Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells $5,745,327.90 in Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 21,506 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $267.15, for a total transaction of $5,745,327.90. Following the completion of the sale, the chief technology officer directly owned 509,805 shares in the company, valued at approximately $136,194,405.75. This trade represents a 4.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Alexis Le-Quoc also recently made the following trade(s):

• On Monday, June 1st, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were 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 shares were 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.
• On Wednesday, April 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $130.84, for a total transaction of $5,655,428.16.
• On Monday, April 6th, Alexis Le-Quoc sold 32,300 shares of Datadog stock. The shares were sold at an average price of $116.46, for a total transaction of $3,761,658.00.
• On Monday, March 23rd, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $127.75, for a total transaction of $4,141,399.50.
• On Tuesday, March 10th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $125.49, for a total transaction of $6,765,416.88.

Datadog Stock Down 3.9%

Shares of NASDAQ:DDOG opened at $234.11 on Friday. The firm’s 50 day moving average price is $167.10 and its 200 day moving average price is $145.28. The stock has a market cap of $83.33 billion, a price-to-earnings ratio of 616.10, a price-to-earnings-growth ratio of 26.08 and a beta of 1.56. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm’s revenue was up 32.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.46 earnings per share. 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 research analysts predict that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings and outlook remain solid, with Q1 revenue rising 32.1% year over year, EPS beating estimates, and management guiding for continued growth. Analyst coverage is still broadly constructive, and several firms have recently raised price targets.
• Positive Sentiment: Recent commentary has framed Datadog as a beneficiary of renewed interest in AI-related software, which may be helping support longer-term investor sentiment. Software sector rebound report
• Neutral Sentiment: Datadog also presented at the Bank of America 2026 Global Technology Conference, but the headline does not indicate a major new catalyst. Bank of America conference transcript
• Negative Sentiment: Multiple Datadog insiders sold shares in recent filings, including CTO Alexis Le-Quoc, CEO Olivier Pomel, COO Adam Blitzer, CFO David M. Obstler, CRO Sean Michael Walters, and General Counsel Kerry Acocella. Most sales were tied to 10b5-1 plans or tax withholding on equity vesting, but the broad cluster of insider selling can still weigh on sentiment. SEC insider filing
• Negative Sentiment: A separate report said insiders sold about $90 million of Datadog shares over the past year, reinforcing concerns that management may see limited near-term upside after the stock’s strong run. Datadog insiders sold US$90m of shares suggesting hesitancy

Wall Street Analyst Weigh In

DDOG has been the topic of several recent analyst reports. Benchmark reiterated a “buy” rating on shares of Datadog in a research note on Thursday, May 7th. Sanford C. Bernstein increased their price target on shares of Datadog from $167.00 to $180.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Cantor Fitzgerald increased their price target on shares of Datadog from $171.00 to $226.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Royal Bank Of Canada increased their price target on shares of Datadog from $219.00 to $250.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. Finally, DA Davidson set a $250.00 price target on shares of Datadog in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $219.69.

Hedge Funds Weigh In On Datadog

A number of hedge funds have recently modified their holdings of the business. Elevation Point Wealth Partners LLC grew its position in shares of Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after acquiring an additional 55 shares during the last quarter. Chicago Partners Investment Group LLC grew its position in shares of Datadog by 1.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock worth $622,000 after acquiring an additional 73 shares during the last quarter. Vivaldi Capital Management LP grew its position in shares of Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock worth $383,000 after acquiring an additional 74 shares during the last quarter. Westside Investment Management Inc. grew its position 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 acquiring an additional 75 shares during the last quarter. Finally, State of Wyoming grew its position in shares of Datadog by 4.1% during the first quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after acquiring an additional 76 shares during the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

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.