Altshuler Shaham Ltd Buys 281,743 Shares of Datadog, Inc. $DDOG

Altshuler Shaham Ltd boosted its stake in Datadog, Inc. (NASDAQ:DDOG) by 38.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,021,762 shares of the company’s stock after acquiring an additional 281,743 shares during the quarter. Datadog accounts for 2.0% of Altshuler Shaham Ltd’s portfolio, making the stock its 20th largest position. Altshuler Shaham Ltd’s holdings in Datadog were worth $138,949,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. Elevation Point Wealth Partners LLC lifted its position in Datadog by 3.3% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after acquiring an additional 55 shares in the last quarter. Chicago Partners Investment Group LLC lifted its position in Datadog by 1.6% during the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock worth $622,000 after buying an additional 73 shares in the last quarter. Vivaldi Capital Management LP lifted its position in Datadog by 2.8% during 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 in the last quarter. Farther Finance Advisors LLC lifted its position in Datadog by 2.0% during the 4th quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock worth $529,000 after buying an additional 78 shares in the last quarter. Finally, Roberts Wealth Advisors LLC lifted its position in Datadog by 0.6% during the 4th quarter. Roberts Wealth Advisors LLC now owns 14,041 shares of the company’s stock worth $1,909,000 after buying an additional 81 shares in the last quarter. 78.29% of the stock is owned by institutional investors.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Citigroup raised Datadog’s price target to $270 from $218 and kept a buy rating, citing durable AI-driven demand and implying more upside for the stock. Citi raises Datadog target to $270 citing durable AI-driven demand
• Positive Sentiment: Capital One Financial increased its price target on Datadog to $268 from $217 and reiterated an overweight view, reinforcing Wall Street optimism around the company’s growth trajectory. Capital One adjusts price target on Datadog to $268
• Positive Sentiment: Truist also upgraded Datadog to buy and raised its target to $300, with recent coverage pointing to stronger demand for Datadog’s AI observability, cloud monitoring, and security products. Truist Just Upgraded Datadog Stock. Here’s Why.
• Neutral Sentiment: Datadog shareholders backed the board and executive pay at the 2026 annual meeting, which removes a possible governance overhang but is unlikely to materially move the stock on its own. Datadog shareholders back board, pay at 2026 meeting
• Negative Sentiment: Several insiders, including General Counsel Kerry Acocella, Director Amit Agarwal, and CRO Sean Michael Walters, sold shares under pre-arranged 10b5-1 plans; while routine, insider selling can weigh on sentiment. Datadog insider trade details

Insiders Place Their Bets

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $271.05, for a total value of $14,612,847.60. Following the transaction, the chief technology officer owned 531,311 shares in the company, valued at approximately $144,011,846.55. This represents a 9.21% decrease in their position. The sale was disclosed in a 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the completion of the transaction, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. This trade represents a 13.21% 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 have sold 1,359,860 shares of company stock worth $279,385,577 in the last 90 days. Corporate insiders own 6.48% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on DDOG. Daiwa Securities Group boosted their price target on shares of Datadog from $190.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday, May 13th. Truist Financial raised shares of Datadog from a “hold” rating to a “buy” rating and boosted their price target for the stock from $190.00 to $300.00 in a research report on Monday. Royal Bank Of Canada reissued an “outperform” rating and set a $250.00 price target on shares of Datadog in a research report on Wednesday, June 10th. Guggenheim boosted their price target on shares of Datadog from $175.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Finally, DA Davidson set a $250.00 price target on shares of Datadog in a research report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, forty-one have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $238.34.

Datadog Stock Down 1.9%

Shares of DDOG opened at $226.63 on Thursday. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The firm has a market cap of $80.67 billion, a P/E ratio of 596.41, a price-to-earnings-growth ratio of 24.75 and a beta of 1.56. The firm’s 50-day simple moving average is $184.96 and its 200 day simple moving average is $148.81. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same quarter in the prior year, the business earned $0.46 EPS. Datadog’s quarterly revenue was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current year.

About Datadog

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.