Robeco buys 290,066 Datadog shares. Datadog stock falls 1.25 percent

Published on 10/22/2026 at 11:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue reached USD 1.12 billion in its second quarter, up 35.60 percent. Datadog stock costs EUR 237.00 on October 22, 2026, 1.25 percent below Xetra.

Earnings and valuation checkpoints

Robeco increased its Datadog position by 290,066 shares on October 21, 2026.
Datadog guided to USD 4.45 billion to USD 4.47 billion in fiscal year 2026.
Datadog stock trades at EUR 237.00 at 11:03 a.m. CEST at Lang & Schwarz on October 22, 2026, 1.25 percent below the Xetra close of October 21, 2026.

Datadog, US23804L1035, Illustration mit AI erstellt.

Datadog (ISIN US23804L1035) was trading at EUR 237.00 at Lang & Schwarz on October 22, 2026 at 11:03 a.m. CEST, down 1.25 percent versus the Xetra close of October 21, 2026 at EUR 240.00. MarketBeat reported on October 21 that Robeco increased its Datadog position by 290,066 shares during the third quarter, bringing its holding to 919,360 shares.

Three dates define the setup

Tickerscout lists Datadog's first-quarter 2026 revenue at USD 1.006 billion on May 7, 2026, followed by second-quarter revenue of USD 1.12 billion on August 6, 2026. The latest event is Robeco's purchase of 290,066 shares on October 21, 2026, according to MarketBeat.

What does the 2026 outlook require?

The operating picture remains quantified. Datadog reported second-quarter 2026 revenue of USD 1.12 billion, up 35.60 percent year over year, while adjusted earnings per share reached USD 0.65 against a USD 0.58 consensus estimate, according to MarketBeat. The company guided to fiscal-year 2026 revenue of USD 4.45 billion to USD 4.47 billion.

On October 19, 2026, Bernstein upgraded Datadog from Market Perform to Outperform and lifted its price target from USD 237.00 to USD 350.00, as reported by ADVFN. The counterweight is valuation: MarketBeat listed a P/E ratio of 523.34 on October 21, 2026, leaving the November report important for testing whether growth can support the premium.

Next report arrives November 4

Datadog's next substantiated date is November 4, 2026, when the company is scheduled to hold its third-quarter fiscal 2026 earnings conference call, according to Datadog. The results will show whether the expected USD 1.135 billion to USD 1.145 billion third-quarter revenue range is tracking alongside the AI workload assumptions behind the analyst upgrade.

Price reflects a measured pullback

Datadog's primary listing is on the Nasdaq, where the last available quote was USD 273.09 on October 21, 2026 at 4:00 p.m. ET. The euro quote was trading at EUR 237.00 at Lang & Schwarz on October 22, 2026 at 11:03 a.m. CEST, 1.25 percent below the Xetra close of October 21, 2026 at EUR 240.00. The further course of trading is shown by the continuously updated real-time quote of Datadog stock.