Key Points
- Datadog CTO Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million at an average price of $227.02, reducing his ownership by 9.56%. The transaction was made under a pre-arranged Rule 10b5-1 trading plan.
- Datadog reported strong quarterly results, with revenue rising 35.6% year over year to $1.12 billion and EPS of $0.65, exceeding analyst expectations. The company also issued fiscal 2026 guidance.
- Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $276.32, but the stock’s elevated valuation and recent volatility remain significant risks.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CTO Alexis Le-Quoc sold 53,912 shares of the company's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $227.02, for a total value of $12,239,102.24. Following the completion of the transaction, the chief technology officer owned 509,805 shares of the company's stock, valued at $115,735,931.10. The trade was a 9.56% decrease in their ownership of the stock. The transaction was disclosed in a filing 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, August 24th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $228.63, for a total value of $9,882,303.12.
- On Monday, August 10th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $253.36, for a total value of $13,659,144.32.
- On Monday, July 20th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $265.23, for a total value of $11,464,301.52.
- On Wednesday, July 8th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $257.24, for a total transaction of $13,868,322.88.
- On Monday, June 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $220.97, for a total transaction of $9,551,207.28.
Datadog Trading Up 2.6%
DDOG stock opened at $214.76 on Friday. The company has a market capitalization of $77.12 billion, a PE ratio of 438.29, a price-to-earnings-growth ratio of 20.49 and a beta of 1.49. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20. Datadog, Inc. has a one year low of $98.01 and a one year high of $292.72. The company's 50 day moving average price is $250.18 and its two-hundred day moving average price is $193.14.
Datadog (NASDAQ:DDOG - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The company had revenue of $1.12 billion during the quarter, compared to analysts' expectations of $1.08 billion. During the same quarter in the prior year, the company earned $0.46 EPS. The firm's revenue was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, analysts predict that Datadog, Inc. will post 0.7 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
DDOG has been the topic of a number of recent research reports. Bank of America raised their price objective on Datadog from $260.00 to $280.00 and gave the company a "buy" rating in a research note on Monday, June 8th. Citigroup increased their target price on Datadog from $300.00 to $305.00 and gave the company a "buy" rating in a report on Friday, August 7th. Wall Street Zen upgraded Datadog from a "hold" rating to a "buy" rating in a research report on Saturday, May 16th. Wolfe Research reaffirmed an "outperform" rating and issued a $295.00 price target on shares of Datadog in a research note on Thursday, June 11th. Finally, CICC Research lifted their price target on Datadog from $150.00 to $204.00 in a research note on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Datadog has a consensus rating of "Moderate Buy" and an average target price of $276.32.
Check Out Our Latest Stock Analysis on DDOG
Hedge Funds Weigh In On Datadog
Several hedge funds and other institutional investors have recently modified their holdings of DDOG. JPL Wealth Management LLC bought a new stake in shares of Datadog in the third quarter worth about $27,000. EMC Capital Management bought a new position in Datadog during the 2nd quarter valued at approximately $28,000. Cornerstone Financial Management LLC lifted its holdings in Datadog by 54.9% in the 2nd quarter. Cornerstone Financial Management LLC now owns 127 shares of the company's stock worth $33,000 after buying an additional 45 shares during the period. Rothschild Investment LLC lifted its holdings in Datadog by 52.5% in the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company's stock worth $37,000 after buying an additional 94 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC lifted its holdings in Datadog by 341.7% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company's stock worth $38,000 after buying an additional 246 shares during the period. 78.29% of the stock is owned by institutional investors.
Key Headlines Impacting Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Snowflake earnings lifted cloud-software sentiment. Snowflake’s better-than-expected results and outlook encouraged investors to expect continued spending on data infrastructure, observability and AI tools—areas that could benefit Datadog. Datadog Stock Climbs Following Snowflake Earnings
- Positive Sentiment: Growth-stock characteristics remain supportive. Zacks highlighted Datadog’s AI momentum, customer expansion and raised guidance as reasons to maintain a constructive view. The company’s latest quarter showed revenue growth of 35.6% year over year, with earnings and revenue exceeding consensus estimates. Reasons to Hold Datadog Stock
- Neutral Sentiment: Analyst-style growth commentary is supportive but not a new company catalyst. A separate Zacks article rated Datadog favorably as a growth stock, though investors must weigh that view against the shares’ elevated valuation, including a very high price-to-earnings ratio. Why Datadog Is a Strong Growth Stock
- Negative Sentiment: CTO insider selling creates a modest overhang. Chief Technology Officer Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million, reducing his direct ownership by 9.56%. Because the transaction was conducted under a pre-arranged Rule 10b5-1 plan, it is less clearly a discretionary signal about Datadog’s outlook. SEC Insider Trading Filing
- Negative Sentiment: Valuation and recent volatility remain risks. Datadog had fallen substantially over the prior month amid a software-sector selloff, and its premium valuation makes the stock sensitive to changes in growth expectations and interest rates. Datadog Recent Selloff Analysis
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.
Featured Articles
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].
