Datadog, Inc. $DDOG Shares Bought by Oak Ridge Investments LLC

Key Points

• Oak Ridge Investments LLC boosted its stake in Datadog by 614.4% in Q4, acquiring an additional 36,024 shares to hold 41,887 shares worth about $5.7 million.
• Corporate insiders have been sizeable net sellers, offloading 523,833 shares worth roughly $63.6 million in the past 90 days, including large sales by CRO Sean Michael Walters and CTO Alexis Le‑Quoc.
• Datadog beat Q4 estimates (EPS $0.59 vs. $0.55; revenue $953.2M, up 29.2% YoY) and gave FY2026 EPS guidance of 2.080–2.160, even as analysts trimmed price targets but keep a Moderate Buy consensus with an average target of $180.77.

Oak Ridge Investments LLC lifted its position in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 614.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,887 shares of the company's stock after purchasing an additional 36,024 shares during the quarter. Oak Ridge Investments LLC's holdings in Datadog were worth $5,696,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Westside Investment Management Inc. grew its stake in shares of 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 purchasing an additional 75 shares during the period. Rothschild Investment LLC grew its stake in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company's stock worth $25,000 after purchasing an additional 100 shares during the period. Tripletail Wealth Management LLC acquired a new stake in shares of Datadog during the 3rd quarter worth approximately $28,000. Physician Wealth Advisors Inc. grew its stake in shares of 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 purchasing an additional 145 shares during the period. Finally, JPL Wealth Management LLC acquired a new stake in shares of Datadog during the 3rd quarter worth approximately $27,000. Institutional investors and hedge funds own 78.29% of the company's stock.

Insider Buying and Selling at Datadog

In other Datadog news, CRO Sean Michael Walters sold 22,330 shares of the firm's stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive owned 238,384 shares in the company, valued at approximately $29,960,101.12. This trade represents a 8.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the firm's stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total value of $6,765,416.88. Following the completion of the transaction, the chief technology officer owned 437,257 shares in the company, valued at $54,871,380.93. The trade was a 10.98% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 523,833 shares of company stock worth $63,581,080. Corporate insiders own 6.67% of the company's stock.

Datadog Trading Up 4.5%

Shares of DDOG stock opened at $110.08 on Tuesday. The stock's fifty day moving average is $119.41 and its two-hundred day moving average is $139.32. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The firm has a market capitalization of $38.81 billion, a P/E ratio of 355.10, a PEG ratio of 28.96 and a beta of 1.29. Datadog, Inc. has a fifty-two week low of $87.69 and a fifty-two week high of $201.69.

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

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Royal Bank Of Canada dropped their price objective on shares of Datadog from $175.00 to $150.00 and set an "outperform" rating on the stock in a research note on Monday, February 9th. Needham & Company LLC dropped their price objective on shares of Datadog from $220.00 to $155.00 and set a "buy" rating on the stock in a research note on Tuesday, February 10th. Barclays dropped their price objective on shares of Datadog from $195.00 to $165.00 and set an "overweight" rating on the stock in a research note on Wednesday, February 11th. Mizuho set a $145.00 target price on Datadog in a research report on Tuesday. Finally, Weiss Ratings reissued a "sell (d+)" rating on shares of Datadog in a research note on Wednesday, January 21st. Thirty-eight investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $180.77.

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.

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