Insider Selling: Datadog (NASDAQ:DDOG) CRO Sells $1,443,344.50 in Stock

Datadog, Inc. (NASDAQ:DDOG) CRO Sean Michael Walters sold 7,657 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $188.50, for a total transaction of $1,443,344.50. Following the completion of the sale, the executive directly owned 283,610 shares of the company’s stock, valued at $53,460,485. The trade was a 2.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sean Michael Walters also recently made the following trade(s):

• On Tuesday, May 5th, Sean Michael Walters sold 1,914 shares of Datadog stock. The stock was sold at an average price of $150.00, for a total transaction of $287,100.00.
• On Wednesday, March 11th, Sean Michael Walters sold 22,330 shares of Datadog stock. The stock was sold at an average price of $125.68, for a total transaction of $2,806,434.40.

Datadog Price Performance

DDOG opened at $205.31 on Thursday. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $205.44. The company has a 50-day moving average of $131.57 and a 200-day moving average of $138.28. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The company has a market capitalization of $72.39 billion, a P/E ratio of 540.30, a PEG ratio of 69.16 and a beta of 1.30.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. During the same period in the previous year, the business posted $0.46 EPS. The company’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. Equities analysts expect that Datadog, Inc. will post 0.33 EPS for the current fiscal year.

Analyst Ratings Changes

DDOG has been the subject of several research reports. Barclays lifted their price target on shares of Datadog from $148.00 to $215.00 and gave the company an “overweight” rating in a report on Friday, May 8th. Stifel Nicolaus set a $305.00 price target on shares of Datadog in a report on Thursday, May 7th. Mizuho lifted their price target on shares of Datadog from $145.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Cantor Fitzgerald reduced their target price on shares of Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Finally, Truist Financial boosted their target price on shares of Datadog from $120.00 to $190.00 and gave the company a “hold” rating in a research note on Thursday, May 7th. One 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 given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $213.38.

Institutional Trading of Datadog

Institutional investors have recently made changes to their positions in the stock. Rothschild Investment LLC lifted its stake in shares of Datadog by 126.6% in the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the period. Physician Wealth Advisors Inc. lifted its stake in shares of Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after acquiring an additional 145 shares during the period. Westside Investment Management Inc. lifted its stake in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after acquiring an additional 75 shares during the period. JPL Wealth Management LLC acquired a new stake in shares of Datadog in the 3rd quarter worth approximately $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new stake in shares of Datadog in the 3rd quarter worth approximately $28,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s latest earnings report beat expectations on both revenue and profit, while management’s raised outlook signaled continued momentum in demand. DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
• Positive Sentiment: Several analysts turned more constructive after earnings, including Daiwa Securities raising its price target to $240 and other firms reiterating buy-equivalent views, which supports the stock’s valuation. MarketScreener
• Positive Sentiment: Recent commentary has framed Datadog as an AI winner rather than a SaaS laggard, helping sentiment and trading interest in DDOG. Barchart
• Neutral Sentiment: Datadog also announced upcoming investor conference presentations, which may keep the stock in focus but does not change fundamentals by itself. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Multiple insiders, including the CEO and directors, sold shares recently under 10b5-1 plans. While routine, the cluster of sales could temper some investor enthusiasm. SEC filing

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.