FNY Investment Advisers LLC Takes $910,000 Position in Datadog, Inc. $DDOG

FNY Investment Advisers LLC bought a new stake in Datadog, Inc. (NASDAQ:DDOG) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,496 shares of the company’s stock, valued at approximately $910,000.

Other hedge funds have also recently added to or reduced their stakes in the company. State Street Corp lifted its stake in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after purchasing an additional 7,091,075 shares during the period. Norges Bank bought a new stake in shares of Datadog in the 4th quarter valued at approximately $469,461,000. Jennison Associates LLC raised its holdings in shares of Datadog by 43.7% in the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after buying an additional 2,316,994 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Datadog by 119.2% in the 3rd quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after buying an additional 2,216,402 shares in the last quarter. Finally, Employees Provident Fund Board bought a new position in shares of Datadog during the 4th quarter worth approximately $251,582,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog reported second-quarter revenue of $1.12 billion, up 35.6% year over year and above the $1.08 billion consensus estimate. Adjusted earnings of $0.65 per share also exceeded expectations of $0.58, compared with $0.46 a year earlier. Datadog Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised its full-year 2026 outlook, calling for approximately $4.5 billion in revenue and $2.50-$2.54 in EPS, both above Wall Street expectations. Third-quarter EPS guidance of $0.63-$0.65 was also ahead of the $0.52 consensus, although the revenue range was broadly in line with estimates. Datadog Beats Estimates and Raises FY2026 Outlook
• Neutral Sentiment: Director Michael James Callahan sold 12,500 shares worth about $3.6 million under a pre-arranged Rule 10b5-1 trading plan. While the sale reduced his direct holdings by roughly 45%, the planned nature of the transaction limits its significance as a current signal about the business. Datadog Director Stock Sale Filing
• Negative Sentiment: Investors were concerned that bookings growth is decelerating and that a major artificial-intelligence customer may reduce usage, potentially pressuring future consumption-based revenue. Datadog’s outlook was viewed as insufficient for a stock that had recently reached record highs and was priced for very strong growth. Datadog Says Lower Usage From Major AI Customer Could Dent Growth
• Negative Sentiment: The selloff reflects profit-taking and a valuation reset rather than a disappointing quarter: Datadog’s very high earnings multiple left little room for slower bookings, softer revenue expectations, or customer-usage risks. Datadog Stock Falls as High Bar and Cooling Bookings Offset Strong Quarter

Insider Activity at Datadog

In other news, Director Michael James Callahan sold 12,500 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $287.47, for a total transaction of $3,593,375.00. Following the transaction, the director directly owned 14,996 shares in the company, valued at approximately $4,310,900.12. This represents a 45.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $266.82, for a total transaction of $5,336,400.00. Following the sale, the director directly owned 1,640 shares in the company, valued at $437,584.80. This trade represents a 92.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,375,022 shares of company stock worth $327,029,246. 6.48% of the stock is owned by insiders.

Datadog Price Performance

Shares of DDOG stock opened at $229.29 on Friday. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $292.72. The stock has a market capitalization of $81.62 billion, a PE ratio of 603.41, a PEG ratio of 28.69 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. The stock’s fifty day moving average is $249.56 and its 200-day moving average is $177.45.

Datadog (NASDAQ:DDOG) last released its quarterly 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 during the quarter, compared to analysts’ expectations of $1.08 billion. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period in the previous year, the business posted $0.46 earnings per share. 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 research analysts expect that Datadog, Inc. will post 0.64 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

DDOG has been the topic of several recent analyst reports. Truist Financial raised Datadog from a “hold” rating to a “buy” rating and boosted their price target for the company from $190.00 to $300.00 in a research note on Monday, June 15th. Canaccord Genuity Group increased their price objective on Datadog from $250.00 to $295.00 and gave the stock a “buy” rating in a research note on Tuesday. Morgan Stanley lifted their price objective on Datadog from $225.00 to $300.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Wedbush began coverage on shares of Datadog in a report on Monday, June 15th. They issued a “neutral” rating on the stock. Finally, Stifel Nicolaus set a $305.00 target price on shares of Datadog in a research report on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $272.48.

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.