Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Datadog, Inc. (NASDAQ:DDOG)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Datadog, Inc. (NASDAQ:DDOG). In a filing disclosed on May 08th, the Representative disclosed that they had sold between $1,001 and $15,000 in Datadog stock on April 14th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of SS&C Technologies (NASDAQ:SSNC) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Wayfair (NYSE:W) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Sensata Technologies (NYSE:ST) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 5/1/2026.

Datadog Trading Down 1.2%

Shares of DDOG stock traded down $2.38 during mid-day trading on Tuesday, hitting $199.94. 4,793,016 shares of the company’s stock were exchanged, compared to its average volume of 6,633,047. Datadog, Inc. has a fifty-two week low of $98.01 and a fifty-two week high of $203.58. The stock has a 50-day simple moving average of $129.68 and a two-hundred day simple moving average of $137.93. 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 stock has a market cap of $70.49 billion, a price-to-earnings ratio of 526.17, a PEG ratio of 69.99 and a beta of 1.30.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. During the same quarter last year, the firm earned $0.46 earnings per share. The business’s revenue 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. Equities analysts expect that Datadog, Inc. will post 0.33 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Elevation Point Wealth Partners LLC raised its position in Datadog by 3.3% in the third 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 raised its position in Datadog by 1.6% in the fourth 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 raised its position in Datadog by 2.8% in the third 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. raised its position in Datadog by 74.3% in the third 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, Farther Finance Advisors LLC raised its position in Datadog by 2.0% in the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after purchasing an additional 78 shares during the period. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on DDOG. UBS Group raised their price objective on Datadog from $195.00 to $220.00 and gave the stock a “buy” rating in a report on Friday. Royal Bank Of Canada lifted their target price on Datadog from $161.00 to $219.00 and gave the company an “outperform” rating in a report on Friday. Weiss Ratings reiterated a “sell (d+)” rating on shares of Datadog in a report on Monday, April 20th. Raymond James Financial lifted their target price on Datadog from $170.00 to $220.00 in a report on Thursday, May 7th. Finally, Canaccord Genuity Group set a $225.00 target price on Datadog in a report on Friday. One equities 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and a consensus target price of $212.19.

Insider Buying and Selling at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the transaction, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at $54,871,380.93. This trade represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Matthew Jacobson sold 52,832 shares of Datadog stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $189.28, for a total value of $10,000,040.96. Following the sale, the director directly owned 622,726 shares in the company, valued at approximately $117,869,577.28. The trade was a 7.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 738,704 shares of company stock valued at $97,078,075 over the last three months. 6.48% of the stock is owned by company insiders.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s recent earnings report was well received, with revenue up 32.1% year over year to $1.01 billion and EPS of $0.60 beating expectations. Management also issued stronger-than-expected guidance, reinforcing the view that AI-driven demand and enterprise software spending remain healthy. DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
• Positive Sentiment: Analyst sentiment remains constructive after earnings, with CICC Research raising its price target to $204 from $150 and other firms reiterating bullish views, suggesting Wall Street sees more upside in DDOG. MarketScreener
• Positive Sentiment: Several recent articles framed Datadog as a beneficiary of AI adoption rather than a victim of a SaaS slowdown, which is helping sentiment around the stock. Barchart
• Neutral Sentiment: Datadog announced upcoming presentations at two investor conferences, which keeps the company visible but does not materially change fundamentals by itself. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Recent insider sales by directors and an executive, including Matthew Jacobson, Yanbing Li, Julie Richardson, and CRO Sean Michael Walters, may weigh on sentiment even though some of the trades were made under pre-arranged 10b5-1 plans. SEC filing

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.