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

Datadog, Inc. (NASDAQ:DDOG) CTO Alexis Le-Quoc sold 43,106 shares of Datadog stock in a transaction dated 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 directly owned 490,798 shares of the company’s stock, valued at approximately $62,228,278.42. This represents a 8.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

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 shares were 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 shares were 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 stock was 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 shares were 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 shares were 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 stock was sold at an average price of $158.49, for a total transaction of $6,850,571.76.

Datadog Stock Down 0.7%

DDOG stock traded down $0.93 during midday trading on Friday, hitting $125.20. The company’s stock had a trading volume of 6,338,086 shares, compared to its average volume of 6,719,347. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The firm’s 50-day moving average is $132.76 and its 200-day moving average is $143.82. The company has a current ratio of 3.38, a quick ratio of 3.66 and a debt-to-equity ratio of 0.26. The company has a market cap of $43.90 billion, a PE ratio of 403.87, a P/E/G ratio of 22.75 and a beta of 1.27.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) 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 period in the prior year, the company posted $0.49 earnings per share. The company’s quarterly revenue was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, equities research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Analysts Set New Price Targets

DDOG has been the topic of a number of research analyst reports. TD Cowen restated a “buy” rating on shares of Datadog in a research report on Wednesday, January 21st. JPMorgan Chase & Co. boosted their target price 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. DA Davidson restated a “buy” rating and issued a $225.00 price target on shares of Datadog in a research note on Wednesday. Needham & Company LLC cut their price objective on Datadog from $220.00 to $155.00 and set a “buy” rating for the company in a report on Tuesday. Finally, Royal Bank Of Canada dropped their target price on Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a research report on Monday. Thirty-seven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $179.50.

Institutional Investors Weigh In On Datadog

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after acquiring an additional 9,748,738 shares during the last quarter. State Street Corp grew its position in Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after acquiring an additional 7,091,075 shares during the last quarter. Norges Bank purchased a new stake in Datadog in the fourth quarter worth $469,461,000. Jennison Associates LLC increased its stake in Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after purchasing an additional 2,316,994 shares during the period. Finally, Invesco Ltd. lifted its position in shares of Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after purchasing an additional 2,216,402 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog posted a Q4 beat (revenue up ~29% YoY; EPS topped estimates) and issued optimistic AI‑driven guidance for 2026, which underpinned recent strong gains and investor enthusiasm. Datadog (DDOG) Valuation Check After Strong Q4 Earnings Beat And Optimistic AI Driven Guidance
• Positive Sentiment: Analyst commentary arguing that AI fears are overstated and that Datadog is integrating AI into its monitoring/security stack supports the long‑term case for recurring revenue growth. Datadog: AI Isn’t The Main Problem
• Positive Sentiment: Scotiabank’s research shows a bullish longer‑range view (FY2027 EPS raised to $0.74) and a Sector Outperform stance with a $160 target, signaling some sell‑side confidence beyond 2026. MarketBeat DDOG page (Scotiabank note)
• Neutral Sentiment: Short‑interest data reported for February appears anomalous (0 shares / NaN), so it’s not a reliable signal for short pressure or covering activity today.
• Negative Sentiment: Several brokers trimmed price targets (Needham to $155, BTIG to $170, Wolfe to $160), which can trigger selling or damp enthusiasm despite the beat. Needham Cuts Datadog Price Target to $155
• Negative Sentiment: BTIG’s and Wolfe’s target cuts reinforce caution among some sell‑side desks even after the beat. BTIG Cuts Datadog Price Target to $170 Wolfe Research Cuts Datadog Price Target to $160
• Negative Sentiment: Several analyst pieces caution that, despite the Q4 beat, slowing 2026 growth, rising costs and Datadog’s premium valuation (P/E well above peers) justify caution—these narratives can pressure the stock after the initial rally. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat
• Negative Sentiment: Comparative analyst coverage highlights peers (e.g., MongoDB) as potentially better plays for AI/cloud exposure, which may divert capital away from DDOG. MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

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.