OMERS ADMINISTRATION Corp Acquires 3,474 Shares of Datadog, Inc. $DDOG

OMERS ADMINISTRATION Corp increased its holdings in Datadog, Inc. (NASDAQ:DDOG) by 30.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,914 shares of the company’s stock after buying an additional 3,474 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in Datadog were worth $1,761,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in DDOG. JPL Wealth Management LLC purchased a new position in shares of Datadog during the 3rd quarter worth $27,000. CoreCap Advisors LLC increased 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 purchasing an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new stake in shares of Datadog in the 4th quarter worth $31,000. NBC Securities Inc. raised its holdings in Datadog by 242.6% in the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after purchasing an additional 165 shares during the period. Finally, Rothschild Investment LLC lifted its position in Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after purchasing an additional 94 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

DDOG has been the subject of several recent research reports. Monness Crespi & Hardt boosted their price target on Datadog from $255.00 to $270.00 in a report on Thursday, May 7th. Jefferies Financial Group downgraded Datadog from a “buy” rating to a “hold” rating and raised their price objective for the stock from $210.00 to $280.00 in a research note on Tuesday, July 21st. UBS Group boosted their price objective on Datadog from $220.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Oppenheimer increased their target price on shares of Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. Finally, Zacks Research upgraded shares of Datadog from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 7th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $264.84.

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 Trading Up 5.3%

DDOG stock opened at $264.07 on Thursday. 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 1-year low of $98.01 and a 1-year high of $278.70. The business has a 50 day simple moving average of $244.01 and a two-hundred day simple moving average of $171.32. The company has a market capitalization of $94.00 billion, a price-to-earnings ratio of 694.93, a PEG ratio of 25.51 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the previous year, the firm earned $0.46 earnings per share. The company’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. Research analysts anticipate that Datadog, Inc. will post 0.64 EPS for the current fiscal year.

Insider Buying and Selling at Datadog

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $271.05, for a total transaction of $14,612,847.60. Following the completion of the transaction, the chief technology officer owned 531,311 shares in the company, valued at $144,011,846.55. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Michael James Callahan sold 112,500 shares of the stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $231.60, for a total value 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,486,587 shares of company stock worth $342,962,652. Insiders own 6.48% of the company’s stock.

Datadog Company 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.