Datadog (NASDAQ:DDOG) CTO Alexis Le-Quoc Sells 43,106 Shares

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 43,106 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $126.79, for a total value of $5,465,409.74. Following the completion of the transaction, the chief technology officer owned 490,798 shares in the company, valued at $62,228,278.42. The trade was a 8.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.

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

• On Wednesday, January 28th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The stock was sold at an average price of $140.99, for a total transaction of $4,570,613.82.
• On Monday, January 5th, Alexis Le-Quoc sold 43,106 shares of Datadog stock. The stock was sold at an average price of $133.93, for a total transaction of $5,773,186.58.
• On Monday, December 29th, Alexis Le-Quoc sold 32,418 shares of Datadog stock. The shares were sold at an average price of $137.85, for a total transaction of $4,468,821.30.
• On Monday, December 8th, Alexis Le-Quoc sold 53,912 shares of Datadog stock. The stock was sold at an average price of $154.05, for a total transaction of $8,305,143.60.
• On Tuesday, December 2nd, Alexis Le-Quoc sold 13,765 shares of Datadog stock. The stock was sold at an average price of $158.60, for a total transaction of $2,183,129.00.
• On Monday, November 24th, Alexis Le-Quoc sold 43,224 shares of Datadog stock. The shares were sold at an average price of $158.49, for a total transaction of $6,850,571.76.

Datadog Stock Down 0.7%

Shares of DDOG opened at $125.20 on Friday. The firm has a 50 day simple moving average of $132.23 and a two-hundred day simple moving average of $143.64. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The company has a market cap of $43.90 billion, a P/E ratio of 403.87, a P/E/G ratio of 22.88 and a beta of 1.27.

Datadog (NASDAQ:DDOG) last issued its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. During the same quarter last year, the business posted $0.49 EPS. The company’s revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Research analysts forecast that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and bullish market reaction — Datadog reported a revenue and EPS beat and gave upbeat AI-related guidance that pushed the shares higher after earnings, supporting the thesis that Datadog can monetize AI-monitoring/security demand. Why Datadog (DDOG) Is Up 8.4% After Strong Q4 2025 Earnings And 2026 Revenue Guidance
• Positive Sentiment: Bullish broker commentary remains — Some sell-side analysts (e.g., Rosenblatt) remain constructive despite a cautious tone from management, reinforcing that several institutional investors still view DDOG as an AI/observability play. Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View
• Neutral Sentiment: Short-interest reporting is noisy and shows 0 shares (likely a reporting artifact), producing an effectively zero days-to-cover reading — not meaningful market pressure today.
• Neutral Sentiment: Investor commentary that AI isn’t the core problem — analysis arguing that AI fears are overstated and Datadog remains well-positioned may moderate panic selling but doesn’t immediately alter fundamentals. Datadog: AI Isn’t The Main Problem
• Negative Sentiment: Insider selling — CTO Alexis Le-Quoc sold ~43k shares (~$5.5M), trimming his stake ~8% on Feb 11; insider disposals can increase near-term selling pressure or signal liquidity needs. SEC Form 4 — Alexis Le-Quoc Sale
• Negative Sentiment: Multiple price-target downgrades — Needham, BTIG and Wolfe trimmed targets (to $155, $170 and $160 respectively), signalling reduced near-term expectations despite the beat; these downgrades can weigh on sentiment and limit upside. Needham Cuts Datadog Price Target BTIG Cuts Datadog Price Target Wolfe Research Cuts Datadog Price Target
• Negative Sentiment: Analyst concerns on slowing growth, costs and valuation — Several analyst pieces highlight that despite the beat, longer-term growth appears to be slowing, costs are rising and valuation remains rich, which can cap multiple expansion. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat

Institutional Trading of Datadog

Institutional investors have recently modified their holdings of the business. Brighton Jones LLC acquired a new position in Datadog during the 4th quarter worth about $209,000. Bison Wealth LLC acquired a new position in shares of Datadog in the fourth quarter worth approximately $228,000. Empowered Funds LLC boosted its holdings in Datadog by 7.0% in the first quarter. Empowered Funds LLC now owns 10,313 shares of the company’s stock valued at $1,023,000 after acquiring an additional 672 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Datadog by 17.6% in the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after acquiring an additional 115 shares during the last quarter. Finally, Sivia Capital Partners LLC acquired a new stake in Datadog during the 2nd quarter valued at approximately $509,000. Institutional investors own 78.29% of the company’s stock.

Wall Street Analysts Forecast Growth

DDOG has been the topic of a number of research analyst reports. JPMorgan Chase & Co. raised their price target on shares of Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Wells Fargo & Company increased their price objective on shares of Datadog from $190.00 to $230.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Robert W. Baird set a $180.00 target price on shares of Datadog in a research note on Wednesday. Cantor Fitzgerald lowered their price target on shares of Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Finally, BNP Paribas Exane cut their price objective on Datadog from $210.00 to $175.00 and set an “outperform” rating on the stock in a report on Thursday, January 15th. Thirty-seven equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and a consensus target price of $179.50.

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.