Datadog, Inc. $DDOG Stock Sold by Park Avenue Securities LLC

Park Avenue Securities LLC decreased its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 23.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,502 shares of the company’s stock after selling 2,568 shares during the quarter. Park Avenue Securities LLC’s holdings in Datadog were worth $2,328,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. EMC Capital Management acquired a new position in shares of Datadog in the 2nd quarter valued at approximately $28,000. Cornerstone Financial Management LLC lifted its holdings in shares of Datadog by 54.9% during the 2nd quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock worth $33,000 after acquiring an additional 45 shares during the period. Elevation Wealth Partners LLC lifted its holdings in shares of Datadog by 2,700.0% during the 2nd quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock worth $44,000 after acquiring an additional 162 shares during the period. Armstrong Advisory Group Inc. bought a new stake in shares of Datadog during the 3rd quarter worth approximately $46,000. Finally, Planning Strategies Inc. boosted its position in shares of Datadog by 529.6% during the 3rd quarter. Planning Strategies Inc. now owns 170 shares of the company’s stock worth $47,000 after acquiring an additional 143 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. UBS Group increased their target price on shares of Datadog from $280.00 to $320.00 and gave the stock a “buy” rating in a report on Tuesday, October 27th. Canaccord Genuity Group lifted their price target on shares of Datadog from $250.00 to $295.00 and gave the company a “buy” rating in a report on Tuesday, August 4th. Canadian Imperial Bank of Commerce upped their price objective on shares of Datadog from $280.00 to $315.00 and gave the stock an “outperform” rating in a research report on Friday, October 9th. Mizuho upped their price objective on shares of Datadog from $300.00 to $330.00 and gave the stock an “outperform” rating in a research report on Thursday, October 15th. Finally, Needham & Company LLC increased their price objective on shares of Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $287.22.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was named a Leader in the Forrester Wave: AIOps Platforms, Q4 2026. The recognition highlights its AI-powered observability platform and Bits AI capabilities for detecting, investigating and remediating operational issues, potentially strengthening its competitive position. Datadog Named a Leader in AIOps Platforms Research
• Positive Sentiment: A Wells Fargo analyst reportedly expects Datadog’s stock price to rise, providing some analyst support ahead of the company’s upcoming results. Datadog Stock Price Expected to Rise
• Neutral Sentiment: Wall Street is concentrating on Datadog’s third-quarter 2026 metrics, including revenue growth, customer additions, usage trends and profitability. The company’s latest reported quarter showed revenue growth of 35.6% year over year and adjusted EPS above expectations, but investors are likely demanding continued strength. Datadog Q3 Earnings Projections
• Negative Sentiment: Datadog fell alongside other cybersecurity and technology software stocks even as a major Binance cryptocurrency theft underscored demand for digital-security products. The move suggests broad market and sector selling, rather than a deterioration in Datadog’s fundamentals, is currently dominating trading. Datadog and Cybersecurity Stocks Fall
• Negative Sentiment: CTO Alexis Le-Quoc sold 43,224 shares worth approximately $12.1 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, although insider selling can still weigh on sentiment. SEC Insider Trading Filing

Datadog Stock Performance

Shares of DDOG opened at $235.27 on Friday. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. The stock has a market capitalization of $84.48 billion, a P/E ratio of 480.15, a price-to-earnings-growth ratio of 22.97 and a beta of 1.51. The firm’s fifty day simple moving average is $251.27 and its two-hundred day simple moving average is $198.14. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $300.68.

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 return on equity of 5.67% and a net margin of 4.48%. The firm had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same period last year, the business posted $0.46 EPS. The business’s 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, analysts predict that Datadog, Inc. will post 0.70 EPS for the current year.

Insiders Place Their Bets

In other Datadog news, CRO Sean Walters sold 11,710 shares of the business’s stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $221.04, for a total value of $2,588,378.40. Following the transaction, the executive directly owned 233,135 shares of the company’s stock, valued at approximately $51,532,160.40. The trade was a 4.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Kerry Acocella sold 5,280 shares of the stock in a transaction on Monday, September 14th. The stock was sold at an average price of $228.85, for a total transaction of $1,208,328.00. Following the transaction, the general counsel directly owned 115,243 shares in the company, valued at approximately $26,373,360.55. This represents a 4.38% 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 a total of 904,934 shares of company stock valued at $220,279,519 in the last 90 days. Company insiders own 6.48% of the company’s stock.

About Datadog

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog’s products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.