Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells $8,992,320.96 in Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 43,224 shares of Datadog stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $208.04, for a total transaction of $8,992,320.96. Following the sale, the chief technology officer owned 531,311 shares of the company’s stock, valued at approximately $110,533,940.44. This represents a 7.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 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, May 4th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The shares were sold at an average price of $144.93, for a total transaction of $6,247,352.58.
• On Wednesday, April 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $130.84, for a total transaction of $5,655,428.16.
• On Monday, April 6th, Alexis Le-Quoc sold 32,300 shares of Datadog stock. The shares were sold at an average price of $116.46, for a total transaction of $3,761,658.00.
• On Monday, March 23rd, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $127.75, for a total transaction of $4,141,399.50.
• On Tuesday, March 10th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $125.49, for a total transaction of $6,765,416.88.
• On Monday, March 2nd, Alexis Le-Quoc sold 53,541 shares of Datadog stock. The shares were sold at an average price of $110.54, for a total transaction of $5,918,422.14.

Datadog Stock Up 2.0%

Shares of NASDAQ DDOG opened at $222.32 on Friday. The stock has a market cap of $79.14 billion, a P/E ratio of 585.07, a P/E/G ratio of 40.86 and a beta of 1.30. The firm has a 50 day moving average price of $144.17 and a 200 day moving average price of $141.09. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $224.77.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s revenue for the quarter was up 32.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Analysts expect that Datadog, Inc. will post 0.61 EPS for the current year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Wedbush added Datadog to its AI 30 list, saying the stock is benefiting from the ongoing AI buildout and highlighting Datadog’s role in AI observability as a compelling theme. Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution
• Positive Sentiment: Several reports pointed to a bullish technical setup, including a “golden cross” where the 50-day moving average moved above the 200-day moving average, which traders often view as a momentum signal. Datadog (DDOG) Just Flashed Golden Cross Signal: Do You Buy?
• Positive Sentiment: Recent earnings also supported sentiment: Datadog beat estimates on both profit and revenue, with revenue up 32.1% year over year, and management issued guidance that suggests continued growth. 2 Software Stocks Turning AI Fears Into Fundamental Gains (DDOG)
• Neutral Sentiment: Datadog has also been a trending stock on investor websites, reflecting elevated attention rather than a clear new catalyst. Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock
• Negative Sentiment: One potential overhang is continued insider selling: Datadog CTO Alexis Le-Quoc sold shares under a pre-arranged trading plan, which can sometimes weigh on sentiment even when the sale is routine. Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,224 Shares of Stock

Analysts Set New Price Targets

A number of brokerages have weighed in on DDOG. Guggenheim lifted their price target on shares of Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Mizuho lifted their price target on shares of Datadog from $145.00 to $220.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Benchmark reaffirmed a “buy” rating on shares of Datadog in a research note on Thursday, May 7th. Canaccord Genuity Group set a $225.00 price target on shares of Datadog in a research note on Friday, May 8th. Finally, Citizens Jmp raised shares of Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 price target on the stock in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average target price of $213.98.

Institutional Trading of Datadog

A number of institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its position in shares of Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after purchasing an additional 9,748,738 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in shares of 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 worth $1,961,496,000 after purchasing an additional 956,993 shares in the last quarter. State Street Corp lifted its position in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after purchasing an additional 7,091,075 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of 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 in the last quarter. Finally, Janus Henderson Group PLC lifted its position in shares of 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 in the last quarter. Institutional investors own 78.29% of the company’s stock.

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.