Datadog (NASDAQ:DDOG) Trading Down 4.7% After Insider Selling

Datadog, Inc. (NASDAQ:DDOG)’s share price dropped 4.7% during trading on Monday after an insider sold shares in the company. The stock traded as low as $115.34 and last traded at $114.6460. Approximately 950,612 shares were traded during mid-day trading, a decline of 83% from the average daily volume of 5,748,039 shares. The stock had previously closed at $120.36.

Specifically, Director Amit Agarwal sold 20,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $120.53, for a total transaction of $2,410,600.00. Following the completion of the sale, the director directly owned 1,640 shares of the company’s stock, valued at $197,669.20. This trade represents a 92.42% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Analysts Set New Price Targets

DDOG has been the subject of a number of research analyst reports. Wolfe Research cut their price objective on shares of Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. Moffett Nathanson reissued a “buy” rating on shares of Datadog in a report on Monday, December 29th. Citizens Jmp reissued a “market perform” rating on shares of Datadog in a report on Wednesday, February 11th. UBS Group set a $195.00 target price on shares of Datadog in a report on Monday, February 9th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Datadog in a report on Wednesday, January 21st. Thirty-seven research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $179.62.

Datadog Stock Performance

The business’s fifty day moving average is $121.57 and its two-hundred day moving average is $140.23. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The stock has a market capitalization of $41.08 billion, a PE ratio of 375.81, a price-to-earnings-growth ratio of 33.08 and a beta of 1.29.

Datadog (NASDAQ:DDOG) last posted its earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. Datadog’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same period last year, the firm posted $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 anticipate that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Institutional Trading of Datadog

A number of institutional investors have recently bought and sold shares of the stock. Osbon Capital Management LLC bought a new stake in Datadog in the fourth quarter worth $116,000. World Investment Advisors lifted its position in Datadog by 27.6% in the fourth quarter. World Investment Advisors now owns 3,141 shares of the company’s stock worth $427,000 after buying an additional 679 shares during the last quarter. Corient Private Wealth LLC lifted its position in Datadog by 51.6% in the fourth quarter. Corient Private Wealth LLC now owns 24,356 shares of the company’s stock worth $3,300,000 after buying an additional 8,292 shares during the last quarter. Employees Provident Fund Board bought a new stake in Datadog in the fourth quarter worth $251,582,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in Datadog in the fourth quarter worth $229,000. 78.29% of the stock is currently owned by institutional investors.

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.