Pursue Wealth Partners LLC Takes $2.46 Million Position in Datadog, Inc. $DDOG

Key Points

• Pursue Wealth Partners LLC established a new position in Datadog, buying 18,107 shares worth about $2.46 million, representing ~1.2% of the firm's holdings and its 26th-largest position.
• Datadog beat Q4 expectations with $0.59 EPS vs. $0.55 consensus and revenue of $953.2M (up 29.2% YoY), and guided FY2026 EPS to 2.080–2.160 with Q1 2026 EPS of 0.490–0.510.
• Insiders have sold sizable stakes recently (CEO Olivier Pomel sold 42,443 shares; insiders sold 523,833 shares worth ~$63.6M in the last 90 days), while analysts maintain a consensus of "Moderate Buy" with an average price target of $180.51.

Pursue Wealth Partners LLC purchased a new stake in Datadog, Inc. (NASDAQ:DDOG - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 18,107 shares of the company's stock, valued at approximately $2,462,000. Datadog accounts for about 1.2% of Pursue Wealth Partners LLC's holdings, making the stock its 26th largest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Farther Finance Advisors LLC increased its stake in shares of Datadog by 2.0% in the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company's stock valued at $529,000 after buying an additional 78 shares during the period. Patton Fund Management Inc. increased its stake in shares of Datadog by 1,964.8% in the fourth quarter. Patton Fund Management Inc. now owns 38,550 shares of the company's stock valued at $5,242,000 after buying an additional 36,683 shares during the period. Oak Ridge Investments LLC increased its stake in shares of Datadog by 614.4% in the fourth quarter. Oak Ridge Investments LLC now owns 41,887 shares of the company's stock valued at $5,696,000 after buying an additional 36,024 shares during the period. Hudson Oak Wealth Advisory LLC acquired a new stake in shares of Datadog in the fourth quarter valued at about $6,903,000. Finally, Stanley Laman Group Ltd. acquired a new stake in shares of Datadog in the fourth quarter valued at about $434,000. Institutional investors and hedge funds own 78.29% of the company's stock.

Datadog Trading Up 9.5%

NASDAQ DDOG opened at $121.06 on Thursday. The business has a 50 day simple moving average of $119.34 and a 200 day simple moving average of $138.99. Datadog, Inc. has a one year low of $87.69 and a one year high of $201.69. The stock has a market capitalization of $42.68 billion, a P/E ratio of 390.52, a P/E/G ratio of 30.39 and a beta of 1.29. 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 released 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. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The business had revenue of $953.19 million during the quarter, compared to analysts' expectations of $916.53 million. During the same quarter last year, the firm posted $0.49 earnings per share. The firm's revenue was up 29.2% on a year-over-year basis. 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 year.

Insider Transactions at Datadog

In other Datadog news, CEO Olivier Pomel sold 42,443 shares of the firm's stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $111.14, for a total value of $4,717,115.02. Following the completion of the sale, the chief executive officer 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. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amit Agarwal sold 20,000 shares of the firm's stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $122.28, for a total value of $2,445,600.00. Following the completion of the sale, the director directly owned 1,640 shares of the company's stock, valued at $200,539.20. This trade represents a 92.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 523,833 shares of company stock worth $63,581,080. 6.67% of the stock is currently owned by insiders.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Piper Sandler named Datadog a "premier infrastructure software" investment for 2026, reinforcing buy-side confidence in DDOG's secular growth opportunity around cloud and AI monitoring. Piper Sandler Identifies Datadog (DDOG) and Varonis as Premier Infrastructure Software Investments for 2026
• Positive Sentiment: Barron's reports that shares jumped after analysts lowered price targets but kept bullish ratings — the common theme is that AI-driven demand and improving sentiment make Datadog a "must‑own" despite target trims. That message helps explain the upside move. Datadog Stock Jumps. Why Analysts Cut Targets but Still See It as a Must-Own.
• Positive Sentiment: TD Cowen reduced its price target to $190 but reiterated a "buy" rating, signaling consensus that DDOG still has meaningful upside even after multiple target trims. That sustained analyst support is constructive for sentiment. TD Cowen adjusts Datadog price target to $190 from $215, maintains buy rating
• Neutral Sentiment: Mizuho trimmed its target and raised questions on near-term execution ahead of Q1 results, a reminder analysts are tightening models — this explains some target volatility but not the positive tone overall. Datadog’s Price Target Trimmed by Mizuho: Can This AI Monitoring Leader Deliver in Q1?
• Neutral Sentiment: Analyst consensus remains around a "Moderate Buy" for DDOG (average price targets still well above current levels), which supports continued institutional interest even as individual targets are adjusted. Datadog, Inc. NASDAQ: DDOG Given Average Recommendation of "Moderate Buy" by Analysts
• Neutral Sentiment: CEO Olivier Pomel sold shares in transactions disclosed under a pre-arranged Rule 10b5-1 plan; large insider sales can draw attention but the filings show these were planned disposals rather than opportunistic exits. Olivier Pomel Sells 42,443 Shares of Datadog NASDAQ: DDOG Stock
• Negative Sentiment: Truist cut its price target citing customer-concentration risk, highlighting a material risk point that could pressure multiple if execution or customer diversification lags. Truist cuts Datadog stock price target on concentration risk

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on DDOG shares. Canaccord Genuity Group reissued a "buy" rating on shares of Datadog in a research note on Wednesday, February 11th. Stifel Nicolaus set a $160.00 target price on Datadog and gave the stock a "buy" rating in a research note on Thursday, January 22nd. Wedbush decreased their target price on Datadog from $215.00 to $190.00 and set an "outperform" rating for the company in a research note on Wednesday, February 11th. Cantor Fitzgerald decreased their target price on Datadog from $220.00 to $150.00 and set an "overweight" rating for the company in a research note on Friday, February 6th. Finally, Rosenblatt Securities reaffirmed a "buy" rating and set a $185.00 target price on shares of Datadog in a research note on Wednesday, February 11th. Thirty-eight analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $180.51.

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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