Datadog, Inc. $DDOG Stake Raised by Motley Fool Asset Management LLC

Key Points

• Motley Fool Asset Management increased its Datadog stake by 11.4% in the third quarter, bringing its holdings to 53,422 shares valued at approximately $14.63 million. Institutional investors collectively own 78.29% of DDOG.
• Datadog reported quarterly EPS of $0.65, exceeding the $0.58 consensus estimate, while revenue rose 35.6% year over year to $1.12 billion. The company issued third-quarter fiscal 2026 EPS guidance of $0.63–$0.65.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $287.22, although insiders sold $208.2 million worth of shares over the past three months.

Motley Fool Asset Management LLC boosted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 11.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 53,422 shares of the company's stock after purchasing an additional 5,483 shares during the quarter. Motley Fool Asset Management LLC's holdings in Datadog were worth $14,630,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of DDOG. EMC Capital Management purchased a new position in shares of Datadog in the 2nd quarter worth $28,000. Cornerstone Financial Management LLC increased its holdings in shares of Datadog by 54.9% in the 2nd quarter. Cornerstone Financial Management LLC now owns 127 shares of the company's stock worth $33,000 after buying an additional 45 shares during the last quarter. Elevation Wealth Partners LLC raised its position in shares of Datadog by 2,700.0% during the 2nd quarter. Elevation Wealth Partners LLC now owns 168 shares of the company's stock valued at $44,000 after buying an additional 162 shares in the last quarter. Armstrong Advisory Group Inc. purchased a new stake in shares of Datadog during the 3rd quarter valued at about $46,000. Finally, Planning Strategies Inc. raised its position in shares of Datadog by 529.6% during the 3rd quarter. Planning Strategies Inc. now owns 170 shares of the company's stock valued at $47,000 after buying an additional 143 shares in the last quarter. Institutional investors own 78.29% of the company's stock.

Insider Buying and Selling

In other Datadog news, CFO David Obstler sold 10,000 shares of the business's stock in a transaction that occurred on Monday, September 21st. The stock was sold at an average price of $241.25, for a total transaction of $2,412,500.00. Following the completion of the transaction, the chief financial officer owned 368,067 shares in the company, valued at $88,796,163.75. The trade was a 2.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Yanbing Li sold 12,700 shares of the company's stock in a transaction that occurred 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 in the company, valued at approximately $55,413,681.96. This represents a 4.83% 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. Insiders sold a total of 861,710 shares of company stock worth $208,224,346 over the last three months. 6.48% of the stock is currently owned by company insiders.

Datadog Trading Down 0.9%

Shares of DDOG opened at $278.41 on Thursday. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $300.68. The company has a market cap of $99.97 billion, a P/E ratio of 568.20, a P/E/G ratio of 26.32 and a beta of 1.51. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. The company's fifty day simple moving average is $250.57 and its 200-day simple moving average is $196.90.

Datadog (NASDAQ:DDOG - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.58 by $0.07. The firm 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 revenue was up 35.6% on a year-over-year basis. During the same quarter last year, the business 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. As a group, analysts expect that Datadog, Inc. will post 0.70 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages recently commented on DDOG. Guggenheim increased their price target on shares of Datadog from $225.00 to $300.00 and gave the company a "buy" rating in a report on Wednesday, July 22nd. Sanford C. Bernstein raised Datadog from a "market perform" rating to an "outperform" rating and boosted their price objective for the stock from $237.00 to $350.00 in a research note on Monday, October 19th. Benchmark reissued a "buy" rating on shares of Datadog in a research note on Tuesday, July 28th. Raymond James Financial restated an "outperform" rating and set a $280.00 price objective on shares of Datadog in a research report on Thursday, August 6th. Finally, The Goldman Sachs Group reaffirmed a "sell" rating and issued a $158.00 price objective on shares of Datadog in a research note on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, forty have assigned 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 stock currently has a consensus rating of "Moderate Buy" and an average price target of $287.22.

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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