Groupe la Francaise Grows Stock Holdings in Datadog, Inc. $DDOG

Groupe la Francaise grew its position in Datadog, Inc. (NASDAQ:DDOG) by 20.4% during the first quarter, Holdings Channel reports. The institutional investor owned 93,982 shares of the company’s stock after acquiring an additional 15,907 shares during the quarter. Groupe la Francaise’s holdings in Datadog were worth $11,063,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of DDOG. JPL Wealth Management LLC purchased a new stake in Datadog during the third quarter valued at approximately $27,000. CoreCap Advisors LLC grew its holdings in Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after purchasing an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC purchased a new position in Datadog in the fourth quarter worth $31,000. NBC Securities Inc. increased its position in shares of Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after purchasing an additional 165 shares in the last quarter. Finally, Rothschild Investment LLC increased its position in shares of Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after purchasing an additional 94 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Datadog Stock Up 1.7%

DDOG stock opened at $268.56 on Friday. The firm’s fifty day simple moving average is $245.02 and its 200-day simple moving average is $172.33. The company has a market capitalization of $95.60 billion, a P/E ratio of 706.76, a price-to-earnings-growth ratio of 26.77 and a beta of 1.54. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70.

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

Insider Buying and Selling

In other news, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $244.87, for a total value of $4,897,400.00. Following the sale, the director owned 1,640 shares in the company, valued at $401,586.80. This represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,224 shares of the firm’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $265.23, for a total value of $11,464,301.52. Following the sale, the chief technology officer directly owned 509,805 shares in the company, valued at approximately $135,215,580.15. This trade represents a 7.82% 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. Insiders sold a total of 1,486,587 shares of company stock valued at $342,962,652 over the last quarter. 6.48% of the stock is currently owned by company insiders.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Wall Street expects continued growth in Datadog’s upcoming report. The company’s previous quarter included $1.01 billion in revenue, up 32.1% year over year, and adjusted EPS of $0.60 versus the $0.51 consensus. Current guidance calls for second-quarter EPS of $0.57–$0.59. Datadog earnings expectations
• Positive Sentiment: Datadog’s rising use of multi-year customer contracts increased remaining performance obligations 51% to $3.48 billion. The backlog provides greater revenue visibility and supports confidence in the company’s 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Analyst sentiment remains broadly bullish. BTIG raised its price target to $289 from $255, while TD Cowen and Oppenheimer have set targets of $300. Investors are also responding to Datadog’s AI-related product expansion and its partnership with Cloudaware, which adds cloud-log coverage capabilities through the Datadog Marketplace. Cloudaware and Datadog partnership
• Neutral Sentiment: DDOG is trading near its 52-week high after a substantial six-month advance. Although institutional ownership and recent buying support demand, the stock’s very elevated valuation leaves limited room for an earnings disappointment.
• Negative Sentiment: Insiders continue to sell shares, including a 20,000-share sale by Director Amit Agarwal for approximately $4.9 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, reducing its bearish significance, but broad insider selling could still weigh on sentiment.

Wall Street Analyst Weigh In

DDOG has been the subject of a number of recent analyst reports. Wedbush assumed coverage on Datadog in a research report on Monday, June 15th. They issued a “neutral” rating for the company. TD Cowen upped their target price on Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Piper Sandler reiterated an “overweight” rating and issued a $275.00 price target (up from $230.00) on shares of Datadog in a research note on Wednesday, June 10th. Wall Street Zen raised Datadog from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Finally, Benchmark restated a “buy” rating on shares of Datadog in a research note on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Datadog has an average rating of “Moderate Buy” and an average price target of $264.84.

About Datadog

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.