Adam Blitzer Sells 13,642 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) COO Adam Blitzer sold 13,642 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $267.15, for a total value of $3,644,460.30. Following the completion of the transaction, the chief operating officer owned 275,973 shares of the company’s stock, valued at $73,726,186.95. The trade was a 4.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 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 Wednesday, June 3rd, Adam Blitzer sold 12,202 shares of Datadog stock. The shares were sold at an average price of $249.29, for a total value of $3,041,836.58.

Datadog Stock Performance

Shares of NASDAQ DDOG opened at $234.11 on Friday. The business 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. The firm has a market capitalization of $83.33 billion, a price-to-earnings ratio of 616.10, a PEG ratio of 26.08 and a beta of 1.56. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.Datadog’s revenue was up 32.1% on a year-over-year basis. During the same period in the prior year, the company posted $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. Sell-side analysts expect that Datadog, Inc. will post 0.61 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Guggenheim increased their price objective on Datadog from $175.00 to $225.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. DA Davidson set a $250.00 price objective on Datadog in a research note on Friday, May 22nd. Citizens Jmp upgraded Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 price objective for the company in a research note on Thursday, May 7th. Stifel Nicolaus set a $305.00 price objective on Datadog in a research note on Thursday, May 7th. Finally, Rosenblatt Securities increased their price objective on Datadog from $178.00 to $220.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $219.69.

Institutional Trading of Datadog

Large investors have recently made changes to their positions in the business. Hartford Investment Management Co. bought a new stake in shares of Datadog during the third quarter worth $2,689,000. MUFG Securities EMEA plc boosted its holdings in Datadog by 115.6% in the fourth quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock valued at $1,814,000 after acquiring an additional 7,154 shares during the last quarter. Norges Bank bought a new position in Datadog in the fourth quarter valued at about $469,461,000. IQ EQ FUND MANAGEMENT IRELAND Ltd boosted its holdings in Datadog by 134.5% in the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock valued at $4,435,000 after acquiring an additional 17,860 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in Datadog by 30.3% in the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after acquiring an additional 9,748,738 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

Datadog News Roundup

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

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.