Nykredit A S Purchases Shares of 129,950 Datadog, Inc. $DDOG

Nykredit A S purchased a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) in the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 129,950 shares of the company’s stock, valued at approximately $33,834,000.

Other institutional investors also recently modified their holdings of the company. Elevation Point Wealth Partners LLC lifted its position in Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after purchasing an additional 55 shares during the last quarter. Vivaldi Capital Management LP increased its holdings in shares of Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after buying an additional 74 shares during the last quarter. State of Wyoming increased its holdings in shares of Datadog by 4.1% in the 1st quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after buying an additional 76 shares during the last quarter. Great Lakes Advisors LLC raised its position in shares of Datadog by 2.3% during the 4th quarter. Great Lakes Advisors LLC now owns 3,697 shares of the company’s stock valued at $503,000 after buying an additional 83 shares in the last quarter. Finally, Rothschild Investment LLC raised its position in shares of 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 buying an additional 94 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors.

More Datadog News

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

Insider Buying and Selling

In related news, CFO David Obstler sold 75,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief financial officer directly owned 434,591 shares in the company, valued at $100,690,388.79. This trade represents a 14.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael Callahan sold 112,500 shares of Datadog stock in a transaction that occurred 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 directly owned 14,996 shares in the company, valued at $3,473,073.60. This trade represents a 88.24% 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 have sold 1,206,167 shares of company stock valued at $295,252,217 in the last 90 days. 6.48% of the stock is owned by insiders.

Datadog Stock Performance

NASDAQ DDOG opened at $214.76 on Friday. The company has a 50-day simple moving average of $250.18 and a two-hundred day simple moving average of $193.14. The company has a quick ratio of 3.20, a current 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 has a market cap of $77.12 billion, a price-to-earnings ratio of 438.29, a PEG ratio of 20.49 and a beta of 1.49.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, topping the consensus estimate of $0.58 by $0.07. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The firm had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the previous year, the business earned $0.46 earnings per share. The company’s quarterly revenue 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. On average, equities analysts forecast that Datadog, Inc. will post 0.7 EPS for the current year.

Wall Street Analyst Weigh In

DDOG has been the subject of a number of research analyst reports. Stifel Nicolaus set a $305.00 price objective on shares of Datadog in a report on Thursday, May 7th. DA Davidson reissued a “buy” rating and issued a $315.00 target price on shares of Datadog in a research note on Friday, August 7th. Royal Bank Of Canada restated an “outperform” rating and set a $280.00 price target on shares of Datadog in a research report on Thursday, July 16th. Canadian Imperial Bank of Commerce increased their price objective on Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, June 10th. Finally, Wolfe Research reissued an “outperform” rating and set a $295.00 price objective on shares of Datadog in a report on Thursday, June 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company 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.