Silvant Capital Management LLC Boosts Stake in Datadog, Inc. $DDOG

Silvant Capital Management LLC raised its position in Datadog, Inc. (NASDAQ:DDOG) by 9.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 48,218 shares of the company’s stock after buying an additional 4,082 shares during the period. Silvant Capital Management LLC’s holdings in Datadog were worth $6,557,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DDOG. Vanguard Personalized Indexing Management LLC increased its stake in shares of Datadog by 12.9% during the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 33,404 shares of the company’s stock worth $4,543,000 after purchasing an additional 3,824 shares during the last quarter. QVT Financial LP boosted its holdings in Datadog by 33.7% in the 4th quarter. QVT Financial LP now owns 4,570 shares of the company’s stock worth $621,000 after buying an additional 1,152 shares during the period. MML Investors Services LLC boosted its holdings in Datadog by 5.1% in the 4th quarter. MML Investors Services LLC now owns 97,380 shares of the company’s stock valued at $13,243,000 after purchasing an additional 4,707 shares during the period. MYDA Advisors LLC boosted its holdings in Datadog by 100.0% in the 4th quarter. MYDA Advisors LLC now owns 34,000 shares of the company’s stock valued at $4,624,000 after purchasing an additional 17,000 shares during the period. Finally, Mariner LLC boosted its holdings in Datadog by 54.1% in the 4th quarter. Mariner LLC now owns 228,695 shares of the company’s stock valued at $31,108,000 after purchasing an additional 80,306 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Truist Financial upgraded Datadog from hold to buy and raised its price target to $300 from $190, citing additional upside from the company’s growth outlook. Truist Just Upgraded Datadog Stock. Here’s Why.
• Positive Sentiment: Coverage highlighted Datadog’s expanding AI observability, cloud monitoring, and security businesses, noting that demand is broadening and still supporting strong revenue growth and cash generation. Datadog (DDOG): AI Observability Push Shows Why Cloud Monitoring Demand Is Broadening
• Positive Sentiment: Datadog’s Dash conference news was seen as constructive after the company unveiled 100+ new AI and security features, strengthening its position as a control layer for AI and cloud workloads and supporting the recent guidance increase. How Datadog’s Dash AI and Security Expansion Will Impact Datadog (DDOG) Investors
• Neutral Sentiment: The stock has also drawn attention from valuation-focused commentary, which said Datadog looks somewhat rich after a strong run. That could temper enthusiasm, even though momentum remains strong. Datadog (DDOG) Stock Valuation Looks Slightly Rich After Strong Momentum
• Negative Sentiment: Company insider Sean Michael Walters sold shares in a pre-arranged Rule 10b5-1 plan. While routine, insider selling can sometimes be viewed as a mild caution signal by investors. Insider trade details

Datadog Stock Up 1.4%

Shares of Datadog stock opened at $233.09 on Tuesday. The company has a market cap of $82.97 billion, a price-to-earnings ratio of 613.41, a price-to-earnings-growth ratio of 24.62 and a beta of 1.56. The company’s 50 day moving average is $180.54 and its 200 day moving average is $147.82. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. 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 (NASDAQ:DDOG) last issued 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. The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm’s revenue for the quarter was up 32.1% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Research analysts anticipate that Datadog, Inc. will post 0.61 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on DDOG. UBS Group lifted their price objective on shares of Datadog from $195.00 to $220.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Bank of America lifted their target price on shares of Datadog from $260.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Daiwa Securities Group boosted their price objective on shares of Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. BMO Capital Markets restated an “outperform” rating and issued a $260.00 price objective on shares of Datadog in a research report on Friday. Finally, Wolfe Research reiterated an “outperform” rating and set a $295.00 price target on shares of Datadog in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and an average price target of $234.14.

Insiders Place Their Bets

In other Datadog news, Director Matthew Jacobson sold 52,832 shares of the stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $189.28, for a total value of $10,000,040.96. Following the transaction, the director directly owned 622,726 shares in the company, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Dev Ittycheria sold 120,000 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total transaction of $29,853,600.00. Following the completion of the transaction, the director owned 39,235 shares in the company, valued at $9,760,883.30. The trade was a 75.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 1,221,989 shares of company stock valued at $247,443,046. 6.48% of the stock is currently owned by corporate insiders.

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.