Hamilton Lane Advisors LLC purchased a new position in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 8,634 shares of the company’s stock, valued at approximately $1,174,000. Datadog makes up about 0.6% of Hamilton Lane Advisors LLC’s holdings, making the stock its 16th biggest position.
A number of other institutional investors also recently made changes to their positions in DDOG. Brighton Jones LLC bought a new position in shares of Datadog in the fourth quarter valued at approximately $209,000. Bison Wealth LLC bought a new stake in Datadog during the fourth quarter worth approximately $228,000. Empowered Funds LLC lifted its position in Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after purchasing an additional 672 shares during the period. Geneos Wealth Management Inc. lifted its position in Datadog by 17.6% in the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after purchasing an additional 115 shares during the period. Finally, Sivia Capital Partners LLC acquired a new stake in Datadog in the second quarter worth approximately $509,000. 78.29% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
DDOG has been the topic of several research analyst reports. Wolfe Research lowered their price target on Datadog from $185.00 to $160.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 10th. Moffett Nathanson restated a “buy” rating on shares of Datadog in a report on Monday, December 29th. Daiwa Securities Group started coverage on Datadog in a research note on Tuesday, January 27th. They set a “buy” rating and a $190.00 target price for the company. Needham & Company LLC lowered their target price on Datadog from $220.00 to $155.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Finally, Canaccord Genuity Group reiterated a “buy” rating on shares of Datadog in a research report on Wednesday, February 11th. Thirty-seven research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $179.62.
Insider Activity
In other Datadog news, CRO Sean Michael Walters sold 22,330 shares of the business’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the sale, the executive directly owned 238,384 shares of the company’s stock, valued at $29,960,101.12. The trade was a 8.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Alexis Le-Quoc sold 32,418 shares of the stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $127.75, for a total value of $4,141,399.50. Following the completion of the sale, the chief technology officer owned 437,257 shares of the company’s stock, valued at $55,859,581.75. The trade was a 6.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 480,112 shares of company stock worth $59,418,523 in the last quarter. Insiders own 6.67% of the company’s stock.
Datadog Price Performance
NASDAQ DDOG opened at $120.36 on Friday. The stock’s 50-day moving average price is $121.97 and its two-hundred day moving average price is $140.29. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. The company has a market cap of $42.44 billion, a PE ratio of 388.26, a PEG ratio of 33.08 and a beta of 1.29. Datadog, Inc. has a 1 year low of $81.63 and a 1 year high of $201.69.
Datadog (NASDAQ:DDOG – Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The company 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 business’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period in the prior 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. On average, analysts predict that Datadog, Inc. will post 0.34 EPS for the current year.
Key Datadog News
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Benchmark Research initiated coverage with bullish views, which helped lift investor sentiment and was cited in market reports as a catalyst for buying interest. Datadog (NASDAQ:DDOG) Coverage Initiated at Benchmark
- Positive Sentiment: Datadog launched “Datadog Experiments,” embedding experimentation/A-B testing into its observability platform — a product expansion that could increase customer spend and stickiness if adopted. Datadog Experiments Launches to Help Teams Connect Every Product Change to Business Outcomes
- Neutral Sentiment: Media pieces reiterate buy-side analyst sentiment and discuss Wall Street recommendations (consensus leans Buy), which can sustain momentum but also reflect already-elevated expectations. Brokers Suggest Investing in Datadog (DDOG): Read This Before Placing a Bet
- Neutral Sentiment: Coverage pieces note renewed institutional interest and short-term price strength, signaling increased trading activity but not necessarily a fundamental shift. Datadog (NASDAQ:DDOG) Draws Institutional Interest In Nasdaq Composite
- Neutral Sentiment: Price recaps note Datadog outpaced the market in the latest session, a short-term momentum signal but not new fundamental news. Datadog (DDOG) Outpaces Stock Market Gains: What You Should Know
- Negative Sentiment: Director Amit Agarwal sold 20,000 shares (~$2.41M) under a pre-arranged Rule 10b5-1 plan and now holds far fewer shares — a large insider disposition that can be perceived negatively despite the trading-plan disclosure. Director Amit Agarwal sold 20,000 shares of Datadog
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.
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