Three Seasons Wealth LLC Purchases New Holdings in Datadog, Inc. $DDOG

Three Seasons Wealth LLC acquired a new position in Datadog, Inc. (NASDAQ:DDOG) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 2,719 shares of the company’s stock, valued at approximately $708,000.

Other hedge funds also recently modified their holdings of the company. Elevation Point Wealth Partners LLC grew its holdings in shares of 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 buying an additional 55 shares in the last quarter. Vivaldi Capital Management LP lifted its stake in 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 acquiring an additional 74 shares in the last quarter. State of Wyoming boosted its position in Datadog by 4.1% during the 1st quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after acquiring an additional 76 shares during the period. Great Lakes Advisors LLC grew its stake in 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 acquiring an additional 83 shares in the last quarter. Finally, Rothschild Investment LLC grew its stake in 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 acquiring an additional 94 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Key Stories Impacting Datadog

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

Insiders Place Their Bets

In other Datadog news, CFO David Obstler sold 75,000 shares of Datadog stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $231.69, for a total value of $17,376,750.00. Following the transaction, the chief financial officer directly owned 434,591 shares of the company’s stock, valued at $100,690,388.79. The trade was a 14.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at 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 the company’s 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 transaction, the director owned 14,996 shares of the company’s stock, valued at approximately $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. Over the last three months, insiders have sold 1,316,730 shares of company stock valued at $318,791,080. Company insiders own 6.48% of the company’s stock.

Datadog Trading Down 0.9%

NASDAQ:DDOG opened at $212.93 on Friday. The company’s 50 day moving average is $249.65 and its 200-day moving average is $193.28. 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 $76.46 billion, a price-to-earnings ratio of 434.56, a P/E/G ratio of 21.03 and a beta of 1.49.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.58 by $0.07. The business had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. Datadog’s revenue was up 35.6% compared to the same quarter last year. During the same period last year, the business posted $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Equities analysts anticipate that Datadog, Inc. will post 0.7 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on DDOG. Guggenheim increased their price target on shares of Datadog from $225.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. DA Davidson restated a “buy” rating and set a $315.00 price target on shares of Datadog in a report on Friday, August 7th. Weiss Ratings upgraded Datadog from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, August 12th. Daiwa Securities Group raised their price target on Datadog from $190.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, May 13th. Finally, Needham & Company LLC boosted their price target on Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Datadog has a consensus rating of “Moderate Buy” and an average price target of $276.32.

Datadog 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.