Key Points
- CTO Alexis Le‑Quoc sold 43,224 shares on April 22 at an average price of $130.84 for a total of $5,655,428.16 under a pre-arranged Rule 10b5‑1 plan, reducing his stake by 7.52% to 531,311 shares (≈$69.5M).
- Insider selling has been concentrated this month—multiple pre-planned sales (including a director) and several analyst price-target cuts have reduced insider stakes and pressured near-term sentiment.
- Fundamentals remain mixed: Datadog reported 29.2% revenue growth last quarter, set FY2026 EPS guidance of 2.080–2.160, and launched GPU Monitoring to target AI observability demand.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CTO Alexis Le-Quoc sold 43,224 shares of the business's stock in a transaction on Wednesday, April 22nd. The shares were sold at an average price of $130.84, for a total transaction of $5,655,428.16. Following the transaction, the chief technology officer directly owned 531,311 shares of the company's stock, valued at approximately $69,516,731.24. This trade represents a 7.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Alexis Le-Quoc also recently made the following trade(s):
- On Monday, April 6th, Alexis Le-Quoc sold 32,300 shares of Datadog stock. The stock was sold at an average price of $116.46, for a total transaction of $3,761,658.00.
- On Monday, March 23rd, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The stock was sold at an average price of $127.75, for a total transaction of $4,141,399.50.
- On Tuesday, March 10th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88.
- On Monday, March 2nd, Alexis Le-Quoc sold 53,541 shares of Datadog stock. The stock was sold at an average price of $110.54, for a total transaction of $5,918,422.14.
- On Wednesday, February 11th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The stock was sold at an average price of $126.79, for a total transaction of $5,465,409.74.
- On Wednesday, January 28th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The stock was sold at an average price of $140.99, for a total transaction of $4,570,613.82.
Datadog Stock Performance
DDOG stock opened at $127.86 on Friday. The company has a market capitalization of $45.08 billion, a P/E ratio of 412.45, a PEG ratio of 36.28 and a beta of 1.29. The company has a 50-day simple moving average of $120.41 and a 200 day simple moving average of $138.20. Datadog, Inc. has a fifty-two week low of $94.90 and a fifty-two week high of $201.69. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26.
Datadog (NASDAQ:DDOG - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. The business 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% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Sell-side analysts predict that Datadog, Inc. will post 0.32 earnings per share for the current fiscal year.
More Datadog News
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog launched GPU Monitoring to help customers manage capacity, performance and cloud GPU spend as they scale AI workloads — a product that directly targets rising observability demand tied to AI projects. Datadog Announces GPU Monitoring
- Positive Sentiment: Oppenheimer flagged Datadog as well positioned for sustained growth and sees modest upside to Q1 revenue — a near-term analyst endorsement that supports demand expectations. Datadog Well Positioned for Sustained Growth, Oppenheimer Says
- Positive Sentiment: Datadog's "State of AI Engineering 2026" research highlights operational complexity as the main barrier to reliable AI — reinforcing the company’s TAM story for observability, cost control and reliability tooling. Datadog AI Report
- Neutral Sentiment: Bank of America and Sanford Bernstein trimmed price targets (BofA: $215→$170, Bernstein: $180→$167) but kept buy/outperform stances — supportive for medium-term thesis though the lower targets reduce upside expectations. BofA Adjusts Price Target Bernstein Adjusts Price Target
- Neutral Sentiment: Coverage pieces note DDOG lately “lapped the market” and remains a talked-about AI/observability name — positive PR but not a new fundamental catalyst. Datadog Laps the Stock Market
- Negative Sentiment: Insider selling: Director Amit Agarwal sold 20,000 shares (~$2.52M) under a 10b5-1 plan, and CTO Alexis Le‑Quoc sold 43,224 shares (~$5.66M). Multiple high-profile, pre-planned sales this month have reduced insider stakes and are being viewed as a near-term negative signal for sentiment. Amit Agarwal Insider Sale Alexis Le‑Quoc Insider Sale
- Negative Sentiment: Barclays and CIBC trimmed targets (Barclays to $148; CIBC to $215), adding downward pressure on sentiment — several analyst target cuts this week have likely contributed to the share pullback. Barclays Lowers Target CIBC Lowers Target
Analyst Ratings Changes
DDOG has been the subject of several research analyst reports. DA Davidson reaffirmed a "buy" rating and issued a $225.00 price objective on shares of Datadog in a report on Tuesday, February 17th. Canaccord Genuity Group reaffirmed a "buy" rating on shares of Datadog in a report on Wednesday, February 11th. Sanford C. Bernstein reduced their price objective on shares of Datadog from $180.00 to $167.00 and set an "outperform" rating for the company in a report on Wednesday. BMO Capital Markets set a $165.00 price target on shares of Datadog in a research report on Wednesday, February 11th. Finally, Barclays dropped their price target on shares of Datadog from $165.00 to $148.00 and set an "overweight" rating on the stock in a research report on Monday. Thirty-nine analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $177.20.
Read Our Latest Report on Datadog
Institutional Trading of Datadog
Institutional investors and hedge funds have recently bought and sold shares of the stock. Westside Investment Management Inc. raised its holdings in Datadog by 74.3% during the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock worth $27,000 after buying an additional 75 shares during the period. Rothschild Investment LLC raised its holdings in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company's stock worth $25,000 after buying an additional 100 shares during the period. Tripletail Wealth Management LLC acquired a new stake in Datadog during the 3rd quarter worth about $28,000. Physician Wealth Advisors Inc. raised its holdings in Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock worth $27,000 after buying an additional 145 shares during the period. Finally, JPL Wealth Management LLC acquired a new stake in Datadog during the 3rd quarter worth about $27,000. 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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