Key Points
- CTO Alexis Le‑Quoc sold 43,106 shares on Feb. 11 at an average price of $126.79 for about $5.47M, trimming his stake ~8% to 490,798 shares (valued ≈ $62.2M), part of a string of sizable insider dispositions over recent months.
- Datadog beat Q4 estimates (revenue $953.2M, EPS $0.59) and set FY2026 EPS guidance of 2.08–2.16, but the stock carries a high valuation (PE ≈ 404) and faces mixed analyst views and some recent target cuts.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CTO Alexis Le-Quoc sold 43,106 shares of Datadog stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $126.79, for a total transaction of $5,465,409.74. Following the transaction, the chief technology officer directly owned 490,798 shares of the company's stock, valued at $62,228,278.42. This represents a 8.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.
Alexis Le-Quoc also recently made the following trade(s):
- On Wednesday, January 28th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $140.99, for a total transaction of $4,570,613.82.
- 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 value 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 value 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 shares were 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.
Datadog Price Performance
Shares of DDOG opened at $125.20 on Friday. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.66 and a current ratio of 3.38. The business's 50 day moving average price is $132.23 and its two-hundred day moving average price is $143.64. The firm has a market cap of $43.90 billion, a PE ratio of 403.87, a price-to-earnings-growth ratio of 22.88 and a beta of 1.27.
Datadog (NASDAQ:DDOG - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million during the quarter, compared to the consensus estimate of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company's quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, equities analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current year.
Institutional Inflows and Outflows
Several hedge funds have recently modified their holdings of DDOG. Westside Investment Management Inc. raised its position in Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock valued at $27,000 after buying an additional 75 shares during the last quarter. Rothschild Investment LLC grew its stake in shares of Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company's stock worth $25,000 after acquiring an additional 100 shares in the last quarter. Tripletail Wealth Management LLC purchased a new stake in shares of Datadog in the third quarter valued at about $28,000. Physician Wealth Advisors Inc. raised its holdings in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock valued at $27,000 after purchasing an additional 145 shares during the last quarter. Finally, JPL Wealth Management LLC bought a new position in shares of Datadog during the third quarter valued at about $27,000. Hedge funds and other institutional investors own 78.29% of the company's stock.
Wall Street Analysts Forecast Growth
A number of research firms have recently issued reports on DDOG. Robert W. Baird set a $180.00 price objective on shares of Datadog in a research report on Wednesday. Stifel Nicolaus set a $160.00 price objective on Datadog and gave the company a "buy" rating in a research note on Thursday, January 22nd. Wedbush decreased their price objective on Datadog from $215.00 to $190.00 and set an "outperform" rating for the company in a report on Wednesday. Canadian Imperial Bank of Commerce raised Datadog from a "neutral" rating to a "sector outperform" rating and set a $240.00 target price on the stock in a research report on Friday, November 7th. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of Datadog in a report on Wednesday, January 21st. Thirty-seven investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Datadog currently has a consensus rating of "Moderate Buy" and an average target price of $179.50.
Get Our Latest Analysis on DDOG
Trending Headlines about Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Q4 beat and bullish market reaction — Datadog reported a revenue and EPS beat and gave upbeat AI-related guidance that pushed the shares higher after earnings, supporting the thesis that Datadog can monetize AI-monitoring/security demand. Why Datadog (DDOG) Is Up 8.4% After Strong Q4 2025 Earnings And 2026 Revenue Guidance
- Positive Sentiment: Bullish broker commentary remains — Some sell-side analysts (e.g., Rosenblatt) remain constructive despite a cautious tone from management, reinforcing that several institutional investors still view DDOG as an AI/observability play. Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View
- Neutral Sentiment: Short-interest reporting is noisy and shows 0 shares (likely a reporting artifact), producing an effectively zero days-to-cover reading — not meaningful market pressure today.
- Neutral Sentiment: Investor commentary that AI isn’t the core problem — analysis arguing that AI fears are overstated and Datadog remains well-positioned may moderate panic selling but doesn’t immediately alter fundamentals. Datadog: AI Isn't The Main Problem
- Negative Sentiment: Insider selling — CTO Alexis Le-Quoc sold ~43k shares (~$5.5M), trimming his stake ~8% on Feb 11; insider disposals can increase near-term selling pressure or signal liquidity needs. SEC Form 4 — Alexis Le-Quoc Sale
- Negative Sentiment: Multiple price-target downgrades — Needham, BTIG and Wolfe trimmed targets (to $155, $170 and $160 respectively), signalling reduced near-term expectations despite the beat; these downgrades can weigh on sentiment and limit upside. Needham Cuts Datadog Price Target BTIG Cuts Datadog Price Target Wolfe Research Cuts Datadog Price Target
- Negative Sentiment: Analyst concerns on slowing growth, costs and valuation — Several analyst pieces highlight that despite the beat, longer-term growth appears to be slowing, costs are rising and valuation remains rich, which can cap multiple expansion. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
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.
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