Insider Selling: Datadog (NASDAQ:DDOG) Director Sells 20,000 Shares of Stock

Datadog, Inc. (NASDAQ:DDOG - Get Free Report) Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $127.36, for a total value of $2,547,200.00. Following the completion of the transaction, the director owned 1,640 shares in the company, valued at $208,870.40. This trade represents a 92.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

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Amit Agarwal also recently made the following trade(s):

• On Monday, March 16th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $126.73, for a total transaction of $2,534,600.00.
• On Monday, March 9th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $124.81, for a total transaction of $2,496,200.00.

Datadog Stock Up 0.6%

NASDAQ:DDOG opened at $123.29 on Thursday. The company's 50-day simple moving average is $122.55 and its 200-day simple moving average is $141.26. 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 fifty-two week low of $81.63 and a fifty-two week high of $201.69. The stock has a market capitalization of $43.47 billion, a P/E ratio of 397.71, a P/E/G ratio of 33.69 and a beta of 1.31.

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Datadog (NASDAQ:DDOG - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same quarter in the previous year, the business posted $0.49 EPS. Datadog's revenue was up 29.2% on a year-over-year basis. 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, equities analysts anticipate 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: MarketBeat argues Datadog could benefit from AI agent adoption because agents increase operational complexity and observability needs, which supports demand for Datadog's platform. This frames DDOG as an AI tailwind story rather than a SaaS casualty.
• Positive Sentiment: Seeking Alpha published a bullish piece recommending DDOG as a buy, which may support short-term inflows from retail and value-oriented investors. Read More.
• Positive Sentiment: Critical Cloud announced it became the first "Powered by Datadog" partner, signaling channel/partner momentum and deeper product embedment across AWS/Azure managed services. This is a partnership win that can help sales/implementation velocity. Read More.
• Neutral Sentiment: Analyst coverage remains largely positive: numerous buy/outperform ratings and a median price target well above current levels — supportive longer-term, but not an immediate catalyst. (See aggregator pages for full list.)
• Neutral Sentiment: Reported short-interest data in multiple feeds shows zeros/NaN and days-to-cover = 0.0 — this appears to be a data/reporting anomaly and is not a reliable signal today.
• Negative Sentiment: QuiverQuant / market commentary links today's intraday weakness to a softer FY2026 growth outlook and renewed concern about large-customer concentration (and potential budget optimization by big customers), a narrative that typically pressures high-multiple SaaS names. This is the most direct explanation for downward price action. Read More.
• Negative Sentiment: Insider selling: CTO Alexis Le‑Quoc sold 32,418 shares (~$4.14M) and director Amit Agarwal sold 20,000 shares (~$2.55M) on Mar 23 (SEC filings). Recent disclosures show a long string of insider sales across executives, which investors often view as a negative signal even if sales are for diversification or planned programs. Read More. Read More.

Institutional Inflows and Outflows

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Hedge funds have recently modified their holdings of the company. Westside Investment Management Inc. lifted its holdings in shares of Datadog by 74.3% during the third quarter. Westside Investment Management Inc. now owns 176 shares of the company's stock worth $27,000 after purchasing an additional 75 shares during the period. Rothschild Investment LLC increased its holdings in Datadog by 126.6% in the 3rd 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. Tripletail Wealth Management LLC purchased a new position in Datadog during the 3rd quarter worth approximately $28,000. Physician Wealth Advisors Inc. raised its position in 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 buying an additional 145 shares during the last quarter. Finally, JPL Wealth Management LLC acquired a new stake in Datadog during the 3rd quarter valued at approximately $27,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on DDOG shares. UBS Group set a $195.00 price objective on Datadog in a report on Monday, February 9th. The Goldman Sachs Group assumed coverage on Datadog in a research report on Monday, January 12th. They set a "sell" rating and a $113.00 target price on the stock. Scotiabank decreased their price target on Datadog from $180.00 to $160.00 and set a "sector outperform" rating for the company in a research note on Wednesday, February 11th. Barclays lowered their price target on Datadog from $195.00 to $165.00 and set an "overweight" rating for the company in a report on Wednesday, February 11th. Finally, Weiss Ratings restated a "sell (d+)" rating on shares of Datadog in a research note on Wednesday, January 21st. Thirty-six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Datadog has a consensus rating of "Moderate Buy" and an average target price of $179.62.

Get Our Latest Stock Analysis 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.

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