Key Points
- CEO Olivier Pomel sold 68,922 shares on March 2 at an average price of $110.54 for roughly $7.62M, cutting his stake by about 8.9% to 704,821 shares still worth ≈$77.9M.
- Datadog beat the latest quarter's estimates with $0.59 EPS vs $0.55 consensus and revenue of $953.19M (up 29.2% year-over-year), and provided FY2026 guidance of $2.080–$2.160 EPS and Q1 2026 guidance of $0.490–$0.510 EPS.
- Analyst and institutional sentiment remains constructive: the consensus rating is a "Moderate Buy" with an average target of $179.62, while institutional investors own about 78.29% of the stock and several large funds recently increased positions.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CEO Olivier Pomel sold 68,922 shares of the firm's stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the completion of the sale, the chief executive officer owned 704,821 shares of the company's stock, valued at $77,910,913.34. This trade represents a 8.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
Olivier Pomel also recently made the following trade(s):
- On Wednesday, December 17th, Olivier Pomel sold 11,195 shares of Datadog stock. The stock was sold at an average price of $137.93, for a total transaction of $1,544,126.35.
Datadog Stock Performance
DDOG opened at $118.33 on Thursday. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69. The stock has a market cap of $41.72 billion, a P/E ratio of 381.71, a P/E/G ratio of 30.72 and a beta of 1.31. The stock's 50 day simple moving average is $124.64 and its 200 day simple moving average is $141.87. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38.
Datadog (NASDAQ:DDOG - Get Free Report) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts' consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. During the same period in the previous year, the business earned $0.49 earnings per share. Datadog's quarterly revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, equities analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current fiscal year.
Analyst Upgrades and Downgrades
DDOG has been the topic of several recent research reports. Bank of America upped their price target on shares of Datadog from $180.00 to $215.00 and gave the company a "buy" rating in a report on Friday, November 7th. Arete Research increased their target price on Datadog from $230.00 to $260.00 and gave the company a "buy" rating in a report on Thursday, December 11th. TD Cowen reissued a "buy" rating on shares of Datadog in a report on Wednesday, January 21st. BNP Paribas Exane reduced their price objective on Datadog from $210.00 to $175.00 and set an "outperform" rating on the stock in a research report on Thursday, January 15th. Finally, Capital One Financial lifted their price objective on Datadog from $156.00 to $157.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 11th. Thirty-six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, Datadog presently has a consensus rating of "Moderate Buy" and an average target price of $179.62.
Get Our Latest Report on DDOG
Datadog News Summary
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Management delivered an optimistic outlook at the Morgan Stanley Technology, Media & Telecom Conference, emphasizing cloud migration tailwinds and AI-led product expansion — the primary catalyst cited for the intraday rally. Datadog (DDOG) Shares Skyrocket, What You Need To Know
- Positive Sentiment: Industry analysts remain constructive: Stifel reiterated a Buy and $160 price target following Investor Day, signaling continued analyst confidence in Datadog’s AI/observability story. Stifel and Bernstein Stay Bullish on Datadog, Inc. (DDOG) After Investor Day
- Positive Sentiment: Product/partnership progress: Datadog announced a partnership with Sakana AI to deepen enterprise AI observability (starting in Japan), reinforcing its positioning for customers adopting large-scale AI. This supports revenue growth potential from AI workloads. Datadog And Sakana AI Partner To Deepen Enterprise AI Observability
- Positive Sentiment: Corporate governance bolstering AI credibility: Datadog added Dominic Phillips to its board, bringing expertise relevant to AI/enterprise strategy and signaling stronger leadership for next-stage growth. Datadog Appoints Dominic Phillips to Its Board of Directors
- Neutral Sentiment: Options market attention: recent commentary and analyses point to elevated options activity and interest in DDOG, which can amplify intraday moves but is ambiguous for direction. Do Options Traders Know Something About Datadog Stock We Don't?
- Neutral Sentiment: Reported short-interest data shows zero or negligible days-to-cover (appears to be a data anomaly), so short-interest signals are not meaningful right now.
- Negative Sentiment: Insider selling: CEO Olivier Pomel sold 68,922 shares (~$7.62M) on March 2, reducing his ownership by ~8.9% — a headline that can create near-term investor unease even though he remains a large holder. Olivier Pomel Insider Sale Filing
- Negative Sentiment: Valuation/price context: some analyses note the stock has had mixed medium-term performance (recent short-term gains but larger multi-month declines), keeping valuation and execution concerns on investors’ radars. Datadog (DDOG) Valuation Check After Sakana AI Partnership And Renewed Confidence In Enterprise AI
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company's stock worth $5,966,877,000 after acquiring an additional 9,748,738 shares during the last quarter. State Street Corp increased its position in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company's stock worth $1,955,547,000 after purchasing an additional 7,091,075 shares during the last quarter. Norges Bank purchased a new position in Datadog during the fourth quarter worth approximately $469,461,000. Jennison Associates LLC boosted its holdings in shares of Datadog by 43.7% in the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company's stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares during the last quarter. Finally, Invesco Ltd. grew its stake in shares of Datadog by 119.2% during the 3rd quarter. Invesco Ltd. now owns 4,075,721 shares of the company's stock valued at $580,383,000 after buying an additional 2,216,402 shares during the period. Institutional investors and hedge funds own 78.29% of the company's stock.
Datadog Company Profile
(
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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