2,028 Datadog, Inc. $DDOG Shares Bought by Fairvoy Private Wealth LLC

by · The Cerbat Gem

Fairvoy Private Wealth LLC grew its stake in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 54.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,743 shares of the company’s stock after buying an additional 2,028 shares during the period. Fairvoy Private Wealth LLC’s holdings in Datadog were worth $1,573,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in DDOG. EMC Capital Management purchased a new stake in shares of Datadog in the second quarter valued at about $28,000. Cornerstone Financial Management LLC grew its holdings in Datadog by 54.9% during the second quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock worth $33,000 after acquiring an additional 45 shares during the period. Elevation Wealth Partners LLC grew its stake 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 worth $44,000 after purchasing an additional 162 shares during the period. Armstrong Advisory Group Inc. purchased a new position in Datadog in the third quarter valued at about $46,000. Finally, Planning Strategies Inc. raised its holdings in Datadog by 529.6% during the third quarter. Planning Strategies Inc. now owns 170 shares of the company’s stock worth $47,000 after purchasing an additional 143 shares during the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, General Counsel Kerry Acocella sold 5,280 shares of the company’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $228.85, for a total value of $1,208,328.00. Following the completion of the sale, the general counsel directly owned 115,243 shares of the company’s stock, valued at approximately $26,373,360.55. This represents a 4.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Sean Walters sold 11,710 shares of the stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $221.04, for a total transaction of $2,588,378.40. Following the completion of the transaction, the executive owned 233,135 shares of the company’s stock, valued at $51,532,160.40. This trade represents a 4.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 948,764 shares of company stock worth $229,976,494. Company insiders own 6.48% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on DDOG. Yorkville Ives began coverage on Datadog in a research note on Monday, October 5th. They issued an “outperform” rating and a $335.00 target price on the stock. Citizens Jmp upped their price target on shares of Datadog from $225.00 to $311.00 and gave the stock a “market outperform” rating in a research report on Monday, July 20th. DA Davidson restated a “buy” rating and set a $315.00 price target on shares of Datadog in a research note on Friday, August 7th. The Goldman Sachs Group reissued a “sell” rating and issued a $158.00 target price on shares of Datadog in a research note on Friday, August 7th. Finally, Jefferies Financial Group reissued a “hold” rating and set a $300.00 price target on shares of Datadog in a research report on Sunday, October 11th. Three research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average price target of $285.04.

Check Out Our Latest Research Report on DDOG

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

  • Positive Sentiment: Bernstein upgraded Datadog from “Market Perform” to “Outperform” and raised its price target to $350 from $237, implying substantial upside from recent trading levels. The firm identified accelerating AI-related demand as a key growth driver. Bernstein Upgrades Datadog to Outperform, Price Target is $350
  • Positive Sentiment: Market coverage characterized Datadog as one of the leading cloud-software beneficiaries of expanding AI workloads, contributing to renewed investor interest across the sector. Datadog receives upgrade to Outperform on AI-driven demand
  • Positive Sentiment: Mizuho also raised its Datadog price target to $330, adding to the favorable analyst sentiment surrounding the shares. Mizuho raises Datadog stock target to USD 330
  • Positive Sentiment: Datadog’s recent operating momentum supports the bullish view: the company’s latest reported revenue grew 35.6% year over year to $1.12 billion, while adjusted earnings exceeded analyst expectations.
  • Neutral Sentiment: Robertson Stephens Wealth Management increased its Datadog holdings by 218.2% during the third quarter. The filing signals institutional interest, although the position totaled only 5,200 shares and is not a major fundamental catalyst. Datadog Stock Position Boosted
  • Negative Sentiment: Datadog continues to trade at a demanding valuation, with the provided trailing P/E ratio above 500. That leaves the stock sensitive to any slowdown in AI-driven growth or disappointing guidance, despite the positive analyst revisions.

Datadog Stock Performance

Shares of DDOG traded up $13.25 during midday trading on Monday, hitting $260.36. 2,942,184 shares of the stock traded hands, compared to its average volume of 5,143,153. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $300.68. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20. The firm has a market capitalization of $93.49 billion, a PE ratio of 531.36, a price-to-earnings-growth ratio of 24.12 and a beta of 1.51. The business’s 50 day moving average price is $246.68 and its two-hundred day moving average price is $222.00.

Datadog (NASDAQ:DDOG – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating analysts’ consensus estimates of $0.58 by $0.07. The company 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%. The company’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period last year, the company earned $0.46 earnings per share. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Equities research analysts predict that Datadog, Inc. will post 0.70 EPS for the current fiscal year.

Datadog Profile

(Free Report)

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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