Datadog Inc (DDOG)

Sep 25, 2026

The Morningstar US Total Market Index rose 1.09% for the trading week ending Sept. 25, driven by strong performance in technology and healthcare sectors, while energy and utilities declined. Moderna, Datadog, Cadence Design Systems, Perrigo Company, and Qualcomm were among the top stock gainers. Conversely, Gen Digital, Cogent Communications Holdings, MGM Resorts International, Jersey Mike’s Subs, and Paychex were the week's biggest losers.

Sep 24, 2026

Oppenheimer raised its price target for Dynatrace (NYSE:DT) to $71 from $60, maintaining an "outperform" rating, indicating a potential 21% upside. This follows Dynatrace beating its quarterly earnings and revenue expectations, reporting $0.48 EPS on $554.55 million in revenue, a 16.3% year-over-year increase. Analysts hold a "Moderate Buy" consensus for the stock, with institutional investors owning over 94% of shares.

Sep 24, 2026

QRG Capital Management Inc. significantly increased its stake in Fortinet, Inc. (NASDAQ:FTNT) by 12.7% during the second quarter, bringing its total holdings to 85,054 shares valued at approximately $13.07 million. This move comes as Fortinet reported strong quarterly results, exceeding analyst expectations for both EPS and revenue, with the company also providing optimistic fiscal 2026 EPS guidance. Despite strong performance and momentum driven by AI security demand, analyst sentiment remains mixed with an average "Hold" rating, and the stock's elevated valuation and recent insider sales pose potential risks.

Sep 22, 2026

This article compares Fortinet (FTNT) and Datadog (DDOG), two cloud security stocks, to determine which offers better investment potential. It highlights Fortinet's stronger near-term execution, accelerating billings, robust cash generation, raised 2026 guidance, and lower Price/Sales multiple as reasons for its outperformance. Datadog, while showing strong growth, faces near-term customer-related pressures, making Fortinet a more favorable pick for investors.

Sep 17, 2026

Rutledge Joseph M, Vice President and CAO of NORDSON CORP (NASDAQ:NDSN), sold 684 shares of the company stock at $309.38 per share on September 15, 2026. This transaction reduced his holdings by approximately 24.3%, leaving him with 2,134 shares. The sale provides investors with insight into insider activity.

Sep 16, 2026

Datadog's CFO, David M. Obstler, sold Class A Common Stock in 13 separate transactions on September 14, 2026, under a pre-arranged 10b5-1 trading plan. The sales ranged from 562 to 9,623 shares per transaction, with weighted-average prices between $221.2371 and $233.3. Following these sales, Obstler still holds 378,067 Class A shares, and further disclosures are expected.

Sep 16, 2026

Datadog CFO David M. Obstler converted Class B Common Stock into Class A Common Stock and subsequently sold approximately 10,000 Class A shares through two trusts on September 14, 2026. These transactions were executed at weighted-average prices between $221.24 and $233.30 per share under a pre-existing 10b5-1 trading plan established on June 13, 2026. Following the sales, the trusts held zero Class A Common Stock, but retained significant Class B Common Stock holdings, along with Obstler's direct holdings.

Sep 16, 2026

Christina Carvalho, Chief Accounting Officer of GXO Logistics, Inc., was awarded 21,309 Restricted Stock Units (RSUs) on September 14, 2026, as disclosed in a Form 4 filed with the SEC on September 16, 2026. These RSUs, acquired at no cost, will vest in two equal annual installments on September 14, 2027, and September 14, 2028, subject to her continued employment. Post-transaction, Carvalho beneficially owns 21,309 derivative securities.

Sep 15, 2026

Datadog CPO Li Yanbing sold 12,700 shares of Class A Common Stock on September 11, 2026, through six transactions under a Rule 10b5-1 trading plan established on June 12, 2026. The shares were sold at weighted-average prices ranging from $219.045 to $224.8767. After the sales, Li Yanbing retains direct beneficial ownership of 250,446 Class A Common Stock shares.

Sep 15, 2026

Insider Vahaviolos Aspasia Felice gifted 387,093 shares of Mistras Group (NYSE: MG) at no cost on September 10, 2026. This transaction represents 18.0% of Felice's total post-gift holding, leaving her with 2,154,541 shares. The shares were transferred at a price of $0 each, as per official filings under SEC transaction code G.

Sep 15, 2026

HealthStream, Inc. announced the successful closing of a private securities transaction where it issued 1,355,932 common stock shares for $40.0 million to WJRJJ Ventures, LLC. Concurrently, CEO Robert A. Frist, Jr. sold 144,068 shares to the same investor for approximately $4.25 million, both priced at $29.50 per share. These transactions, approved by HealthStream's Audit Committee and disinterested board members due to related-party connections with Empath Nursing, Inc., are intended to fund general corporate purposes, including investments and strategic initiatives.

Sep 14, 2026

Autodesk (ADSK) surged 5.9% to $225.03 on Monday, participating in a broad sector-wide rally that also saw gains for other software companies like Datadog, Workday, MicroStrategy, and Caracal. The rally appears to be driven by sector momentum and institutional flows rather than company-specific news, with investors advised to monitor if this buying interest sustains.

Sep 12, 2026

Wedbush upgraded Dynatrace (NYSE:DT) to a "hold" rating, contributing to a consensus "Moderate Buy" rating among analysts with an average price target of $55.04. The company recently reported strong quarterly earnings, exceeding EPS expectations at $0.48 and achieving $554.55 million in revenue, a 16.3% year-over-year increase. Dynatrace currently has a market capitalization of $14.77 billion, with institutional investors holding approximately 94.28% of its outstanding shares.