Insider Selling: Datadog (NASDAQ:DDOG) Director Sells 1,930 Shares of Stock

Datadog, Inc. (NASDAQ:DDOG) Director Julie Richardson sold 1,930 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $185.82, for a total value of $358,632.60. Following the transaction, the director directly owned 2,106 shares in the company, valued at $391,336.92. This represents a 47.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Julie Richardson also recently made the following trade(s):

• On Thursday, May 7th, Julie Richardson sold 2,433 shares of Datadog stock. The stock was sold at an average price of $188.50, for a total value of $458,620.50.
• On Tuesday, May 5th, Julie Richardson sold 502 shares of Datadog stock. The stock was sold at an average price of $150.00, for a total value of $75,300.00.

Datadog Price Performance

DDOG stock traded up $2.16 on Monday, reaching $202.32. 7,728,188 shares of the company’s stock were exchanged, compared to its average volume of 5,947,980. The stock has a fifty day moving average of $124.41 and a 200-day moving average of $136.98. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $203.58. The firm has a market cap of $71.33 billion, a PE ratio of 532.44, a P/E/G ratio of 72.45 and a beta of 1.30. 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 announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same quarter in the prior year, the company posted $0.46 earnings per share. 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 predict that Datadog, Inc. will post 0.32 EPS for the current fiscal year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Recent articles argue Datadog’s earnings helped show enterprise software demand remains healthy, easing “SaaS apocalypse” fears and supporting the stock. Did AI Hurt Tech? Upwork, Datadog Earnings Show Enterprise Software Strength
• Positive Sentiment: CICC Research raised its price target on DDOG to $204 from $150, signaling improved confidence in the company’s outlook. CICC adjusts price target on Datadog to 204 from 150
• Positive Sentiment: Several brokerages turned more constructive, with reports of strong upside calls from RBC, Citigroup, Morgan Stanley, and an overall “Moderate Buy” consensus. Royal Bank Of Canada Forecasts Strong Price Appreciation for Datadog
• Positive Sentiment: Forbes published a bullish note arguing a path for DDOG stock to reach $400, reinforcing investor optimism. How DDOG Stock Rises To $400
• Neutral Sentiment: Datadog is drawing heavy investor attention on Zacks, reflecting elevated trading interest rather than a clear new fundamental catalyst. Datadog is Attracting Investor Attention
• Neutral Sentiment: Truist Financial reiterated a Hold rating, which does not materially change the bullish tone but suggests some analysts remain cautious. Truist Financial Reaffirms Their Hold Rating on Datadog
• Negative Sentiment: Insider selling by CRO Sean Michael Walters may slightly weigh on sentiment, though the sale was made under a pre-arranged Rule 10b5-1 plan. Sean Michael Walters sold shares of Datadog stock

Institutional Trading of Datadog

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. lifted its position in shares of Datadog by 30.3% in the third 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 in the last quarter. Price T Rowe Associates Inc. MD lifted its position in shares of Datadog by 7.1% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock valued at $1,961,496,000 after acquiring an additional 956,993 shares in the last quarter. State Street Corp lifted its position in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Datadog by 2.2% in 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 acquiring an additional 197,816 shares in the last quarter. Finally, Jennison Associates LLC lifted its position in shares of Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after acquiring an additional 2,316,994 shares in the last quarter. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have commented on DDOG shares. Rosenblatt Securities boosted their target price on Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a research report on Friday. Evercore reiterated an “outperform” rating and set a $225.00 target price on shares of Datadog in a research report on Thursday. BTIG Research boosted their target price on Datadog from $170.00 to $212.00 and gave the stock a “buy” rating in a research report on Thursday. Guggenheim boosted their target price on Datadog from $175.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, BMO Capital Markets boosted their target price on Datadog from $165.00 to $220.00 and gave the stock an “outperform” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $211.57.

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.