Insider Selling: Datadog (NASDAQ:DDOG) Director Sells 52,832 Shares of Stock

Datadog, Inc. (NASDAQ:DDOG) Director Matthew Jacobson sold 52,832 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $189.28, for a total transaction of $10,000,040.96. Following the transaction, the director owned 622,726 shares in the company, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Datadog Stock Performance

Shares of Datadog stock traded down $2.38 on Tuesday, reaching $199.94. 4,656,763 shares of the stock were exchanged, compared to its average volume of 5,933,751. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $203.58. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The business has a fifty day moving average price of $127.92 and a two-hundred day moving average price of $137.61. The firm has a market capitalization of $70.49 billion, a PE ratio of 526.17, a PEG ratio of 72.45 and a beta of 1.30.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same period in the previous year, the business posted $0.46 earnings per share. The business’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. As a group, research analysts anticipate that Datadog, Inc. will post 0.32 earnings per share for the current fiscal year.

Trending Headlines about 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

Analyst Ratings Changes

Several analysts recently commented on DDOG shares. Rosenblatt Securities raised their price objective on shares of Datadog from $178.00 to $220.00 and gave the company a “buy” rating in a research note on Friday. BNP Paribas Exane reduced their price objective on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research note on Thursday, January 15th. Monness Crespi & Hardt raised their price objective on shares of Datadog from $255.00 to $270.00 in a research note on Thursday, May 7th. Robert W. Baird set a $210.00 price objective on shares of Datadog in a research note on Friday. Finally, Mizuho raised their price objective on shares of Datadog from $145.00 to $220.00 and gave the company an “outperform” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $212.19.

Hedge Funds Weigh In On Datadog

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. CacheTech Inc. raised its position in Datadog by 37.1% during the first quarter. CacheTech Inc. now owns 29,154 shares of the company’s stock worth $3,442,000 after acquiring an additional 7,889 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd raised its position in Datadog by 24.0% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 310,000 shares of the company’s stock worth $36,596,000 after acquiring an additional 60,000 shares during the last quarter. PNC Financial Services Group Inc. raised its position in Datadog by 36.6% during the first quarter. PNC Financial Services Group Inc. now owns 56,704 shares of the company’s stock worth $6,694,000 after acquiring an additional 15,186 shares during the last quarter. Andra AP fonden raised its position in Datadog by 43.3% during the first quarter. Andra AP fonden now owns 56,962 shares of the company’s stock worth $6,724,000 after acquiring an additional 17,200 shares during the last quarter. Finally, Amova Asset Management Americas Inc. raised its position 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 last quarter. Institutional investors and hedge funds 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.