Lido Advisors LLC Has $901,000 Stock Position in Datadog, Inc. $DDOG

Lido Advisors LLC lowered its position in Datadog, Inc. (NASDAQ:DDOG) by 39.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,634 shares of the company’s stock after selling 4,896 shares during the period. Lido Advisors LLC’s holdings in Datadog were worth $901,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. JPL Wealth Management LLC acquired a new position in shares of Datadog during the third quarter worth approximately $27,000. CoreCap Advisors LLC grew its position in Datadog by 1,461.5% in the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after purchasing an additional 190 shares during the period. Flagship Harbor Advisors LLC acquired a new stake in Datadog in the 4th quarter valued at $31,000. NBC Securities Inc. increased its stake 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 purchasing an additional 165 shares in the last quarter. Finally, Rothschild Investment LLC increased its stake in Datadog by 52.5% during the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after purchasing an additional 94 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: BTIG Research raised its Datadog price target to $289 from $255 and maintained a Buy rating, implying approximately 15% upside from the referenced price. The upgrade reinforces confidence in Datadog’s growth outlook. BTIG price target article
• Positive Sentiment: Datadog recently outperformed the broader market, with shares advancing 2.03% in the latest completed session. Investor interest has been supported by expectations for upcoming cloud-company earnings and generally bullish Wall Street recommendations. Why Datadog outpaced the stock market
• Neutral Sentiment: The average brokerage recommendation remains equivalent to a Buy, although the concentration of bullish ratings may reduce the signal’s usefulness and leave the stock vulnerable to disappointment. Wall Street recommendations on Datadog
• Negative Sentiment: CEO Olivier Pomel sold 47,054 shares worth about $11.5 million, CTO Alexis Le-Quoc sold 43,224 shares worth approximately $11.5 million, and Director Amit Agarwal sold 20,000 shares for roughly $4.9 million. All three transactions were made under pre-arranged Rule 10b5-1 plans, which reduces their significance as discretionary bearish signals, but the sales can still pressure sentiment—particularly after DDOG’s strong run and elevated valuation.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on DDOG shares. Monness Crespi & Hardt raised their price objective on shares of Datadog from $255.00 to $270.00 in a research note on Thursday, May 7th. Canadian Imperial Bank of Commerce boosted their target price on shares of Datadog from $250.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 10th. Barclays upped their target price on shares of Datadog from $260.00 to $290.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. New Street Research set a $260.00 price target on shares of Datadog in a research report on Thursday, June 11th. Finally, Truist Financial upgraded Datadog from a “hold” rating to a “buy” rating and lifted their price target for the company from $190.00 to $300.00 in a research note on Monday, June 15th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Datadog currently has a consensus rating of “Moderate Buy” and a consensus target price of $264.84.

Insider Activity

In other Datadog news, Director Michael James Callahan sold 12,500 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $267.47, for a total value of $3,343,375.00. Following the completion of the sale, the director owned 14,996 shares in the company, valued at approximately $4,010,980.12. This trade represents a 45.46% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 47,054 shares of Datadog stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $244.79, for a total transaction of $11,518,348.66. Following the transaction, the chief executive officer directly owned 612,747 shares in the company, valued at approximately $149,994,338.13. This represents a 7.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,486,587 shares of company stock valued at $342,962,652. 6.48% of the stock is currently owned by company insiders.

Datadog Price Performance

DDOG opened at $250.88 on Wednesday. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. The company has a market capitalization of $89.30 billion, a price-to-earnings ratio of 660.23, a P/E/G ratio of 25.61 and a beta of 1.54. The firm’s fifty day moving average price is $242.98 and its two-hundred day moving average price is $170.38. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $278.70.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s revenue was up 32.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. As a group, analysts anticipate that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

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.