STF Management LP Has $252,000 Position in Datadog, Inc. $DDOG

STF Management LP lowered its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 58.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 1,851 shares of the company’s stock after selling 2,555 shares during the period. STF Management LP’s holdings in Datadog were worth $252,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Rothschild Investment LLC raised its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. raised its position in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares in the last quarter. Westside Investment Management Inc. increased its holdings in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares in the last quarter. JPL Wealth Management LLC acquired a new stake in shares of Datadog during the third quarter worth approximately $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new stake in shares of Datadog during the third quarter worth approximately $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Price Performance

Shares of DDOG stock opened at $207.98 on Friday. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $211.28. The stock has a market cap of $74.03 billion, a PE ratio of 547.33, a PEG ratio of 71.95 and a beta of 1.30. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The firm’s 50 day moving average price is $135.18 and its two-hundred day moving average price is $139.09.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) 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 analysts’ expectations of $960.12 million. During the same period last year, the firm earned $0.46 earnings per share. The business’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, analysts forecast that Datadog, Inc. will post 0.35 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on DDOG shares. Scotiabank raised their price objective on shares of Datadog from $160.00 to $225.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Mizuho increased their price target on shares of Datadog from $145.00 to $220.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Capital One Financial decreased their price target on shares of Datadog from $157.00 to $135.00 and set an “overweight” rating on the stock in a research note on Thursday, April 16th. BMO Capital Markets increased their price target on shares of Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Finally, Citigroup increased their price target on shares of Datadog from $175.00 to $218.00 and gave the company a “buy” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $213.38.

Insider Buying and Selling at Datadog

In other Datadog news, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the transaction, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at approximately $167,002,091.36. This trade represents a 13.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the sale, the chief technology officer owned 437,257 shares in the company, valued at approximately $54,871,380.93. This trade represents a 10.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 842,739 shares of company stock valued at $121,023,123. 6.48% of the stock is currently owned by insiders.

About Datadog

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.