Cache Advisors LLC Has $3.54 Million Holdings in Datadog, Inc. $DDOG

Cache Advisors LLC increased its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 49.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 26,044 shares of the company’s stock after buying an additional 8,663 shares during the quarter. Datadog accounts for approximately 0.4% of Cache Advisors LLC’s holdings, making the stock its 19th largest holding. Cache Advisors LLC’s holdings in Datadog were worth $3,542,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Rothschild Investment LLC raised its holdings in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares during the period. Physician Wealth Advisors Inc. raised its holdings in Datadog by 315.2% during 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 during the period. Westside Investment Management Inc. raised its holdings in Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares during the period. JPL Wealth Management LLC acquired a new stake in Datadog during the 3rd quarter worth approximately $27,000. Finally, Tripletail Wealth Management LLC acquired a new stake in Datadog during the 3rd quarter worth approximately $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Stock Performance

Shares of DDOG stock opened at $116.50 on Thursday. The company’s fifty day simple moving average is $120.66 and its 200-day simple moving average is $139.91. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The firm has a market cap of $41.08 billion, a PE ratio of 375.81, a P/E/G ratio of 33.08 and a beta of 1.29. Datadog, Inc. has a 12 month low of $86.14 and a 12 month high of $201.69.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.49 earnings per share. 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 research analysts expect that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CRO Sean Michael Walters sold 22,330 shares of the company’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the sale, the executive owned 238,384 shares in the company, valued at approximately $29,960,101.12. This represents a 8.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CTO Alexis Le-Quoc sold 32,300 shares of the company’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $116.46, for a total value of $3,761,658.00. Following the sale, the chief technology officer owned 531,311 shares in the company, valued at $61,876,479.06. The trade was a 5.73% 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. Over the last ninety days, insiders have sold 469,306 shares of company stock worth $57,406,994. Insiders own 6.67% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on DDOG. BNP Paribas Exane dropped their target price on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a report on Thursday, January 15th. UBS Group set a $195.00 price target on Datadog in a research note on Monday, February 9th. Citizens Jmp reissued a “market perform” rating on shares of Datadog in a research note on Wednesday, February 11th. Wedbush dropped their price target on Datadog from $215.00 to $190.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 11th. Finally, Canaccord Genuity Group reissued a “buy” rating on shares of Datadog in a research note on Wednesday, February 11th. Thirty-seven equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average price target of $179.62.

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.