Datadog, Inc. $DDOG Shares Purchased by Left Brain Wealth Management LLC

Key Points

• Left Brain Wealth Management increased its Datadog position by 308.4% in the third quarter, purchasing 5,196 additional shares for a total of 6,881 shares valued at approximately $1.88 million. Institutional investors and hedge funds collectively own 78.29% of DDOG.
• Datadog reported quarterly revenue of $1.12 billion, up 35.6% year over year, and EPS of $0.65, exceeding analysts’ estimate of $0.58. The stock opened at $235.27, with a 52-week range of $98.01 to $300.68.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $287.22, although insiders sold more than 904,000 shares worth approximately $220.3 million over the past 90 days, primarily through pre-arranged trading plans.

Left Brain Wealth Management LLC lifted its position in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 308.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,881 shares of the company's stock after purchasing an additional 5,196 shares during the period. Left Brain Wealth Management LLC's holdings in Datadog were worth $1,884,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Janus Henderson Group PLC increased its position in Datadog by 22.8% during the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company's stock valued at $905,570,000 after purchasing an additional 1,439,082 shares during the period. Assenagon Asset Management S.A. lifted its position in shares of Datadog by 197.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 2,443,008 shares of the company's stock worth $669,018,000 after purchasing an additional 1,622,904 shares during the period. First Trust Advisors LP lifted its position in shares of Datadog by 81.5% in the 1st quarter. First Trust Advisors LP now owns 3,685,562 shares of the company's stock worth $435,081,000 after purchasing an additional 1,654,429 shares during the period. Bank of New York Mellon Corp lifted its position in shares of Datadog by 30.3% in the 1st quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company's stock worth $312,340,000 after purchasing an additional 615,090 shares during the period. Finally, Robeco Institutional Asset Management B.V. lifted its position in shares of Datadog by 46.1% in the 3rd 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.

Datadog Price Performance

Shares of DDOG opened at $235.27 on Friday. The firm has a market cap of $84.48 billion, a PE ratio of 480.15, a price-to-earnings-growth ratio of 25.95 and a beta of 1.51. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $300.68. The business's 50 day moving average price is $251.27 and its two-hundred day moving average price 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 released its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.58 by $0.07. The company had revenue of $1.12 billion for the quarter, compared to analysts' expectations of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business's revenue was up 35.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.46 EPS. 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 anticipate that Datadog, Inc. will post 0.70 EPS for the current year.

Insider Activity

In other Datadog news, insider Yanbing Li sold 12,700 shares of the firm's stock in a transaction on Friday, September 11th. The shares were sold at an average price of $221.26, for a total value of $2,810,002.00. Following the transaction, the insider directly owned 250,446 shares of the company's stock, valued at approximately $55,413,681.96. This trade represents a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Walters sold 11,710 shares of Datadog stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $221.04, for a total transaction of $2,588,378.40. Following the transaction, the executive owned 233,135 shares of the company's stock, valued at $51,532,160.40. This represents a 4.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 904,934 shares of company stock valued at $220,279,519. Corporate insiders own 6.48% of the company's stock.

Wall Street Analyst Weigh In

DDOG has been the subject of several recent analyst reports. Wedbush began coverage on shares of Datadog in a research report on Friday, September 11th. They set an "outperform" rating and a $275.00 price objective for the company. Rosenblatt Securities boosted their target price on shares of Datadog from $220.00 to $305.00 and gave the company a "buy" rating in a report on Tuesday, August 4th. Zacks Research lowered shares of Datadog from a "strong-buy" rating to a "hold" rating in a report on Monday, August 17th. Citigroup upped their price target on shares of Datadog from $300.00 to $305.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Finally, Benchmark reiterated a "buy" rating on shares of Datadog in a report on Tuesday, July 28th. Three investment analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $287.22.

Datadog News Roundup

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

About Datadog

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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