Datadog, Inc. $DDOG Position Lifted by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. grew its stake in Datadog, Inc. (NASDAQ:DDOG) by 46.1% in the third quarter, Holdings Channel.com reports. The firm owned 919,360 shares of the company’s stock after acquiring an additional 290,066 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Datadog were worth $251,767,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Cornerstone Financial Management LLC increased its holdings in shares of Datadog by 54.9% in the second quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock valued at $33,000 after purchasing an additional 45 shares during the last quarter. State of Wyoming boosted its stake in Datadog by 4.1% during the first quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after buying an additional 76 shares during the last quarter. Roberts Wealth Advisors LLC boosted its stake in Datadog by 0.6% during the third quarter. Roberts Wealth Advisors LLC now owns 15,720 shares of the company’s stock worth $4,305,000 after buying an additional 91 shares during the last quarter. Ancora Advisors LLC grew its holdings in Datadog by 44.1% in the 2nd quarter. Ancora Advisors LLC now owns 307 shares of the company’s stock valued at $80,000 after buying an additional 94 shares in the last quarter. Finally, Quadcap Wealth Management LLC grew its holdings in Datadog by 5.5% in the 1st quarter. Quadcap Wealth Management LLC now owns 1,970 shares of the company’s stock valued at $233,000 after buying an additional 102 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Trading Down 1.5%

NASDAQ DDOG opened at $256.43 on Wednesday. The company has a debt-to-equity ratio of 0.23, a current ratio of 3.20 and a quick ratio of 3.20. The stock has a market capitalization of $92.08 billion, a P/E ratio of 523.34, a PEG ratio of 25.41 and a beta of 1.51. The firm’s 50-day moving average is $246.86 and its two-hundred day moving average is $223.97. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $300.68.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, beating analysts’ consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.08 billion. During the same period last year, the business earned $0.46 earnings per share. The business’s revenue for the quarter was up 35.6% on a year-over-year basis. 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 anticipate that Datadog, Inc. will post 0.70 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Jefferies Financial Group reiterated a “hold” rating and set a $300.00 price target on shares of Datadog in a report on Sunday, October 11th. Sanford C. Bernstein raised shares of Datadog from a “market perform” rating to an “outperform” rating and upped their price objective for the company from $237.00 to $350.00 in a report on Monday. Oppenheimer raised their price objective on shares of Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. Weiss Ratings raised shares of Datadog from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. Finally, UBS Group decreased their target price on shares of Datadog from $315.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Three research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $285.04.

Insider Buying and Selling

In other Datadog news, CFO David Obstler sold 40,000 shares of the business’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $227.47, for a total value of $9,098,800.00. Following the sale, the chief financial officer owned 378,067 shares of the company’s stock, valued at $85,998,900.49. The trade was a 9.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 company’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $253.36, for a total value of $13,659,144.32. Following the transaction, the chief technology officer owned 509,805 shares in the company, valued at $129,164,194.80. This trade represents a 9.56% 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 quarter, 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 and raised its price target to $350 from $237. The firm cited accelerating AI workloads, stronger demand for cloud monitoring and improving growth prospects, helping drive renewed investor interest. Bernstein Upgrades Datadog to Outperform, Price Target is $350
• Positive Sentiment: Broader technology-sector sentiment improved as Treasury yields eased and investors bought the dip in enterprise software stocks. Datadog was among the stronger movers during the initial rebound. Datadog Stock Is Up, What You Need To Know
• Positive Sentiment: Datadog’s latest quarterly results exceeded expectations, with revenue rising 35.6% year over year to $1.12 billion and adjusted EPS of $0.65 versus the $0.58 consensus estimate. The company also guided to third-quarter EPS of $0.63–$0.65 and full-year EPS of $2.50–$2.54.
• Neutral Sentiment: Datadog is scheduled to report third-quarter results on November 4. Investors will focus on whether AI-related workloads are translating into accelerating customer growth, higher usage and stronger forward guidance. Datadog Reports Q3 on November 4 After Bernstein’s Upgrade
• Negative Sentiment: Valuation is the principal risk. Datadog has gained roughly 98% over six months and trades at a very high earnings multiple, leaving the stock vulnerable to profit-taking if upcoming results or guidance do not exceed elevated expectations. Datadog’s Expectations Have Outrun Its Earnings
• Negative Sentiment: Despite the favorable upgrade and strong recent rally, Datadog’s shares decreased in the latest session, suggesting investors may be locking in gains or waiting for clearer evidence that earnings growth can justify the stock’s premium valuation. Datadog Stock Falls Amid Market Uptick

Datadog 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.