Key Points
- Datadog CTO Alexis Le-Quoc sold 43,224 shares for approximately $10.9 million at an average price of $252.17 under a pre-arranged Rule 10b5-1 trading plan, reducing his direct holdings by 8.14% to 488,033 shares.
- Datadog reported strong quarterly results, with revenue of $1.12 billion, up 35.6% year over year, and adjusted earnings of $0.65 per share—beating analyst expectations.
- Investor sentiment remains favorable, with analysts assigning a “Moderate Buy” consensus rating and an average price target of $276.66, although the stock’s elevated valuation—a P/E ratio above 547—creates downside sensitivity.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CTO Alexis Le-Quoc sold 43,224 shares of the stock in a transaction that occurred on Wednesday, September 23rd. The shares were sold at an average price of $252.17, for a total transaction of $10,899,796.08. Following the sale, the chief technology officer directly owned 488,033 shares of the company's stock, valued at $123,067,281.61. This represents a 8.14% decrease in their position. The transaction 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 Wednesday, September 2nd, Alexis Le-Quoc sold 21,772 shares of Datadog stock. The stock was sold at an average price of $212.90, for a total transaction of $4,635,258.80.
- On Tuesday, September 1st, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $227.02, for a total transaction of $12,239,102.24.
- On Monday, August 24th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $228.63, for a total transaction 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 transaction 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 transaction 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.
Datadog Stock Performance
Shares of DDOG opened at $268.13 on Friday. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23. The stock has a market capitalization of $96.28 billion, a P/E ratio of 547.22, a price-to-earnings-growth ratio of 25.07 and a beta of 1.49. The firm's fifty day simple moving average is $241.79 and its two-hundred day simple moving average is $205.70. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $292.72.
Datadog (NASDAQ:DDOG - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, topping the consensus estimate of $0.58 by $0.07. The firm had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The business's quarterly revenue was up 35.6% on a year-over-year basis. During the same period last year, the company posted $0.46 EPS. 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 EPS for the current year.
Wall Street Analyst Weigh In
A number of equities research analysts have weighed in on the company. Morgan Stanley lifted their target price on Datadog from $225.00 to $300.00 and gave the stock an "overweight" rating in a report on Tuesday, July 28th. TD Cowen raised their price objective on shares of Datadog from $260.00 to $300.00 and gave the stock a "buy" rating in a research report on Wednesday, July 22nd. Guggenheim raised their price objective on shares of Datadog from $225.00 to $300.00 and gave the stock a "buy" rating in a research report on Wednesday, July 22nd. Royal Bank Of Canada reiterated an "outperform" rating and issued a $280.00 price objective on shares of Datadog in a research note on Thursday, July 16th. Finally, Canaccord Genuity Group boosted their target price on shares of Datadog from $250.00 to $295.00 and gave the company a "buy" rating in a research report on Tuesday, August 4th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $276.66.
Get Our Latest Stock Analysis on DDOG
Key Headlines Impacting Datadog
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: AI demand is supporting renewed investor interest. Datadog’s observability platform is benefiting from rising demand to monitor AI applications and infrastructure. Recent gains have significantly outpaced many software peers, helping bring the stock back into focus. Datadog Rallies on AI Demand
- Positive Sentiment: Global expansion could broaden Datadog’s growth opportunity. Increasing adoption across Europe, the Middle East and Africa, as well as Asia-Pacific, may drive additional recurring subscription revenue and improve platform penetration. Datadog’s Global Expansion Accelerates
- Positive Sentiment: New AI-focused products add to the bullish narrative. Datadog introduced Journey Monitoring and Bits Testing, designed to apply AI across the user journey and software-testing process. These offerings could increase customer use of Datadog’s broader platform. Datadog Brings AI to the User Journey
- Positive Sentiment: Datadog is showing notable relative strength. The stock advanced toward its 52-week high while several software companies, including Oracle and Cloudflare, weakened. This company-specific performance suggests continued momentum and investor preference for Datadog’s growth profile. Datadog Climbs Toward Its 52-Week High
- Neutral Sentiment: Investor attention and momentum are elevated. Datadog is among the most-watched stocks on Zacks, while recent performance has been strong. However, heightened attention can increase volatility and does not necessarily indicate a change in fundamentals. Datadog Is a Trending Stock
- Negative Sentiment: Valuation and insider selling temper the outlook. Datadog trades at a very high earnings multiple after its rally, leaving the stock sensitive to any slowdown in growth. Separately, Chief Technology Officer Alexis Le-Quoc sold approximately $10.9 million of shares under a pre-arranged Rule 10b5-1 plan, reducing his position by 8.14%. SEC Insider Trading Filing
Institutional Investors Weigh In On Datadog
Institutional investors have recently bought and sold shares of the stock. EMC Capital Management purchased a new stake in Datadog in the 2nd quarter valued at $28,000. Cornerstone Financial Management LLC boosted its holdings in Datadog by 54.9% during the 2nd quarter. Cornerstone Financial Management LLC now owns 127 shares of the company's stock worth $33,000 after acquiring an additional 45 shares during the last quarter. Rothschild Investment LLC grew its stake in shares of Datadog by 52.5% in the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company's stock worth $37,000 after acquiring an additional 94 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC grew its stake in shares of 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 acquiring an additional 246 shares in the last quarter. Finally, Elevation Wealth Partners LLC grew its stake in shares of Datadog by 2,700.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 168 shares of the company's stock worth $44,000 after acquiring an additional 162 shares in the last quarter. Institutional investors own 78.29% of the company's stock.
Datadog Company Profile
(
Get Free Report)
Datadog, Inc (NASDAQ:DDOG) is a cloud-based software company that provides monitoring, observability, security and analytics tools for modern applications and information technology environments. Its platform helps organizations collect, correlate and analyze data from servers, databases, applications, containers, networks and cloud services in a unified environment.
The company's products include infrastructure monitoring, application performance monitoring, log management, real user and synthetic monitoring, database monitoring, cloud security, software delivery tools, incident management and cloud cost management.
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