Datadog (NASDAQ:DDOG) CTO Alexis Le-Quoc Sells 43,106 Shares

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 43,106 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $126.79, for a total transaction of $5,465,409.74. Following the completion of the transaction, the chief technology officer directly owned 490,798 shares in the company, valued at $62,228,278.42. This represents a 8.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.

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

• On Wednesday, January 28th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $140.99, for a total value of $4,570,613.82.
• 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 transaction 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 transaction 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 transaction of $2,183,129.00.
• On Monday, November 24th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $158.49, for a total transaction of $6,850,571.76.

Datadog Price Performance

NASDAQ:DDOG traded down $0.93 during mid-day trading on Friday, hitting $125.20. The company’s stock had a trading volume of 6,338,086 shares, compared to its average volume of 6,719,347. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two week high of $201.69. The company has a current ratio of 3.38, a quick ratio of 3.66 and a debt-to-equity ratio of 0.26. The stock has a fifty day moving average of $132.76 and a 200-day moving average of $143.82. The company has a market capitalization of $43.90 billion, a price-to-earnings ratio of 403.87, a P/E/G ratio of 22.75 and a beta of 1.27.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to analysts’ expectations of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. Datadog’s revenue was up 29.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, equities analysts forecast that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog posted a Q4 beat (revenue up ~29% YoY; EPS topped estimates) and issued optimistic AI?driven guidance for 2026, which underpinned recent strong gains and investor enthusiasm. Datadog (DDOG) Valuation Check After Strong Q4 Earnings Beat And Optimistic AI Driven Guidance
• Positive Sentiment: Analyst commentary arguing that AI fears are overstated and that Datadog is integrating AI into its monitoring/security stack supports the long?term case for recurring revenue growth. Datadog: AI Isn’t The Main Problem
• Positive Sentiment: Scotiabank’s research shows a bullish longer?range view (FY2027 EPS raised to $0.74) and a Sector Outperform stance with a $160 target, signaling some sell?side confidence beyond 2026. MarketBeat DDOG page (Scotiabank note)
• Neutral Sentiment: Short?interest data reported for February appears anomalous (0 shares / NaN), so it’s not a reliable signal for short pressure or covering activity today.
• Negative Sentiment: Several brokers trimmed price targets (Needham to $155, BTIG to $170, Wolfe to $160), which can trigger selling or damp enthusiasm despite the beat. Needham Cuts Datadog Price Target to $155
• Negative Sentiment: BTIG’s and Wolfe’s target cuts reinforce caution among some sell?side desks even after the beat. BTIG Cuts Datadog Price Target to $170 Wolfe Research Cuts Datadog Price Target to $160
• Negative Sentiment: Several analyst pieces caution that, despite the Q4 beat, slowing 2026 growth, rising costs and Datadog’s premium valuation (P/E well above peers) justify caution—these narratives can pressure the stock after the initial rally. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
• Negative Sentiment: Comparative analyst coverage highlights peers (e.g., MongoDB) as potentially better plays for AI/cloud exposure, which may divert capital away from DDOG. MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the business. Westside Investment Management Inc. grew its stake in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares in the last quarter. Rothschild Investment LLC boosted its holdings in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after acquiring an additional 100 shares in the last quarter. Tripletail Wealth Management LLC bought a new position in shares of Datadog in the 3rd quarter worth approximately $28,000. Physician Wealth Advisors Inc. lifted its position in Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares during the period. Finally, JPL Wealth Management LLC bought a new stake in shares of Datadog in the 3rd quarter worth approximately $27,000. 78.29% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Barclays lowered their target price on Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a research note on Wednesday. BTIG Research cut their target price on shares of Datadog from $221.00 to $170.00 and set a “buy” rating on the stock in a research report on Tuesday. Guggenheim set a $105.00 target price on shares of Datadog in a research note on Thursday, November 6th. Citigroup lowered their price target on shares of Datadog from $200.00 to $175.00 and set a “buy” rating for the company in a report on Friday, January 16th. Finally, Bank of America raised their price objective on Datadog from $180.00 to $215.00 and gave the company a “buy” rating in a report on Friday, November 7th. Thirty-seven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $179.50.

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.