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

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

Datadog Price Performance

Shares of NASDAQ DDOG opened at $124.52 on Friday. The business’s 50 day moving average price is $123.07 and its two-hundred day moving average price is $141.71. The company has a market cap of $43.90 billion, a PE ratio of 401.68, a price-to-earnings-growth ratio of 34.23 and a beta of 1.31. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a twelve month low of $81.63 and a twelve month high of $201.69.

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

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

A number of equities analysts have commented on DDOG shares. Moffett Nathanson reaffirmed a “buy” rating on shares of Datadog in a research report on Monday, December 29th. Wall Street Zen lowered shares of Datadog from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. DA Davidson reaffirmed a “buy” rating and set a $225.00 target price on shares of Datadog in a report on Tuesday, February 17th. Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the stock a “buy” rating in a report on Thursday, January 22nd. Finally, Evercore decreased their price target on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating on the stock in a research note on Monday, February 2nd. Thirty-six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $179.62.

Institutional Trading of Datadog

Several hedge funds and other institutional investors have recently bought and sold shares of the business. World Investment Advisors boosted its holdings in Datadog by 27.6% in the 4th quarter. World Investment Advisors now owns 3,141 shares of the company’s stock valued at $427,000 after purchasing an additional 679 shares during the period. Corient Private Wealth LLC increased its holdings in shares of Datadog by 51.6% during the fourth quarter. Corient Private Wealth LLC now owns 24,356 shares of the company’s stock worth $3,300,000 after purchasing an additional 8,292 shares during the period. Employees Provident Fund Board bought a new position in shares of Datadog during the fourth quarter worth approximately $251,582,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Datadog in the fourth quarter valued at approximately $229,000. Finally, Reflection Asset Management acquired a new stake in shares of Datadog in the fourth quarter valued at approximately $59,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

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.