Datadog (NASDAQ:DDOG) CRO Sells $287,100.00 in Stock

Datadog, Inc. (NASDAQ:DDOG) CRO Sean Michael Walters sold 1,914 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $150.00, for a total value of $287,100.00. Following the completion of the sale, the executive directly owned 291,267 shares of the company’s stock, valued at approximately $43,690,050. This represents a 0.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Wednesday, March 11th, Sean Michael Walters sold 22,330 shares of Datadog stock. The shares were sold at an average price of $125.68, for a total transaction of $2,806,434.40.

Datadog Stock Performance

Shares of Datadog stock opened at $200.16 on Friday. The company has a 50 day moving average price of $124.41 and a 200 day moving average price of $136.98. The firm has a market capitalization of $70.57 billion, a P/E ratio of 526.75, a PEG ratio of 72.45 and a beta of 1.30. The company has a quick ratio of 3.38, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the previous year, the firm earned $0.46 EPS. Datadog’s revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Sell-side analysts expect that Datadog, Inc. will post 0.32 EPS for the current year.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Cantor Fitzgerald reduced their target price on Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. KeyCorp boosted their price target on Datadog from $155.00 to $225.00 and gave the company an “overweight” rating in a research note on Friday. UBS Group increased their price objective on Datadog from $195.00 to $220.00 and gave the company a “buy” rating in a report on Friday. Rothschild & Co Redburn started coverage on Datadog in a research note on Thursday, April 23rd. They issued a “buy” rating and a $170.00 price objective for the company. Finally, Bank of America decreased their target price on Datadog from $215.00 to $170.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $211.76.

Institutional Investors Weigh In On Datadog

Several hedge funds and other institutional investors have recently added to or reduced their stakes in DDOG. PNC Financial Services Group Inc. raised its stake in shares of Datadog by 36.6% during the 1st quarter. PNC Financial Services Group Inc. now owns 56,704 shares of the company’s stock valued at $6,694,000 after buying an additional 15,186 shares during the last quarter. Andra AP fonden boosted its stake in shares of Datadog by 43.3% in the first quarter. Andra AP fonden now owns 56,962 shares of the company’s stock worth $6,724,000 after buying an additional 17,200 shares during the last quarter. Amova Asset Management Americas Inc. grew its holdings in Datadog by 15.0% during the first quarter. Amova Asset Management Americas Inc. now owns 140,788 shares of the company’s stock worth $16,616,000 after acquiring an additional 18,322 shares during the period. Earned Wealth Advisors LLC grew its holdings in Datadog by 52.2% during the first quarter. Earned Wealth Advisors LLC now owns 7,473 shares of the company’s stock worth $882,000 after acquiring an additional 2,563 shares during the period. Finally, Meeder Advisory Services Inc. raised its position in Datadog by 1.7% during the first quarter. Meeder Advisory Services Inc. now owns 7,473 shares of the company’s stock valued at $882,000 after acquiring an additional 128 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.