Datadog, Inc. $DDOG is Ashe Capital Management LP’s 5th Largest Position

Ashe Capital Management LP lessened its holdings in Datadog, Inc. (NASDAQ:DDOG) by 2.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 736,493 shares of the company’s stock after selling 20,000 shares during the period. Datadog makes up about 10.9% of Ashe Capital Management LP’s investment portfolio, making the stock its 5th largest position. Ashe Capital Management LP owned about 0.21% of Datadog worth $86,943,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. JPL Wealth Management LLC purchased a new stake in shares of Datadog during the 3rd quarter valued at about $27,000. CoreCap Advisors LLC grew its position in Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after acquiring an additional 190 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new position in Datadog in the fourth quarter worth about $31,000. NBC Securities Inc. increased its stake in Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after acquiring an additional 165 shares during the last quarter. Finally, Rothschild Investment LLC increased its stake in Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after acquiring an additional 94 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Stock Up 1.0%

NASDAQ:DDOG opened at $246.86 on Friday. The company has a market cap of $87.87 billion, a price-to-earnings ratio of 649.65, a price-to-earnings-growth ratio of 25.10 and a beta of 1.54. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. 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 fifty day simple moving average of $241.40 and a 200-day simple moving average of $168.56.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s revenue for the quarter was up 32.1% on a year-over-year basis. During the same period in the prior year, the business posted $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. Analysts anticipate that Datadog, Inc. will post 0.64 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. The Goldman Sachs Group upped their price objective on Datadog from $121.00 to $139.00 and gave the company a “sell” rating in a research report on Tuesday, May 12th. Wall Street Zen raised Datadog from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Daiwa Securities Group increased their price target on Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a report on Wednesday, May 13th. Royal Bank Of Canada restated an “outperform” rating and set a $280.00 price target on shares of Datadog in a report on Thursday, July 16th. Finally, Canaccord Genuity Group raised their price target on Datadog from $225.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, June 10th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $261.68.

Insider Buying and Selling

In other news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $257.24, for a total transaction of $13,868,322.88. Following the completion of the sale, the chief technology officer owned 509,805 shares of the company’s stock, valued at approximately $131,142,238.20. The trade was a 9.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 84,698 shares of Datadog stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $232.30, for a total transaction of $19,675,345.40. Following the sale, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at $142,341,128.10. This represents a 12.14% 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 1,396,309 shares of company stock worth $317,712,002 over the last 90 days. Corporate insiders own 6.48% of the company’s stock.

Datadog 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.