Saudi Central Bank raised its position in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 91.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,867 shares of the company’s stock after purchasing an additional 10,455 shares during the quarter. Saudi Central Bank’s holdings in Datadog were worth $5,693,000 as of its most recent SEC filing.
A number of other institutional investors have also recently added to or reduced their stakes in DDOG. Brighton Jones LLC acquired a new stake in Datadog in the fourth quarter valued at $209,000. Bison Wealth LLC acquired a new position in shares of Datadog in the fourth quarter worth approximately $228,000. Empowered Funds LLC boosted its holdings in Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after acquiring an additional 672 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Datadog by 17.6% in the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after acquiring an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC acquired a new stake in Datadog during the 2nd quarter valued at approximately $509,000. 78.29% of the stock is owned by institutional investors.
More Datadog News
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
- Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
- Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
- Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
- Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing
Insider Transactions at Datadog
Datadog Price Performance
Datadog stock opened at $212.93 on Monday. 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’s fifty day moving average is $249.65 and its 200 day moving average is $193.76. The company has a market capitalization of $76.46 billion, a PE ratio of 434.56, a PEG ratio of 20.85 and a beta of 1.49.
Datadog (NASDAQ:DDOG – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.65 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.08 billion. During the same period last year, the company posted $0.46 earnings per share. The business’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. As a group, sell-side analysts predict that Datadog, Inc. will post 0.7 EPS for the current fiscal year.
Analyst Ratings Changes
A number of research analysts have recently issued reports on DDOG shares. Citigroup boosted their price target on shares of Datadog from $300.00 to $305.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Bank of America increased their price objective on shares of Datadog from $260.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Wolfe Research restated an “outperform” rating and issued a $295.00 target price on shares of Datadog in a report on Thursday, June 11th. Rosenblatt Securities upped their price target on shares of Datadog from $220.00 to $305.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. Finally, Oppenheimer increased their price target on Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. One equities research 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. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $276.32.
Get Our Latest Stock Report on DDOG
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.
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