Capital Impact Advisors LLC Invests $36.89 Million in Datadog, Inc. $DDOG

Capital Impact Advisors LLC purchased a new position in Datadog, Inc. (NASDAQ:DDOG) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 271,264 shares of the company’s stock, valued at approximately $36,889,000. Datadog accounts for 2.9% of Capital Impact Advisors LLC’s portfolio, making the stock its 16th largest holding.

A number of other institutional investors also recently made changes to their positions in DDOG. Rothschild Investment LLC lifted its stake in shares of Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the period. JPL Wealth Management LLC acquired a new stake in shares of Datadog in the 3rd quarter worth approximately $27,000. CoreCap Advisors LLC lifted its stake in shares of Datadog by 1,461.5% in 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 acquired a new stake in shares of Datadog in the 4th quarter worth approximately $31,000. Finally, NBC Securities Inc. lifted its stake in shares of Datadog by 242.6% in the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after acquiring an additional 165 shares during the period. 78.29% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Datadog

In other news, General Counsel Kerry Acocella sold 5,371 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $233.91, for a total transaction of $1,256,330.61. Following the sale, the general counsel owned 127,866 shares in the company, valued at $29,909,136.06. The trade was a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael James Callahan sold 112,500 shares of the business’s stock in a transaction that occurred 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 sale, the director owned 14,996 shares in the company, valued at $3,473,073.60. This represents a 88.24% decrease in their position. 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 have sold 1,359,860 shares of company stock valued at $279,385,577 over the last three months. 6.48% of the stock is owned by insiders.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Citigroup raised Datadog’s price target to $270 from $218 and kept a buy rating, citing durable AI-driven demand and implying more upside for the stock. Citi raises Datadog target to $270 citing durable AI-driven demand
• Positive Sentiment: Capital One Financial increased its price target on Datadog to $268 from $217 and reiterated an overweight view, reinforcing Wall Street optimism around the company’s growth trajectory. Capital One adjusts price target on Datadog to $268
• Positive Sentiment: Truist also upgraded Datadog to buy and raised its target to $300, with recent coverage pointing to stronger demand for Datadog’s AI observability, cloud monitoring, and security products. Truist Just Upgraded Datadog Stock. Here’s Why.
• Neutral Sentiment: Datadog shareholders backed the board and executive pay at the 2026 annual meeting, which removes a possible governance overhang but is unlikely to materially move the stock on its own. Datadog shareholders back board, pay at 2026 meeting
• Negative Sentiment: Several insiders, including General Counsel Kerry Acocella, Director Amit Agarwal, and CRO Sean Michael Walters, sold shares under pre-arranged 10b5-1 plans; while routine, insider selling can weigh on sentiment. Datadog insider trade details

Datadog Stock Down 1.9%

DDOG stock opened at $226.63 on Thursday. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70. The firm has a 50 day simple moving average of $184.96 and a 200 day simple moving average of $148.81. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. The firm has a market cap of $80.67 billion, a PE ratio of 596.41, a P/E/G ratio of 24.75 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same quarter in the previous year, the business earned $0.46 earnings per share. The firm’s 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. Equities research analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently commented on DDOG. Citizens Jmp raised shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 target price for the company in a research note on Thursday, May 7th. Wall Street Zen raised shares of Datadog from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. UBS Group increased their target price on shares of Datadog from $195.00 to $220.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Needham & Company LLC began coverage on shares of Datadog in a research note on Monday. They set a “buy” rating for the company. Finally, Wedbush began coverage on shares of Datadog in a research note on Monday. They set a “neutral” rating for the company. One analyst has rated the stock with a Strong Buy rating, forty-one have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $238.34.

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.