Datadog (NASDAQ:DDOG) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Datadog, Inc. (NASDAQ:DDOG). In a filing disclosed on April 07th, the Representative disclosed that they had bought between $1,001 and $15,000 in Datadog stock on March 13th. 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):

• Sold $1,001 – $15,000 in shares of MACOM Technology Solutions (NASDAQ:MTSI) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of StandardAero (NYSE:SARO) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Advanced Energy Industries (NASDAQ:AEIS) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Viavi Solutions (NASDAQ:VIAV) on 3/27/2026.
• Purchased $15,001 – $50,000 in shares of Fabrinet (NYSE:FN) on 3/27/2026.

Datadog Stock Down 4.9%

Shares of DDOG stock traded down $5.68 on Thursday, hitting $110.82. The stock had a trading volume of 1,537,781 shares, compared to its average volume of 5,663,860. The firm has a market capitalization of $39.07 billion, a price-to-earnings ratio of 359.42, a P/E/G ratio of 33.08 and a beta of 1.29. The stock’s 50 day moving average is $120.66 and its 200-day moving average is $139.91. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. Datadog, Inc. has a 52-week low of $87.69 and a 52-week high of $201.69.

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

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Guggenheim upgraded DDOG from Neutral to Buy and set a $175 target (implies ~50%+ upside vs. current levels), citing stronger growth forecasts and renewed investor appetite for observability vendors; this upgrade is the primary bullish catalyst lifting sentiment. Guggenheim Upgrades Datadog to Buy
• Positive Sentiment: Bofa/BofA and other brokers are highlighting Datadog as an AI/cybersecurity beneficiary — BofA says AI spending should accelerate growth for Datadog and peers, adding fundamental support to the upgrade-driven rally. Datadog, Snowflake seen ‘accelerating’ growth
• Positive Sentiment: Product momentum: Datadog recently launched new tools (and an “Experiments” product) that management and analysts say expand its addressable market and cross-sell opportunities, supporting longer-term revenue durability. Datadog Launches New Tools
• Neutral Sentiment: The “Datadog Experiments” launch also puts valuation and near-term monetization into focus — it’s positive for product depth but raises questions about how quickly new features will translate to meaningful revenue/AFR growth. Experiments Launch Puts Valuation In Focus
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,300 shares (part of a string of recent sales) under a 10b5‑1 plan; markets often interpret clustered insider sales as a near‑term negative even when pre‑planned. That likely pressured the stock despite the upgrade. Alexis Le-Quoc Sells Shares
• Neutral Sentiment: Valuation backdrop: Datadog trades at a very high P/E and elevated multiples versus peers; upgrades and product wins help the story, but steep valuation means sentiment and analyst assumptions (growth trajectory & operating leverage) will drive volatility. Guggenheim Lifts Datadog to Buy

Insider Buying and Selling at Datadog

In other news, CRO Sean Michael Walters sold 22,330 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive directly owned 238,384 shares in the company, valued at approximately $29,960,101.12. This trade represents a 8.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $127.36, for a total transaction of $2,547,200.00. Following the completion of the transaction, the director owned 1,640 shares in the company, valued at approximately $208,870.40. The trade was a 92.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 469,306 shares of company stock valued at $57,406,994. Corporate insiders own 6.67% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in DDOG. Vanguard Group Inc. lifted its position 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 buying an additional 9,748,738 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in shares of Datadog by 7.1% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock worth $1,961,496,000 after buying an additional 956,993 shares during the last quarter. State Street Corp lifted its position in shares of Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after buying an additional 7,091,075 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Datadog by 2.2% in the 4th quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock worth $1,227,184,000 after buying an additional 197,816 shares during the last quarter. Finally, Jennison Associates LLC lifted its position in shares of Datadog by 43.7% in the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock worth $1,036,787,000 after buying an additional 2,316,994 shares during the last quarter. 78.29% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

DDOG has been the subject of several analyst reports. The Goldman Sachs Group initiated coverage on shares of Datadog in a research note on Monday, January 12th. They issued a “sell” rating and a $113.00 target price for the company. Wedbush decreased their target price on shares of Datadog from $215.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, February 11th. DA Davidson reiterated a “buy” rating and set a $225.00 price objective on shares of Datadog in a research note on Tuesday, February 17th. BMO Capital Markets set a $165.00 price objective on shares of Datadog in a research note on Wednesday, February 11th. Finally, Wolfe Research reduced their price objective on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 10th. Thirty-eight analysts have rated the stock with a Buy rating, three have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $181.41.

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.

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.