Oak Ridge Investments LLC Acquires Shares of 5,863 Datadog, Inc. $DDOG

Oak Ridge Investments LLC acquired a new position in shares of Datadog, Inc. (NASDAQ:DDOG) in the 3rd quarter, HoldingsChannel reports. The institutional investor acquired 5,863 shares of the company’s stock, valued at approximately $835,000.

Other large investors have also recently bought and sold shares of the company. Callan Family Office LLC grew its position in shares of Datadog by 145.6% during the second quarter. Callan Family Office LLC now owns 22,680 shares of the company’s stock worth $3,047,000 after acquiring an additional 13,445 shares during the last quarter. PKO Investment Management Joint Stock Co acquired a new stake in Datadog during the 3rd quarter worth $1,709,000. Munro Partners purchased a new position in Datadog during the 3rd quarter worth $7,120,000. Yousif Capital Management LLC increased its stake in Datadog by 869.3% in the third quarter. Yousif Capital Management LLC now owns 36,777 shares of the company’s stock valued at $5,237,000 after purchasing an additional 32,983 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd increased its stake in Datadog by 37.9% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after purchasing an additional 30,008 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Stock Down 1.5%

Datadog stock opened at $119.02 on Monday. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.66 and a quick ratio of 3.66. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69. The company has a market cap of $41.74 billion, a PE ratio of 383.94, a price-to-earnings-growth ratio of 21.50 and a beta of 1.26. The stock’s 50 day moving average price is $149.83 and its 200 day moving average price is $146.48.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.45 by $0.10. The firm had revenue of $885.65 million during the quarter, compared to analysts’ expectations of $852.77 million. Datadog had a return on equity of 4.14% and a net margin of 3.32%.Datadog’s revenue was up 28.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.46 earnings per share. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. On average, sell-side analysts predict that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on DDOG shares. Moffett Nathanson reissued a “buy” rating on shares of Datadog in a report on Monday, December 29th. Arete Research lifted their target price on Datadog from $230.00 to $260.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Weiss Ratings reissued a “sell (d+)” rating on shares of Datadog in a report on Wednesday, October 8th. Scotiabank increased their price target on Datadog from $150.00 to $217.00 and gave the stock a “sector outperform” rating in a report on Friday, November 7th. Finally, Stifel Nicolaus set a $205.00 price objective on shares of Datadog in a research note on Thursday, November 6th. Thirty-four research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $195.84.

Insider Transactions at Datadog

In other news, Director Shardul Shah sold 7,916 shares of Datadog stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the sale, the director directly owned 340,701 shares in the company, valued at approximately $42,550,147.89. This trade represents a 2.27% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Alexis Le-Quoc sold 43,106 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $133.93, for a total value of $5,773,186.58. Following the sale, the chief technology officer directly owned 301,458 shares in the company, valued at $40,374,269.94. This trade represents a 12.51% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,082,904 shares of company stock valued at $194,318,545. 8.70% of the stock is owned by company insiders.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: KeyCorp reiterated an Overweight rating and a $170 price target while updating quarterly and FY estimates (expects improving EPS into FY2026). That supports the idea of continued fundamental momentum despite near‑term weakness. KeyCorp research / MarketBeat
• Neutral Sentiment: Media coverage highlights strong analyst attention and favorable placement in cloud‑monitoring roundups — useful context but not company‑specific catalysts. MSN analysts watching MSN earnings review
• Neutral Sentiment: Commentary from outlets summarizing Q4 results and analyst reaction provides background for investors but adds no new company guidance. AmericanBankingNews
• Negative Sentiment: Citigroup trimmed its price target to $175 (from $200) but kept a Buy rating — a downgrade in upside that can pressure sentiment even though the target still implies meaningful upside versus today’s level. Benzinga
• Negative Sentiment: BNP Paribas Exane cut its target to $175 from $210 (maintains Outperform) — another sizable target trim that may weigh on short‑term sentiment. MarketScreener
• Negative Sentiment: An insider (Director Shardul Shah) sold ~7,916 shares (~$989k) on Jan. 13, modestly reducing his stake; such sales can be interpreted negatively by traders even if not uncommon. InsiderTrades
• Negative Sentiment: Market commentary (Zacks) noted Datadog recently underperformed the broader market, amplifying near‑term selling pressure. Zacks

About Datadog

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.