Sean Michael Walters Sells 13,575 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) CRO Sean Walters sold 13,575 shares of Datadog stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $212.90, for a total value of $2,890,117.50. Following the sale, the executive directly owned 244,845 shares in the company, valued at $52,127,500.50. The trade was a 5.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Sean Michael Walters also recently made the following trade(s):

• On Thursday, June 11th, Sean Walters sold 11,876 shares of Datadog stock. The stock was sold at an average price of $231.02, for a total value of $2,743,593.52.

Datadog Price Performance

Datadog stock opened at $212.93 on Friday. The company has a debt-to-equity ratio of 0.23, a current ratio of 3.20 and a quick ratio of 3.20. The company has a market capitalization of $76.46 billion, a PE ratio of 434.56, a price-to-earnings-growth ratio of 20.85 and a beta of 1.49. Datadog, Inc. has a one year low of $98.01 and a one year high of $292.72. The business has a 50 day simple moving average of $249.65 and a 200 day simple moving average of $193.28.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, beating analysts’ consensus estimates of $0.58 by $0.07. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The firm had revenue of $1.12 billion for the quarter, compared to analysts’ expectations of $1.08 billion. During the same period in the prior year, the business posted $0.46 earnings per share. The business’s revenue was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. On average, sell-side analysts forecast that Datadog, Inc. will post 0.7 EPS for the current fiscal year.

Wall Street Analyst Weigh In

DDOG has been the subject of a number of recent analyst reports. CICC Research increased their target price on shares of Datadog from $150.00 to $204.00 in a research report on Monday, May 11th. Piper Sandler restated an “overweight” rating and issued a $275.00 price target (up from $230.00) on shares of Datadog in a research report on Wednesday, June 10th. Arete Research upped their price objective on shares of Datadog from $260.00 to $340.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Barclays raised their price objective on shares of Datadog from $260.00 to $290.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Finally, Robert W. Baird set a $300.00 target price on shares of Datadog in a research note on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and an average target price of $276.32.

Institutional Investors Weigh In On Datadog

Several hedge funds and other institutional investors have recently made changes to their positions in DDOG. California State Teachers Retirement System raised its position in shares of Datadog by 27,002.8% during the second quarter. California State Teachers Retirement System now owns 121,189,509 shares of the company’s stock worth $31,552,901,000 after acquiring an additional 120,742,361 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in Datadog by 7.1% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock valued at $1,961,496,000 after acquiring an additional 956,993 shares during the last quarter. State Street Corp boosted its holdings in Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the last quarter. Geode Capital Management LLC increased its position in Datadog by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after purchasing an additional 197,816 shares during the period. Finally, Janus Henderson Group PLC increased its position in Datadog by 22.8% in the first quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after purchasing an additional 1,439,082 shares during the period. 78.29% of the stock is owned by institutional investors and hedge funds.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

About Datadog

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.