Alexis Le-Quoc Sells 43,224 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 43,224 shares of the business’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $265.23, for a total transaction of $11,464,301.52. Following the sale, the chief technology officer owned 509,805 shares in the company, valued at $135,215,580.15. The trade was a 7.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Alexis Le-Quoc also recently made the following trade(s):

• On Wednesday, July 8th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $257.24, for a total transaction of $13,868,322.88.
• On Monday, June 22nd, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $220.97, for a total value of $9,551,207.28.
• On Tuesday, June 2nd, Alexis Le-Quoc sold 21,506 shares of Datadog stock. The shares were sold at an average price of $267.15, for a total value of $5,745,327.90.
• On Monday, June 1st, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The shares were sold at an average price of $271.05, for a total transaction of $14,612,847.60.
• On Monday, May 18th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The stock was sold at an average price of $208.04, for a total transaction of $8,992,320.96.
• On Monday, May 4th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The stock was sold at an average price of $144.93, for a total value of $6,247,352.58.

Datadog Stock Up 5.3%

DDOG opened at $264.07 on Thursday. The firm has a market cap of $94.00 billion, a P/E ratio of 694.93, a PEG ratio of 25.51 and a beta of 1.54. Datadog, Inc. has a 52 week low of $98.01 and a 52 week 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 business’s fifty day simple moving average is $244.01 and its 200 day simple moving average is $171.32.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. The business had revenue of $1.01 billion for 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 company’s quarterly revenue was up 32.1% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. As a group, equities research analysts anticipate that Datadog, Inc. will post 0.64 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on DDOG shares. Zacks Research upgraded Datadog from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Benchmark reissued a “buy” rating on shares of Datadog in a research report on Tuesday. Arete Research lifted their price objective on shares of Datadog from $260.00 to $340.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Mizuho boosted their price objective on shares of Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Finally, Wall Street Zen upgraded Datadog from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $264.84.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. JPL Wealth Management LLC acquired a new stake in shares of Datadog in the 3rd quarter worth about $27,000. CoreCap Advisors LLC lifted its holdings in Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after purchasing an additional 190 shares during the period. Flagship Harbor Advisors LLC bought a new position in shares of Datadog in the fourth quarter valued at approximately $31,000. NBC Securities Inc. boosted its stake in Datadog by 242.6% during the 4th quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after purchasing an additional 165 shares in the last quarter. Finally, Rothschild Investment LLC boosted its stake in Datadog by 52.5% during the fourth quarter. Rothschild Investment LLC now owns 273 shares of the company’s stock valued at $37,000 after buying an additional 94 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog and Cloudaware announced a partnership to bring Cloudaware LogSight to the Datadog Marketplace. The integration is designed to identify cloud services that are not sending logs to Datadog, potentially increasing log-management usage and strengthening Datadog’s observability platform. Cloudaware and Datadog partnership
• Positive Sentiment: The company’s growing mix of multi-year contracts increased remaining performance obligations by 51% to $3.48 billion. Investors view the larger backlog as evidence of stronger revenue predictability and support for Datadog’s higher fiscal 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Optimism is building ahead of Datadog’s August 6 earnings release. The latest quarter showed 32% year-over-year revenue growth to approximately $1.01 billion, while earnings exceeded expectations and management raised its full-year 2026 outlook. Analysts have cited durable cloud and AI-related demand, with BTIG raising its price target to $289 from $255 and maintaining a Buy rating. BTIG Datadog price target
• Neutral Sentiment: Institutional positioning is mixed: 555 investors added shares in the latest quarter, compared with 498 that reduced holdings. BlackRock and Citadel made notable additions, while FMR, T. Rowe Price and Massachusetts Financial Services reduced positions. This suggests continued interest but limited consensus.
• Negative Sentiment: Insiders have reported extensive selling, including recent transactions by CEO Olivier Pomel, CTO Alexis Le-Quoc and Director Amit Agarwal. The sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but they may still weigh on sentiment given DDOG’s sharp rally and elevated valuation.

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.