Alexis Le-Quoc Sells 53,541 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 53,541 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $110.54, for a total transaction of $5,918,422.14. Following the sale, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at $48,334,388.78. This represents a 10.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

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

• 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.
• On Wednesday, January 28th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $140.99, for a total transaction of $4,570,613.82.
• On Monday, January 5th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The stock was sold at an average price of $133.93, for a total transaction of $5,773,186.58.
• On Monday, December 29th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $137.85, for a total transaction of $4,468,821.30.

Datadog Stock Up 3.6%

Shares of NASDAQ DDOG opened at $127.49 on Thursday. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The firm has a market capitalization of $44.95 billion, a price-to-earnings ratio of 411.26, a PEG ratio of 33.83 and a beta of 1.31. The stock has a 50 day moving average price of $123.43 and a 200 day moving average price of $141.74. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38.

Datadog (NASDAQ:DDOG) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period last year, the business posted $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Sell-side analysts expect that Datadog, Inc. will post 0.34 earnings per share for the current year.

Institutional Trading of Datadog

A number of institutional investors have recently modified their holdings of the company. Elevation Point Wealth Partners LLC lifted its position in Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after acquiring an additional 55 shares during the last quarter. Chicago Partners Investment Group LLC grew its holdings in Datadog by 1.6% in the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock worth $622,000 after purchasing an additional 73 shares during the last quarter. Vivaldi Capital Management LP grew its holdings in Datadog by 2.8% in the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after purchasing an additional 74 shares during the last quarter. Westside Investment Management Inc. increased its position in shares of 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 in the last quarter. Finally, Nilsine Partners LLC increased its position in shares of Datadog by 2.4% during the third quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock worth $484,000 after purchasing an additional 78 shares in the last quarter. 78.29% of the stock is currently owned by institutional investors.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Market momentum: DDOG has moved higher over the past week, drawing renewed investor interest and an estimated multi‑billion dollar market‑cap gain, which is reinforcing buyer momentum. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Product expansion into AI: Datadog launched its MCP Server to deliver secure, real‑time observability for AI agent workflows — a direct product play into AI‑native operations that can expand addressable use cases and stickiness. Datadog Targets AI Agent Workflows
• Positive Sentiment: Strategic partner: Cohesity announced an integration with Datadog to combine observability with automated data recovery for AI production environments — a partnership that supports enterprise‑grade AI resilience and could broaden enterprise adoption. Cohesity Partners with Datadog
• Neutral Sentiment: Increased media/analyst attention (Zacks, Yahoo pieces) is driving visibility and trading flows but doesn’t by itself change fundamentals; expect higher volume and volatility. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short‑interest figures in the feed show zero shares and NaN changes — this appears to be a data/reporting error and is unlikely to be a material driver of today’s move.
• Negative Sentiment: Insider selling by CTO: Alexis Le‑Quoc sold 53,541 shares (~$5.9M) in early March, trimming his stake ~10.9%; repeated sizable insider sales can weigh on sentiment even while the company posts product wins. SEC filing: SEC Form 4
• Negative Sentiment: Director sale: Amit Agarwal sold 20,000 shares (~$2.5M) on March 9 — another insider disposition that can temper investor enthusiasm short term. Amit Agarwal Insider Trade

Wall Street Analysts Forecast Growth

DDOG has been the topic of a number of research reports. BNP Paribas Exane cut their target price on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a research report on Thursday, January 15th. Arete Research increased their price objective on shares of Datadog from $230.00 to $260.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Mizuho cut their price objective on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. Wall Street Zen downgraded shares of Datadog from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Finally, Royal Bank Of Canada lowered their target price on Datadog from $175.00 to $150.00 and set an “outperform” rating for the company in a report on Monday, February 9th. Thirty-six research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

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.