Bull Harbor Capital LLC Makes New Investment in Datadog, Inc. $DDOG

Bull Harbor Capital LLC bought a new stake in shares of Datadog, Inc. (NASDAQ:DDOG) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,147 shares of the company’s stock, valued at approximately $372,000.

A number of other institutional investors and hedge funds have also made changes to their positions in DDOG. Nomura Asset Management Co. Ltd. lifted its position in shares of Datadog by 8.0% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock valued at $20,762,000 after buying an additional 11,348 shares during the last quarter. Norges Bank bought a new stake in shares of Datadog in the 4th quarter valued at about $469,461,000. MUFG Securities EMEA plc grew its position in shares of Datadog by 115.6% in the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock worth $1,814,000 after buying an additional 7,154 shares during the last quarter. BNP Paribas grew its position in shares of Datadog by 18.4% in the 4th quarter. BNP Paribas now owns 41,280 shares of the company’s stock worth $5,614,000 after buying an additional 6,403 shares during the last quarter. Finally, Patton Fund Management Inc. raised its stake in shares of Datadog by 1,964.8% during the 4th quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock worth $5,242,000 after acquiring an additional 36,683 shares in the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 43,224 shares of the business’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $265.23, for a total transaction of $11,464,301.52. Following the sale, the chief technology officer owned 509,805 shares in the company, valued at approximately $135,215,580.15. The trade was a 7.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael James Callahan sold 12,500 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $267.47, for a total value of $3,343,375.00. Following the completion of the transaction, the director directly owned 14,996 shares in the company, valued at $4,010,980.12. This represents a 45.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,486,587 shares of company stock worth $342,962,652. 6.48% of the stock is owned by insiders.

Datadog Trading Down 0.2%

NASDAQ DDOG opened at $267.97 on Friday. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $278.76. The company has a fifty day simple moving average of $245.94 and a two-hundred day simple moving average of $173.00. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The stock has a market cap of $95.39 billion, a P/E ratio of 705.20, a P/E/G ratio of 27.21 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $960.12 million. During the same period in the previous year, the company earned $0.46 earnings per share. The business’s quarterly revenue was up 32.1% compared to the same quarter last year. 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, analysts forecast that Datadog, Inc. will post 0.64 earnings per share for the current year.

Analyst Upgrades and Downgrades

DDOG has been the subject of a number of analyst reports. The Goldman Sachs Group increased their target price on shares of Datadog from $121.00 to $139.00 and gave the company a “sell” rating in a research report on Tuesday, May 12th. DA Davidson set a $315.00 price target on shares of Datadog in a report on Friday. Citizens Jmp upped their price target on Datadog from $225.00 to $311.00 and gave the stock a “market outperform” rating in a research report on Monday, July 20th. Evercore increased their price objective on Datadog from $225.00 to $265.00 and gave the company an “outperform” rating in a report on Wednesday, June 10th. Finally, Canaccord Genuity Group raised their price objective on Datadog from $225.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, June 10th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $266.32.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analyst price-target increases boosted sentiment. Morgan Stanley, BTIG, and Citi raised their Datadog targets to $300, $289, and $300, respectively, while maintaining bullish ratings. The revisions reflect growing confidence in Datadog’s fundamentals and helped drive a sharp recent rally. Datadog Jumped 7.7% Following Upward Price Target Revisions
• Positive Sentiment: AI-driven demand is supporting the growth narrative. An investor letter from Carillon Tower Advisers highlighted Datadog’s accelerating growth and potential demand from artificial intelligence workloads. Investors view AI adoption as a catalyst for increased observability, security, and infrastructure-monitoring spending. Datadog Rose on Accelerating Growth and AI-Driven Demand
• Positive Sentiment: Upcoming earnings expectations are favorable. Zacks and other coverage point to Datadog’s history of earnings surprises and indicators suggesting a potential beat in its upcoming report. Wall Street is also expecting year-over-year earnings growth, reinforcing bullish sentiment ahead of results. Will Datadog Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Cloudaware partnership expands Datadog’s capabilities. Cloudaware LogSight is being added to the Datadog Marketplace, helping customers discover previously unmonitored cloud logs and improve visibility across multicloud environments. The integration could support compliance use cases and broaden Datadog’s platform value. Cloudaware and Datadog Partner on LogSight
• Negative Sentiment: Valuation is the main risk. After a substantial rally, investors are questioning how much upside remains. Datadog trades at elevated valuation multiples, leaving the stock vulnerable to a pullback if earnings, guidance, or AI-related growth fail to exceed already-high expectations. How Much Track Is Left for DDOG 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.