Datadog, Inc. $DDOG Holdings Lifted by ProShare Advisors LLC

ProShare Advisors LLC boosted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 8.1% during the third quarter, HoldingsChannel.com reports. The firm owned 399,562 shares of the company’s stock after purchasing an additional 29,986 shares during the period. ProShare Advisors LLC’s holdings in Datadog were worth $109,420,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. EMC Capital Management purchased a new stake in Datadog in the second quarter valued at approximately $28,000. Cornerstone Financial Management LLC raised its holdings in Datadog by 54.9% during the second quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock worth $33,000 after purchasing an additional 45 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted 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 buying an additional 246 shares in the last quarter. Elevation Wealth Partners LLC increased its position in shares of Datadog by 2,700.0% in the second quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock valued at $44,000 after buying an additional 162 shares in the last quarter. Finally, Armstrong Advisory Group Inc. purchased a new position in Datadog during the third quarter worth $46,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Price Performance

Shares of DDOG opened at $235.27 on Friday. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $300.68. The business has a 50-day simple moving average of $251.27 and a two-hundred day simple moving average of $198.14. The stock has a market cap of $84.48 billion, a PE ratio of 480.15, a PEG ratio of 22.97 and a beta of 1.51. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23.

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. The company had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm’s quarterly revenue was up 35.6% on a year-over-year basis. During the same period in the previous year, the firm earned $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Analysts anticipate that Datadog, Inc. will post 0.70 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $227.02, for a total value of $12,239,102.24. Following the completion of the transaction, the chief technology officer directly owned 509,805 shares in the company, valued at $115,735,931.10. This trade represents a 9.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $286.71, for a total transaction of $36,452,596.11. Following the sale, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at $175,680,692.37. This represents a 17.18% 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. Over the last quarter, insiders sold 904,934 shares of company stock worth $220,279,519. Corporate insiders own 6.48% of the company’s stock.

Key Headlines Impacting Datadog

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

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. Royal Bank Of Canada increased their price objective on shares of Datadog from $280.00 to $320.00 and gave the stock an “outperform” rating in a research report on Monday, October 12th. Cantor Fitzgerald upped their price target on Datadog from $226.00 to $327.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Sanford C. Bernstein upgraded Datadog from a “market perform” rating to an “outperform” rating and boosted their target price for the company from $237.00 to $350.00 in a research note on Monday, October 19th. Rosenblatt Securities increased their price target on shares of Datadog from $220.00 to $305.00 and gave the company a “buy” rating in a report on Tuesday, August 4th. Finally, Zacks Research cut Datadog from a “strong-buy” rating to a “hold” rating in a report on Monday, August 17th. Three analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $287.22.

Datadog Profile

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.