Arista Wealth Management LLC Has $267,000 Holdings in Datadog, Inc. $DDOG

Key Points

• Arista Wealth Management LLC reduced its Datadog stake by 74.7% in the fourth quarter, leaving it with 1,964 shares worth about $267,000.
• Institutional ownership remains high, with several other hedge funds adding or increasing positions in Datadog and 78.29% of the stock now held by institutional investors and hedge funds.
• Analysts remain broadly constructive: Datadog’s average rating is Moderate Buy, with an average price target of $218.95, while recent reports from firms like Wedbush and BTIG raised targets further.

Arista Wealth Management LLC cut its stake in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 74.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,964 shares of the company's stock after selling 5,798 shares during the period. Arista Wealth Management LLC's holdings in Datadog were worth $267,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of DDOG. Brighton Jones LLC acquired a new stake in shares of Datadog in the fourth quarter valued at approximately $209,000. Bison Wealth LLC bought a new position in Datadog in the fourth quarter valued at approximately $228,000. Empowered Funds LLC increased its stake in Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company's stock valued at $1,023,000 after acquiring an additional 672 shares during the last quarter. Geneos Wealth Management Inc. increased its stake in Datadog by 17.6% in the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company's stock valued at $76,000 after acquiring an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC bought a new position in Datadog in the second quarter valued at approximately $509,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DDOG has been the topic of a number of recent analyst reports. Truist Financial lifted their price objective on shares of Datadog from $120.00 to $190.00 and gave the company a "hold" rating in a research note on Thursday, May 7th. Wedbush lifted their price objective on shares of Datadog from $190.00 to $220.00 and gave the company an "outperform" rating in a research note on Thursday, May 7th. BTIG Research lifted their price objective on shares of Datadog from $212.00 to $255.00 and gave the company a "buy" rating in a research note on Tuesday. Sanford C. Bernstein lifted their price objective on shares of Datadog from $167.00 to $180.00 and gave the company an "outperform" rating in a research note on Friday, May 8th. Finally, Stifel Nicolaus set a $305.00 price objective on shares of Datadog in a research note on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Datadog currently has an average rating of "Moderate Buy" and an average target price of $218.95.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bank of America raised its price target on Datadog to $260 from $225, signaling more upside potential even after the stock’s strong run. MarketScreener article
• Positive Sentiment: Datadog and Carahsoft announced that Datadog for Government achieved FedRAMP High certification, which could expand adoption in the federal market and strengthen its security/observability offering. GlobeNewswire article
• Positive Sentiment: Multiple articles highlighted Datadog as a beneficiary of AI and cloud growth, while Wedbush reportedly added the stock to its AI 30 list, reinforcing the bullish long-term growth narrative. Barchart article
• Neutral Sentiment: Zacks described Datadog as a top-ranked growth stock, which supports the bullish case but does not add a specific new catalyst. Zacks article
• Neutral Sentiment: Goldman Sachs reportedly kept a Sell rating while raising its target, and a large insider sale by CEO Olivier Pomel may temper enthusiasm, though the trade was made under a pre-arranged 10b5-1 plan. Insider trade filing

Datadog Stock Performance

NASDAQ DDOG opened at $225.24 on Friday. The firm's fifty day moving average price is $151.89 and its two-hundred day moving average price is $142.34. The stock has a market cap of $80.18 billion, a PE ratio of 592.75, a PEG ratio of 41.56 and a beta of 1.30. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $235.00. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG - Get Free Report) last posted its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share 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 company's revenue was up 32.1% on a year-over-year basis. During the same quarter in the previous year, the firm 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. On average, equities analysts expect that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Insider Transactions at Datadog

In other news, Director Matthew Jacobson sold 52,832 shares of Datadog stock in a transaction on Friday, May 8th. The shares were sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the transaction, the director owned 622,726 shares in the company, valued at approximately $117,869,577.28. The trade was a 7.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the transaction, the chief technology officer owned 437,257 shares in the company, valued at approximately $54,871,380.93. This trade represents a 10.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 970,661 shares of company stock worth $148,952,223. Company 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.

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