Datadog (NASDAQ:DDOG) COO Sells $3,644,460.30 in Stock

Datadog, Inc. (NASDAQ:DDOG) COO Adam Blitzer sold 13,642 shares of Datadog stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $267.15, for a total transaction of $3,644,460.30. Following the transaction, the chief operating officer owned 275,973 shares of the company’s stock, valued at $73,726,186.95. This represents a 4.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 Wednesday, June 3rd, Adam Blitzer sold 12,202 shares of Datadog stock. The shares were sold at an average price of $249.29, for a total transaction of $3,041,836.58.

Datadog Stock Down 3.9%

Datadog stock opened at $234.11 on Friday. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70. The stock has a market cap of $83.33 billion, a PE ratio of 616.10, a price-to-earnings-growth ratio of 25.07 and a beta of 1.56. The firm’s 50-day simple moving average is $167.10 and its 200 day simple moving average is $145.28. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping the consensus estimate 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 analysts’ expectations of $960.12 million. During the same period in the previous year, the company earned $0.46 earnings per share. The firm’s revenue for the quarter 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. Research analysts predict that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets.
• Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
• Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
• Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy

Analyst Upgrades and Downgrades

Several research firms recently weighed in on DDOG. Daiwa Securities Group boosted their price target on shares of Datadog from $190.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday, May 13th. Morgan Stanley boosted their price target on shares of Datadog from $180.00 to $225.00 and gave the stock an “overweight” rating in a report on Friday, May 8th. Weiss Ratings restated a “sell (d+)” rating on shares of Datadog in a report on Monday, April 20th. Wall Street Zen upgraded shares of Datadog from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Finally, Monness Crespi & Hardt boosted their price target on shares of Datadog from $255.00 to $270.00 in a report on Thursday, May 7th. One investment 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 given a Sell rating to the stock. Based on data from MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and an average target price of $219.69.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Westside Investment Management Inc. boosted its stake in Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after acquiring an additional 75 shares during the last quarter. Rothschild Investment LLC boosted its stake in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after acquiring an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. boosted its stake in Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after acquiring an additional 145 shares during the last quarter. JPL Wealth Management LLC purchased a new position in Datadog in the third quarter valued at about $27,000. Finally, CoreCap Advisors LLC boosted its stake in Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after acquiring an additional 190 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

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.