Datadog (NASDAQ:DDOG) CFO Sells $17,376,750.00 in Stock

Datadog, Inc. (NASDAQ:DDOG) CFO David Obstler sold 75,000 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $231.69, for a total transaction of $17,376,750.00. Following the completion of the transaction, the chief financial officer owned 434,591 shares of the company’s stock, valued at approximately $100,690,388.79. This trade represents a 14.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Datadog Stock Performance

Datadog stock traded up $0.39 during mid-day trading on Wednesday, hitting $227.73. 3,507,193 shares of the company’s stock traded hands, compared to its average volume of 5,966,530. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25. The company has a market cap of $81.06 billion, a PE ratio of 599.31, a price-to-earnings-growth ratio of 24.81 and a beta of 1.56. The firm has a 50 day moving average price of $171.50 and a 200 day moving average price of $145.78.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $960.12 million. During the same quarter last year, the business earned $0.46 earnings per share. The business’s revenue for the quarter 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. On average, equities analysts forecast that Datadog, Inc. will post 0.61 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms have issued reports on DDOG. DA Davidson set a $250.00 price target on shares of Datadog in a research report on Friday, May 22nd. Jefferies Financial Group set a $210.00 price target on shares of Datadog and gave the stock a “buy” rating in a research report on Thursday, May 7th. Canadian Imperial Bank of Commerce restated an “outperform” rating on shares of Datadog in a research report on Wednesday. Raymond James Financial lifted their price target on shares of Datadog from $170.00 to $220.00 in a research report on Thursday, May 7th. Finally, TD Cowen lifted their price target on shares of Datadog from $190.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. One equities research 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 issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $225.52.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s new AI and security product announcements at its DASH event are being viewed favorably, with the company unveiling 100+ capabilities aimed at autonomous operations, AI-agent protection, and better cloud observability. Yahoo Finance article
• Positive Sentiment: Wall Street has turned more constructive, with Canadian Imperial Bank of Commerce raising its price target to $280 and Evercore lifting its target to $265, both maintaining bullish ratings on DDOG. Benzinga article
• Positive Sentiment: Royal Bank of Canada also reaffirmed an outperform rating, reinforcing the view that Datadog’s growth and AI strategy could have further upside. Benzinga article
• Neutral Sentiment: The company’s CFO, David M. Obstler, sold 75,000 shares under a pre-arranged 10b5-1 trading plan, which is worth watching but does not necessarily signal a change in fundamentals. SEC filing
• Negative Sentiment: Recent insider sales remain a sentiment headwind, including Director Titilope Cole’s large share sale and broader selling by several executives over the past months. SEC filing

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of DDOG. Rothschild Investment LLC lifted its position in Datadog by 126.6% during 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 last quarter. JPL Wealth Management LLC acquired a new position in Datadog during the 3rd quarter worth $27,000. CoreCap Advisors LLC lifted its position in Datadog by 1,461.5% during the 4th quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after acquiring an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC acquired a new position in Datadog during the 4th quarter worth $31,000. Finally, NBC Securities Inc. lifted its position in Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after acquiring an additional 165 shares during the last quarter. Institutional investors own 78.29% of the company’s stock.

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.