Datadog, Inc. $DDOG Shares Purchased by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 53.5% during the 1st quarter, Holdings Channel reports. The institutional investor owned 79,661 shares of the company’s stock after purchasing an additional 27,750 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Datadog were worth $9,404,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. JPL Wealth Management LLC purchased a new stake in Datadog in the third quarter valued at about $27,000. CoreCap Advisors LLC grew its stake in shares of Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after acquiring an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC purchased a new stake in shares of Datadog during the fourth quarter worth about $31,000. NBC Securities Inc. increased its holdings in shares of Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after acquiring an additional 165 shares in the last quarter. Finally, Rothschild Investment LLC increased its holdings in shares of Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after acquiring an additional 94 shares in the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog Stock Performance

DDOG opened at $260.36 on Friday. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $278.70. The firm has a 50 day moving average of $213.66 and a two-hundred day moving average of $156.00. The firm has a market capitalization of $92.68 billion, a PE ratio of 685.18, a P/E/G ratio of 26.47 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. The business 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 business’s revenue for the quarter was up 32.1% on a year-over-year basis. 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. On average, analysts anticipate that Datadog, Inc. will post 0.64 EPS for the current year.

Insider Activity at Datadog

In other news, Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $220.12, for a total value of $4,402,400.00. Following the sale, the director owned 1,640 shares in the company, valued at $360,996.80. This represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Alexis Le-Quoc sold 43,224 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $220.97, for a total value of $9,551,207.28. Following the sale, the chief technology officer directly owned 509,805 shares in the company, valued at approximately $112,651,610.85. This trade represents a 7.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,467,864 shares of company stock worth $311,427,105 in the last three months. Company insiders own 6.48% of the company’s stock.

Analyst Ratings Changes

DDOG has been the subject of a number of recent analyst reports. Rosenblatt Securities lifted their target price on shares of Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Benchmark upped their price target on shares of Datadog from $260.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday. Oppenheimer raised their price target on shares of Datadog from $200.00 to $220.00 in a report on Thursday, May 7th. Canadian Imperial Bank of Commerce raised their price target on shares of Datadog from $250.00 to $280.00 and gave the stock an “outperform” rating in a report on Wednesday, June 10th. Finally, Citigroup boosted their price objective on shares of Datadog from $218.00 to $270.00 and gave the company a “buy” rating in a report on Wednesday, June 17th. One equities research analyst has rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $243.68.

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.