KCM Investment Advisors LLC Takes $313,000 Position in Datadog, Inc. $DDOG

KCM Investment Advisors LLC bought a new stake in Datadog, Inc. (NASDAQ:DDOG) in the 1st quarter, Holdings Channel.com reports. The fund bought 2,652 shares of the company’s stock, valued at approximately $313,000.

Other large investors have also recently added to or reduced their stakes in the company. JPL Wealth Management LLC acquired a new stake in Datadog in the 3rd quarter worth about $27,000. CoreCap Advisors LLC lifted its holdings in shares of Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after acquiring an additional 190 shares during the period. Flagship Harbor Advisors LLC purchased a new position in shares of Datadog during the 4th quarter worth about $31,000. NBC Securities Inc. boosted its position in shares of Datadog by 242.6% in the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after acquiring an additional 165 shares during the last quarter. Finally, Rothschild Investment LLC boosted its position in shares of Datadog by 52.5% in the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after acquiring an additional 94 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog and Cloudaware announced a partnership to bring Cloudaware LogSight to the Datadog Marketplace. The integration is designed to identify cloud services that are not sending logs to Datadog, potentially increasing log-management usage and strengthening Datadog’s observability platform. Cloudaware and Datadog partnership
• Positive Sentiment: The company’s growing mix of multi-year contracts increased remaining performance obligations by 51% to $3.48 billion. Investors view the larger backlog as evidence of stronger revenue predictability and support for Datadog’s higher fiscal 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Optimism is building ahead of Datadog’s August 6 earnings release. The latest quarter showed 32% year-over-year revenue growth to approximately $1.01 billion, while earnings exceeded expectations and management raised its full-year 2026 outlook. Analysts have cited durable cloud and AI-related demand, with BTIG raising its price target to $289 from $255 and maintaining a Buy rating. BTIG Datadog price target
• Neutral Sentiment: Institutional positioning is mixed: 555 investors added shares in the latest quarter, compared with 498 that reduced holdings. BlackRock and Citadel made notable additions, while FMR, T. Rowe Price and Massachusetts Financial Services reduced positions. This suggests continued interest but limited consensus.
• Negative Sentiment: Insiders have reported extensive selling, including recent transactions by CEO Olivier Pomel, CTO Alexis Le-Quoc and Director Amit Agarwal. The sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but they may still weigh on sentiment given DDOG’s sharp rally and elevated valuation.

Datadog Stock Performance

Shares of NASDAQ:DDOG opened at $264.07 on Thursday. The business’s 50-day simple moving average is $244.01 and its 200 day simple moving average is $171.32. The company has a market cap of $94.00 billion, a P/E ratio of 694.93, a PEG ratio of 25.51 and a beta of 1.54. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter in the prior year, the business earned $0.46 EPS. Datadog’s quarterly revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, sell-side analysts forecast that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

DDOG has been the subject of several research analyst reports. Jefferies Financial Group lowered shares of Datadog from a “buy” rating to a “hold” rating and upped their price target for the stock from $210.00 to $280.00 in a research report on Tuesday, July 21st. Zacks Research upgraded shares of Datadog from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Arete Research boosted their price objective on shares of Datadog from $260.00 to $340.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Wolfe Research restated an “outperform” rating and set a $295.00 price objective on shares of Datadog in a report on Thursday, June 11th. Finally, Wall Street Zen raised Datadog from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $264.84.

Insider Buying and Selling at Datadog

In other news, Director Michael James Callahan sold 112,500 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $231.60, for a total transaction of $26,055,000.00. Following the transaction, the director directly owned 14,996 shares of the company’s stock, valued at approximately $3,473,073.60. The trade was a 88.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $199.84, for a total transaction of $25,407,857.44. Following the completion of the transaction, the chief executive officer owned 835,679 shares of the company’s stock, valued at $167,002,091.36. This trade represents a 13.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,486,587 shares of company stock valued at $342,962,652. 6.48% of the stock is owned by company insiders.

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.