Sean Michael Walters Sells 1,914 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) CRO Sean Michael Walters sold 1,914 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $150.00, for a total value of $287,100.00. Following the completion of the sale, the executive owned 291,267 shares of the company’s stock, valued at $43,690,050. This represents a 0.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• 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 value of $2,806,434.40.

Datadog Price Performance

Datadog stock opened at $200.16 on Friday. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.38. The company has a market capitalization of $70.57 billion, a PE ratio of 526.75, a price-to-earnings-growth ratio of 68.31 and a beta of 1.30. Datadog, Inc. has a one year low of $98.01 and a one year high of $201.69. The business has a 50 day simple moving average of $124.41 and a 200 day simple moving average of $136.98.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. The business had revenue of $1.01 billion during the quarter, compared to the consensus estimate 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 quarter last year, the company earned $0.46 EPS. 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, sell-side analysts forecast that Datadog, Inc. will post 0.32 EPS for the current fiscal year.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog delivered a beat-and-raise quarter, with Q1 revenue of about $1.01 billion and EPS of $0.60 both ahead of estimates, while management lifted FY 2026 and Q2 guidance well above consensus. Datadog Q1 2026 Financial Results
• Positive Sentiment: Several major Wall Street firms raised price targets after the results, including Citigroup, RBC, Piper Sandler, Wedbush, TD Cowen, Morgan Stanley, Mizuho, and others, reinforcing the bullish case and supporting the stock’s rally. Analyst price target hikes
• Positive Sentiment: Management highlighted strong demand across AI-native and non-AI customers, plus growth in larger customers and new product launches, which suggests the growth story is broadening beyond one-time earnings strength. RBC commentary on Datadog
• Neutral Sentiment: Heavy call-option buying and elevated trading volume indicate strong short-term momentum, but some of the move may be trader-driven and could increase volatility. Options activity report
• Negative Sentiment: Several insiders, including the CTO, general counsel, and a director, sold shares in pre-arranged 10b5-1 transactions, which may temper enthusiasm for some investors even though the sales were scheduled in advance. SEC filing for insider sale

Analyst Ratings Changes

Several equities analysts have issued reports on DDOG shares. Stifel Nicolaus set a $305.00 price objective on Datadog in a research report on Thursday. 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 report on Thursday. Monness Crespi & Hardt lifted their target price on Datadog from $255.00 to $270.00 in a research note on Thursday. BNP Paribas Exane lowered their target price on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a research note on Thursday, January 15th. Finally, Daiwa Securities Group began coverage on Datadog in a report on Tuesday, January 27th. They issued a “buy” rating and a $190.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $211.76.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Westside Investment Management Inc. boosted its position in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares during the period. Rothschild Investment LLC boosted its position in shares of Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares during the period. Physician Wealth Advisors Inc. boosted its position in shares of Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after buying an additional 145 shares during the period. JPL Wealth Management LLC acquired a new position in shares of Datadog during the third quarter worth about $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in shares of Datadog during the third quarter worth about $28,000. 78.29% of the stock is owned by institutional investors and hedge funds.

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.