Datadog (NASDAQ:DDOG) COO Sells $3,041,836.58 in Stock

Datadog, Inc. (NASDAQ:DDOG) COO Adam Blitzer sold 12,202 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $249.29, for a total value of $3,041,836.58. Following the completion of the sale, the chief operating officer directly owned 263,771 shares of the company’s stock, valued at $65,755,472.59. This represents a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Adam Blitzer also recently made the following trade(s):

• On Tuesday, June 2nd, Adam Blitzer sold 13,642 shares of Datadog stock. The stock was sold at an average price of $267.15, for a total value of $3,644,460.30.

Datadog Stock Performance

NASDAQ:DDOG traded down $6.73 during trading hours on Thursday, reaching $243.60. The stock had a trading volume of 6,970,327 shares, compared to its average volume of 5,998,771. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The stock has a 50 day simple moving average of $162.46 and a 200 day simple moving average of $144.24. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $278.70. The stock has a market cap of $86.71 billion, a P/E ratio of 641.07, a price-to-earnings-growth ratio of 28.82 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last released its 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 return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. During the same period last year, the business posted $0.46 earnings per share. The business’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, research analysts forecast that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog was highlighted as one of the most upgraded software stocks last month, reinforcing Wall Street optimism around its growth outlook and the broader rebound in software names tied to AI adoption. 3 Most Upgraded Stocks Last Month According to MarketBeat (DDOG)
• Positive Sentiment: Recent commentary said software stocks are rebounding as investors view AI as a growth catalyst, which supports Datadog’s positioning in AI workload monitoring and observability. DDOG, ORCL, MSFT emerge as top software stock picks as the sector rebounds: report
• Positive Sentiment: A Seeking Alpha piece argued Datadog is becoming “too important to ignore,” citing Q1 2026 revenue of $761.6 million, 25% year-over-year growth, and expanding customer adoption across multiple product lines. Datadog Is Becoming Too Important To Ignore
• Neutral Sentiment: Management presented at the Bank of America 2026 Global Technology Conference, but no major new catalyst was identified in the headline provided. Datadog, Inc. (DDOG) Presents at Bank of America 2026 Global Technology Conference Transcript
• Neutral Sentiment: Datadog attracted heavy investor search interest on Zacks, but the item did not add a specific new business or financial update. Investors Heavily Search Datadog, Inc. (DDOG): Here is What You Need to Know
• Negative Sentiment: CTO Alexis Le-Quoc sold 53,912 shares and then another 21,506 shares in separate transactions, which can weigh on sentiment even though both sales were made under a pre-arranged 10b5-1 plan and for tax withholding tied to equity vesting. SEC insider filing

Institutional Investors Weigh In On Datadog

Several large investors have recently added to or reduced their stakes in DDOG. Rothschild Investment LLC boosted its stake in Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares during the period. Physician Wealth Advisors Inc. lifted its stake in Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after purchasing an additional 145 shares during the last quarter. Westside Investment Management Inc. lifted its stake in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares during the last quarter. JPL Wealth Management LLC bought a new stake in Datadog during the third quarter worth about $27,000. Finally, CoreCap Advisors LLC lifted its stake in Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after purchasing an additional 190 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Capital One Financial cut their price target on Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a report on Thursday, April 16th. TD Cowen raised their price target on Datadog from $190.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Sanford C. Bernstein raised their price target on Datadog from $167.00 to $180.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. BTIG Research raised their price target on Datadog from $212.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Finally, UBS Group raised their price target on Datadog from $195.00 to $220.00 and gave the stock a “buy” rating in a report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $219.69.

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.