Insider Selling: Datadog (NASDAQ:DDOG) CRO Sells $2,806,434.40 in Stock

Key Points

• CRO Sean Michael Walters sold 22,330 shares at an average of $125.68 on March 11, totaling about $2.81 million and reducing his stake by 8.56% to 238,384 shares (≈$29.96M).
• DDOG shares slipped about 2.1% to $124.52 on the day of the report; the stock has a market cap near $43.9 billion and a high P/E of ~401.7.
• Datadog beat quarterly expectations with $0.59 EPS and $953.2M revenue (up 29.2% year-over-year) and provided FY2026 guidance of $2.08–$2.16 EPS and Q1 2026 guidance of $0.49–$0.51.

Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CRO Sean Michael Walters sold 22,330 shares of the firm's stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the transaction, the executive directly owned 238,384 shares of the company's stock, valued at approximately $29,960,101.12. This represents a 8.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Datadog Stock Down 2.1%

Shares of DDOG stock traded down $2.64 during trading hours on Friday, hitting $124.52. 3,989,010 shares of the company were exchanged, compared to its average volume of 6,210,622. The stock has a market capitalization of $43.90 billion, a price-to-earnings ratio of 401.68, a P/E/G ratio of 35.04 and a beta of 1.31. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The business's 50-day simple moving average is $123.25 and its two-hundred day simple moving average is $141.63. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38.

Datadog (NASDAQ:DDOG - Get Free Report) last announced 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. The firm had revenue of $953.19 million for the quarter, compared to analysts' expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.Datadog's revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Sell-side analysts predict that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Analysts Set New Price Targets

DDOG has been the topic of a number of recent research reports. Daiwa Securities Group initiated coverage on shares of Datadog in a research report on Tuesday, January 27th. They issued a "buy" rating and a $190.00 price target on the stock. Wolfe Research dropped their price objective on shares of Datadog from $185.00 to $160.00 and set an "outperform" rating on the stock in a research note on Tuesday, February 10th. BMO Capital Markets set a $165.00 target price on Datadog in a research note on Wednesday, February 11th. The Goldman Sachs Group started coverage on Datadog in a report on Monday, January 12th. They set a "sell" rating and a $113.00 target price for the company. Finally, Rosenblatt Securities reissued a "buy" rating and issued a $185.00 price target on shares of Datadog in a report on Wednesday, February 11th. Thirty-six 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. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $179.62.

Institutional Trading of Datadog

Several large investors have recently added to or reduced their stakes in the business. Rothschild Investment LLC increased its holdings in shares of Datadog by 126.6% during the third 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 period. Physician Wealth Advisors Inc. boosted its holdings in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock valued at $27,000 after acquiring an additional 145 shares in the last quarter. Westside Investment Management Inc. increased 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 valued at $27,000 after acquiring an additional 75 shares during the period. JPL Wealth Management LLC acquired a new position in shares of Datadog during the third quarter valued at approximately $27,000. Finally, Tripletail Wealth Management LLC bought a new stake in Datadog during the third quarter worth approximately $28,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

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.

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