California State Teachers Retirement System Cuts Stock Position in Datadog, Inc. $DDOG

California State Teachers Retirement System cut its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 2.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 447,148 shares of the company’s stock after selling 10,490 shares during the period. California State Teachers Retirement System’s holdings in Datadog were worth $52,786,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. JPL Wealth Management LLC acquired a new stake in shares of Datadog in the 3rd quarter worth $27,000. CoreCap Advisors LLC boosted its holdings in shares of Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after acquiring an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new position in shares of Datadog during the fourth quarter worth about $31,000. NBC Securities Inc. increased its stake in shares of Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after acquiring an additional 165 shares during the period. Finally, Rothschild Investment LLC raised its holdings in Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after purchasing an additional 94 shares in the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Datadog

In related news, CTO Alexis Le-Quoc sold 43,224 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $265.23, for a total value of $11,464,301.52. Following the sale, the chief technology officer owned 509,805 shares in the company, valued at $135,215,580.15. This represents a 7.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, July 23rd. The shares were sold at an average price of $244.87, for a total value of $4,897,400.00. Following the completion of the transaction, the director directly owned 1,640 shares of the company’s stock, valued at $401,586.80. The trade was a 92.42% decrease in their ownership of the stock. 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 sold 1,486,587 shares of company stock worth $342,962,652 over the last quarter. Insiders own 6.48% of the company’s stock.

Wall Street Analysts Forecast Growth

DDOG has been the subject of a number of recent analyst reports. Evercore raised their price objective on shares of Datadog from $225.00 to $265.00 and gave the company an “outperform” rating in a research report on Wednesday, June 10th. Craig Hallum began coverage on Datadog in a research report on Monday, June 15th. They set a “buy” rating on the stock. Cantor Fitzgerald reissued an “overweight” rating and set a $226.00 target price on shares of Datadog in a research note on Thursday, June 11th. Wolfe Research reissued an “outperform” rating and issued a $295.00 price target on shares of Datadog in a report on Thursday, June 11th. Finally, Wall Street Zen raised Datadog from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $264.84.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Wall Street expects continued growth in Datadog’s upcoming report. The company’s previous quarter included $1.01 billion in revenue, up 32.1% year over year, and adjusted EPS of $0.60 versus the $0.51 consensus. Current guidance calls for second-quarter EPS of $0.57–$0.59. Datadog earnings expectations
• Positive Sentiment: Datadog’s rising use of multi-year customer contracts increased remaining performance obligations 51% to $3.48 billion. The backlog provides greater revenue visibility and supports confidence in the company’s 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Analyst sentiment remains broadly bullish. BTIG raised its price target to $289 from $255, while TD Cowen and Oppenheimer have set targets of $300. Investors are also responding to Datadog’s AI-related product expansion and its partnership with Cloudaware, which adds cloud-log coverage capabilities through the Datadog Marketplace. Cloudaware and Datadog partnership
• Neutral Sentiment: DDOG is trading near its 52-week high after a substantial six-month advance. Although institutional ownership and recent buying support demand, the stock’s very elevated valuation leaves limited room for an earnings disappointment.
• Negative Sentiment: Insiders continue to sell shares, including a 20,000-share sale by Director Amit Agarwal for approximately $4.9 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, reducing its bearish significance, but broad insider selling could still weigh on sentiment.

Datadog Stock Up 1.7%

Shares of NASDAQ DDOG opened at $268.56 on Friday. The stock has a market capitalization of $95.60 billion, a price-to-earnings ratio of 706.76, a price-to-earnings-growth ratio of 26.77 and a beta of 1.54. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The firm has a 50-day moving average price of $245.02 and a 200 day moving average price of $172.33. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

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