Ethic Inc. Grows Position in Datadog, Inc. $DDOG

Ethic Inc. grew its position in Datadog, Inc. (NASDAQ:DDOG) by 14.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,958 shares of the company’s stock after purchasing an additional 3,931 shares during the period. Ethic Inc.’s holdings in Datadog were worth $4,346,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Rothschild Investment LLC grew its stake in Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares during the period. Physician Wealth Advisors Inc. lifted its holdings in shares of Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares in the last quarter. Westside Investment Management Inc. lifted its holdings in shares of Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares in the last quarter. JPL Wealth Management LLC purchased a new stake in Datadog during the 3rd quarter worth $27,000. Finally, Hazlett Burt & Watson Inc. purchased a new stake in Datadog during the 3rd quarter worth $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Stock Performance

NASDAQ:DDOG opened at $200.16 on Monday. The company has a market cap of $70.57 billion, a PE ratio of 526.75, a P/E/G ratio of 72.45 and a beta of 1.30. The business’s 50 day moving average is $124.41 and its two-hundred day moving average is $136.98. 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, Inc. has a 52 week low of $98.01 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same period in the prior year, the company posted $0.46 EPS. The business’s 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 predict that Datadog, Inc. will post 0.32 EPS for the current year.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

Insider Activity

In other Datadog news, CRO Sean Michael Walters sold 1,914 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $150.00, for a total transaction of $287,100.00. Following the sale, the executive directly owned 291,267 shares of the company’s stock, valued at approximately $43,690,050. This represents a 0.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Julie Richardson sold 502 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $150.00, for a total transaction of $75,300.00. Following the completion of the transaction, the director owned 4,168 shares in the company, valued at approximately $625,200. The trade was a 10.75% 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. Insiders have sold 654,018 shares of company stock valued at $80,903,197 over the last quarter. 6.48% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have commented on DDOG shares. Needham & Company LLC raised their price objective on Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a research report on Friday. Stifel Nicolaus set a $305.00 target price on Datadog in a research report on Thursday. Daiwa Securities Group began coverage on Datadog in a research note on Tuesday, January 27th. They issued a “buy” rating and a $190.00 target price for the company. Truist Financial increased their target price on Datadog from $120.00 to $190.00 and gave the company a “hold” rating in a research note on Thursday. Finally, The Goldman Sachs Group began coverage on Datadog in a research report on Monday, January 12th. They set a “sell” rating and a $113.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Datadog has an average rating of “Moderate Buy” and a consensus target price of $211.76.

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.