Datadog (NASDAQ:DDOG) CTO Alexis Le-Quoc Sells 53,912 Shares

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $227.02, for a total transaction of $12,239,102.24. Following the transaction, the chief technology officer owned 509,805 shares of the company’s stock, valued at $115,735,931.10. This represents a 9.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 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 shares were 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 stock was 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 shares were sold at an average price of $220.97, for a total transaction of $9,551,207.28.

Datadog Trading Up 2.6%

Shares of DDOG stock opened at $214.76 on Friday. The company’s fifty day simple moving average is $250.18 and its two-hundred day simple moving average is $193.14. The company has a debt-to-equity ratio of 0.23, a current ratio of 3.20 and a quick ratio of 3.20. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $292.72. The stock has a market capitalization of $77.12 billion, a price-to-earnings ratio of 438.29, a PEG ratio of 20.49 and a beta of 1.49.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.65 EPS for the quarter, topping analysts’ consensus estimates 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 revenue for the quarter was up 35.6% on a year-over-year basis. During the same period last year, the company earned $0.46 earnings per share. 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 anticipate that Datadog, Inc. will post 0.7 earnings per share for the current year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of DDOG. Brighton Jones LLC bought a new stake in Datadog during the fourth quarter valued at approximately $209,000. Bison Wealth LLC purchased a new stake in shares of Datadog during the 4th quarter valued at $228,000. Empowered Funds LLC raised its position in shares of Datadog by 7.0% during the 1st quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after buying an additional 672 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after acquiring an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC bought a new stake in shares of Datadog during the 2nd quarter worth $509,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Analyst Ratings Changes

DDOG has been the topic of several analyst reports. Benchmark reiterated a “buy” rating on shares of Datadog in a research report on Tuesday, July 28th. Jefferies Financial Group set a $260.00 price objective on shares of Datadog in a research report on Thursday, August 6th. Robert W. Baird set a $300.00 target price on shares of Datadog in a report on Friday, August 7th. Mizuho increased their target price on shares of Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 15th. Finally, Oppenheimer raised their price target on shares of Datadog from $220.00 to $300.00 and gave the company an “outperform” rating in a report on Monday, July 20th. One investment 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 issued a Sell rating to the company. According to data from MarketBeat, Datadog has an average rating of “Moderate Buy” and a consensus target price of $276.32.

Key Stories 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

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.