Matthew Jacobson Sells 39,912 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) Director Matthew Jacobson sold 39,912 shares of the business’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $250.55, for a total transaction of $9,999,951.60. Following the completion of the transaction, the director owned 544,220 shares in the company, valued at approximately $136,354,321. The trade was a 6.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Matthew Jacobson also recently made the following trade(s):

• On Friday, August 14th, Matthew Jacobson sold 19,512 shares of Datadog stock. The shares were sold at an average price of $256.25, for a total value of $4,999,950.00.

Datadog Trading Down 0.5%

Shares of DDOG stock opened at $246.00 on Wednesday. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $292.72. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20. The stock has a 50 day simple moving average of $249.61 and a two-hundred day simple moving average of $184.12. The company has a market cap of $88.33 billion, a P/E ratio of 502.05, a PEG ratio of 26.87 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.65 EPS for the quarter, topping the consensus estimate of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The company had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter last year, the firm posted $0.46 EPS. The company’s quarterly revenue was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Research analysts forecast that Datadog, Inc. will post 0.7 earnings per share for the current year.

Institutional Trading of Datadog

Institutional investors and hedge funds have recently bought and sold shares of the company. JPL Wealth Management LLC bought a new position in Datadog during the third quarter valued at approximately $27,000. NBC Securities Inc. boosted its stake in shares of Datadog by 242.6% in the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after buying an additional 165 shares during the last quarter. Rothschild Investment LLC grew its holdings in shares of Datadog by 52.5% in the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock worth $37,000 after acquiring an additional 94 shares during the period. Annis Gardner Whiting Capital Advisors LLC grew its holdings in shares of Datadog by 341.7% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock worth $38,000 after acquiring an additional 246 shares during the period. Finally, Morse Asset Management Inc purchased a new stake in Datadog during the fourth quarter valued at $44,000. 78.29% of the stock is currently owned by institutional investors.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Analysts maintain a favorable view of Datadog, with an average rating of “Moderate Buy” and an average price target of $276.32, implying potential upside from recent trading levels. Needham raised its target to $300, DA Davidson maintained a $315 target, and Scotiabank increased its target to $285. Datadog Receives Moderate Buy Rating
• Positive Sentiment: Datadog’s latest quarterly results exceeded expectations: adjusted EPS was $0.65 versus a $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above the $1.08 billion forecast. The company also issued quarterly and full-year 2026 EPS guidance. Its observability and security products continue to provide exposure to artificial intelligence and cloud-security spending. AI Security Stocks Stand Out
• Neutral Sentiment: Institutional ownership remains substantial at 78.29%, and several funds increased their Datadog positions or initiated new stakes. However, Goldman Sachs retained a “sell” rating with a $158 target, highlighting significant disagreement over the stock’s valuation.
• Negative Sentiment: Director Matthew Jacobson sold a combined 59,424 shares for approximately $15 million across August 13 and 14, reducing his holdings by roughly 10% while retaining 524,708 shares. Director Amit Agarwal separately sold 20,000 shares for about $5 million, leaving him with only 1,640 shares. Agarwal’s transaction was conducted under a pre-arranged Rule 10b5-1 plan, which may lessen its informational significance, but the repeated sales can still weigh on sentiment. Datadog Director Stock Sale Datadog Insider Selling Alert
• Negative Sentiment: Datadog trades at an exceptionally high valuation, with a price-to-earnings ratio above 500 and a PEG ratio near 27. That leaves the stock vulnerable to profit-taking or disappointment if its rapid growth and guidance fail to accelerate enough to justify investor expectations.

Analyst Ratings Changes

Several research analysts have issued reports on DDOG shares. Rothschild & Co Redburn began coverage on Datadog in a report on Thursday, April 23rd. They issued a “buy” rating and a $170.00 price target on the stock. Craig Hallum started coverage on shares of Datadog in a report on Monday, June 15th. They set a “buy” rating on the stock. Arete Research lifted their price objective on shares of Datadog from $260.00 to $340.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $280.00 price target on shares of Datadog in a research report on Thursday, July 16th. Finally, CICC Research increased their price objective on Datadog from $150.00 to $204.00 in a research note on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $276.32.

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.