Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,106 Shares of Stock

Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CTO Alexis Le-Quoc sold 43,106 shares of the firm's stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $144.93, for a total value of $6,247,352.58. Following the sale, the chief technology officer directly owned 531,311 shares of the company's stock, valued at $77,002,903.23. This represents a 7.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Wednesday, April 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $130.84, for a total value of $5,655,428.16.
• On Monday, April 6th, Alexis Le-Quoc sold 32,300 shares of Datadog stock. The shares were sold at an average price of $116.46, for a total value of $3,761,658.00.
• On Monday, March 23rd, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $127.75, for a total value of $4,141,399.50.
• On Tuesday, March 10th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $125.49, for a total value of $6,765,416.88.
• On Monday, March 2nd, Alexis Le-Quoc sold 53,541 shares of Datadog stock. The shares were sold at an average price of $110.54, for a total value of $5,918,422.14.
• On Wednesday, February 11th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The shares were sold at an average price of $126.79, for a total value of $5,465,409.74.

Datadog Stock Down 1.4%

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Shares of NASDAQ:DDOG opened at $143.71 on Thursday. The stock has a market cap of $50.67 billion, a price-to-earnings ratio of 463.58, a PEG ratio of 52.75 and a beta of 1.30. 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, Inc. has a 12-month low of $98.01 and a 12-month high of $201.69. The business's 50 day moving average is $122.72 and its 200 day moving average is $136.73.

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Datadog (NASDAQ:DDOG - Get Free Report) last announced its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to analysts' expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog's quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $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. On average, sell-side analysts forecast that Datadog, Inc. will post 0.32 earnings per share for the current fiscal year.

Analyst Ratings Changes

DDOG has been the topic of a number of recent analyst reports. BMO Capital Markets set a $165.00 price target on Datadog in a report on Wednesday, February 11th. UBS Group set a $195.00 price target on Datadog in a report on Monday, February 9th. BTIG Research dropped their price target on Datadog from $221.00 to $170.00 and set a "buy" rating on the stock in a report on Tuesday, February 10th. Sanford C. Bernstein dropped their price target on Datadog from $180.00 to $167.00 and set an "outperform" rating on the stock in a report on Wednesday, April 22nd. Finally, Wolfe Research dropped their price target on Datadog from $185.00 to $160.00 and set an "outperform" rating on the stock in a report on Tuesday, February 10th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $177.28.

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Read Our Latest Stock Analysis on DDOG

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Management materially raised Q2 and FY‑2026 guidance: Q2 EPS of $0.57–$0.59 vs. consensus ~$0.41 and Q2 revenue about $1.1B vs. ~$992M; FY EPS of $2.36–$2.44 vs. consensus ~$1.80 and FY revenue roughly $4.3B vs. ~$4.1B. These upside guidance revisions are the primary bullish catalyst for the stock today.
• Positive Sentiment: Datadog reported strong Q1 results — revenue $1,006M (+32% YoY), $335M operating cash flow and $289M free cash flow, plus expansion in large customers (≈4,550 customers with $100k+ ARR) and new product launches (MCP Server, Bits AI Security Agent, GPU Monitoring, Experiments). The quarter and cash flow metrics support the upbeat guide. Datadog Q1 2026 Results
• Positive Sentiment: Datadog for Government achieved FedRAMP High certification, removing a key compliance hurdle for large federal deals and opening higher‑security public sector demand. FedRAMP High Certification
• Positive Sentiment: Jefferies raised its price target to $170 and maintained a Buy rating, signaling incremental sell‑side support for upside from current levels. Jefferies PT Raise
• Neutral Sentiment: Wall Street previews and analyst notes ahead of/after the print are driving attention and short‑term flows; expect continued headline sensitivity to bookings, large‑customer growth and AI adoption commentary. Analyst Coverage Preview
• Neutral Sentiment: Options and trading strategies around the earnings event have elevated implied volatility; some flow may be driven by traders positioning rather than fundamentals. Options Trade Note
• Negative Sentiment: CTO Alexis Le‑Quoc sold ~43,106 shares in a pre‑arranged Rule 10b5‑1 trade (disclosed), trimming insider ownership — while flagged as pre‑planned, insider selling can still be read negatively by some investors. SEC Form 4
• Negative Sentiment: Valuation remains stretched (high P/E and investors may be locking in gains after recent strong share performance), which can amplify pullbacks even when fundamentals are improving.

Institutional Trading of Datadog

Several hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. raised its stake 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 valued at $5,966,877,000 after buying an additional 9,748,738 shares during the period. Price T Rowe Associates Inc. MD raised its stake in shares of Datadog by 7.1% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company's stock valued at $1,961,496,000 after buying an additional 956,993 shares during the period. State Street Corp raised its stake in shares of Datadog by 106.8% in 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 during the period. Geode Capital Management LLC raised its stake in shares of Datadog by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company's stock valued at $1,227,184,000 after buying an additional 197,816 shares during the period. Finally, Jennison Associates LLC raised its stake in shares of Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company's stock valued at $1,036,787,000 after buying an additional 2,316,994 shares during the period. 78.29% of the stock is currently owned by institutional investors.

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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