Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells $13,659,144.32 in Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $253.36, for a total value of $13,659,144.32. Following the completion of the transaction, the chief technology officer owned 509,805 shares of the company’s stock, valued at approximately $129,164,194.80. This represents a 9.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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, July 20th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $265.23, for a total value of $11,464,301.52.
• On Wednesday, July 8th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $257.24, for a total transaction of $13,868,322.88.
• 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.

Datadog Stock Performance

NASDAQ DDOG opened at $255.46 on Friday. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $292.72. The company has a debt-to-equity ratio of 0.23, a current ratio of 3.20 and a quick ratio of 3.20. The stock has a market capitalization of $91.73 billion, a PE ratio of 521.36, a P/E/G ratio of 26.38 and a beta of 1.54. The company’s 50 day simple moving average is $248.92 and its two-hundred day simple moving average is $182.29.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.65 EPS for the quarter, beating analysts’ consensus estimates of $0.58 by $0.07. The firm had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business’s revenue for the quarter was up 35.6% on a year-over-year basis. During the same period in the previous year, the business earned $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Analysts predict that Datadog, Inc. will post 0.66 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Datadog

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Ancora Advisors LLC purchased a new stake in Datadog in the second quarter worth about $80,000. Meiji Yasuda Asset Management Co Ltd. bought a new stake in shares of Datadog in the 2nd quarter worth approximately $5,818,000. Kirtland Hills Capital Management LLC bought a new stake in shares of Datadog in the 2nd quarter worth approximately $554,000. Ninepoint Partners LP purchased a new stake in shares of Datadog in the 2nd quarter worth approximately $2,334,000. Finally, Monetta Financial Services Inc. purchased a new stake in shares of Datadog in the 2nd quarter worth approximately $2,734,000. Hedge funds and other institutional investors own 78.29% of the company’s stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a solid second-quarter performance, with revenue of $1.12 billion—up 35.6% year over year and above the $1.08 billion consensus estimate—and adjusted EPS of $0.65 versus expectations of $0.58. Management said AI adoption is accelerating among enterprise customers. Datadog Q2 2026 Earnings Call Transcript
• Positive Sentiment: Large customers are becoming a more important growth engine: enterprise bookings represented 91% of annual recurring revenue, while platform expansion and AI-related use cases helped support demand momentum. Datadog’s Large Customer Base Grows
• Positive Sentiment: Analyst sentiment remains favorable. Raymond James, DA Davidson and other firms maintained or reiterated bullish ratings, with reported price targets ranging from $280 to $340 and a consensus target of $276.32. New Buy Rating for Datadog
• Neutral Sentiment: Datadog’s earnings call focused on AI adoption, enterprise demand, product expansion and the durability of its growth outlook. These trends are encouraging, but investors are seeking evidence that AI-related spending will translate into sustained operating leverage. Top Analyst Questions From Datadog’s Q2 Earnings Call
• Neutral Sentiment: Valuation analysis is mixed: a discounted-cash-flow model suggests potential upside, while market-based multiples indicate that DDOG remains expensive after a substantial multi-year rally. Does Datadog Still Trade Below Fair Value?
• Negative Sentiment: The stock’s sharp post-earnings decline reflected investor disappointment relative to elevated expectations, despite the quarterly beat. Commentary also highlighted the risk that Datadog’s premium valuation leaves little room for weaker guidance or slower growth. Jim Cramer Explains Datadog’s Share Price Movement
• Negative Sentiment: CTO Alexis Le-Quoc sold 53,912 shares worth approximately $13.7 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature reduces its significance, but the transaction may still add modest selling pressure. Datadog CTO Stock Sale

Analyst Ratings Changes

DDOG has been the subject of a number of research reports. KeyCorp boosted their price target on shares of Datadog from $225.00 to $320.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Guggenheim increased their price objective on Datadog from $225.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Raymond James Financial reissued an “outperform” rating and set a $280.00 price objective on shares of Datadog in a report on Thursday, August 6th. TD Cowen increased their target price on shares of Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Finally, Scotiabank increased their target price on Datadog from $275.00 to $285.00 and gave the company an “outperform” rating in a report on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $276.32.

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.