Key Points
- Amit Agarwal, a Datadog director, sold 20,000 shares on March 9 at an average price of $124.81 for about $2,496,200, leaving him with 1,640 shares — a 92.42% reduction in his holding.
- Datadog beat quarterly estimates with $0.59 EPS versus $0.55 expected and revenue of $953.19M (up 29.2% YoY), and provided FY2026 EPS guidance of $2.080–2.160 and Q1 2026 guidance of $0.490–0.510.
- The stock carries a high valuation (market cap ~$44.95B, P/E ~411.26), is 78.29% institutionally owned, and has an average analyst rating of "Moderate Buy" with a mean price target of $179.62.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) Director Amit Agarwal sold 20,000 shares of the business's stock in a transaction on Monday, March 9th. The stock was sold at an average price of $124.81, for a total value of $2,496,200.00. Following the sale, the director owned 1,640 shares in the company, valued at $204,688.40. This represents a 92.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.
Datadog Price Performance
Datadog stock opened at $127.49 on Thursday. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. The company has a market capitalization of $44.95 billion, a PE ratio of 411.26, a P/E/G ratio of 33.83 and a beta of 1.31. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The stock has a 50-day moving average price of $123.43 and a two-hundred day moving average price of $141.74.
Datadog (NASDAQ:DDOG - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts' expectations of $916.53 million. During the same period in the previous year, the business posted $0.49 earnings per share. The business's quarterly 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. Analysts expect that Datadog, Inc. will post 0.34 EPS for the current year.
Institutional Investors Weigh In On Datadog
A number of institutional investors have recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of Datadog by 30.3% during the third 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 period. Price T Rowe Associates Inc. MD lifted its holdings in Datadog by 7.1% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company's stock valued at $1,961,496,000 after buying an additional 956,993 shares during the period. State Street Corp boosted its position in Datadog by 106.8% during the third 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. Geode Capital Management LLC boosted its position in Datadog by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company's stock valued at $1,227,184,000 after acquiring an additional 197,816 shares during the last quarter. Finally, Jennison Associates LLC grew its holdings in Datadog by 43.7% during the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company's stock worth $1,036,787,000 after acquiring an additional 2,316,994 shares during the period. 78.29% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of research firms have weighed in on DDOG. Capital One Financial boosted their target price on shares of Datadog from $156.00 to $157.00 and gave the stock an "overweight" rating in a report on Wednesday, February 11th. Citizens Jmp reiterated a "market perform" rating on shares of Datadog in a report on Wednesday, February 11th. Arete Research boosted their price objective on shares of Datadog from $230.00 to $260.00 and gave the stock a "buy" rating in a research note on Thursday, December 11th. Barclays decreased their price objective on Datadog from $195.00 to $165.00 and set an "overweight" rating for the company in a report on Wednesday, February 11th. Finally, Royal Bank Of Canada lowered their target price on Datadog from $175.00 to $150.00 and set an "outperform" rating for the company in a research report on Monday, February 9th. Thirty-six analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Datadog has an average rating of "Moderate Buy" and an average price target of $179.62.
Get Our Latest Research Report on DDOG
About Datadog
(
Get Free Report)
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.
Further Reading
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