Three Seasons Wealth LLC Purchases Shares of 2,719 Datadog, Inc. $DDOG

Three Seasons Wealth LLC acquired a new position in shares of Datadog, Inc. (NASDAQ:DDOG) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,719 shares of the company’s stock, valued at approximately $708,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Raiffeisen Bank International AG boosted its stake in Datadog by 79.8% during the second quarter. Raiffeisen Bank International AG now owns 11,639 shares of the company’s stock worth $2,893,000 after buying an additional 5,167 shares in the last quarter. Knollwood Investment Advisory LLC lifted its holdings in shares of Datadog by 54.1% during the 2nd quarter. Knollwood Investment Advisory LLC now owns 38,461 shares of the company’s stock worth $10,014,000 after acquiring an additional 13,500 shares during the period. Syon Capital LLC boosted its position in shares of Datadog by 14.2% during the 2nd quarter. Syon Capital LLC now owns 4,974 shares of the company’s stock valued at $1,295,000 after acquiring an additional 617 shares in the last quarter. TD Waterhouse Canada Inc. increased its stake in Datadog by 23.2% in the second quarter. TD Waterhouse Canada Inc. now owns 2,072 shares of the company’s stock valued at $538,000 after acquiring an additional 390 shares during the period. Finally, Premier Path Wealth Partners LLC acquired a new position in Datadog in the second quarter worth about $320,000. 78.29% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Rosenblatt Securities lifted their price objective on Datadog from $220.00 to $305.00 and gave the company a “buy” rating in a report on Tuesday, August 4th. BMO Capital Markets set a $300.00 price target on shares of Datadog in a research report on Friday, August 7th. Cantor Fitzgerald upped their price objective on shares of Datadog from $226.00 to $327.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Arete Research boosted their target price on Datadog from $260.00 to $340.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $280.00 price target on shares of Datadog in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $276.32.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

Datadog Trading Down 0.9%

DDOG stock opened at $212.93 on Friday. The business has a fifty day moving average of $249.65 and a 200-day moving average of $193.28. The company has a market cap of $76.46 billion, a P/E ratio of 434.56, a PEG ratio of 21.03 and a beta of 1.49. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $292.72. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, topping the consensus estimate of $0.58 by $0.07. The firm had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The company’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period in the previous year, the business posted $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, equities research analysts expect that Datadog, Inc. will post 0.7 EPS for the current year.

Insider Buying and Selling at Datadog

In other Datadog news, CEO Olivier Pomel sold 127,141 shares of Datadog stock in a transaction on Monday, June 8th. The shares were sold at an average price of $231.69, for a total transaction of $29,457,298.29. Following the completion of the sale, the chief executive officer owned 612,747 shares of the company’s stock, valued at approximately $141,967,352.43. The trade was a 17.18% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction on Wednesday, July 8th. The stock was sold at an average price of $257.24, for a total value of $13,868,322.88. Following the completion of the transaction, the chief technology officer owned 509,805 shares in the company, valued at $131,142,238.20. This represents a 9.56% 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. Insiders sold a total of 1,316,730 shares of company stock valued at $318,791,080 in the last three months. 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.