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 the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $126.79, for a total transaction of $5,465,409.74. Following the sale, the chief technology officer directly owned 490,798 shares of the company’s stock, valued at approximately $62,228,278.42. The trade was a 8.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at 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 stock was 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 shares were 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 stock was 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 stock was sold at an average price of $158.60, for a total value 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 value of $6,850,571.76.

Datadog Stock Down 0.7%

Shares of DDOG stock opened at $125.20 on Friday. The stock’s fifty day moving average price is $132.23 and its 200 day moving average price is $143.59. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69. The company has a market cap of $43.90 billion, a price-to-earnings ratio of 403.87, a price-to-earnings-growth ratio of 22.71 and a beta of 1.27. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 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 company had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. During the same period last year, the business posted $0.49 earnings per share. The firm’s revenue was up 29.2% compared to the same quarter last year. 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, research analysts expect that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Q4 beat and bullish market reaction — Datadog reported a revenue and EPS beat and gave upbeat AI-related guidance that pushed the shares higher after earnings, supporting the thesis that Datadog can monetize AI-monitoring/security demand. Why Datadog (DDOG) Is Up 8.4% After Strong Q4 2025 Earnings And 2026 Revenue Guidance
• Positive Sentiment: Bullish broker commentary remains — Some sell-side analysts (e.g., Rosenblatt) remain constructive despite a cautious tone from management, reinforcing that several institutional investors still view DDOG as an AI/observability play. Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View
• Neutral Sentiment: Short-interest reporting is noisy and shows 0 shares (likely a reporting artifact), producing an effectively zero days-to-cover reading — not meaningful market pressure today.
• Neutral Sentiment: Investor commentary that AI isn’t the core problem — analysis arguing that AI fears are overstated and Datadog remains well-positioned may moderate panic selling but doesn’t immediately alter fundamentals. Datadog: AI Isn’t The Main Problem
• Negative Sentiment: Insider selling — CTO Alexis Le-Quoc sold ~43k shares (~$5.5M), trimming his stake ~8% on Feb 11; insider disposals can increase near-term selling pressure or signal liquidity needs. SEC Form 4 — Alexis Le-Quoc Sale
• Negative Sentiment: Multiple price-target downgrades — Needham, BTIG and Wolfe trimmed targets (to $155, $170 and $160 respectively), signalling reduced near-term expectations despite the beat; these downgrades can weigh on sentiment and limit upside. Needham Cuts Datadog Price Target BTIG Cuts Datadog Price Target Wolfe Research Cuts Datadog Price Target
• Negative Sentiment: Analyst concerns on slowing growth, costs and valuation — Several analyst pieces highlight that despite the beat, longer-term growth appears to be slowing, costs are rising and valuation remains rich, which can cap multiple expansion. 3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of DDOG. 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. Rothschild Investment LLC increased its holdings in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares in the last quarter. Tripletail Wealth Management LLC acquired a new position in shares of Datadog in the third quarter worth about $28,000. Physician Wealth Advisors Inc. boosted its stake in shares of Datadog by 315.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock worth $27,000 after acquiring an additional 145 shares in the last quarter. Finally, JPL Wealth Management LLC acquired a new stake in shares of Datadog during the 3rd quarter valued at about $27,000. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. BNP Paribas Exane decreased their price target on shares of Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. Barclays cut their target price on Datadog from $195.00 to $165.00 and set an “overweight” rating on the stock in a research report on Wednesday. The Goldman Sachs Group started coverage on Datadog in a report on Monday, January 12th. They issued a “sell” rating and a $113.00 price objective on the stock. Capital One Financial lifted their target price on Datadog from $156.00 to $157.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, JPMorgan Chase & Co. increased their price target on shares of Datadog from $140.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Thirty-seven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and a consensus price target of $179.50.

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.