Adam Blitzer Sells 12,202 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) COO Adam Blitzer sold 12,202 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $249.29, for a total transaction of $3,041,836.58. Following the completion of the transaction, the chief operating officer owned 263,771 shares of the company’s stock, valued at $65,755,472.59. This trade represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. 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.

Adam Blitzer also recently made the following trade(s):

• On Tuesday, June 2nd, Adam Blitzer sold 13,642 shares of Datadog stock. The shares were sold at an average price of $267.15, for a total transaction of $3,644,460.30.

Datadog Price Performance

Shares of DDOG stock opened at $234.11 on Friday. The company has a market capitalization of $83.33 billion, a PE ratio of 616.10, a price-to-earnings-growth ratio of 26.08 and a beta of 1.56. The firm has a fifty day simple moving average of $167.10 and a 200-day simple moving average of $145.28. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70.

Datadog (NASDAQ:DDOG) last announced 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 business had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business’s quarterly revenue was up 32.1% compared to the same quarter last year. During the same period in the prior year, the firm 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. Equities research analysts anticipate 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

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Vanguard Group Inc. lifted its position in shares of Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after buying an additional 9,748,738 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in shares of Datadog by 7.1% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock worth $1,961,496,000 after buying an additional 956,993 shares during the last quarter. State Street Corp lifted its position in shares of Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after buying an additional 7,091,075 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Datadog by 2.2% in the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after buying an additional 197,816 shares during the last quarter. Finally, Janus Henderson Group PLC lifted its position in shares of Datadog by 22.8% in the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after buying an additional 1,439,082 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Sanford C. Bernstein increased their price objective 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. Oppenheimer increased their price objective on shares of Datadog from $200.00 to $220.00 in a research note on Thursday, May 7th. Scotiabank increased their price objective on shares of Datadog from $160.00 to $225.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Barclays increased their price objective on shares of Datadog from $148.00 to $215.00 and gave the company an “overweight” rating in a research note on Friday, May 8th. Finally, Wolfe Research reduced 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. One investment analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $219.69.

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.