Datadog, Inc. $DDOG Shares Sold by PensionDanmark Pensionsforsikringsaktieselskab

PensionDanmark Pensionsforsikringsaktieselskab lowered its holdings in Datadog, Inc. (NASDAQ:DDOG) by 28.9% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 56,737 shares of the company’s stock after selling 23,087 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Datadog were worth $14,772,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in DDOG. JPL Wealth Management LLC purchased a new stake in Datadog during the third quarter worth approximately $27,000. Flagship Harbor Advisors LLC purchased a new position in Datadog in the fourth quarter valued at approximately $31,000. NBC Securities Inc. increased its stake in Datadog by 242.6% in the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after purchasing an additional 165 shares during the last quarter. Rothschild Investment LLC increased its stake in Datadog by 52.5% in the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after purchasing an additional 94 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC raised its holdings in Datadog by 341.7% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock worth $38,000 after purchasing an additional 246 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on DDOG shares. Mizuho boosted their price objective on shares of Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Piper Sandler reiterated an “overweight” rating and set a $275.00 price target (up from $230.00) on shares of Datadog in a research note on Wednesday, June 10th. Barclays boosted their price target on shares of Datadog from $260.00 to $290.00 and gave the company an “overweight” rating in a research report on Tuesday, July 21st. Wolfe Research restated an “outperform” rating and issued a $295.00 price objective on shares of Datadog in a research note on Thursday, June 11th. Finally, BMO Capital Markets set a $300.00 target price on Datadog in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, three have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $276.32.

Datadog Stock Performance

Shares of Datadog stock opened at $233.93 on Friday. The firm’s fifty day simple moving average is $249.29 and its 200-day simple moving average is $177.85. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $292.72. The stock has a market capitalization of $83.27 billion, a price-to-earnings ratio of 477.42, a PEG ratio of 23.23 and a beta of 1.54. The company has a debt-to-equity ratio of 0.23, a current ratio of 3.20 and a quick ratio of 3.40.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, topping analysts’ consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.08 billion. During the same quarter in the prior year, the business earned $0.46 EPS. Datadog’s quarterly revenue was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, equities analysts forecast that Datadog, Inc. will post 0.64 earnings per share for the current year.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a strong second quarter: revenue rose 35.6% year over year to $1.12 billion, exceeding the $1.08 billion consensus estimate, while EPS of $0.65 topped expectations of $0.58 and increased from $0.46 a year earlier. Growth was broad-based across AI and non-AI demand, with billings and remaining performance obligations also supporting future revenue visibility. Datadog Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised its fiscal 2026 outlook to approximately $4.45-$4.47 billion in revenue and $2.50-$2.54 in EPS. Third-quarter EPS guidance of $0.63-$0.65 is above the $0.52 analyst consensus, providing a positive catalyst despite revenue guidance being roughly in line with expectations. Datadog Beats Earnings and Raises Outlook
• Positive Sentiment: Citigroup raised its DDOG price target to $305 and reaffirmed a “Buy” rating. DA Davidson also maintained its “Buy” rating with a $315 target, suggesting analysts see significant upside following the pullback. Datadog Analyst Price Targets
• Neutral Sentiment: CEO Olivier Pomel sold 127,141 shares worth approximately $36.5 million under a pre-arranged Rule 10b5-1 plan. The sale reduced his holdings by about 17%, but the planned nature of the transaction limits its value as a signal about Datadog’s business outlook. Datadog CEO Stock Sale Filing
• Negative Sentiment: The earlier decline reflected a high valuation and exceptionally high investor expectations rather than a quarterly miss. Investors focused on slowing bookings growth and management’s disclosure that its largest customer, reportedly a major AI company, plans to reduce usage, creating a risk to consumption-based revenue. Datadog Major Customer Usage News

Insider Buying and Selling at Datadog

In related news, CTO Alexis Le-Quoc sold 43,224 shares of the business’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $265.23, for a total value of $11,464,301.52. Following the transaction, the chief technology officer owned 509,805 shares in the company, valued at $135,215,580.15. The trade was a 7.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $266.82, for a total value of $5,336,400.00. Following the completion of the transaction, the director owned 1,640 shares in the company, valued at $437,584.80. This trade represents a 92.42% decrease in their position. 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 sold a total of 1,502,163 shares of company stock valued at $363,481,842 over the last ninety days. 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.