Black Swift Group LLC Acquires 5,000 Shares of Datadog, Inc. $DDOG

Black Swift Group LLC lifted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 33.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,000 shares of the company’s stock after buying an additional 5,000 shares during the period. Black Swift Group LLC’s holdings in Datadog were worth $2,848,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the business. Rothschild Investment LLC grew its stake in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the period. Physician Wealth Advisors Inc. raised its holdings in shares of Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after purchasing an additional 145 shares during the last quarter. Westside Investment Management Inc. lifted its position in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares during the period. Tripletail Wealth Management LLC purchased a new stake in Datadog in the third quarter worth approximately $28,000. Finally, Hazlett Burt & Watson Inc. purchased a new stake in Datadog in the third quarter worth approximately $28,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Trading Up 2.8%

Shares of Datadog stock opened at $125.75 on Friday. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69. The company’s fifty day simple moving average is $124.08 and its 200-day simple moving average is $141.80. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The stock has a market capitalization of $44.34 billion, a PE ratio of 405.65, a P/E/G ratio of 34.56 and a beta of 1.31.

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

Analysts Set New Price Targets

A number of equities research analysts have commented on DDOG shares. Daiwa Securities Group started coverage on shares of Datadog in a research report on Tuesday, January 27th. They issued a “buy” rating and a $190.00 target price for the company. Moffett Nathanson restated a “buy” rating on shares of Datadog in a research note on Monday, December 29th. Raymond James Financial cut their price objective on Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. BTIG Research reduced their price objective on Datadog from $221.00 to $170.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Datadog in a report on Wednesday, January 21st. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given 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 price target of $179.62.

Insider Transactions at Datadog

In related news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $154.05, for a total value of $8,305,143.60. Following the completion of the sale, the chief technology officer directly owned 295,448 shares of the company’s stock, valued at approximately $45,513,764.40. This represents a 15.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Shardul Shah sold 7,916 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $124.89, for a total transaction of $988,629.24. Following the sale, the director owned 340,701 shares in the company, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 292,993 shares of company stock valued at $38,734,569 over the last quarter. 8.70% of the stock is currently owned by company insiders.

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.