Insider Selling: Datadog (NASDAQ:DDOG) Insider Sells 19,834 Shares of Stock

Datadog, Inc. (NASDAQ:DDOG) insider Yanbing Li sold 19,834 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $197.35, for a total transaction of $3,914,239.90. Following the sale, the insider directly owned 285,283 shares of the company’s stock, valued at approximately $56,300,600.05. The trade was a 6.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink.

Datadog Price Performance

Shares of NASDAQ DDOG traded down $2.38 during mid-day trading on Tuesday, hitting $199.94. 4,656,763 shares of the stock were exchanged, compared to its average volume of 5,933,751. The company has a market cap of $70.49 billion, a P/E ratio of 526.17, a PEG ratio of 72.45 and a beta of 1.30. The stock’s fifty day simple moving average is $127.92 and its two-hundred day simple moving average is $137.61. 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 twelve month low of $98.01 and a twelve month high of $203.58.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data 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. The company had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The company’s revenue was up 32.1% on a year-over-year basis. During the same quarter last year, the business posted $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. As a group, analysts forecast that Datadog, Inc. will post 0.32 EPS for the current fiscal year.

Analysts Set New Price Targets

DDOG has been the subject of a number of research reports. Wall Street Zen lowered shares of Datadog from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Rosenblatt Securities raised their price target on shares of Datadog from $178.00 to $220.00 and gave the company a “buy” rating in a report on Friday. Stifel Nicolaus set a $305.00 price target on shares of Datadog in a report on Thursday. Robert W. Baird set a $210.00 price target on shares of Datadog in a report on Friday. Finally, CICC Research raised their price target on shares of Datadog from $150.00 to $204.00 in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $212.19.

Hedge Funds Weigh In On Datadog

A number of hedge funds and other institutional investors have recently made changes to their positions in DDOG. Brighton Jones LLC bought a new position in shares of Datadog during the fourth quarter worth $209,000. Bison Wealth LLC bought a new position in shares of Datadog during the fourth quarter worth $228,000. Empowered Funds LLC boosted its position in shares of Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after purchasing an additional 672 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in shares of Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after purchasing an additional 115 shares in the last quarter. Finally, Sivia Capital Partners LLC bought a new position in shares of Datadog during the second quarter worth $509,000. 78.29% of the stock is owned by institutional investors.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s Q1 results were well ahead of expectations, with revenue up 32% year over year and earnings beating estimates; management also issued upbeat forward guidance, reinforcing the view that AI adoption and product expansion are driving growth. Yahoo Finance
• Positive Sentiment: Several analysts turned more constructive after earnings, including CICC Research, which raised its price target on DDOG to $204 from $150, and other firms that reiterated or boosted bullish ratings and targets. MarketScreener
• Positive Sentiment: Commentary around Datadog’s results suggests enterprise software demand remains healthy and that fears of an “AI/SaaS apocalypse” may have been overdone, which is helping sentiment around the stock. Seeking Alpha
• Positive Sentiment: A Barron’s-style debate in the broader market is questioning whether the AI rally has become too broad, but Datadog is being viewed by some investors as a core AI beneficiary rather than just an AI-adjacent name. 247WallSt
• Neutral Sentiment: Datadog is attracting heavy investor attention and screen-time, which can support trading volume, but this is not a direct fundamental catalyst. Zacks
• Negative Sentiment: Insider selling by Director Julie Richardson and CRO Sean Michael Walters may weigh on sentiment, even though both sales were made under pre-arranged 10b5-1 plans and appear routine. SEC filing

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.