Insider Selling: Datadog (NASDAQ:DDOG) CEO Sells $11,518,348.66 in Stock

Datadog, Inc. (NASDAQ:DDOG) CEO Olivier Pomel sold 47,054 shares of Datadog stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $244.79, for a total transaction of $11,518,348.66. Following the completion of the sale, the chief executive officer owned 612,747 shares of the company’s stock, valued at $149,994,338.13. This trade represents a 7.13% decrease in their ownership of the stock. The transaction was disclosed in a 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.

Olivier Pomel also recently made the following trade(s):

• On Tuesday, June 16th, Olivier Pomel sold 84,698 shares of Datadog stock. The stock was sold at an average price of $232.30, for a total transaction of $19,675,345.40.
• On Monday, June 8th, Olivier Pomel sold 127,141 shares of Datadog stock. The stock was sold at an average price of $231.69, for a total transaction of $29,457,298.29.
• On Tuesday, June 2nd, Olivier Pomel sold 26,012 shares of Datadog stock. The stock was sold at an average price of $267.15, for a total transaction of $6,949,105.80.
• On Tuesday, May 26th, Olivier Pomel sold 84,698 shares of Datadog stock. The shares were sold at an average price of $223.58, for a total transaction of $18,936,778.84.
• On Monday, May 11th, Olivier Pomel sold 127,141 shares of Datadog stock. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44.

Datadog Stock Performance

Shares of DDOG opened at $268.56 on Friday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The stock has a 50-day moving average of $245.02 and a two-hundred day moving average of $172.33. The stock has a market cap of $95.60 billion, a P/E ratio of 706.76, a P/E/G ratio of 26.77 and a beta of 1.54. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating 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 business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same period in the prior year, the company earned $0.46 earnings per share. The company’s revenue 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, research analysts predict that Datadog, Inc. will post 0.64 EPS for the current year.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of DDOG. Nomura Asset Management Co. Ltd. grew its holdings in Datadog by 8.0% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock valued at $20,762,000 after purchasing an additional 11,348 shares during the period. Norges Bank acquired a new position in shares of Datadog during the 4th quarter worth approximately $469,461,000. MUFG Securities EMEA plc raised its stake in shares of Datadog by 115.6% during the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock worth $1,814,000 after buying an additional 7,154 shares during the period. BNP Paribas raised its stake in shares of Datadog by 18.4% during the 4th quarter. BNP Paribas now owns 41,280 shares of the company’s stock worth $5,614,000 after buying an additional 6,403 shares during the period. Finally, Patton Fund Management Inc. lifted its position in shares of Datadog by 1,964.8% during the 4th quarter. Patton Fund Management Inc. now owns 38,550 shares of the company’s stock valued at $5,242,000 after buying an additional 36,683 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Wall Street Analysts Forecast Growth

DDOG has been the topic of several recent research reports. Morgan Stanley upped their price target on shares of Datadog from $225.00 to $300.00 and gave the company an “overweight” rating in a report on Tuesday. Rosenblatt Securities lifted their price objective on Datadog from $178.00 to $220.00 and gave the company a “buy” rating in a research note on Friday, May 8th. TD Cowen boosted their price objective on Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Raymond James Financial upped their target price on Datadog from $170.00 to $220.00 in a research note on Thursday, May 7th. Finally, Barclays raised their target price on Datadog from $260.00 to $290.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $264.84.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Wall Street expects continued growth in Datadog’s upcoming report. The company’s previous quarter included $1.01 billion in revenue, up 32.1% year over year, and adjusted EPS of $0.60 versus the $0.51 consensus. Current guidance calls for second-quarter EPS of $0.57–$0.59. Datadog earnings expectations
• Positive Sentiment: Datadog’s rising use of multi-year customer contracts increased remaining performance obligations 51% to $3.48 billion. The backlog provides greater revenue visibility and supports confidence in the company’s 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Analyst sentiment remains broadly bullish. BTIG raised its price target to $289 from $255, while TD Cowen and Oppenheimer have set targets of $300. Investors are also responding to Datadog’s AI-related product expansion and its partnership with Cloudaware, which adds cloud-log coverage capabilities through the Datadog Marketplace. Cloudaware and Datadog partnership
• Neutral Sentiment: DDOG is trading near its 52-week high after a substantial six-month advance. Although institutional ownership and recent buying support demand, the stock’s very elevated valuation leaves limited room for an earnings disappointment.
• Negative Sentiment: Insiders continue to sell shares, including a 20,000-share sale by Director Amit Agarwal for approximately $4.9 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, reducing its bearish significance, but broad insider selling could still weigh on sentiment.

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.