Yanbing Li Sells 11,070 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) insider Yanbing Li sold 11,070 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $267.15, for a total value of $2,957,350.50. Following the transaction, the insider owned 274,352 shares in the company, valued at $73,293,136.80. This trade represents a 3.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Yanbing Li also recently made the following trade(s):

• On Friday, May 8th, Yanbing Li sold 19,834 shares of Datadog stock. The shares were sold at an average price of $197.35, for a total value of $3,914,239.90.

Datadog Price Performance

Shares of Datadog stock opened at $234.11 on Friday. 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 PE ratio of 616.10, a price-to-earnings-growth ratio of 26.08 and a beta of 1.56. The business’s 50-day moving average price is $167.10 and its 200-day moving average price is $145.28. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $278.70.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion for 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%.The company’s revenue was up 32.1% on a year-over-year basis. During the same period in the prior 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. Sell-side analysts forecast that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Analyst Ratings Changes

DDOG has been the subject of several analyst reports. Canadian Imperial Bank of Commerce restated an “outperform” rating and set a $250.00 target price on shares of Datadog in a report on Friday, May 8th. Citizens Jmp upgraded Datadog from a “market perform” rating to an “outperform” rating and set a $225.00 target price for the company in a report on Thursday, May 7th. BMO Capital Markets increased their target price on Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Cantor Fitzgerald increased their target price on Datadog from $171.00 to $226.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Finally, Benchmark restated a “buy” rating on shares of Datadog in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $219.69.

Key Headlines Impacting Datadog

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

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Elevation Point Wealth Partners LLC lifted its stake in shares of Datadog by 3.3% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after purchasing an additional 55 shares during the period. Chicago Partners Investment Group LLC lifted its stake in shares of Datadog by 1.6% in the 4th quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after purchasing an additional 73 shares during the period. Vivaldi Capital Management LP lifted its stake in shares of Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after purchasing an additional 74 shares during the period. Westside Investment Management Inc. lifted its stake in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares during the period. Finally, State of Wyoming lifted its stake in shares of Datadog by 4.1% in the 1st quarter. State of Wyoming now owns 1,946 shares of the company’s stock valued at $230,000 after purchasing an additional 76 shares during the period. Hedge funds and other institutional investors own 78.29% of the company’s stock.

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.