BlueCrest Capital Management Ltd Invests $2.60 Million in Datadog, Inc. $DDOG

BlueCrest Capital Management Ltd purchased a new position in Datadog, Inc. (NASDAQ:DDOG) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 18,249 shares of the company’s stock, valued at approximately $2,599,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Rothschild Investment LLC increased its holdings in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. raised its position in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after purchasing an additional 145 shares in the last quarter. Westside Investment Management Inc. boosted its stake in shares of Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. JPL Wealth Management LLC purchased a new position in shares of Datadog during the 3rd quarter valued at approximately $27,000. Finally, Tripletail Wealth Management LLC acquired a new stake in shares of Datadog during the third quarter worth approximately $28,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Stock Performance

Shares of DDOG opened at $128.87 on Wednesday. The stock has a market capitalization of $45.44 billion, a PE ratio of 415.71, a price-to-earnings-growth ratio of 34.79 and a beta of 1.31. The business’s fifty day moving average price is $122.76 and its 200 day moving average price is $141.63. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. Datadog, Inc. has a 12-month low of $81.63 and a 12-month high of $201.69.

Datadog (NASDAQ:DDOG) last released its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.04. The firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Equities research analysts forecast that Datadog, Inc. will post 0.34 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on DDOG. Scotiabank dropped their price target on shares of Datadog from $180.00 to $160.00 and set a “sector outperform” rating for the company in a research note on Wednesday, February 11th. Citigroup decreased their price objective on shares of Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a report on Friday, January 16th. Capital One Financial boosted their target price on shares of Datadog from $156.00 to $157.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Daiwa Securities Group began coverage on shares of Datadog in a research note on Tuesday, January 27th. They issued a “buy” rating and a $190.00 target price on the stock. Finally, BMO Capital Markets set a $165.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $179.62.

Insider Buying and Selling at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the sale, the chief technology officer owned 437,257 shares of the company’s stock, valued at $54,871,380.93. This represents a 10.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Shardul Shah sold 7,916 shares of the stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the sale, the director owned 340,701 shares in the company, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 377,669 shares of company stock worth $46,871,772. 6.67% of the stock is owned by company insiders.

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.