Harel Insurance Investments & Financial Services Ltd. Purchases 745,963 Shares of Datadog, Inc. $DDOG

Key Points

• Harel Insurance increased its stake in Datadog by 245.5%, purchasing 745,963 shares to hold 1,049,784 shares (~0.30% of Datadog) worth about $142.8 million, making DDOG its 24th-largest holding.
• Datadog beat Q1 expectations with $0.59 EPS vs. $0.55 estimate and revenue of $953.2M (up 29.2% YoY vs. $916.5M est.), and issued FY‑2026 EPS guidance of $2.080–2.160 and Q1 guidance of $0.490–0.510.
• Insiders sold 594,639 shares (~$72.2M) over the last quarter even as institutions own ~78.3% of the stock and Wall Street consensus remains a "Moderate Buy" with an average target of $177.28 (implying ~26% upside).

Harel Insurance Investments & Financial Services Ltd. raised its position in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 245.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,049,784 shares of the company's stock after buying an additional 745,963 shares during the quarter. Datadog comprises about 1.2% of Harel Insurance Investments & Financial Services Ltd.'s investment portfolio, making the stock its 24th largest holding. Harel Insurance Investments & Financial Services Ltd. owned approximately 0.30% of Datadog worth $142,760,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. PKO Investment Management Joint Stock Co purchased a new stake in shares of Datadog during the third quarter valued at about $1,709,000. Hartford Investment Management Co. purchased a new stake in shares of Datadog during the third quarter valued at about $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd lifted its position in shares of Datadog by 134.5% during the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company's stock valued at $4,435,000 after buying an additional 17,860 shares during the last quarter. Vanguard Group Inc. lifted its position in shares of Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company's stock valued at $5,966,877,000 after buying an additional 9,748,738 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd lifted its position in shares of Datadog by 37.9% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company's stock valued at $15,555,000 after buying an additional 30,008 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $145.73 on Wednesday. The business's 50 day moving average price is $121.90 and its 200 day moving average price is $136.78. The firm has a market cap of $51.38 billion, a P/E ratio of 470.10, a P/E/G ratio of 53.10 and a beta of 1.30. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $201.69. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG - Get Free Report) last issued its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating analysts' consensus estimates of $0.55 by $0.04. The firm 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%.Datadog's revenue for the quarter was up 29.2% on a year-over-year basis. During the same quarter in the prior year, the firm 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. On average, sell-side analysts expect that Datadog, Inc. will post 0.32 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have commented on DDOG. The Goldman Sachs Group began coverage on shares of Datadog in a research report on Monday, January 12th. They set a "sell" rating and a $113.00 price target for the company. BNP Paribas Exane decreased their price target on shares of Datadog from $210.00 to $175.00 and set an "outperform" rating for the company in a research report on Thursday, January 15th. Royal Bank Of Canada decreased their price target on shares of Datadog from $175.00 to $150.00 and set an "outperform" rating for the company in a research report on Monday, February 9th. DA Davidson restated a "buy" rating and set a $225.00 price objective on shares of Datadog in a report on Monday. Finally, Weiss Ratings restated a "sell (d+)" rating on shares of Datadog in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, three have assigned a Hold rating and two have 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 $177.28.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a "buy" rating and kept a lofty $225 price target, signaling strong analyst conviction and a potential catalyst for further upside. DA Davidson buy reaffirmed
• Positive Sentiment: Jefferies raised its price target to $170 (from $160) and maintained a buy rating, citing upside vs. the current price — another bullish endorsement that can support the rally into earnings. Jefferies raises price target
• Positive Sentiment: Wall Street consensus still implies meaningful upside — 247WallStreet highlights an average analyst target (~$176.95) implying roughly 26% upside from recent levels, which can attract value-seeking buyers. Wall Street sees upside
• Positive Sentiment: Technical indicators are bullish: multiple outlets note DDOG crossed above key short-to-intermediate trendlines (80-day/other), a move that historically preceded positive returns and likely fueled recent buying ahead of earnings. Trendline crossover
• Neutral Sentiment: Pre-earnings previews (Zacks) note strong AI-driven momentum and healthy bookings for Q1, but call out margin pressure and customer concentration as near-term risk factors — a mixed fundamental backdrop that could amplify post-earnings volatility. Zacks earnings preview
• Neutral Sentiment: Options-focused commentary (Barchart) highlights strategies like selling puts into earnings to capture elevated volatility — this reflects increased options activity and higher implied volatility rather than a direct fundamental change to Datadog's outlook. Options/volatility piece

Insider Activity at Datadog

In other Datadog news, Director Amit Agarwal sold 20,000 shares of the business's stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $131.47, for a total value of $2,629,400.00. Following the completion of the transaction, the director directly owned 1,640 shares of the company's stock, valued at approximately $215,610.80. The trade was a 92.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 42,443 shares of Datadog stock in a transaction that occurred on Thursday, April 9th. The shares were sold at an average price of $111.14, for a total transaction of $4,717,115.02. Following the transaction, the chief executive officer directly owned 835,679 shares of the company's stock, valued at approximately $92,877,364.06. This trade represents a 4.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 594,639 shares of company stock worth $72,214,894 over the last quarter. Insiders own 6.67% of the company's stock.

Datadog Profile

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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