Datadog, Inc. $DDOG Stock: Jackson Square Capital LLC Decreases Stake

Jackson Square Capital LLC reduced its stake in Datadog, Inc. (NASDAQ:DDOG) by 84.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 1,016 shares of the company’s stock after selling 5,415 shares during the quarter. Jackson Square Capital LLC’s holdings in Datadog were worth $278,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of DDOG. Integrated Wealth Concepts LLC boosted its holdings in Datadog by 1,691.4% during the second quarter. Integrated Wealth Concepts LLC now owns 186,216 shares of the company’s stock worth $48,483,000 after purchasing an additional 175,821 shares during the last quarter. Congress Asset Management Co. grew its position in Datadog by 3.0% in the 3rd quarter. Congress Asset Management Co. now owns 268,825 shares of the company’s stock worth $71,350,000 after purchasing an additional 7,802 shares in the last quarter. MassMutual Private Wealth & Trust FSB increased its stake in Datadog by 7,711.3% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 94,048 shares of the company’s stock valued at $25,755,000 after buying an additional 92,844 shares during the last quarter. Cooper Financial Group increased its stake in Datadog by 188.1% in the 3rd quarter. Cooper Financial Group now owns 20,934 shares of the company’s stock valued at $5,733,000 after buying an additional 13,669 shares during the last quarter. Finally, iA Global Asset Management Inc. increased its stake in Datadog by 133.7% in the 1st quarter. iA Global Asset Management Inc. now owns 94,540 shares of the company’s stock valued at $11,160,000 after buying an additional 54,084 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

Datadog Stock Performance

DDOG traded up $16.72 during midday trading on Monday, reaching $263.83. The company had a trading volume of 1,412,590 shares, compared to its average volume of 5,135,013. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $300.68. The business has a 50-day moving average price of $246.68 and a two-hundred day moving average price of $222.00. The stock has a market cap of $94.74 billion, a PE ratio of 538.84, a P/E/G ratio of 24.12 and a beta of 1.51. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.58 by $0.07. The company had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. Datadog’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter last 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. On average, sell-side analysts expect that Datadog, Inc. will post 0.70 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on DDOG. Jefferies Financial Group restated a “hold” rating and issued a $300.00 target price on shares of Datadog in a research note on Sunday, October 11th. Robert W. Baird set a $300.00 target price on Datadog in a report on Friday, August 7th. The Goldman Sachs Group reaffirmed a “sell” rating and set a $158.00 price target on shares of Datadog in a research report on Friday, August 7th. Royal Bank Of Canada lifted their price target on Datadog from $280.00 to $320.00 and gave the stock an “outperform” rating in a report on Monday, October 12th. Finally, DA Davidson reissued a “buy” rating and issued a $315.00 price objective on shares of Datadog in a research report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $285.04.

Insider Buying and Selling at Datadog

In other news, CEO Olivier Pomel sold 127,141 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $286.71, for a total transaction of $36,452,596.11. Following the transaction, the chief executive officer owned 612,747 shares of the company’s stock, valued at $175,680,692.37. This represents a 17.18% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO David Obstler sold 40,000 shares of the company’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $227.47, for a total value of $9,098,800.00. Following the transaction, the chief financial officer directly owned 378,067 shares in the company, valued at $85,998,900.49. This represents a 9.57% 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. Over the last ninety days, insiders sold 948,764 shares of company stock valued at $229,976,494. Company insiders own 6.48% of the company’s stock.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bernstein upgraded Datadog to Outperform from Market Perform and lifted its price target to $350 from $237. The firm cited accelerating AI workloads and improving demand trends as reasons for greater confidence in Datadog’s growth outlook. Datadog Stock Looks to Snap 5-Day Skid After Upgrade
• Positive Sentiment: Broader investor interest in AI-related cloud software supported Datadog, with the company among the stronger technology-stock movers. The market appears to be reassessing the growth potential of software companies tied to rising AI infrastructure and application usage. Datadog Jumps 5% as Bernstein Upgrade Cites AI Demand
• Positive Sentiment: Mizuho also raised its Datadog price target to $330, adding further positive analyst support and reinforcing expectations for continued earnings and revenue growth. Mizuho Raises Datadog Stock Target to USD 330
• Positive Sentiment: Robertson Stephens Wealth Management increased its Datadog holdings by 218.2% during the third quarter. Although the position remains relatively small, the purchase provides a modest additional institutional-demand signal. Datadog Stock Position Boosted by Robertson Stephens Wealth Management
• Neutral Sentiment: Recent coverage also describes Datadog as a long-term growth candidate based on its growth-stock characteristics, but it provides limited new company-specific information or near-term earnings catalysts. Why Datadog Is a Top Growth Stock for the Long-Term

Datadog Company Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.