Datadog (NASDAQ:DDOG) CTO Sells $4,570,613.82 in Stock

January 31, 2026 by InsiderTrades.com

Key Points

CTO Alexis Le‑Quoc sold 32,418 shares on Jan. 28 at an average of $140.99 for $4,570,613.82, trimming his stake by 9.71% to 301,458 shares (worth about $42.5M).
The transaction is part of a string of recent insider sales — including large dispositions on Jan. 5, Dec. 8 and Nov. 11 — totaling tens of millions of dollars sold over the past two months.
Separately, Datadog recently beat quarterly EPS and revenue estimates (revenue up 28.4% YoY) and set FY2025 guidance of 2.00–2.02 EPS, while analysts hold a "Moderate Buy" consensus with an average target near $190.

Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CTO Alexis Le-Quoc sold 32,418 shares of Datadog stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $140.99, for a total transaction of $4,570,613.82. Following the completion of the transaction, the chief technology officer directly owned 301,458 shares of the company's stock, valued at $42,502,563.42. This trade represents a 9.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link.

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Alexis Le-Quoc also recently made the following trade(s):

On Monday, January 5th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The stock was sold at an average price of $133.93, for a total transaction of $5,773,186.58.
On Monday, December 29th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The stock was sold at an average price of $137.85, for a total transaction of $4,468,821.30.
On Monday, December 8th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $154.05, for a total value of $8,305,143.60.
On Tuesday, December 2nd, Alexis Le-Quoc sold 13,765 shares of Datadog stock. The stock was sold at an average price of $158.60, for a total value of $2,183,129.00.
On Monday, November 24th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $158.49, for a total value of $6,850,571.76.
On Tuesday, November 11th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $197.99, for a total value of $10,674,036.88.

Datadog Price Performance

Shares of DDOG opened at $129.32 on Friday. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.66 and a quick ratio of 3.66. The stock has a fifty day moving average price of $139.51 and a 200 day moving average price of $145.34. The company has a market cap of $45.35 billion, a P/E ratio of 417.16, a PEG ratio of 22.87 and a beta of 1.26.

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Datadog (NASDAQ:DDOG - Get Free Report) last announced its quarterly earnings results on Thursday, November 6th. The company reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.45 by $0.10. The company had revenue of $885.65 million during the quarter, compared to the consensus estimate of $852.77 million. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The company's revenue for the quarter was up 28.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.46 earnings per share. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. On average, research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current year.

Hedge Funds Weigh In On Datadog

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company's stock worth $5,966,877,000 after buying an additional 9,748,738 shares in the last quarter. State Street Corp boosted its stake in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company's stock valued at $1,955,547,000 after buying an additional 7,091,075 shares in the last quarter. Jennison Associates LLC grew its holdings in Datadog by 43.7% during the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company's stock worth $1,036,787,000 after acquiring an additional 2,316,994 shares during the period. Brown Advisory Inc. grew its holdings in Datadog by 23.3% during the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company's stock worth $803,793,000 after acquiring an additional 1,130,675 shares during the period. Finally, Geode Capital Management LLC raised its position in Datadog by 4.3% in the second quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company's stock worth $780,727,000 after acquiring an additional 242,273 shares in the last quarter. 78.29% of the stock is owned by institutional investors.

Datadog News Roundup

AI Trade Over? Datadog Results Say It's Gaining Momentum

Here are the key news stories impacting Datadog this week:

Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $180 price target, arguing Datadog prefers organic growth over large acquisitions (which reduces M&A risk and keeps focus on core SaaS expansion). This endorsement from a major shop supports investor confidence. Datadog (DDOG) Prefers Organic Growth Over Large Acquisitions, Says Bernstein
Positive Sentiment: Customer win: THE ICONIC chose Datadog to boost platform reliability, a tangible proof point for recurring revenue/expansion potential and enterprise adoption. Such logos help sales momentum and retention narratives. THE ICONIC boosts platform reliability with Datadog
Neutral Sentiment: Analyst consensus remains modestly positive — databases show a "Moderate Buy" consensus, keeping general sentiment tilted toward accumulation but not unanimous conviction. Datadog Receives Consensus Rating of "Moderate Buy"
Neutral Sentiment: Coverage pieces and strategy discussion (including notes about Datadog’s evolving AI platform) are highlighting potential product-led upside, but these are thematic and longer‑term drivers rather than immediate catalysts. Are Bullish DDOG Notes Revealing a Deeper Shift in Datadog’s AI Platform Strategy?
Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.57M) and trimmed his holding ~9.7%. Insider sales can spook investors even though the exec retains a large stake. SEC Form 4 — Alexis Le‑Quoc
Negative Sentiment: Price‑target cuts: Rosenblatt trimmed its PT from $200 to $185 (still a buy) and BMO cut from $215 to $170 — these downgrades reduce near‑term upside expectations and can pressure momentum. Rosenblatt PT cut BMO PT cut
Negative Sentiment: Scotiabank published a pessimistic forecast for DDOG, adding a naysayer view that could weigh on sentiment if echoed by other shops. Scotiabank Issues Pessimistic Forecast for Datadog

Analyst Upgrades and Downgrades

Several brokerages have commented on DDOG. Weiss Ratings restated a "sell (d+)" rating on shares of Datadog in a research note on Wednesday, January 21st. Oppenheimer increased their price objective on Datadog from $165.00 to $195.00 and gave the stock an "outperform" rating in a report on Friday, October 17th. BTIG Research lifted their target price on Datadog from $184.00 to $221.00 and gave the company a "buy" rating in a research note on Thursday, November 6th. Citigroup reduced their price target on Datadog from $200.00 to $175.00 and set a "buy" rating for the company in a research report on Friday, January 16th. Finally, Wells Fargo & Company increased their price target on Datadog from $190.00 to $230.00 and gave the stock an "overweight" rating in a research note on Friday, November 7th. Thirty-five research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $190.38.

View Our Latest Stock Report on Datadog

About Datadog

(Get Free Report)

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.