Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells $14,612,847.60 in Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 53,912 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $271.05, for a total value of $14,612,847.60. Following the sale, the chief technology officer owned 531,311 shares in the company, valued at approximately $144,011,846.55. The trade was a 9.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• 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 value of $5,745,327.90.
• On Monday, May 18th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $208.04, for a total value of $8,992,320.96.
• On Monday, May 4th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The shares were sold at an average price of $144.93, for a total value of $6,247,352.58.
• On Wednesday, April 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $130.84, for a total value of $5,655,428.16.
• On Monday, April 6th, Alexis Le-Quoc sold 32,300 shares of Datadog stock. The shares were sold at an average price of $116.46, for a total value of $3,761,658.00.
• On Monday, March 23rd, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The stock was sold at an average price of $127.75, for a total value of $4,141,399.50.
• On Tuesday, March 10th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88.

Datadog Stock Down 3.9%

Shares of DDOG opened at $234.11 on Friday. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The company has a market capitalization of $83.33 billion, a price-to-earnings ratio of 616.10, a PEG ratio of 26.08 and a beta of 1.56. The stock’s 50-day moving average price is $167.10 and its 200-day moving average price is $145.28.

Datadog (NASDAQ:DDOG) last issued its 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 return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the prior year, the business earned $0.46 earnings per share. The company’s revenue was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, sell-side analysts predict that Datadog, Inc. will post 0.61 EPS for the current year.

Hedge Funds Weigh In On Datadog

Hedge funds have recently made changes to their positions in the company. Hartford Investment Management Co. acquired a new position in shares of Datadog during the third quarter valued at approximately $2,689,000. MUFG Securities EMEA plc increased its holdings in shares of Datadog by 115.6% in the fourth quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock valued at $1,814,000 after purchasing an additional 7,154 shares during the last quarter. Norges Bank acquired a new stake in shares of Datadog in the fourth quarter valued at approximately $469,461,000. IQ EQ FUND MANAGEMENT IRELAND Ltd increased its holdings in shares of Datadog by 134.5% in the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after purchasing an additional 17,860 shares during the last quarter. Finally, Vanguard Group Inc. increased its holdings in shares of Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Stories 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

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on DDOG shares. Rosenblatt Securities upped their price target on Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating and issued a $250.00 price target on shares of Datadog in a report on Friday, May 8th. Royal Bank Of Canada upped their price target on Datadog from $219.00 to $250.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Citizens Jmp raised Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 price target for the company in a report on Thursday, May 7th. Finally, Jefferies Financial Group set a $210.00 price target on Datadog and gave the stock a “buy” rating in a report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $219.69.

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.