Datadog, Inc. $DDOG Shares Purchased by Czech National Bank

Czech National Bank raised its position in Datadog, Inc. (NASDAQ:DDOG) by 5.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 94,166 shares of the company’s stock after buying an additional 4,762 shares during the period. Czech National Bank’s holdings in Datadog were worth $24,517,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of DDOG. Elevation Point Wealth Partners LLC increased its holdings in shares of Datadog by 3.3% in the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after buying an additional 55 shares during the period. Chicago Partners Investment Group LLC grew its position in Datadog by 1.6% during the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock worth $622,000 after acquiring an additional 73 shares during the last quarter. Vivaldi Capital Management LP increased its stake in Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after purchasing an additional 74 shares during the period. State of Wyoming increased its stake in Datadog by 4.1% in the 1st quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after purchasing an additional 76 shares during the period. Finally, Farther Finance Advisors LLC lifted its position in Datadog by 2.0% in the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after purchasing an additional 78 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Datadog Trading Up 2.0%

NASDAQ DDOG opened at $233.93 on Friday. The company has a quick ratio of 3.40, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $292.72. The firm has a market capitalization of $83.27 billion, a PE ratio of 477.42, a P/E/G ratio of 23.23 and a beta of 1.54. The stock’s 50 day moving average is $249.29 and its 200 day moving average is $177.85.

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

Analyst Ratings Changes

DDOG has been the subject of a number of analyst reports. Zacks Research raised Datadog from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 7th. BTIG Research lifted their target price on shares of Datadog from $255.00 to $289.00 and gave the stock a “buy” rating in a research note on Tuesday, July 28th. Needham & Company LLC upped their price target on shares of Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a report on Friday. Craig Hallum started coverage on shares of Datadog in a research report on Monday, June 15th. They set a “buy” rating for the company. Finally, Arete Research raised their price target on shares of Datadog from $260.00 to $340.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $276.32.

Key Datadog News

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

In other Datadog news, Director Dev Ittycheria sold 120,000 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $248.78, for a total value of $29,853,600.00. Following the sale, the director owned 39,235 shares in the company, valued at approximately $9,760,883.30. This represents a 75.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO David M. Obstler sold 75,000 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $231.69, for a total transaction of $17,376,750.00. Following the transaction, the chief financial officer directly owned 434,591 shares of the company’s stock, valued at $100,690,388.79. This represents a 14.72% 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 1,502,163 shares of company stock worth $363,481,842 over the last 90 days. Corporate insiders own 6.48% of the company’s stock.

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.