in a legal 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, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction on Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the transaction, the chief executive officer owned 835,679 shares in the company, valued at $167,002,091.36. The trade was a 13.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,359,860 shares of company stock valued at $279,385,577 in the last ninety days. Company insiders own 6.48% of the company’s stock.

Wall Street Analysts Forecast Growth

DDOG has been the topic of a number of analyst reports. Mizuho increased their target price on Datadog from $145.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Citigroup increased their target price on Datadog from $218.00 to $270.00 and gave the company a “buy” rating in a report on Wednesday. Rothschild & Co Redburn initiated coverage on Datadog in a report on Thursday, April 23rd. They set a “buy” rating and a $170.00 target price on the stock. Canadian Imperial Bank of Commerce increased their target price on Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, June 10th. Finally, Barclays increased their target price on Datadog from $215.00 to $260.00 and gave the company an “overweight” rating in a report on Wednesday, June 10th. One research analyst has rated the stock with a Strong Buy rating, forty-one have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $238.34.

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.