Datadog (NASDAQ:DDOG) CRO Sean Michael Walters Sells 13,575 Shares

Datadog, Inc. (NASDAQ:DDOG) CRO Sean Walters sold 13,575 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $212.90, for a total transaction of $2,890,117.50. Following the completion of the transaction, the executive directly owned 244,845 shares of the company’s stock, valued at $52,127,500.50. This represents a 5.25% 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 sale was made to cover tax withholding obligations related to the vesting of equity awards.

Sean Michael Walters also recently made the following trade(s):

• On Thursday, June 11th, Sean Walters sold 11,876 shares of Datadog stock. The stock was sold at an average price of $231.02, for a total value of $2,743,593.52.

Datadog Stock Down 0.9%

Shares of NASDAQ DDOG opened at $212.93 on Friday. The stock has a market cap of $76.46 billion, a P/E ratio of 434.56, a PEG ratio of 21.03 and a beta of 1.49. The business’s fifty day simple moving average is $249.65 and its 200-day simple moving average is $193.28. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $292.72. The company has a current ratio of 3.20, a quick ratio of 3.20 and a debt-to-equity ratio of 0.23.

Datadog (NASDAQ:DDOG) last released 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 return on equity of 5.67% and a net margin of 4.48%.The firm had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.08 billion. During the same period in the previous year, the firm posted $0.46 EPS. Datadog’s revenue for the quarter was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, equities analysts predict that Datadog, Inc. will post 0.7 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Brighton Jones LLC purchased a new stake in Datadog in the fourth quarter valued at $209,000. Bison Wealth LLC purchased a new position in shares of Datadog during the fourth quarter worth about $228,000. Empowered Funds LLC grew its holdings in shares of Datadog by 7.0% during the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock worth $1,023,000 after purchasing an additional 672 shares during the last quarter. Geneos Wealth Management Inc. increased its position in shares of Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock worth $76,000 after purchasing an additional 115 shares in the last quarter. Finally, Sivia Capital Partners LLC acquired a new stake in shares of Datadog during the second quarter worth about $509,000. 78.29% of the stock is owned by hedge funds and other institutional investors.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on DDOG shares. Wolfe Research restated an “outperform” rating and set a $295.00 target price on shares of Datadog in a research note on Thursday, June 11th. Barclays lifted their price target on shares of Datadog from $260.00 to $290.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 21st. Evercore boosted their price target on shares of Datadog from $225.00 to $265.00 and gave the stock an “outperform” rating in a report on Wednesday, June 10th. Bank of America raised their price objective on shares of Datadog from $260.00 to $280.00 and gave the company a “buy” rating in a report on Monday, June 8th. Finally, The Goldman Sachs Group reiterated a “sell” rating and set a $158.00 target price on shares of Datadog in a research note on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average 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.