Diversify Advisory Services LLC Makes New $2.06 Million Investment in Datadog, Inc. $DDOG

Key Points

• Diversify Advisory Services LLC opened a new position in Datadog, buying 15,175 shares in Q4 valued at about $2.06 million, while institutional investors now own roughly 78.29% of the company.
• Large insider selling has occurred recently — CTO Alexis Le‑Quoc sold 53,912 shares (~$6.77M) and director Amit Agarwal sold 20,000 shares (~$2.55M) — with insiders disposing of 489,306 shares (~$59.85M) over the past three months and now holding 6.67%.
• Research coverage is mixed: the stock's consensus is a "Moderate Buy" with an average price target of about $181.41, but several firms have trimmed targets and the shares have pulled back (opened at $105.37, down 3.3%) amid increased put-buying and weak short-term momentum.

Diversify Advisory Services LLC bought a new position in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 15,175 shares of the company's stock, valued at approximately $2,064,000.

Other large investors have also recently added to or reduced their stakes in the company. Westside Investment Management Inc. boosted its position in Datadog by 74.3% during the third 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 boosted its holdings in Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company's stock valued at $25,000 after acquiring an additional 100 shares during the period. Tripletail Wealth Management LLC bought a new stake in Datadog during the third quarter valued at about $28,000. Physician Wealth Advisors Inc. boosted its holdings in Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock valued at $27,000 after acquiring an additional 145 shares during the period. Finally, JPL Wealth Management LLC bought a new stake in Datadog during the third quarter valued at about $27,000. Institutional investors own 78.29% of the company's stock.

Analyst Ratings Changes

A number of research firms have issued reports on DDOG. Jefferies Financial Group decreased their price target on shares of Datadog from $180.00 to $160.00 and set a "buy" rating for the company in a report on Friday, February 6th. Benchmark initiated coverage on Datadog in a research report on Wednesday, April 1st. They issued a "buy" rating for the company. Wall Street Zen cut Datadog from a "buy" rating to a "hold" rating in a research report on Saturday, January 17th. Wedbush reduced their price objective on Datadog from $215.00 to $190.00 and set an "outperform" rating for the company in a research report on Wednesday, February 11th. Finally, Cantor Fitzgerald reduced their price objective on Datadog from $220.00 to $150.00 and set an "overweight" rating for the company in a research report on Friday, February 6th. Thirty-eight investment analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Datadog currently has an average rating of "Moderate Buy" and an average price target of $181.41.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Guggenheim upgraded Datadog to a "Buy" and set a $175 price target, citing AI-driven growth in telemetry/data volumes and forecasting stronger growth than the Street — a clear positive catalyst for longer-term upside. Guggenheim upgrade article
• Positive Sentiment: Product/news support: Datadog launched new tools and continues to be cited by firms (Wells Fargo) as a favored SaaS name amid rising AI spend — helps underpin fundamentals and revenue growth expectations. Product launch article
• Neutral Sentiment: Short-interest report in the feed is malformed (reports 0 shares / NaN change) and provides no actionable signal; ignore until a reliable short-interest update is available.
• Negative Sentiment: Insider sales: CTO Alexis Le‑Quoc and director Amit Agarwal recently sold large blocks of shares (multi-million dollar transactions). Both trades were via pre‑arranged Rule 10b5‑1 plans — which reduces the informational sting but still raises near‑term selling pressure and investor attention. Alexis Le‑Quoc sale Amit Agarwal sale
• Negative Sentiment: Options activity: unusually large put buying (about 28k puts, ~22% above typical daily put volume) signals increased short-term hedging or bearish positioning from traders, which can amplify downward moves.
• Negative Sentiment: Price momentum / market context: recent headlines and data show the stock has pulled back in recent weeks and fell amid a market uptick — short-term momentum is weak even as long-term fundamentals (revenue beat & guidance) remain intact. Price decline article

Insider Buying and Selling at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the firm's stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total transaction 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. This trade represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Amit Agarwal sold 20,000 shares of the firm's stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $127.36, for a total transaction of $2,547,200.00. Following the transaction, the director owned 1,640 shares of the company's stock, valued at approximately $208,870.40. This represents a 92.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,306 shares of company stock worth $59,852,594 in the last three months. 6.67% of the stock is currently owned by company insiders.

Datadog Stock Down 3.3%

Shares of DDOG stock opened at $105.37 on Friday. The stock has a market cap of $37.15 billion, a P/E ratio of 339.90, a price-to-earnings-growth ratio of 28.96 and a beta of 1.29. Datadog, Inc. has a one year low of $87.69 and a one year high of $201.69. The stock has a fifty day moving average price of $119.79 and a 200 day moving average price of $139.48. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38.

Datadog (NASDAQ:DDOG - Get Free Report) last issued its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The firm had revenue of $953.19 million during the quarter, compared to analysts' expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog's quarterly revenue was up 29.2% compared to the same quarter last year. During the same period last year, the business earned $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current year.

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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