Datadog (NASDAQ:DDOG) Insider Sells $2,957,350.50 in Stock

Datadog, Inc. (NASDAQ:DDOG) insider Yanbing Li sold 11,070 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $267.15, for a total transaction of $2,957,350.50. Following the sale, the insider directly owned 274,352 shares in the company, valued at $73,293,136.80. The trade was a 3.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Yanbing Li also recently made the following trade(s):

• On Friday, May 8th, Yanbing Li sold 19,834 shares of Datadog stock. The stock was sold at an average price of $197.35, for a total transaction of $3,914,239.90.

Datadog Trading Down 3.9%

NASDAQ:DDOG opened at $234.11 on Friday. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. The company’s 50-day simple moving average is $167.10 and its 200 day simple moving average is $145.28. The firm has a market capitalization of $83.33 billion, a P/E ratio of 616.10, a PEG ratio of 25.07 and a beta of 1.56.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. Datadog’s quarterly revenue was up 32.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, analysts forecast that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the stock. Elevation Point Wealth Partners LLC raised its holdings in shares of 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 purchasing an additional 55 shares during the last quarter. Chicago Partners Investment Group LLC raised its holdings in shares of Datadog by 1.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after purchasing an additional 73 shares during the last quarter. Vivaldi Capital Management LP increased its holdings in Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after buying an additional 74 shares during the last quarter. Westside Investment Management Inc. increased its holdings in Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the last quarter. Finally, State of Wyoming increased its holdings in Datadog by 4.1% during the first quarter. State of Wyoming now owns 1,946 shares of the company’s stock valued at $230,000 after buying an additional 76 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on DDOG. Jefferies Financial Group set a $210.00 target price on shares of Datadog and gave the stock a “buy” rating in a research note on Thursday, May 7th. Morgan Stanley upped their target price on shares of Datadog from $180.00 to $225.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Evercore reiterated an “outperform” rating and issued a $225.00 target price on shares of Datadog in a research note on Thursday, May 7th. CICC Research upped their target price on shares of Datadog from $150.00 to $204.00 in a research note on Monday, May 11th. Finally, Royal Bank Of Canada upped their target price on shares of Datadog from $219.00 to $250.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Datadog has an average rating of “Moderate Buy” and a consensus target price of $219.69.

Key Headlines Impacting Datadog

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

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.