Key Points
- Datadog insider Yanbing Li sold 11,070 shares on June 2 at an average price of $267.15, totaling about $2.96 million. The filing says the sale was to cover tax withholding tied to vested equity awards.
- Li has also sold shares recently before this transaction, including 19,834 shares on May 8 for about $3.91 million, adding to the recent insider selling trend at Datadog.
- Despite the insider sale, Datadog’s fundamentals and sentiment remain solid: the company beat quarterly EPS and revenue estimates, raised guidance, and has received multiple analyst price-target hikes with a consensus rating of “Moderate Buy.”
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) General Counsel Kerry Acocella sold 7,252 shares of the firm's stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $267.15, for a total transaction of $1,937,371.80. Following the sale, the general counsel owned 133,237 shares in the company, valued at approximately $35,594,264.55. The trade was a 5.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Kerry Acocella also recently made the following trade(s):
- On Tuesday, May 5th, Kerry Acocella sold 13,857 shares of Datadog stock. The stock was sold at an average price of $150.00, for a total transaction of $2,078,550.00.
Datadog Price Performance
NASDAQ DDOG opened at $243.60 on Friday. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70. The stock has a market cap of $86.71 billion, a price-to-earnings ratio of 641.07, a PEG ratio of 26.80 and a beta of 1.56. The company's 50 day moving average is $164.88 and its two-hundred day moving average is $144.65. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25.
Datadog (NASDAQ:DDOG - Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping analysts' consensus estimates 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 quarter last year, the business earned $0.46 EPS. The firm's revenue was up 32.1% compared to the same quarter last year. 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 anticipate that Datadog, Inc. will post 0.61 earnings per share for the current year.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently modified their holdings of the business. Rothschild Investment LLC grew its holdings in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company's stock valued at $25,000 after purchasing an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. grew its holdings in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock valued at $27,000 after purchasing an additional 145 shares in the last quarter. Westside Investment Management Inc. grew its holdings in shares of Datadog by 74.3% in 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 in the third quarter valued at $27,000. Finally, CoreCap Advisors LLC grew its holdings in shares of Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company's stock valued at $28,000 after purchasing an additional 190 shares in the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog has been highlighted among the most upgraded software stocks, suggesting analysts remain constructive on its growth outlook and the broader AI-driven rebound in software. 3 Most Upgraded Stocks Last Month According to MarketBeat (DDOG)
- Positive Sentiment: Investor and industry coverage continues to frame Datadog as a beneficiary of renewed demand for AI-related software, which may be helping sentiment around the stock. DDOG, ORCL, MSFT emerge as top software stock picks as the sector rebounds: report
- Neutral Sentiment: Datadog’s recent conference appearance may have reinforced its story, but no major new catalyst was identified in the provided headline. Datadog, Inc. (DDOG) Presents at Bank of America 2026 Global Technology Conference Transcript
- Neutral Sentiment: Datadog also drew heavy search interest from investors, but the article itself did not add a clear new fundamental catalyst. Investors Heavily Search Datadog, Inc. (DDOG): Here is What You Need to Know
- Negative Sentiment: Several Datadog executives, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella, disclosed stock sales in recent filings. Most were tied to 10b5-1 plans or tax withholding on equity vesting, but the wave of insider selling can still weigh on sentiment. SEC insider filing
Analysts Set New Price Targets
A number of equities research analysts have issued reports on DDOG shares. Canaccord Genuity Group set a $225.00 price objective on shares of Datadog in a report on Friday, May 8th. Wolfe Research cut their price objective on shares of Datadog from $185.00 to $160.00 and set an "outperform" rating for the company in a report on Tuesday, February 10th. Wedbush increased their price objective on shares of Datadog from $190.00 to $220.00 and gave the company an "outperform" rating in a report on Thursday, May 7th. Rothschild & Co Redburn started coverage on shares of Datadog in a report on Thursday, April 23rd. They set a "buy" rating and a $170.00 price objective for the company. Finally, Bank of America increased their price objective on shares of Datadog from $225.00 to $260.00 in a report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Datadog currently has an average rating of "Moderate Buy" and a consensus price target of $219.69.
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About Datadog
(
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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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