Datadog, Inc. $DDOG Shares Acquired by ProShare Advisors LLC

Key Points

• ProShare Advisors increased its Datadog holdings by 8.1% in the third quarter to 399,562 shares valued at approximately $109.4 million. Institutional investors and hedge funds collectively own 78.29% of DDOG.
• Analysts remain broadly bullish, with a consensus rating of “Moderate Buy” and an average price target of $287.22; recent firms raised targets as high as $330.
• Datadog shares were trading down 11.5%, while insiders sold roughly 904,934 shares worth $220.3 million over 90 days. The company’s latest quarter nevertheless beat EPS and revenue estimates, with revenue up 35.6% year over year.

ProShare Advisors LLC raised its holdings in Datadog, Inc. (NASDAQ:DDOG - Free Report) by 8.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 399,562 shares of the company's stock after acquiring an additional 29,986 shares during the quarter. ProShare Advisors LLC owned about 0.11% of Datadog worth $109,420,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in DDOG. Janus Henderson Group PLC boosted its holdings in Datadog by 22.8% in the first quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company's stock valued at $905,570,000 after acquiring an additional 1,439,082 shares during the last quarter. Assenagon Asset Management S.A. increased its stake in Datadog by 197.9% in the third quarter. Assenagon Asset Management S.A. now owns 2,443,008 shares of the company's stock valued at $669,018,000 after acquiring an additional 1,622,904 shares during the last quarter. First Trust Advisors LP grew its position in Datadog by 81.5% during the 1st quarter. First Trust Advisors LP now owns 3,685,562 shares of the company's stock worth $435,081,000 after acquiring an additional 1,654,429 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of Datadog by 30.3% during the first quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company's stock worth $312,340,000 after acquiring an additional 615,090 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its stake in Datadog by 46.1% during the third quarter. Robeco Institutional Asset Management B.V. now owns 919,360 shares of the company's stock worth $251,767,000 after purchasing an additional 290,066 shares during the period. Institutional investors and hedge funds own 78.29% of the company's stock.

Analyst Ratings Changes

A number of research analysts have weighed in on DDOG shares. BMO Capital Markets set a $300.00 target price on shares of Datadog in a research note on Friday, August 7th. Mizuho boosted their price target on Datadog from $300.00 to $330.00 and gave the stock an "outperform" rating in a research report on Thursday, October 15th. Scotiabank raised their target price on shares of Datadog from $275.00 to $285.00 and gave the stock an "outperform" rating in a research note on Friday, August 7th. Cantor Fitzgerald raised their price objective on Datadog from $226.00 to $327.00 and gave the stock an "overweight" rating in a report on Monday, August 3rd. Finally, Citigroup lifted their price target on shares of Datadog from $300.00 to $305.00 and gave the company a "buy" rating in a research note on Friday, August 7th. Three equities research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $287.22.

Insider Buying and Selling

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the company's stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $227.02, for a total transaction of $12,239,102.24. Following the sale, the chief technology officer directly owned 509,805 shares of the company's stock, valued at approximately $115,735,931.10. This represents a 9.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $286.71, for a total transaction of $36,452,596.11. Following the completion of the transaction, the chief executive officer directly owned 612,747 shares of the company's stock, valued at $175,680,692.37. This trade represents a 17.18% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 904,934 shares of company stock valued at $220,279,519. Company insiders own 6.48% of the company's stock.

Datadog Trading Down 11.5%

Datadog stock opened at $235.27 on Friday. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $300.68. The company has a market cap of $84.48 billion, a P/E ratio of 480.15, a PEG ratio of 22.97 and a beta of 1.51. The firm's 50-day moving average is $251.27 and its 200-day moving average is $198.14. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20.

Datadog (NASDAQ:DDOG - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating analysts' consensus estimates of $0.58 by $0.07. The company had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business's quarterly revenue was up 35.6% on a year-over-year basis. During the same period in the prior year, the firm earned $0.46 earnings per share. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. On average, equities analysts expect that Datadog, Inc. will post 0.70 earnings per share for the current year.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was named a Leader in the Forrester Wave: AIOps Platforms, Q4 2026. The recognition highlights its AI-powered observability platform and Bits AI capabilities for detecting, investigating and remediating operational issues, potentially strengthening its competitive position. Datadog Named a Leader in AIOps Platforms Research
• Positive Sentiment: A Wells Fargo analyst reportedly expects Datadog’s stock price to rise, providing some analyst support ahead of the company’s upcoming results. Datadog Stock Price Expected to Rise
• Neutral Sentiment: Wall Street is concentrating on Datadog’s third-quarter 2026 metrics, including revenue growth, customer additions, usage trends and profitability. The company’s latest reported quarter showed revenue growth of 35.6% year over year and adjusted EPS above expectations, but investors are likely demanding continued strength. Datadog Q3 Earnings Projections
• Negative Sentiment: Datadog fell alongside other cybersecurity and technology software stocks even as a major Binance cryptocurrency theft underscored demand for digital-security products. The move suggests broad market and sector selling, rather than a deterioration in Datadog’s fundamentals, is currently dominating trading. Datadog and Cybersecurity Stocks Fall
• Negative Sentiment: CTO Alexis Le-Quoc sold 43,224 shares worth approximately $12.1 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, although insider selling can still weigh on sentiment. SEC Insider Trading Filing

Datadog Company Profile

Datadog, Inc is a technology company that provides a cloud-based monitoring and security platform for applications, infrastructure and other technology environments. Its platform helps organizations collect, analyze and visualize data from servers, databases, containers, cloud services, applications and user interactions in a unified environment.

Datadog's products include infrastructure monitoring, application performance monitoring, log management, real user monitoring, synthetic monitoring, network performance monitoring, cloud security, software delivery tools and incident-management capabilities.

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