Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells $6,247,352.58 in Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 43,106 shares of the business’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $144.93, for a total transaction of $6,247,352.58. Following the transaction, the chief technology officer owned 531,311 shares in the company, valued at $77,002,903.23. This represents a 7.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Wednesday, April 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $130.84, for a total transaction of $5,655,428.16.
• On Monday, April 6th, Alexis Le-Quoc sold 32,300 shares of Datadog stock. The shares were sold at an average price of $116.46, for a total transaction of $3,761,658.00.
• On Monday, March 23rd, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $127.75, for a total transaction of $4,141,399.50.
• On Tuesday, March 10th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $125.49, for a total transaction of $6,765,416.88.
• On Monday, March 2nd, Alexis Le-Quoc sold 53,541 shares of Datadog stock. The shares were sold at an average price of $110.54, for a total transaction of $5,918,422.14.
• On Wednesday, February 11th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The shares were sold at an average price of $126.79, for a total transaction of $5,465,409.74.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $200.16 on Friday. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $201.69. The company has a 50 day simple moving average of $124.41 and a two-hundred day simple moving average of $136.98. The company has a market capitalization of $70.57 billion, a price-to-earnings ratio of 526.75, a P/E/G ratio of 68.31 and a beta of 1.30. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.38 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating 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 during the quarter, compared to the consensus estimate of $960.12 million. During the same quarter last year, the firm earned $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. Analysts expect 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 analyst reports. Morgan Stanley raised their target price on shares of Datadog from $180.00 to $225.00 and gave the company an “overweight” rating in a research note on Friday. KeyCorp raised their target price on shares of Datadog from $155.00 to $225.00 and gave the company an “overweight” rating in a research note on Friday. Bank of America decreased their target price on shares of Datadog from $215.00 to $170.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. TD Cowen increased their price target on shares of Datadog from $190.00 to $235.00 and gave the company a “buy” rating in a report on Thursday. Finally, Evercore reiterated an “outperform” rating and set a $225.00 price target on shares of Datadog in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Datadog presently has an average rating of “Moderate Buy” and an average price target of $211.76.

Institutional Investors Weigh In On Datadog

A number of institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in shares of Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after buying an additional 9,748,738 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in Datadog by 7.1% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock valued at $1,961,496,000 after purchasing an additional 956,993 shares during the period. State Street Corp lifted its position in Datadog by 106.8% during the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after purchasing an additional 7,091,075 shares during the period. Geode Capital Management LLC lifted its position in Datadog by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after purchasing an additional 197,816 shares during the period. Finally, Jennison Associates LLC lifted its position in Datadog by 43.7% during the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

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.