Insider Selling: Datadog (NASDAQ:DDOG) CTO Sells 43,106 Shares of Stock

Key Points

• CTO Alexis Le‑Quoc sold 43,106 shares on May 4 at an average $144.93 for about $6.25M under a pre‑arranged Rule 10b5‑1 plan, reducing his stake by roughly 7.5% after multiple large sales earlier this year.
• Datadog beat quarterly estimates with revenue up 29.2% and set FY2026 EPS guidance of 2.080–2.160, but the stock carries a high valuation (P/E ~463.6), implying growth expectations and potential valuation risk.
• Near‑term upside catalysts include FedRAMP High certification for government contracts and analyst support (Jefferies raised its target to $170), and the consensus rating is a "Moderate Buy" with an average target of $177.28.

Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CTO Alexis Le-Quoc sold 43,106 shares of the stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $144.93, for a total transaction of $6,247,352.58. Following the completion of the sale, the chief technology officer owned 531,311 shares in the company, valued at $77,002,903.23. This represents a 7.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• 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.
• On Monday, March 2nd, Alexis Le-Quoc sold 53,541 shares of Datadog stock. The shares were sold at an average price of $110.54, for a total transaction of $5,918,422.14.
• On Wednesday, February 11th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The shares were sold at an average price of $126.79, for a total transaction of $5,465,409.74.

Datadog Price Performance

Shares of DDOG stock traded down $2.02 during trading hours on Wednesday, hitting $143.71. The company's stock had a trading volume of 8,191,203 shares, compared to its average volume of 5,623,129. The business has a fifty day moving average of $121.90 and a 200-day moving average of $136.78. The stock has a market cap of $50.67 billion, a price-to-earnings ratio of 463.58, a P/E/G ratio of 53.10 and a beta of 1.30. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $201.69. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company's quarterly revenue was up 29.2% on a year-over-year basis. During the same period in the prior year, the business earned $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. As a group, equities research analysts anticipate that Datadog, Inc. will post 0.32 EPS for the current year.

Analyst Ratings Changes

A number of brokerages recently issued reports on DDOG. Royal Bank Of Canada decreased their target price on shares of Datadog from $175.00 to $150.00 and set an "outperform" rating on the stock in a research report on Monday, February 9th. Daiwa Securities Group began coverage on shares of Datadog in a research report on Tuesday, January 27th. They set a "buy" rating and a $190.00 target price on the stock. Canadian Imperial Bank of Commerce decreased their target price on shares of Datadog from $240.00 to $215.00 and set an "outperformer" rating on the stock in a research report on Monday, April 20th. Raymond James Financial decreased their target price on shares of Datadog from $205.00 to $170.00 and set an "outperform" rating on the stock in a research report on Tuesday, February 10th. Finally, Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the stock a "buy" rating in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, Datadog has a consensus rating of "Moderate Buy" and an average target price of $177.28.

Hedge Funds Weigh In On Datadog

A number of hedge funds have recently made changes to their positions in the stock. Elevation Point Wealth Partners LLC boosted its holdings in shares of Datadog by 3.3% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company's stock valued at $242,000 after purchasing an additional 55 shares during the last quarter. Chicago Partners Investment Group LLC boosted its holdings in shares of Datadog by 1.6% in the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company's stock valued at $622,000 after purchasing an additional 73 shares during the last quarter. Vivaldi Capital Management LP boosted its holdings in shares of Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company's stock valued at $383,000 after purchasing an additional 74 shares during the last quarter. Westside Investment Management Inc. boosted its holdings in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock valued at $27,000 after purchasing an additional 75 shares during the last quarter. Finally, Farther Finance Advisors LLC boosted its holdings in shares of Datadog by 2.0% in the 4th quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company's stock valued at $529,000 after purchasing an additional 78 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company's stock.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: FedRAMP High certification for Datadog for Government strengthens DDOG’s addressable market in federal cloud/security contracts and reduces a barrier to large-scale government deployments — a clear revenue-opportunity catalyst for the company. Datadog for Government Achieves FedRAMP® High Certification
• Positive Sentiment: Jefferies raised its price target to $170 and maintained a Buy, signaling continued sell‑side confidence and providing potential upside support for the stock. This can attract buyers looking for analyst-driven catalysts. Jefferies Adjusts Price Target on Datadog to $170
• Neutral Sentiment: Recent coverage highlights strong short‑term momentum and favorable analyst sentiment, but also notes high valuation multiples; these stories support interest but offer mixed signals on timing for new buyers. Assessing Datadog (DDOG) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Pre-earnings commentary flags AI-driven bookings and momentum as upside drivers but warns about margin pressure and customer concentration — factors likely to influence near-term volatility around results. DDOG Gears Up to Report Q1 Earnings
• Neutral Sentiment: Options-focused writeups suggest strategies (e.g., selling puts) to trade around earnings volatility — useful to traders but not a fundamental driver for long-term holders. DDOG Earnings Play Has a HUGE Return Potential
• Negative Sentiment: Datadog CTO Alexis Le‑Quoc sold ~43,106 shares under a 10b5‑1 plan (about a 7.5% reduction in his direct stake), a large insider sale that can be perceived as a signal for near‑term profit-taking even though it was pre-arranged and disclosed. Insider Sale Filing

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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