Datadog (NASDAQ:DDOG) CTO Alexis Le-Quoc Sells 43,224 Shares

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 43,224 shares of Datadog stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $265.23, for a total value of $11,464,301.52. Following the completion of the sale, the chief technology officer directly owned 509,805 shares in the company, valued at approximately $135,215,580.15. This represents a 7.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, 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, 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 value of $13,868,322.88.
• On Monday, June 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was 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 stock was 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 shares were sold at an average price of $144.93, for a total transaction of $6,247,352.58.

Datadog Trading Down 0.4%

Shares of NASDAQ:DDOG opened at $250.88 on Wednesday. The company’s 50-day moving average price is $242.98 and its two-hundred day moving average price is $170.38. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70. The stock has a market capitalization of $89.30 billion, a PE ratio of 660.23, a price-to-earnings-growth ratio of 25.61 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The company’s quarterly revenue was up 32.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.46 EPS. 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, equities analysts forecast that Datadog, Inc. will post 0.64 EPS for the current fiscal year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: BTIG Research raised its Datadog price target to $289 from $255 and maintained a Buy rating, implying approximately 15% upside from the referenced price. The upgrade reinforces confidence in Datadog’s growth outlook. BTIG price target article
• Positive Sentiment: Datadog recently outperformed the broader market, with shares advancing 2.03% in the latest completed session. Investor interest has been supported by expectations for upcoming cloud-company earnings and generally bullish Wall Street recommendations. Why Datadog outpaced the stock market
• Neutral Sentiment: The average brokerage recommendation remains equivalent to a Buy, although the concentration of bullish ratings may reduce the signal’s usefulness and leave the stock vulnerable to disappointment. Wall Street recommendations on Datadog
• Negative Sentiment: CEO Olivier Pomel sold 47,054 shares worth about $11.5 million, CTO Alexis Le-Quoc sold 43,224 shares worth approximately $11.5 million, and Director Amit Agarwal sold 20,000 shares for roughly $4.9 million. All three transactions were made under pre-arranged Rule 10b5-1 plans, which reduces their significance as discretionary bearish signals, but the sales can still pressure sentiment—particularly after DDOG’s strong run and elevated valuation.

Institutional Trading of Datadog

Hedge funds have recently made changes to their positions in the business. Price T Rowe Associates Inc. MD boosted its stake in shares of Datadog by 7.1% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock worth $1,961,496,000 after acquiring an additional 956,993 shares during the period. State Street Corp raised its stake in Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the period. Geode Capital Management LLC raised its stake in Datadog by 2.2% in the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after acquiring an additional 197,816 shares during the period. Janus Henderson Group PLC lifted its holdings in Datadog by 22.8% during the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock valued at $905,570,000 after purchasing an additional 1,439,082 shares during the last quarter. Finally, Jennison Associates LLC lifted its holdings in Datadog by 43.7% during the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares during the last quarter. 78.29% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have weighed in on DDOG shares. Rosenblatt Securities raised their price target on Datadog from $178.00 to $220.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Needham & Company LLC increased their price objective on Datadog from $225.00 to $260.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Barclays increased their price objective on Datadog from $260.00 to $290.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Sanford C. Bernstein downgraded shares of Datadog from an “outperform” rating to a “market perform” rating and boosted their target price for the stock from $180.00 to $226.00 in a report on Monday, July 6th. Finally, Arete Research upped their price target on shares of Datadog from $260.00 to $340.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Datadog currently has an average rating of “Moderate Buy” and a consensus price target of $264.84.

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.