Raiffeisen Bank International AG Grows Position in Datadog, Inc. $DDOG

Key Points

• Raiffeisen Bank International AG increased its Datadog stake by 79.8% in the second quarter, bringing its holdings to 11,639 shares valued at approximately $2.9 million. Institutional investors collectively own 78.29% of Datadog.
• Datadog reported strong quarterly results, with EPS of $0.65 versus the $0.58 consensus estimate and revenue of $1.12 billion, up 35.6% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $276.32.
• Insiders have been selling shares, including CTO Alexis Le-Quoc and CRO Sean Walters, primarily to cover tax obligations related to vested equity awards. Insiders sold 1.32 million shares worth about $318.8 million over the past three months.

Raiffeisen Bank International AG raised its stake in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) by 79.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,639 shares of the company's stock after purchasing an additional 5,167 shares during the period. Raiffeisen Bank International AG's holdings in Datadog were worth $2,893,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Price T Rowe Associates Inc. MD grew its stake in shares of Datadog by 7.1% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company's stock valued at $1,961,496,000 after buying an additional 956,993 shares during the period. State Street Corp boosted its holdings in Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company's stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Datadog by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company's stock valued at $1,227,184,000 after acquiring an additional 197,816 shares during the last quarter. Janus Henderson Group PLC grew its position in Datadog by 22.8% during the first quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company's stock valued at $905,570,000 after acquiring an additional 1,439,082 shares during the period. Finally, Invesco Ltd. grew its position in Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company's stock valued at $580,383,000 after acquiring an additional 2,216,402 shares during the period. Hedge funds and other institutional investors own 78.29% of the company's stock.

Insider Activity at Datadog

In related news, CTO Alexis Le-Quoc sold 21,772 shares of the firm's stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $212.90, for a total transaction of $4,635,258.80. Following the completion of the sale, the chief technology officer directly owned 488,033 shares of the company's stock, valued at approximately $103,902,225.70. This trade represents a 4.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Sean Walters sold 13,575 shares of Datadog stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $212.90, for a total transaction of $2,890,117.50. Following the sale, the executive directly owned 244,845 shares in the company, valued at $52,127,500.50. This trade represents a 5.25% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,316,730 shares of company stock valued at $318,791,080. 6.48% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

DDOG has been the topic of a number of research reports. Arete Research raised their price objective on Datadog from $260.00 to $340.00 and gave the stock a "buy" rating in a report on Tuesday, June 23rd. Citigroup boosted their target price on Datadog from $300.00 to $305.00 and gave the stock a "buy" rating in a report on Friday, August 7th. The Goldman Sachs Group reissued a "sell" rating and set a $158.00 target price on shares of Datadog in a research report on Friday, August 7th. BMO Capital Markets set a $300.00 target price on shares of Datadog in a research report on Friday, August 7th. Finally, Weiss Ratings upgraded shares of Datadog from a "sell (d+)" rating to a "hold (c)" rating in a report on Wednesday, August 12th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $276.32.

Datadog Price Performance

DDOG stock opened at $212.93 on Friday. 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, Inc. has a 1 year low of $98.01 and a 1 year high of $292.72. The firm has a market cap of $76.46 billion, a P/E ratio of 434.56, a price-to-earnings-growth ratio of 21.03 and a beta of 1.49. The stock has a 50-day simple moving average of $249.65 and a 200-day simple moving average of $193.28.

Datadog (NASDAQ:DDOG - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.65 EPS for the quarter, topping the consensus estimate of $0.58 by $0.07. The firm had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%.Datadog's revenue for the quarter was up 35.6% on a year-over-year basis. During the same period in the previous year, the company posted $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 predict that Datadog, Inc. will post 0.7 earnings per share for the current fiscal year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

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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