Datadog (NASDAQ:DDOG) CTO Alexis Le-Quoc Sells 32,418 Shares of Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 32,418 shares of the business’s stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $140.99, for a total value of $4,570,613.82. Following the transaction, the chief technology officer owned 301,458 shares in the company, valued at $42,502,563.42. The trade was a 9.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

Alexis Le-Quoc also recently made the following trade(s):

• On Monday, January 5th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The shares were sold at an average price of $133.93, for a total value of $5,773,186.58.
• On Monday, December 29th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $137.85, for a total value of $4,468,821.30.
• On Monday, December 8th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $154.05, for a total value of $8,305,143.60.
• On Tuesday, December 2nd, Alexis Le-Quoc sold 13,765 shares of Datadog stock. The shares were sold at an average price of $158.60, for a total value of $2,183,129.00.
• On Monday, November 24th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $158.49, for a total transaction of $6,850,571.76.
• On Tuesday, November 11th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $197.99, for a total transaction of $10,674,036.88.

Datadog Stock Performance

Shares of DDOG opened at $129.32 on Friday. The company has a quick ratio of 3.66, a current ratio of 3.66 and a debt-to-equity ratio of 0.29. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The company has a 50-day simple moving average of $139.51 and a 200-day simple moving average of $145.34. The company has a market capitalization of $45.35 billion, a PE ratio of 417.16, a P/E/G ratio of 22.87 and a beta of 1.26.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, November 6th. The company reported $0.55 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.10. Datadog had a net margin of 3.32% and a return on equity of 4.14%. The company had revenue of $885.65 million for the quarter, compared to analyst estimates of $852.77 million. During the same period in the prior year, the business posted $0.46 earnings per share. The firm’s revenue for the quarter was up 28.4% compared to the same quarter last year. Datadog has set its FY 2025 guidance at 2.000-2.020 EPS and its Q4 2025 guidance at 0.54-0.56 EPS. Equities research analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several analysts have weighed in on the company. Royal Bank Of Canada lowered their target price on Datadog from $216.00 to $175.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Rosenblatt Securities cut their price target on Datadog from $200.00 to $185.00 and set a “buy” rating for the company in a research note on Friday. Wall Street Zen cut shares of Datadog from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Mizuho dropped their target price on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. Finally, The Goldman Sachs Group began coverage on shares of Datadog in a research report on Monday, January 12th. They set a “sell” rating and a $113.00 target price for the company. Thirty-five research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $190.38.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $180 price target, arguing Datadog prefers organic growth over large acquisitions (which reduces M&A risk and keeps focus on core SaaS expansion). This endorsement from a major shop supports investor confidence. Datadog (DDOG) Prefers Organic Growth Over Large Acquisitions, Says Bernstein
• Positive Sentiment: Customer win: THE ICONIC chose Datadog to boost platform reliability, a tangible proof point for recurring revenue/expansion potential and enterprise adoption. Such logos help sales momentum and retention narratives. THE ICONIC boosts platform reliability with Datadog
• Neutral Sentiment: Analyst consensus remains modestly positive — databases show a “Moderate Buy” consensus, keeping general sentiment tilted toward accumulation but not unanimous conviction. Datadog Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Coverage pieces and strategy discussion (including notes about Datadog’s evolving AI platform) are highlighting potential product-led upside, but these are thematic and longer?term drivers rather than immediate catalysts. Are Bullish DDOG Notes Revealing a Deeper Shift in Datadog’s AI Platform Strategy?
• Negative Sentiment: Insider selling: CTO Alexis Le?Quoc sold 32,418 shares (~$4.57M) and trimmed his holding ~9.7%. Insider sales can spook investors even though the exec retains a large stake. SEC Form 4 — Alexis Le?Quoc
• Negative Sentiment: Price?target cuts: Rosenblatt trimmed its PT from $200 to $185 (still a buy) and BMO cut from $215 to $170 — these downgrades reduce near?term upside expectations and can pressure momentum. Rosenblatt PT cut BMO PT cut
• Negative Sentiment: Scotiabank published a pessimistic forecast for DDOG, adding a naysayer view that could weigh on sentiment if echoed by other shops. Scotiabank Issues Pessimistic Forecast for Datadog

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Callan Family Office LLC lifted its holdings in Datadog by 145.6% during the 2nd quarter. Callan Family Office LLC now owns 22,680 shares of the company’s stock worth $3,047,000 after buying an additional 13,445 shares during the last quarter. PKO Investment Management Joint Stock Co bought a new stake in shares of Datadog in the 3rd quarter valued at approximately $1,709,000. Munro Partners acquired a new stake in shares of Datadog during the 3rd quarter valued at approximately $7,120,000. Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in Datadog by 37.9% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock worth $15,555,000 after purchasing an additional 30,008 shares during the last quarter. Finally, Yousif Capital Management LLC lifted its stake in Datadog by 869.3% during the third quarter. Yousif Capital Management LLC now owns 36,777 shares of the company’s stock worth $5,237,000 after purchasing an additional 32,983 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

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.