Datadog (NASDAQ:DDOG) CFO David Obstler Sells 16,524 Shares

Datadog, Inc. (NASDAQ:DDOG) CFO David Obstler sold 16,524 shares of Datadog stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $212.90, for a total transaction of $3,517,959.60. Following the sale, the chief financial officer owned 418,067 shares of the company’s stock, valued at $89,006,464.30. The trade was a 3.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Datadog Price Performance

Shares of DDOG stock opened at $212.93 on Friday. The company has a debt-to-equity ratio of 0.23, a current ratio of 3.20 and a quick ratio of 3.20. The company has a market capitalization of $76.46 billion, a P/E ratio of 434.56, a P/E/G ratio of 21.03 and a beta of 1.49. The company’s 50-day simple moving average is $249.65 and its two-hundred day simple moving average is $193.28. Datadog, Inc. has a one year low of $98.01 and a one year high of $292.72.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, beating the consensus estimate of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the previous year, the firm posted $0.46 earnings per share. The company’s revenue was up 35.6% on a year-over-year basis. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, equities analysts anticipate that Datadog, Inc. will post 0.7 EPS for the current year.

Hedge Funds Weigh In On Datadog

A number of large investors have recently added to or reduced their stakes in DDOG. California State Teachers Retirement System boosted its holdings in shares of Datadog by 27,002.8% in the 2nd quarter. California State Teachers Retirement System now owns 121,189,509 shares of the company’s stock valued at $31,552,901,000 after buying an additional 120,742,361 shares in the last quarter. State Street Corp raised its stake in shares of Datadog by 106.8% during the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after acquiring an additional 7,091,075 shares in the last quarter. Norges Bank bought a new position in shares of Datadog during the 4th quarter worth approximately $469,461,000. Invesco Ltd. lifted its position in Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after acquiring an additional 2,216,402 shares during the last quarter. Finally, Employees Provident Fund Board purchased a new stake in Datadog during the fourth quarter valued at approximately $251,582,000. 78.29% of the stock is currently owned by institutional investors.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on DDOG. Needham & Company LLC increased their target price on shares of Datadog from $260.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Weiss Ratings raised shares of Datadog from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, August 12th. Cantor Fitzgerald increased their price objective on shares of Datadog from $226.00 to $327.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. BTIG Research lifted their price objective on shares of Datadog from $255.00 to $289.00 and gave the company a “buy” rating in a report on Tuesday, July 28th. Finally, Raymond James Financial reissued an “outperform” rating and set a $280.00 price objective on shares of Datadog in a report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $276.32.

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.