Heritage Investors Management Corp Buys 3,341 Shares of Datadog, Inc. $DDOG

Heritage Investors Management Corp boosted its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 4.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 74,381 shares of the company’s stock after purchasing an additional 3,341 shares during the quarter. Heritage Investors Management Corp’s holdings in Datadog were worth $10,115,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in DDOG. Brighton Jones LLC bought a new stake in Datadog during the fourth quarter worth approximately $209,000. Bison Wealth LLC bought a new stake in Datadog during the fourth quarter worth approximately $228,000. Empowered Funds LLC boosted its position in Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after purchasing an additional 672 shares during the period. Geneos Wealth Management Inc. boosted its position in Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after purchasing an additional 115 shares during the period. Finally, Sivia Capital Partners LLC bought a new stake in Datadog during the second quarter worth approximately $509,000. Institutional investors own 78.29% of the company’s stock.

Analysts Set New Price Targets

DDOG has been the subject of several research reports. Canadian Imperial Bank of Commerce reissued an “outperform” rating and issued a $250.00 price objective on shares of Datadog in a research report on Friday, May 8th. Bank of America reduced their price objective on Datadog from $215.00 to $170.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Oppenheimer increased their price objective on Datadog from $200.00 to $220.00 in a research report on Thursday, May 7th. Canaccord Genuity Group set a $225.00 price objective on Datadog in a research report on Friday, May 8th. Finally, UBS Group increased their price objective on Datadog from $195.00 to $220.00 and gave the company a “buy” rating in a research report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average price target of $213.38.

Insider Buying and Selling

In related news, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the transaction, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at $167,002,091.36. This trade represents a 13.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Matthew Jacobson sold 52,832 shares of the firm’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the transaction, the director directly owned 622,726 shares of the company’s stock, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 885,963 shares of company stock valued at $130,015,444 over the last ninety days. 6.48% of the stock is owned by company insiders.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s Q1 results beat expectations, with EPS of $0.60 versus $0.51 expected and revenue of $1.01 billion versus $960.1 million projected, reinforcing confidence in demand for its observability and security platform.
• Positive Sentiment: Management raised FY2026 and Q2 guidance, signaling continued momentum after revenue grew 32.1% year over year, which supports the bullish stock move. 2 Software Stocks Turning AI Fears Into Fundamental Gains
• Positive Sentiment: Several analysts lifted price targets, including UBS to $220 and Piper Sandler to $230, reflecting growing optimism that Datadog can keep outperforming. Why Datadog (DDOG) Might be Well Poised for a Surge
• Positive Sentiment: Articles highlighting Datadog as an AI beneficiary and a big-data leader are adding to the bullish narrative, with investors viewing AI adoption as a tailwind for the company’s platform. Datadog Backs Dust To Link Observability With Multiplayer AI Workloads
• Neutral Sentiment: Datadog’s investment in Dust’s Series B funding round shows it is staying close to emerging AI workflows, but the direct financial impact appears limited for now.
• Negative Sentiment: Recent insider selling by CTO Alexis Le-Quoc may create a little caution, although the sale was made under a pre-arranged 10b5-1 plan and does not necessarily signal concern about the business. Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,224 Shares of Stock

Datadog Stock Up 2.7%

DDOG opened at $218.04 on Friday. The business has a 50 day moving average of $142.27 and a 200-day moving average of $140.52. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The stock has a market capitalization of $77.61 billion, a price-to-earnings ratio of 573.80, a P/E/G ratio of 39.77 and a beta of 1.30. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $220.35.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.Datadog’s quarterly revenue was up 32.1% compared to the same quarter last year. During the same period last year, the business earned $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, sell-side analysts anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.

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.