Datadog, Inc. $DDOG Shares Sold by NewEdge Advisors LLC

NewEdge Advisors LLC lowered its stake in Datadog, Inc. (NASDAQ:DDOG) by 42.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 8,743 shares of the company’s stock after selling 6,357 shares during the period. NewEdge Advisors LLC’s holdings in Datadog were worth $1,032,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of DDOG. JPL Wealth Management LLC acquired a new position in shares of Datadog in the 3rd quarter worth $27,000. NBC Securities Inc. boosted its position in shares of Datadog by 242.6% in 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 during the period. Rothschild Investment LLC increased its stake in Datadog by 52.5% in the 4th 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. Annis Gardner Whiting Capital Advisors LLC raised its holdings in Datadog by 341.7% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock worth $38,000 after buying an additional 246 shares during the period. Finally, Morse Asset Management Inc acquired a new stake in Datadog during the 4th quarter worth about $44,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insider Activity at Datadog

In related news, Director Michael James Callahan sold 12,500 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $287.47, for a total transaction of $3,593,375.00. Following the completion of the sale, the director directly owned 14,996 shares in the company, valued at approximately $4,310,900.12. This trade represents a 45.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction on Monday, August 10th. The shares were sold at an average price of $253.36, for a total value of $13,659,144.32. Following the sale, the chief technology officer directly owned 509,805 shares of the company’s stock, valued at approximately $129,164,194.80. The trade was a 9.56% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 1,465,134 shares of company stock worth $363,421,509. 6.48% of the stock is currently owned by company insiders.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts maintain a favorable view of Datadog, with an average rating of “Moderate Buy” and an average price target of $276.32, implying potential upside from recent trading levels. Needham raised its target to $300, DA Davidson maintained a $315 target, and Scotiabank increased its target to $285. Datadog Receives Moderate Buy Rating
• Positive Sentiment: Datadog’s latest quarterly results exceeded expectations: adjusted EPS was $0.65 versus a $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above the $1.08 billion forecast. The company also issued quarterly and full-year 2026 EPS guidance. Its observability and security products continue to provide exposure to artificial intelligence and cloud-security spending. AI Security Stocks Stand Out
• Neutral Sentiment: Institutional ownership remains substantial at 78.29%, and several funds increased their Datadog positions or initiated new stakes. However, Goldman Sachs retained a “sell” rating with a $158 target, highlighting significant disagreement over the stock’s valuation.
• Negative Sentiment: Director Matthew Jacobson sold a combined 59,424 shares for approximately $15 million across August 13 and 14, reducing his holdings by roughly 10% while retaining 524,708 shares. Director Amit Agarwal separately sold 20,000 shares for about $5 million, leaving him with only 1,640 shares. Agarwal’s transaction was conducted under a pre-arranged Rule 10b5-1 plan, which may lessen its informational significance, but the repeated sales can still weigh on sentiment. Datadog Director Stock Sale Datadog Insider Selling Alert
• Negative Sentiment: Datadog trades at an exceptionally high valuation, with a price-to-earnings ratio above 500 and a PEG ratio near 27. That leaves the stock vulnerable to profit-taking or disappointment if its rapid growth and guidance fail to accelerate enough to justify investor expectations.

Datadog Price Performance

NASDAQ DDOG opened at $246.00 on Wednesday. The company has a debt-to-equity ratio of 0.23, a current ratio of 3.20 and a quick ratio of 3.20. The firm has a market capitalization of $88.33 billion, a price-to-earnings ratio of 502.05, a price-to-earnings-growth ratio of 26.87 and a beta of 1.54. The company has a 50 day simple moving average of $249.61 and a 200-day simple moving average of $184.12. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $292.72.

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. The firm had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm’s revenue was up 35.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.46 earnings per share. 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 predict that Datadog, Inc. will post 0.7 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have commented on DDOG shares. BTIG Research raised their target price on shares of Datadog from $255.00 to $289.00 and gave the stock a “buy” rating in a report on Tuesday, July 28th. Mizuho boosted their price target on shares of Datadog from $220.00 to $300.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. Cantor Fitzgerald upped their price target on shares of Datadog from $226.00 to $327.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Bank of America raised their price objective on shares of Datadog from $260.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Finally, Jefferies Financial Group set a $260.00 price objective on shares of Datadog in a research report on Thursday, August 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $276.32.

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.