Lineweaver Wealth Advisors LLC Buys 1,767 Shares of Datadog, Inc. $DDOG

Lineweaver Wealth Advisors LLC raised its stake in Datadog, Inc. (NASDAQ:DDOG) by 223.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,559 shares of the company’s stock after buying an additional 1,767 shares during the period. Lineweaver Wealth Advisors LLC’s holdings in Datadog were worth $701,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DDOG. Janus Henderson Group PLC boosted its holdings in shares of Datadog by 22.8% during the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock valued at $905,570,000 after acquiring an additional 1,439,082 shares in the last quarter. First Trust Advisors LP raised its position in Datadog by 81.5% in the first quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock valued at $435,081,000 after purchasing an additional 1,654,429 shares during the last quarter. Bank of New York Mellon Corp raised its position in Datadog by 30.3% in the first quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company’s stock valued at $312,340,000 after purchasing an additional 615,090 shares during the last quarter. Employees Provident Fund Board bought a new position in Datadog in the fourth quarter valued at about $251,582,000. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Datadog by 162.2% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,571,018 shares of the company’s stock valued at $185,459,000 after purchasing an additional 971,910 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analyst price targets moved higher. Royal Bank of Canada raised its target from $280 to $320 and maintained an “outperform” rating, while Yorkville Ives increased its target to $335. These targets imply further upside and reflect confidence in Datadog’s growth prospects. Royal Bank Of Canada Issues Positive Forecast for Datadog Stock Price Yorkville Ives Raises Target for Datadog Stock
• Positive Sentiment: AI observability remains a potential growth catalyst. Coverage points to broader demand for tools that monitor and manage AI applications and infrastructure, supporting the long-term investment case for Datadog’s observability platform. Is Broader AI Observability Demand Lifting Datadog
• Neutral Sentiment: Wall Street’s consensus is bullish, but its usefulness is limited. Datadog carries an average brokerage recommendation equivalent to “Buy,” although the articles caution that analysts often issue optimistic ratings. The consensus supports sentiment but is not, by itself, a fundamental catalyst. Is Datadog a Buy as Wall Street Analysts Look Optimistic
• Neutral Sentiment: Datadog’s valuation leaves little room for disappointment. With shares near their 52-week high and a very high price-to-earnings ratio, investors appear to be demanding sustained revenue growth and expanding profitability.
• Negative Sentiment: Insider selling may weigh on sentiment. Datadog’s chief technology officer sold approximately $14.75 million of stock. The transaction does not necessarily indicate deteriorating fundamentals, but it can raise concerns about insider confidence or add near-term supply. Datadog CTO Sells Stock
• Negative Sentiment: Questions about AI spending could create volatility. Reports that OpenAI’s revenue run rate may be below prior expectations have renewed concerns about AI valuations, compute demand and large infrastructure commitments, potentially tempering enthusiasm for AI-related software stocks. OpenAI’s Revenue Scare Could Be a Big Opportunity for Investors

Insider Buying and Selling at Datadog

In other Datadog news, insider Yanbing Li sold 12,700 shares of the company’s stock in a transaction on Friday, September 11th. The shares were sold at an average price of $221.26, for a total transaction of $2,810,002.00. Following the sale, the insider owned 250,446 shares of the company’s stock, valued at approximately $55,413,681.96. This represents a 4.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Walters sold 11,710 shares of the stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $221.04, for a total value of $2,588,378.40. Following the sale, the executive owned 233,135 shares of the company’s stock, valued at approximately $51,532,160.40. The trade was a 4.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 991,988 shares of company stock valued at $241,440,796. 6.48% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on DDOG shares. Wedbush assumed coverage on Datadog in a report on Friday, September 11th. They set an “outperform” rating and a $275.00 price target on the stock. Wells Fargo & Company upped their price objective on Datadog from $230.00 to $295.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Arete Research raised their price objective on shares of Datadog from $260.00 to $340.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Truist Financial upgraded shares of Datadog from a “hold” rating to a “buy” rating and lifted their target price for the stock from $190.00 to $300.00 in a research report on Monday, June 15th. Finally, Scotiabank lifted their target price on shares of Datadog from $275.00 to $285.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $280.51.

Datadog Trading Down 1.4%

DDOG stock traded down $3.95 during trading on Tuesday, hitting $283.34. The company had a trading volume of 1,907,200 shares, compared to its average volume of 5,184,326. The stock has a market cap of $101.74 billion, a PE ratio of 578.26, a PEG ratio of 28.62 and a beta of 1.51. The business has a 50-day moving average of $245.95 and a 200-day moving average of $218.99. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. Datadog, Inc. has a one year low of $98.01 and a one year high of $300.68.

Datadog (NASDAQ:DDOG) last released 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. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. During the same quarter last year, the business earned $0.46 EPS. The company’s revenue was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Research analysts predict that Datadog, Inc. will post 0.70 earnings per share for the current fiscal year.

About Datadog

Datadog, Inc is a software company that provides a cloud-based monitoring, observability and security platform. Its services help organizations collect, analyze and visualize data from applications, infrastructure, networks, databases and other technology environments, enabling them to identify performance issues, manage incidents and improve digital services.

The company’s product offerings include infrastructure monitoring, application performance monitoring, log management, database and network monitoring, real user and synthetic experience monitoring, cloud security, software supply chain security, incident management and workflow automation.