Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells $10,899,796.08 in Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 43,224 shares of the business’s stock in a transaction dated Wednesday, September 23rd. The stock was sold at an average price of $252.17, for a total transaction of $10,899,796.08. Following the transaction, the chief technology officer owned 488,033 shares in the company, valued at $123,067,281.61. This represents a 8.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through 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 Wednesday, September 2nd, Alexis Le-Quoc sold 21,772 shares of Datadog stock. The stock was sold at an average price of $212.90, for a total value of $4,635,258.80.
• On Tuesday, September 1st, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $227.02, for a total value of $12,239,102.24.
• On Monday, August 24th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $228.63, for a total value of $9,882,303.12.
• On Monday, August 10th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $253.36, for a total value of $13,659,144.32.
• On Monday, July 20th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was 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 shares were sold at an average price of $257.24, for a total transaction of $13,868,322.88.

Datadog Price Performance

Shares of DDOG opened at $268.13 on Monday. The company’s 50-day moving average is $241.79 and its 200-day moving average is $206.24. 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 firm has a market capitalization of $96.28 billion, a PE ratio of 547.22, a PEG ratio of 26.17 and a beta of 1.49. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $292.72.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, August 6th. The company reported $0.65 EPS for the quarter, topping the consensus estimate of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The business had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the previous year, the firm posted $0.46 EPS. Datadog’s revenue was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Equities analysts forecast that Datadog, Inc. will post 0.7 EPS for the current year.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: AI demand is supporting renewed investor interest. Datadog’s observability platform is benefiting from rising demand to monitor AI applications and infrastructure. Recent gains have significantly outpaced many software peers, helping bring the stock back into focus. Datadog Rallies on AI Demand
• Positive Sentiment: Global expansion could broaden Datadog’s growth opportunity. Increasing adoption across Europe, the Middle East and Africa, as well as Asia-Pacific, may drive additional recurring subscription revenue and improve platform penetration. Datadog’s Global Expansion Accelerates
• Positive Sentiment: New AI-focused products add to the bullish narrative. Datadog introduced Journey Monitoring and Bits Testing, designed to apply AI across the user journey and software-testing process. These offerings could increase customer use of Datadog’s broader platform. Datadog Brings AI to the User Journey
• Positive Sentiment: Datadog is showing notable relative strength. The stock advanced toward its 52-week high while several software companies, including Oracle and Cloudflare, weakened. This company-specific performance suggests continued momentum and investor preference for Datadog’s growth profile. Datadog Climbs Toward Its 52-Week High
• Neutral Sentiment: Investor attention and momentum are elevated. Datadog is among the most-watched stocks on Zacks, while recent performance has been strong. However, heightened attention can increase volatility and does not necessarily indicate a change in fundamentals. Datadog Is a Trending Stock
• Negative Sentiment: Valuation and insider selling temper the outlook. Datadog trades at a very high earnings multiple after its rally, leaving the stock sensitive to any slowdown in growth. Separately, Chief Technology Officer Alexis Le-Quoc sold approximately $10.9 million of shares under a pre-arranged Rule 10b5-1 plan, reducing his position by 8.14%. SEC Insider Trading Filing

Hedge Funds Weigh In On Datadog

Hedge funds and other institutional investors have recently bought and sold shares of the company. EMC Capital Management acquired a new position in shares of Datadog in the 2nd quarter valued at about $28,000. Cornerstone Financial Management LLC lifted its holdings in shares of Datadog by 54.9% in the 2nd quarter. Cornerstone Financial Management LLC now owns 127 shares of the company’s stock worth $33,000 after purchasing an additional 45 shares in the last quarter. Rothschild Investment LLC lifted its stake in shares of Datadog by 52.5% in the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after buying an additional 94 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its position in Datadog by 341.7% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company’s stock valued at $38,000 after acquiring an additional 246 shares in the last quarter. Finally, Elevation Wealth Partners LLC boosted its position in shares of Datadog by 2,700.0% during the second quarter. Elevation Wealth Partners LLC now owns 168 shares of the company’s stock valued at $44,000 after buying an additional 162 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on DDOG shares. Zacks Research downgraded Datadog from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 17th. Wedbush assumed coverage on Datadog in a research note on Friday, September 11th. They issued an “outperform” rating and a $275.00 price target for the company. Oppenheimer upped their price objective on Datadog from $220.00 to $300.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Wolfe Research reiterated an “outperform” rating and set a $295.00 price objective on shares of Datadog in a research report on Thursday, June 11th. Finally, Bank of America raised their target price on shares of Datadog from $260.00 to $280.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $276.66.

Datadog Company Profile

Datadog, Inc (NASDAQ:DDOG) is a cloud-based software company that provides monitoring, observability, security and analytics tools for modern applications and information technology environments. Its platform helps organizations collect, correlate and analyze data from servers, databases, applications, containers, networks and cloud services in a unified environment.

The company’s products include infrastructure monitoring, application performance monitoring, log management, real user and synthetic monitoring, database monitoring, cloud security, software delivery tools, incident management and cloud cost management.