Kerry Acocella Sells 7,343 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) General Counsel Kerry Acocella sold 7,343 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $212.90, for a total value of $1,563,324.70. Following the transaction, the general counsel owned 120,523 shares of the company’s stock, valued at $25,659,346.70. This trade represents a 5.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 Monday, June 15th, Kerry Acocella sold 5,371 shares of Datadog stock. The stock was sold at an average price of $233.91, for a total transaction of $1,256,330.61.

Datadog Stock Down 0.9%

Shares of NASDAQ:DDOG opened at $212.93 on Friday. The firm 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 1 year low of $98.01 and a 1 year high of $292.72. 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 firm’s 50-day moving average is $249.65 and its two-hundred day moving average is $193.28.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating the consensus estimate of $0.58 by $0.07. The business had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same quarter last year, the firm posted $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. Analysts predict that Datadog, Inc. will post 0.7 EPS for the current year.

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

Analysts Set New Price Targets

DDOG has been the subject of several research reports. New Street Research set a $260.00 price target on shares of Datadog in a research note on Thursday, June 11th. Oppenheimer increased their price objective on Datadog from $220.00 to $300.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Sanford C. Bernstein lowered Datadog from an “outperform” rating to a “market perform” rating and lifted their target price for the company from $180.00 to $226.00 in a report on Monday, July 6th. Bank of America boosted their target price on Datadog from $260.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Finally, Daiwa Securities Group upped their price target on Datadog from $190.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday, May 13th. One research 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. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $276.32.

Hedge Funds Weigh In On Datadog

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. JPL Wealth Management LLC purchased a new position in Datadog in the third quarter valued at approximately $27,000. EMC Capital Management purchased a new stake in shares of Datadog during the 2nd quarter worth approximately $28,000. Cornerstone Financial Management LLC lifted its position in shares of 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 buying an additional 45 shares during the last quarter. Rothschild Investment LLC boosted its holdings in shares of Datadog by 52.5% in the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after buying an additional 94 shares in the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC boosted its holdings 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 valued at $38,000 after buying an additional 246 shares in the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

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.