Datadog, Inc. $DDOG Shares Sold by Motley Fool Wealth Management LLC

Motley Fool Wealth Management LLC trimmed its position in Datadog, Inc. (NASDAQ:DDOG) by 13.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 102,341 shares of the company’s stock after selling 16,373 shares during the period. Datadog accounts for about 1.1% of Motley Fool Wealth Management LLC’s portfolio, making the stock its 25th largest position. Motley Fool Wealth Management LLC’s holdings in Datadog were worth $13,917,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. State Street Corp boosted its holdings in Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after purchasing an additional 7,091,075 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Datadog by 2.2% in the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after purchasing an additional 197,816 shares during the last quarter. Jennison Associates LLC boosted its holdings in Datadog by 43.7% in the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in Datadog by 119.2% in the 3rd quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after purchasing an additional 2,216,402 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Titilope Cole sold 5,131 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $247.87, for a total transaction of $1,271,820.97. Following the sale, the director directly owned 1,216 shares of the company’s stock, valued at $301,409.92. This represents a 80.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CRO Sean Michael Walters sold 13,409 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $267.15, for a total transaction of $3,582,214.35. Following the sale, the executive directly owned 270,296 shares in the company, valued at approximately $72,209,576.40. The trade was a 4.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,070,415 shares of company stock worth $205,781,777 over the last 90 days. Company insiders own 6.48% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog unveiled 100+ new capabilities at its DASH event, including major upgrades to Bits AI, AI Guard, Bring Your Own Cloud, and Agent Console. The new tools are aimed at increasing automation, improving observability, and helping customers manage AI and security complexity, which supports the company’s growth story. Article link
• Positive Sentiment: Bank of America raised its price target on Datadog to $280 from $260 and reiterated a Buy rating, reinforcing expectations for further upside after the company’s strong earnings and revenue growth. Article link
• Positive Sentiment: Other recent analyst writeups also framed Datadog as a buy candidate, suggesting Wall Street remains constructive on the company’s software and AI-driven observability opportunities. Article link
• Neutral Sentiment: A preview article said investors should “mark their calendars for June 9,” pointing to a possible catalyst around the DASH event, but the details were not clear. Article link
• Negative Sentiment: Recent insider activity remains a headwind: Director Titilope Cole sold 5,131 shares, continuing a pattern of heavy insider selling that can weigh on investor confidence. Article link

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Evercore restated an “outperform” rating and issued a $225.00 price objective on shares of Datadog in a report on Thursday, May 7th. Wolfe Research decreased their price objective on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating on the stock in a report on Tuesday, February 10th. Canadian Imperial Bank of Commerce restated an “outperform” rating and issued a $250.00 price objective on shares of Datadog in a report on Friday, May 8th. Needham & Company LLC upped their price objective on shares of Datadog from $155.00 to $225.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Raymond James Financial upped their price objective on shares of Datadog from $170.00 to $220.00 in a report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $220.17.

Datadog Price Performance

Shares of DDOG opened at $227.34 on Wednesday. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70. The firm’s 50 day moving average price is $171.50 and its 200 day moving average price is $145.78. The company has a market cap of $80.92 billion, a P/E ratio of 598.28, a PEG ratio of 24.81 and a beta of 1.56. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share 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 period in the prior year, the firm earned $0.46 EPS. The firm’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, research analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Datadog 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.