IFP Advisors Inc Has $1.44 Million Holdings in Datadog, Inc. $DDOG

IFP Advisors Inc cut its stake in Datadog, Inc. (NASDAQ:DDOG) by 27.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 10,608 shares of the company’s stock after selling 4,114 shares during the quarter. IFP Advisors Inc’s holdings in Datadog were worth $1,443,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Midwest Professional Planners LTD. boosted its stake in Datadog by 85.5% in the 4th quarter. Midwest Professional Planners LTD. now owns 6,314 shares of the company’s stock worth $859,000 after purchasing an additional 2,910 shares during the period. Intrust Bank NA boosted its stake in shares of Datadog by 16.5% during the 4th quarter. Intrust Bank NA now owns 3,904 shares of the company’s stock worth $531,000 after buying an additional 553 shares during the last quarter. PNC Financial Services Group Inc. boosted its stake in shares of Datadog by 16.0% during the 4th quarter. PNC Financial Services Group Inc. now owns 41,518 shares of the company’s stock worth $5,646,000 after buying an additional 5,721 shares during the last quarter. Resona Asset Management Co. Ltd. boosted its stake in shares of Datadog by 1.2% during the 4th quarter. Resona Asset Management Co. Ltd. now owns 92,826 shares of the company’s stock worth $12,659,000 after buying an additional 1,096 shares during the last quarter. Finally, AMF Tjanstepension AB boosted its stake in shares of Datadog by 15.3% during the 4th quarter. AMF Tjanstepension AB now owns 275,275 shares of the company’s stock worth $37,435,000 after buying an additional 36,498 shares during the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog Stock Up 2.0%

Shares of DDOG stock opened at $222.32 on Friday. 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 is $144.17 and its 200-day moving average is $141.09. The stock has a market cap of $79.14 billion, a price-to-earnings ratio of 585.07, a PEG ratio of 41.66 and a beta of 1.30. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $224.77.

Datadog (NASDAQ:DDOG) last issued its earnings results 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. The company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. Datadog’s quarterly revenue was up 32.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.46 EPS. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts predict that Datadog, Inc. will post 0.61 EPS for the current year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Wedbush added Datadog to its AI 30 list, saying the stock is benefiting from the ongoing AI buildout and highlighting Datadog’s role in AI observability as a compelling theme. Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution
• Positive Sentiment: Several reports pointed to a bullish technical setup, including a “golden cross” where the 50-day moving average moved above the 200-day moving average, which traders often view as a momentum signal. Datadog (DDOG) Just Flashed Golden Cross Signal: Do You Buy?
• Positive Sentiment: Recent earnings also supported sentiment: Datadog beat estimates on both profit and revenue, with revenue up 32.1% year over year, and management issued guidance that suggests continued growth. 2 Software Stocks Turning AI Fears Into Fundamental Gains (DDOG)
• Neutral Sentiment: Datadog has also been a trending stock on investor websites, reflecting elevated attention rather than a clear new catalyst. Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock
• Negative Sentiment: One potential overhang is continued insider selling: Datadog CTO Alexis Le-Quoc sold shares under a pre-arranged trading plan, which can sometimes weigh on sentiment even when the sale is routine. Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,224 Shares of Stock

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Citigroup increased their price objective on shares of Datadog from $175.00 to $218.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Monness Crespi & Hardt increased their price objective on shares of Datadog from $255.00 to $270.00 in a research note on Thursday, May 7th. BMO Capital Markets increased their price objective on shares of Datadog from $165.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Piper Sandler increased their price objective on shares of Datadog from $195.00 to $230.00 in a research note on Thursday, May 7th. Finally, BTIG Research increased their price objective on shares of Datadog from $170.00 to $212.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. 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 issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $213.98.

Insider Buying and Selling

In other news, insider Yanbing Li sold 19,834 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $197.35, for a total value of $3,914,239.90. Following the sale, the insider directly owned 285,283 shares of the company’s stock, valued at approximately $56,300,600.05. This represents a 6.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $200.13, for a total transaction of $4,002,600.00. Following the completion of the sale, the director directly owned 1,640 shares in the company, valued at approximately $328,213.20. The trade was a 92.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 885,963 shares of company stock worth $130,015,444 in the last 90 days. 6.48% of the stock is 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.