Insider Selling: Datadog (NASDAQ:DDOG) CRO Sells $3,582,214.35 in Stock

Datadog, Inc. (NASDAQ:DDOG) CRO Sean Michael Walters sold 13,409 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $267.15, for a total transaction of $3,582,214.35. Following the sale, the executive owned 270,296 shares of the company’s stock, valued at approximately $72,209,576.40. This represents a 4.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Sean Michael Walters also recently made the following trade(s):

• On Thursday, May 7th, Sean Michael Walters sold 7,657 shares of Datadog stock. The stock was sold at an average price of $188.50, for a total transaction of $1,443,344.50.
• On Tuesday, May 5th, Sean Michael Walters sold 1,914 shares of Datadog stock. The stock was sold at an average price of $150.00, for a total transaction of $287,100.00.
• On Wednesday, March 11th, Sean Michael Walters sold 22,330 shares of Datadog stock. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40.

Datadog Stock Performance

Shares of DDOG stock opened at $234.11 on Friday. The company has a 50 day moving average price of $167.10 and a 200-day moving average price of $145.28. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The firm has a market capitalization of $83.33 billion, a PE ratio of 616.10, a P/E/G ratio of 25.07 and a beta of 1.56. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping 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 firm had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. During the same period in the previous year, the business posted $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. As a group, equities research analysts expect that Datadog, Inc. will post 0.61 earnings per share for the current year.

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

Analyst Ratings Changes

A number of brokerages have recently commented on DDOG. Barclays lifted their price target on shares of Datadog from $148.00 to $215.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Wedbush lifted their price target on shares of Datadog from $190.00 to $220.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. DA Davidson set a $250.00 price target on shares of Datadog in a research note on Friday, May 22nd. Sanford C. Bernstein lifted their price target on shares of Datadog from $167.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Finally, Guggenheim lifted their price target on shares of Datadog from $175.00 to $225.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $219.69.

Hedge Funds Weigh In On Datadog

Institutional investors and hedge funds have recently made changes to their positions in the business. Rothschild Investment LLC boosted its holdings in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. boosted its holdings in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares during the last quarter. Westside Investment Management Inc. boosted its holdings in shares of Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares during the last quarter. JPL Wealth Management LLC purchased a new position in shares of Datadog in the third quarter worth approximately $27,000. Finally, CoreCap Advisors LLC boosted its holdings in shares of Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after buying an additional 190 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

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.