Key Points
- CRO Sean Michael Walters sold 22,330 shares of Datadog on March 11 at an average price of $125.68, generating about $2.81 million and reducing his ownership by 8.56% to 238,384 shares (≈$29.96M).
- The Walters sale follows other sizable insider disposals — including CTO Alexis Le‑Quoc (53,912 shares) and a director (20,000 shares) — which together signal material insider profit‑taking that could pressure sentiment.
- Fundamentals remain solid: Datadog reported revenue up 29.2% to $953.19M and an EPS beat ($0.59 vs. $0.55), set FY‑2026 EPS guidance of 2.080–2.160, and retains a consensus analyst rating of “Moderate Buy” with an average target near $179.6.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CRO Sean Michael Walters sold 22,330 shares of Datadog stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive directly owned 238,384 shares in the company, valued at approximately $29,960,101.12. The trade was a 8.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
Datadog Trading Down 2.1%
Shares of NASDAQ:DDOG opened at $124.52 on Friday. The stock has a 50 day moving average of $123.07 and a 200 day moving average of $141.61. The company has a market cap of $43.90 billion, a PE ratio of 401.68, a price-to-earnings-growth ratio of 34.95 and a beta of 1.31. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a 12-month low of $81.63 and a 12-month high of $201.69.
Datadog (NASDAQ:DDOG - Get Free Report) last released 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 net margin of 3.14% and a return on equity of 4.14%. The company had revenue of $953.19 million for the quarter, compared to analysts' expectations of $916.53 million. During the same quarter last year, the business earned $0.49 EPS. The firm's 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 research analysts expect that Datadog, Inc. will post 0.34 EPS for the current year.
Hedge Funds Weigh In On Datadog
Several institutional investors have recently bought and sold shares of the stock. Rothschild Investment LLC increased its holdings in Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company's stock valued at $25,000 after acquiring an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. boosted its holdings in shares of Datadog by 315.2% during the 3rd 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. Westside Investment Management Inc. grew its position in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock valued at $27,000 after purchasing an additional 75 shares in the last quarter. JPL Wealth Management LLC purchased a new position in shares of Datadog during the third quarter valued at about $27,000. Finally, Tripletail Wealth Management LLC bought a new stake in shares of Datadog in the third quarter worth about $28,000. 78.29% of the stock is owned by hedge funds and other institutional investors.
More Datadog News
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
- Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
- Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
- Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
- Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
- Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
- Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
- Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.
Analysts Set New Price Targets
A number of research analysts recently weighed in on the stock. Moffett Nathanson restated a "buy" rating on shares of Datadog in a research note on Monday, December 29th. Citigroup cut their price target on Datadog from $200.00 to $175.00 and set a "buy" rating for the company in a research note on Friday, January 16th. TD Cowen reissued a "buy" rating on shares of Datadog in a report on Wednesday, January 21st. Mizuho lowered their price objective on Datadog from $200.00 to $170.00 and set an "outperform" rating on the stock in a research report on Wednesday, January 21st. Finally, KeyCorp dropped their price objective on Datadog from $170.00 to $155.00 and set an "overweight" rating for the company in a research note on Wednesday, February 4th. Thirty-six equities research 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.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $179.62.
Check Out Our Latest Research Report on DDOG
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.
Read More
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
