Hel Ved Capital Management Ltd Sells 13,280 Shares of Datadog, Inc. $DDOG

Hel Ved Capital Management Ltd trimmed its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 60.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 8,850 shares of the company’s stock after selling 13,280 shares during the period. Hel Ved Capital Management Ltd’s holdings in Datadog were worth $1,204,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Rothschild Investment LLC boosted its position in shares of Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares in the last quarter. JPL Wealth Management LLC bought a new stake in shares of Datadog in the 3rd quarter worth approximately $27,000. CoreCap Advisors LLC boosted its position in shares of Datadog by 1,461.5% in the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after purchasing an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC bought a new stake in shares of Datadog in the 4th quarter worth approximately $31,000. Finally, 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 worth $32,000 after purchasing an additional 165 shares in the last quarter. 78.29% of the stock is owned by institutional investors.

Datadog Stock Down 1.9%

Shares of Datadog stock opened at $229.90 on Friday. The company has a market cap of $81.84 billion, a price-to-earnings ratio of 605.02, a price-to-earnings-growth ratio of 25.08 and a beta of 1.56. The company’s 50 day moving average is $178.29 and its 200 day moving average is $147.38. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

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

Insider Activity at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on 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 directly owned 531,311 shares in the company, valued at approximately $144,011,846.55. This trade represents a 9.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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, Director Matthew Jacobson sold 52,832 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the completion of the transaction, the director owned 622,726 shares in the company, valued at $117,869,577.28. The trade was a 7.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,272,556 shares of company stock valued at $252,615,825 over the last quarter. 6.48% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have recently commented on the company. The Goldman Sachs Group boosted their price target on Datadog from $121.00 to $139.00 and gave the stock a “sell” rating in a research report on Tuesday, May 12th. Daiwa Securities Group boosted their price target on Datadog from $190.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday, May 13th. Rosenblatt Securities upped their target price on shares of Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. CICC Research upped their target price on shares of Datadog from $150.00 to $204.00 in a research note on Monday, May 11th. Finally, Evercore upped their target price on shares of Datadog from $225.00 to $265.00 and gave the stock an “outperform” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $231.64.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
• Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
• Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
• Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
• Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
• Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
• Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. Article link

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.