Sean Michael Walters Sells 7,657 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) CRO Sean Michael Walters sold 7,657 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $188.50, for a total value of $1,443,344.50. Following the completion of the sale, the executive owned 283,610 shares of the company’s stock, valued at approximately $53,460,485. This trade represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Tuesday, May 5th, Sean Michael Walters sold 1,914 shares of Datadog stock. The stock was sold at an average price of $150.00, for a total value of $287,100.00.
• On Wednesday, March 11th, Sean Michael Walters sold 22,330 shares of Datadog stock. The shares were sold at an average price of $125.68, for a total value of $2,806,434.40.

Datadog Stock Performance

NASDAQ:DDOG opened at $199.94 on Wednesday. The stock has a fifty day moving average price of $129.68 and a 200-day moving average price of $137.93. The company has a market cap of $70.49 billion, a price-to-earnings ratio of 526.17, a PEG ratio of 69.99 and a beta of 1.30. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $203.58.

Datadog (NASDAQ:DDOG) last released its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company 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 firm posted $0.46 EPS. Datadog’s quarterly 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, equities analysts anticipate that Datadog, Inc. will post 0.33 EPS for the current fiscal year.

Institutional Investors Weigh In On Datadog

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Rothschild Investment LLC lifted its stake in Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares during the last quarter. Physician Wealth Advisors Inc. grew its stake in shares of Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares during the last quarter. Westside Investment Management Inc. grew its stake in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares during the last quarter. JPL Wealth Management LLC acquired a new position in shares of Datadog during the third quarter worth $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in shares of Datadog during the third quarter worth $28,000. 78.29% of the stock is owned by institutional investors.

Analyst Ratings Changes

DDOG has been the subject of several analyst reports. Guggenheim boosted their target price on shares of Datadog from $175.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. KeyCorp lifted their price objective on shares of Datadog from $155.00 to $225.00 and gave the company an “overweight” rating in a research note on Friday. Royal Bank Of Canada boosted their price objective on shares of Datadog from $161.00 to $219.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. BNP Paribas Exane cut their target price on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research note on Thursday, January 15th. Finally, Citizens Jmp raised Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 target price on the stock in a report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $212.19.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings report was well received, with revenue up 32.1% year over year to $1.01 billion and EPS of $0.60 beating expectations. Management also issued stronger-than-expected guidance, reinforcing the view that AI-driven demand and enterprise software spending remain healthy. DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
• Positive Sentiment: Analyst sentiment remains constructive after earnings, with CICC Research raising its price target to $204 from $150 and other firms reiterating bullish views, suggesting Wall Street sees more upside in DDOG. MarketScreener
• Positive Sentiment: Several recent articles framed Datadog as a beneficiary of AI adoption rather than a victim of a SaaS slowdown, which is helping sentiment around the stock. Barchart
• Neutral Sentiment: Datadog announced upcoming presentations at two investor conferences, which keeps the company visible but does not materially change fundamentals by itself. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Recent insider sales by directors and an executive, including Matthew Jacobson, Yanbing Li, Julie Richardson, and CRO Sean Michael Walters, may weigh on sentiment even though some of the trades were made under pre-arranged 10b5-1 plans. SEC filing

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.