Datadog (NASDAQ:DDOG) CRO Sean Michael Walters Sells 22,330 Shares

Datadog, Inc. (NASDAQ:DDOG) CRO Sean Michael Walters sold 22,330 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the completion of the transaction, the executive directly owned 238,384 shares of the company’s stock, valued at approximately $29,960,101.12. This trade represents a 8.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink.

Datadog Price Performance

DDOG opened at $124.52 on Friday. The company’s 50-day simple moving average is $123.07 and its two-hundred day simple moving average is $141.61. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The stock has a market capitalization of $43.90 billion, a P/E ratio of 401.68, a P/E/G ratio of 34.95 and a beta of 1.31. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same period in the previous year, the business posted $0.49 earnings per share. The business’s revenue for the quarter was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, analysts predict that Datadog, Inc. will post 0.34 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of DDOG. Vanguard Group Inc. grew its position in shares of Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in Datadog by 7.1% in 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 purchasing an additional 956,993 shares during the period. State Street Corp raised its holdings in Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after purchasing an additional 7,091,075 shares during the period. Geode Capital Management LLC lifted its position in Datadog by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after purchasing an additional 197,816 shares in the last quarter. Finally, Jennison Associates LLC lifted its position in Datadog by 43.7% during the fourth 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 in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Analysts Set New Price Targets

DDOG has been the subject of a number of research reports. Wedbush decreased their target price on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, February 11th. Mizuho dropped their price target on Datadog from $200.00 to $170.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Canaccord Genuity Group reaffirmed a “buy” rating on shares of Datadog in a report on Wednesday, February 11th. TD Cowen reiterated a “buy” rating on shares of Datadog in a research report on Wednesday, January 21st. Finally, UBS Group set a $195.00 target price on Datadog in a report on Monday, February 9th. Thirty-six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and a consensus price target of $179.62.

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.