Datadog, Inc. $DDOG Shares Sold by Y.D. More Investments Ltd

Y.D. More Investments Ltd decreased its position in Datadog, Inc. (NASDAQ:DDOG) by 13.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,468 shares of the company’s stock after selling 3,135 shares during the quarter. Y.D. More Investments Ltd’s holdings in Datadog were worth $2,298,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of DDOG. Brighton Jones LLC acquired a new stake in Datadog during the 4th quarter worth approximately $209,000. Bison Wealth LLC purchased a new stake in shares of Datadog during the fourth quarter worth $228,000. Empowered Funds LLC boosted its holdings in Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after purchasing an additional 672 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of Datadog by 17.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after buying an additional 115 shares during the period. Finally, Sivia Capital Partners LLC acquired a new position in Datadog during the 2nd quarter worth approximately $509,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Wedbush assumed coverage on Datadog in a research report on Monday, June 15th. They set a “neutral” rating for the company. Citizens Jmp upgraded shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 price objective on the stock in a research report on Thursday, May 7th. New Street Research set a $260.00 price objective on shares of Datadog in a research report on Thursday, June 11th. Zacks Research raised shares of Datadog from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Finally, KeyCorp upgraded shares of Datadog from an “overweight” rating to an “overweight” rating in a research note on Monday, June 15th. Two research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $244.73.

Datadog Stock Performance

NASDAQ:DDOG opened at $257.54 on Monday. The firm’s fifty day simple moving average is $226.55 and its 200-day simple moving average is $160.34. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The stock has a market cap of $91.67 billion, a PE ratio of 677.75, a price-to-earnings-growth ratio of 26.19 and a beta of 1.54. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same quarter last year, the business earned $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Analysts expect that Datadog, Inc. will post 0.64 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $261.22, for a total transaction of $5,224,400.00. Following the sale, the director owned 1,640 shares in the company, valued at approximately $428,400.80. This represents a 92.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Wednesday, July 8th. The shares were sold at an average price of $257.24, for a total value of $13,868,322.88. Following the sale, the chief technology officer directly owned 509,805 shares in the company, valued at approximately $131,142,238.20. The trade was a 9.56% 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 1,459,533 shares of company stock worth $322,938,830. 6.48% of the stock is owned by company insiders.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Needham reportedly reiterated a Buy rating and raised its price target, adding to the bullish analyst tone around Datadog’s cloud and AI growth prospects. Article link
• Positive Sentiment: Zacks Research upgraded Datadog from “hold” to “strong-buy,” reinforcing expectations that analysts see more upside ahead. Article link
• Positive Sentiment: Market commentary highlighted Datadog as one of several internet stocks with solid upside potential, citing AI-led growth, cloud demand, and enterprise adoption. Article link
• Positive Sentiment: Recent coverage emphasized Datadog’s AI-driven momentum, including revenue above $1 billion, record new logo bookings, and new AI-focused product launches that could support long-term growth. Article link
• Neutral Sentiment: Several articles focused on whether Datadog’s strong run and AI enthusiasm have already been priced in, with some analysts noting the stock still looks expensive on sales despite fair value on cash flow. Article link
• Neutral Sentiment: Datadog’s short-interest update showed no meaningful short position data change, so it does not appear to be a major trading driver.
• Negative Sentiment: One report noted insider selling, with Amit Agarwal disposing of 20,000 shares, which can add some caution around near-term sentiment. Article link

About Datadog

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.