FNY Investment Advisers LLC Takes Position in Datadog, Inc. $DDOG

FNY Investment Advisers LLC acquired a new stake in Datadog, Inc. (NASDAQ:DDOG) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 3,496 shares of the company’s stock, valued at approximately $910,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DDOG. Elevation Wealth Partners LLC grew its holdings in Datadog by 2,700.0% during the second quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock valued at $44,000 after purchasing an additional 162 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in shares of Datadog in the third quarter worth $27,000. Flagship Harbor Advisors LLC bought a new stake in shares of Datadog during the 4th quarter worth $31,000. NBC Securities Inc. boosted its holdings in shares of Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after buying an additional 165 shares during the period. Finally, Rothschild Investment LLC boosted its holdings in shares of Datadog by 52.5% during the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after buying an additional 94 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Datadog news, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was 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 of the company’s stock, valued at $167,002,091.36. This represents a 13.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Dev Ittycheria sold 120,000 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total value of $29,853,600.00. Following the completion of the sale, the director owned 39,235 shares of the company’s stock, valued at $9,760,883.30. This represents a 75.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,375,022 shares of company stock valued at $327,029,246. Corporate insiders own 6.48% of the company’s stock.

Datadog Stock Performance

NASDAQ DDOG opened at $229.29 on Friday. The company’s fifty day moving average is $249.56 and its two-hundred day moving average is $177.45. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $292.72. 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 firm has a market capitalization of $81.62 billion, a price-to-earnings ratio of 603.41, a P/E/G ratio of 28.69 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating analysts’ consensus estimates of $0.58 by $0.07. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. During the same quarter in the prior year, the business earned $0.46 earnings per share. The firm’s revenue for the quarter was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Equities research analysts forecast that Datadog, Inc. will post 0.64 EPS for the current year.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog reported second-quarter revenue of $1.12 billion, up 35.6% year over year and above the $1.08 billion consensus estimate. Adjusted earnings of $0.65 per share also exceeded expectations of $0.58, compared with $0.46 a year earlier. Datadog Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised its full-year 2026 outlook, calling for approximately $4.5 billion in revenue and $2.50-$2.54 in EPS, both above Wall Street expectations. Third-quarter EPS guidance of $0.63-$0.65 was also ahead of the $0.52 consensus, although the revenue range was broadly in line with estimates. Datadog Beats Estimates and Raises FY2026 Outlook
• Neutral Sentiment: Director Michael James Callahan sold 12,500 shares worth about $3.6 million under a pre-arranged Rule 10b5-1 trading plan. While the sale reduced his direct holdings by roughly 45%, the planned nature of the transaction limits its significance as a current signal about the business. Datadog Director Stock Sale Filing
• Negative Sentiment: Investors were concerned that bookings growth is decelerating and that a major artificial-intelligence customer may reduce usage, potentially pressuring future consumption-based revenue. Datadog’s outlook was viewed as insufficient for a stock that had recently reached record highs and was priced for very strong growth. Datadog Says Lower Usage From Major AI Customer Could Dent Growth
• Negative Sentiment: The selloff reflects profit-taking and a valuation reset rather than a disappointing quarter: Datadog’s very high earnings multiple left little room for slower bookings, softer revenue expectations, or customer-usage risks. Datadog Stock Falls as High Bar and Cooling Bookings Offset Strong Quarter

Analysts Set New Price Targets

DDOG has been the topic of several recent analyst reports. Citizens Jmp lifted their target price on shares of Datadog from $225.00 to $311.00 and gave the stock a “market outperform” rating in a report on Monday, July 20th. Canadian Imperial Bank of Commerce upped their price target on shares of Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, June 10th. Daiwa Securities Group raised their price target on Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Wells Fargo & Company lifted their price objective on Datadog from $230.00 to $295.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. Finally, TD Cowen lifted their price objective on Datadog from $260.00 to $300.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $272.48.

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.