Key Points
- Datadog insider Yanbing Li sold 19,834 shares on May 8 at an average price of $197.35, totaling about $3.91 million. After the sale, Li still held 285,283 shares, representing a 6.5% reduction in ownership.
- Datadog’s latest earnings beat expectations, with Q1 EPS of $0.60 versus $0.51 expected and revenue of $1.01 billion, up 32.1% year over year. The company also issued guidance above analysts’ expectations for FY2026 and Q2 2026.
- Wall Street sentiment remains broadly positive, with multiple firms reiterating or raising bullish price targets. MarketBeat reports a consensus rating of “Moderate Buy” and an average target price of $212.19.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) insider Yanbing Li sold 19,834 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $197.35, for a total transaction of $3,914,239.90. Following the transaction, the insider owned 285,283 shares in the company, valued at approximately $56,300,600.05. The trade was a 6.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.
Datadog Stock Down 1.2%
Shares of Datadog stock opened at $199.94 on Wednesday. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $203.58. The firm's 50-day moving average is $129.68 and its two-hundred day moving average is $137.93. The stock has a market cap of $70.49 billion, a price-to-earnings ratio of 526.17, a PEG ratio of 69.99 and a beta of 1.30.
Datadog (NASDAQ:DDOG - Get Free Report) last issued its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The company had revenue of $1.01 billion for the quarter, compared to analysts' expectations of $960.12 million. During the same period in the prior year, the business earned $0.46 EPS. The firm's quarterly revenue was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, research analysts expect that Datadog, Inc. will post 0.33 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
A number of analysts have recently weighed in on DDOG shares. Benchmark restated a "buy" rating on shares of Datadog in a report on Thursday, May 7th. Bank of America lowered their price target on shares of Datadog from $215.00 to $170.00 and set a "buy" rating on the stock in a report on Wednesday, April 22nd. Royal Bank Of Canada raised their price target on shares of Datadog from $161.00 to $219.00 and gave the company an "outperform" rating in a report on Friday, May 8th. Rothschild & Co Redburn started coverage on shares of Datadog in a report on Thursday, April 23rd. They issued a "buy" rating and a $170.00 price target on the stock. Finally, Scotiabank raised their price target on shares of Datadog from $160.00 to $225.00 and gave the company an "outperform" rating in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Datadog has an average rating of "Moderate Buy" and a consensus target price of $212.19.
Check Out Our Latest Research Report on DDOG
Key Datadog News
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog’s recent earnings report was well received, with revenue up 32.1% year over year to $1.01 billion and EPS of $0.60 beating expectations. Management also issued stronger-than-expected guidance, reinforcing the view that AI-driven demand and enterprise software spending remain healthy. DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
- Positive Sentiment: Analyst sentiment remains constructive after earnings, with CICC Research raising its price target to $204 from $150 and other firms reiterating bullish views, suggesting Wall Street sees more upside in DDOG. MarketScreener
- Positive Sentiment: Several recent articles framed Datadog as a beneficiary of AI adoption rather than a victim of a SaaS slowdown, which is helping sentiment around the stock. Barchart
- Neutral Sentiment: Datadog announced upcoming presentations at two investor conferences, which keeps the company visible but does not materially change fundamentals by itself. Datadog to Present at Upcoming Investor Conference
- Negative Sentiment: Recent insider sales by directors and an executive, including Matthew Jacobson, Yanbing Li, Julie Richardson, and CRO Sean Michael Walters, may weigh on sentiment even though some of the trades were made under pre-arranged 10b5-1 plans. SEC filing
Hedge Funds Weigh In On Datadog
Hedge funds and other institutional investors have recently modified their holdings of the stock. PKO Investment Management Joint Stock Co purchased a new position in shares of Datadog in the 3rd quarter valued at approximately $1,709,000. Hartford Investment Management Co. purchased a new position in shares of Datadog in the 3rd quarter valued at approximately $2,689,000. IQ EQ FUND MANAGEMENT IRELAND Ltd raised its position in shares of Datadog by 134.5% in the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company's stock valued at $4,435,000 after purchasing an additional 17,860 shares during the last quarter. Vanguard Group Inc. raised its position in shares of Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company's stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its position in shares of Datadog by 71.3% in the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 170,310 shares of the company's stock valued at $24,288,000 after purchasing an additional 70,888 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other 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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