Clear Street Group Inc. Buys New Holdings in Datadog, Inc. $DDOG

Clear Street Group Inc. purchased a new position in Datadog, Inc. (NASDAQ:DDOG) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 24,985 shares of the company’s stock, valued at approximately $3,558,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC bought a new stake in shares of Datadog during the fourth quarter valued at approximately $209,000. Bison Wealth LLC purchased a new position in Datadog during the fourth quarter valued at $228,000. Empowered Funds LLC grew its stake in Datadog by 7.0% during 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 in the last quarter. Geneos Wealth Management Inc. increased its holdings in Datadog by 17.6% in the 1st 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 bought a new stake in Datadog in the 2nd quarter valued at $509,000. 78.29% of the stock is currently owned by institutional investors.

Datadog Stock Performance

Datadog stock opened at $124.52 on Friday. The company’s 50-day moving average price is $123.07 and its 200-day moving average price is $141.71. Datadog, Inc. has a twelve month low of $81.63 and a twelve month high of $201.69. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The company has a market cap of $43.90 billion, a PE ratio of 401.68, a price-to-earnings-growth ratio of 34.23 and a beta of 1.31.

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

Insider Buying and Selling at Datadog

In other news, CRO Sean Michael Walters sold 22,330 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the completion of the sale, the executive directly owned 238,384 shares of the company’s stock, valued at $29,960,101.12. This trade represents a 8.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total value of $6,765,416.88. Following the completion of the sale, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at $54,871,380.93. The trade was a 10.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 388,864 shares of company stock valued at $48,415,898. Corporate insiders own 6.67% of the company’s stock.

Analysts Set New Price Targets

DDOG has been the subject of several research reports. Citizens Jmp reissued a “market perform” rating on shares of Datadog in a report on Wednesday, February 11th. BMO Capital Markets set a $165.00 target price on Datadog in a report on Wednesday, February 11th. Daiwa Securities Group assumed coverage on Datadog in a research report on Tuesday, January 27th. They issued a “buy” rating and a $190.00 target price on the stock. Evercore dropped their price target on Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a research note on Monday, February 2nd. Finally, BTIG Research cut their price target on Datadog from $221.00 to $170.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. 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. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

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.