Saudi Central Bank boosted its holdings in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 91.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 21,867 shares of the company’s stock after acquiring an additional 10,455 shares during the quarter. Saudi Central Bank’s holdings in Datadog were worth $5,693,000 at the end of the most recent quarter.
A number of other hedge funds have also added to or reduced their stakes in the stock. JPL Wealth Management LLC bought a new position in shares of Datadog in the third quarter valued at approximately $27,000. EMC Capital Management bought a new position in Datadog during the 2nd quarter valued at $28,000. Rothschild Investment LLC lifted its stake in Datadog by 52.5% during the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after acquiring an additional 94 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its holdings in Datadog by 341.7% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock worth $38,000 after acquiring an additional 246 shares during the last quarter. Finally, Elevation Wealth Partners LLC grew its stake in shares of Datadog by 2,700.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock worth $44,000 after acquiring an additional 162 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.
Key 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
Insider Transactions at Datadog
Datadog Stock Performance
Shares of DDOG stock opened at $212.93 on Monday. The company has a 50 day moving average of $249.65 and a 200-day moving average of $193.76. 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, Inc. has a 12-month low of $98.01 and a 12-month high of $292.72. The firm has a market cap of $76.46 billion, a P/E ratio of 434.56, a PEG ratio of 20.85 and a beta of 1.49.
Datadog (NASDAQ:DDOG – Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating the consensus estimate of $0.58 by $0.07. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The business had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the prior year, the business earned $0.46 earnings per share. Datadog’s revenue for the quarter was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Sell-side analysts anticipate that Datadog, Inc. will post 0.7 earnings per share for the current year.
Analyst Upgrades and Downgrades
DDOG has been the topic of a number of recent analyst reports. Truist Financial raised shares of Datadog from a “hold” rating to a “buy” rating and raised their price target for the company from $190.00 to $300.00 in a research report on Monday, June 15th. Robert W. Baird set a $300.00 target price on shares of Datadog in a research report on Friday, August 7th. Citigroup boosted their target price on Datadog from $300.00 to $305.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Barclays upped their target price on Datadog from $260.00 to $290.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Finally, Craig Hallum started coverage on Datadog in a report on Monday, June 15th. They set a “buy” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $276.32.
View Our Latest Analysis on DDOG
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.
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