Datadog (NASDAQ:DDOG) Director Michael James Callahan Sells 112,500 Shares

Datadog, Inc. (NASDAQ:DDOG) Director Michael James Callahan sold 112,500 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $231.60, for a total value of $26,055,000.00. Following the transaction, the director directly owned 14,996 shares of the company’s stock, valued at $3,473,073.60. This trade represents a 88.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Datadog Stock Performance

Shares of NASDAQ:DDOG traded down $2.27 during trading on Tuesday, hitting $230.82. 4,012,518 shares of the company traded hands, compared to its average volume of 5,938,318. The stock has a market capitalization of $82.16 billion, a price-to-earnings ratio of 607.44, a PEG ratio of 24.62 and a beta of 1.56. The business’s fifty day moving average is $180.54 and its 200-day moving average is $147.82. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG) last posted its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion during 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 business’s revenue was up 32.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, equities analysts predict that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. BMO Capital Markets reaffirmed an “outperform” rating and set a $260.00 target price on shares of Datadog in a report on Friday. Evercore boosted their price objective on Datadog from $225.00 to $265.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 10th. Truist Financial upgraded Datadog from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $190.00 to $300.00 in a research report on Monday. Monness Crespi & Hardt boosted their price objective on Datadog from $255.00 to $270.00 in a research report on Thursday, May 7th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Datadog in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $234.14.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Truist upgraded Datadog from hold to buy and lifted its price target to $300 from $190, signaling meaningful upside from current levels and reinforcing optimism around the company’s growth outlook. Truist Just Upgraded Datadog Stock. Here’s Why.
• Positive Sentiment: Recent commentary highlighted strong demand for Datadog’s AI observability, cloud monitoring, and security tools, suggesting the company is benefiting from broader enterprise adoption and sustained revenue growth. Datadog (DDOG): AI Observability Push Shows Why Cloud Monitoring Demand Is Broadening
• Positive Sentiment: Coverage around Datadog’s Dash conference noted 100+ new AI and security features, supporting the view that the company is strengthening its platform and expanding its role in AI and cloud operations. How Datadog’s Dash AI and Security Expansion Will Impact Datadog (DDOG) Investors
• Neutral Sentiment: Datadog is also drawing attention as a “trending stock” on Zacks, but that article mainly reflects elevated investor interest rather than a fresh fundamental catalyst. Datadog, Inc. (DDOG) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: One valuation-focused piece said the stock looks somewhat rich after a strong run, which may temper enthusiasm but does not change the underlying growth narrative. Datadog (DDOG) Stock Valuation Looks Slightly Rich After Strong Momentum
• Negative Sentiment: Datadog CRO Sean Michael Walters sold 11,876 shares in a pre-arranged Rule 10b5-1 transaction. The sale was routine, but insider selling can still be viewed as a mild headwind by investors. Insider trade details

Hedge Funds Weigh In On Datadog

Hedge funds and other institutional investors have recently made changes to their positions in the business. 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. JPL Wealth Management LLC acquired a new stake in Datadog in the third quarter worth approximately $27,000. CoreCap Advisors LLC lifted its position in Datadog by 1,461.5% in the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock worth $28,000 after purchasing an additional 190 shares during the period. Flagship Harbor Advisors LLC acquired a new stake in Datadog in the fourth quarter worth approximately $31,000. Finally, NBC Securities Inc. lifted its position in Datadog by 242.6% in the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock worth $32,000 after purchasing an additional 165 shares during the period. 78.29% of the stock is currently 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.