Datadog, Inc. $DDOG Holdings Increased by Atria Investments Inc

Atria Investments Inc increased its stake in Datadog, Inc. (NASDAQ:DDOG) by 39.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,619 shares of the company’s stock after acquiring an additional 5,019 shares during the period. Atria Investments Inc’s holdings in Datadog were worth $2,509,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in DDOG. Physician Wealth Advisors Inc. raised its stake in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares in the last quarter. Westside Investment Management Inc. grew its holdings in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares during the period. Tripletail Wealth Management LLC bought a new stake in Datadog in the third quarter worth about $28,000. Hazlett Burt & Watson Inc. bought a new stake in Datadog in the third quarter worth about $28,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in Datadog in the 3rd quarter valued at about $40,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

DDOG has been the subject of several recent research reports. Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the company a “buy” rating in a research note on Thursday, January 22nd. Cantor Fitzgerald cut their price objective on Datadog from $220.00 to $150.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Evercore ISI reduced their price objective on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a research note on Monday, February 2nd. Arete Research lifted their target price on shares of Datadog from $230.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Finally, Wedbush cut their price target on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a report on Wednesday, February 11th. Thirty-seven equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $179.50.

Datadog Stock Performance

Shares of DDOG opened at $125.20 on Tuesday. The company’s fifty day moving average is $131.65 and its 200-day moving average is $143.45. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The firm has a market cap of $43.90 billion, a price-to-earnings ratio of 403.87, a price-to-earnings-growth ratio of 34.26 and a beta of 1.27. The company has a quick ratio of 3.66, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same period in the previous year, the company earned $0.49 EPS. The company’s revenue for the quarter was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Equities analysts expect that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CEO Olivier Pomel sold 11,195 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $137.93, for a total value of $1,544,126.35. Following the completion of the transaction, the chief executive officer directly owned 518,133 shares of the company’s stock, valued at $71,466,084.69. This trade represents a 2.11% 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. Also, General Counsel Kerry Acocella sold 5,018 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $158.60, for a total transaction of $795,854.80. Following the completion of the sale, the general counsel directly owned 88,401 shares in the company, valued at $14,020,398.60. This trade represents a 5.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 380,515 shares of company stock worth $55,760,478. 8.70% of the stock is currently owned by corporate insiders.

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.