Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells $13,868,322.88 in Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $257.24, for a total value of $13,868,322.88. Following the sale, the chief technology officer owned 509,805 shares of the company’s stock, valued at $131,142,238.20. The trade was a 9.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Monday, June 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $220.97, for a total transaction of $9,551,207.28.
• On Tuesday, June 2nd, Alexis Le-Quoc sold 21,506 shares of Datadog stock. The shares were sold at an average price of $267.15, for a total transaction of $5,745,327.90.
• On Monday, June 1st, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $271.05, for a total transaction of $14,612,847.60.
• On Monday, May 18th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $208.04, for a total transaction of $8,992,320.96.
• On Monday, May 4th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The stock was sold at an average price of $144.93, for a total transaction of $6,247,352.58.
• On Wednesday, April 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $130.84, for a total transaction of $5,655,428.16.

Datadog Stock Performance

Shares of DDOG stock opened at $257.54 on Monday. The company’s fifty day simple moving average is $226.55 and its 200-day simple moving average is $160.34. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The company has a market cap of $91.67 billion, a PE ratio of 677.75, a P/E/G ratio of 26.19 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating 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 analyst estimates of $960.12 million. During the same quarter in the previous year, the business posted $0.46 EPS. The business’s quarterly revenue 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. As a group, equities research analysts anticipate that Datadog, Inc. will post 0.64 EPS for the current year.

Analyst Ratings Changes

DDOG has been the subject of several analyst reports. BTIG Research reaffirmed a “buy” rating and issued a $255.00 target price on shares of Datadog in a research report on Thursday, June 11th. Wedbush assumed coverage on Datadog in a report on Monday, June 15th. They set a “neutral” rating on the stock. KeyCorp raised Datadog from an “overweight” rating to an “overweight” rating in a research report on Monday, June 15th. Stifel Nicolaus set a $305.00 price target on Datadog in a report on Thursday, May 7th. Finally, Daiwa Securities Group increased their price objective on shares of Datadog from $190.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Two equities research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $244.73.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Needham reportedly reiterated a Buy rating and raised its price target, adding to the bullish analyst tone around Datadog’s cloud and AI growth prospects. Article link
• Positive Sentiment: Zacks Research upgraded Datadog from “hold” to “strong-buy,” reinforcing expectations that analysts see more upside ahead. Article link
• Positive Sentiment: Market commentary highlighted Datadog as one of several internet stocks with solid upside potential, citing AI-led growth, cloud demand, and enterprise adoption. Article link
• Positive Sentiment: Recent coverage emphasized Datadog’s AI-driven momentum, including revenue above $1 billion, record new logo bookings, and new AI-focused product launches that could support long-term growth. Article link
• Neutral Sentiment: Several articles focused on whether Datadog’s strong run and AI enthusiasm have already been priced in, with some analysts noting the stock still looks expensive on sales despite fair value on cash flow. Article link
• Neutral Sentiment: Datadog’s short-interest update showed no meaningful short position data change, so it does not appear to be a major trading driver.
• Negative Sentiment: One report noted insider selling, with Amit Agarwal disposing of 20,000 shares, which can add some caution around near-term sentiment. Article link

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Brighton Jones LLC purchased a new position in shares of Datadog during the 4th quarter valued at approximately $209,000. Bison Wealth LLC bought a new stake in shares of Datadog in the fourth quarter worth $228,000. Empowered Funds LLC raised its holdings in Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after acquiring an additional 672 shares in the last quarter. Geneos Wealth Management Inc. boosted its stake in Datadog by 17.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after acquiring an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC bought a new position in Datadog during the 2nd quarter valued at $509,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

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.