NEOS Investment Management LLC Has $65.53 Million Stock Holdings in Datadog, Inc. $DDOG

NEOS Investment Management LLC lifted its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 15.3% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 251,695 shares of the company’s stock after buying an additional 33,470 shares during the quarter. NEOS Investment Management LLC’s holdings in Datadog were worth $65,531,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of DDOG. State Street Corp raised its holdings in Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the period. Norges Bank acquired a new stake in Datadog during the fourth quarter worth approximately $469,461,000. Invesco Ltd. boosted its holdings in shares of Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after acquiring an additional 2,216,402 shares during the period. Employees Provident Fund Board bought a new stake in shares of Datadog during the fourth quarter worth approximately $251,582,000. Finally, First Trust Advisors LP boosted its holdings in shares of Datadog by 81.5% during the first quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock worth $435,081,000 after acquiring an additional 1,654,429 shares during the period. Institutional investors own 78.29% of the company’s stock.

Analysts Set New Price Targets

DDOG has been the topic of a number of recent research reports. Mizuho increased their target price on Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. TD Cowen boosted their price target on Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. CICC Research upped their price objective on Datadog from $150.00 to $204.00 in a report on Monday, May 11th. Jefferies Financial Group set a $260.00 price objective on Datadog in a research report on Thursday, August 6th. Finally, Robert W. Baird set a $300.00 target price on Datadog in a report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $276.32.

Datadog Stock Up 2.6%

Shares of DDOG opened at $214.76 on Friday. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $292.72. The firm’s 50 day moving average is $250.18 and its 200-day moving average is $193.14. The stock has a market capitalization of $77.12 billion, a PE ratio of 438.29, a P/E/G ratio of 20.49 and a beta of 1.49.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.58 by $0.07. The business had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The firm’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period in the previous year, the company 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 forecast that Datadog, Inc. will post 0.7 EPS for the current year.

Insider Buying and Selling

In other news, CFO David Obstler sold 75,000 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $231.69, for a total transaction of $17,376,750.00. Following the sale, the chief financial officer directly owned 434,591 shares of the company’s stock, valued at approximately $100,690,388.79. This represents a 14.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael Callahan sold 112,500 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $231.60, for a total value of $26,055,000.00. Following the completion of the transaction, the director owned 14,996 shares in the company, valued at $3,473,073.60. The trade was a 88.24% 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. Insiders sold 1,206,167 shares of company stock valued at $295,252,217 over the last 90 days. 6.48% of the stock is currently owned by insiders.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Snowflake earnings lifted cloud-software sentiment. Snowflake’s better-than-expected results and outlook encouraged investors to expect continued spending on data infrastructure, observability and AI tools—areas that could benefit Datadog. Datadog Stock Climbs Following Snowflake Earnings
• Positive Sentiment: Growth-stock characteristics remain supportive. Zacks highlighted Datadog’s AI momentum, customer expansion and raised guidance as reasons to maintain a constructive view. The company’s latest quarter showed revenue growth of 35.6% year over year, with earnings and revenue exceeding consensus estimates. Reasons to Hold Datadog Stock
• Neutral Sentiment: Analyst-style growth commentary is supportive but not a new company catalyst. A separate Zacks article rated Datadog favorably as a growth stock, though investors must weigh that view against the shares’ elevated valuation, including a very high price-to-earnings ratio. Why Datadog Is a Strong Growth Stock
• Negative Sentiment: CTO insider selling creates a modest overhang. Chief Technology Officer Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million, reducing his direct ownership by 9.56%. Because the transaction was conducted under a pre-arranged Rule 10b5-1 plan, it is less clearly a discretionary signal about Datadog’s outlook. SEC Insider Trading Filing
• Negative Sentiment: Valuation and recent volatility remain risks. Datadog had fallen substantially over the prior month amid a software-sector selloff, and its premium valuation makes the stock sensitive to changes in growth expectations and interest rates. Datadog Recent Selloff Analysis

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.