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

April 25, 2026 by InsiderTrades.com

Key Points

Datadog director Amit Agarwal sold 20,000 shares on April 15 at an average price of $120 for $2.4M, and has executed multiple additional 20,000‑share tranches this month, leaving him with 1,640 shares (a ~92.42% reduction in ownership).
The sales were executed under a pre‑arranged Rule 10b5‑1 trading plan, but the large volume of insider selling has been flagged as a near‑term negative for investor sentiment.
Context: Datadog recently announced GPU Monitoring and received supportive analyst notes, yet rising short interest (up ~26.8% to ~12.74M shares) and multiple price‑target cuts have tempered near‑term sentiment.

Datadog, Inc. (NASDAQ:DDOG - Get Free Report) Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $120.00, for a total value of $2,400,000.00. Following the completion of the transaction, the director directly owned 1,640 shares in the company, valued at approximately $196,800. This represents a 92.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

The Market Is Selling Everything, but These 5 Stocks Aren't Breaking Down

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

On Monday, April 20th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $125.98, for a total value of $2,519,600.00.
On Wednesday, April 8th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $122.28, for a total value of $2,445,600.00.
On Wednesday, April 1st, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $120.53, for a total value of $2,410,600.00.
On Monday, March 23rd, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $127.36, for a total value of $2,547,200.00.
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 value of $2,534,600.00.
On Monday, March 9th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $124.81, for a total value of $2,496,200.00.

Datadog Stock Performance

Shares of NASDAQ DDOG opened at $129.48 on Friday. 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 business's 50 day moving average is $120.50 and its two-hundred day moving average is $138.01. The company has a market cap of $45.65 billion, a P/E ratio of 417.68, a P/E/G ratio of 46.28 and a beta of 1.29. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $201.69.

SaaS Apocoplyse Survivor? Why Datadog Could Be a Real AI Winner

Datadog (NASDAQ:DDOG - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company's revenue for the quarter was up 29.2% on a year-over-year basis. During the same period in the previous year, the business posted $0.49 EPS. 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 expect that Datadog, Inc. will post 0.32 EPS for the current year.

Key Datadog News

Here are the key news stories impacting Datadog this week:

Positive Sentiment: Product / TAM catalyst — Datadog announced GPU Monitoring to help customers manage GPU capacity, performance and cloud spend as they scale AI workloads, strengthening its positioning in AI observability demand. Datadog Announces GPU Monitoring
Positive Sentiment: Thought leadership supports demand — Datadog’s "State of AI Engineering 2026" report spotlights operational complexity as a top barrier to reliable AI, reinforcing the company’s TAM for observability, cost-control and reliability tooling. Datadog AI Report
Positive Sentiment: Analyst support — Rothschild & Co initiated coverage with a buy and Guggenheim reiterated a buy, while Oppenheimer flagged Datadog as well positioned for sustained growth (near‑term revenue upside). These notes can underpin demand for the stock. Rothschild Initiates; Oppenheimer Note
Neutral Sentiment: Analyst target trims but constructive ratings — Bank of America and Sanford Bernstein trimmed price targets (BofA $215→$170; Bernstein $180→$167) but kept buy/outperform stances, lowering upside assumptions without changing the investment thesis. BofA Adjusts Price Target Bernstein Adjusts Price Target
Neutral Sentiment: Positive press coverage notes DDOG “lapped the market” recently (helpful PR but not a new fundamental catalyst). Datadog Laps the Market
Negative Sentiment: Rising short interest — April short interest rose ~26.8% to ~12.74M shares (~3.9% of float) with a ~2.8 days-to-cover, which can amplify downside on weak news or earnings. (Data from recent short-interest filings.)
Negative Sentiment: Insider selling — multiple pre‑arranged Rule 10b5‑1 sales this month: CTO Alexis Le‑Quoc sold 43,224 shares (~$5.66M) and director Amit Agarwal sold 20,000 shares (~$2.52M). While disclosed as plan-based, the volume of insider sales is a near‑term negative for sentiment. Alexis Le‑Quoc Sale Amit Agarwal Sale
Negative Sentiment: Additional target cuts — Barclays and CIBC trimmed price targets (Barclays to $148), contributing to weaker near‑term sentiment and lowering consensus upside. Barclays Lowers Target

Wall Street Analysts Forecast Growth

Software Stocks Are Down—Expert Says These 3 Names Still Look Strong

Several analysts have recently weighed in on DDOG shares. Needham & Company LLC decreased their price objective on Datadog from $220.00 to $155.00 and set a "buy" rating on the stock in a report on Tuesday, February 10th. Wedbush decreased their price objective on Datadog from $215.00 to $190.00 and set an "outperform" rating on the stock in a report on Wednesday, February 11th. Evercore decreased their price objective on Datadog from $215.00 to $175.00 and set an "outperform" rating on the stock in a report on Monday, February 2nd. Raymond James Financial decreased their price objective on Datadog from $205.00 to $170.00 and set an "outperform" rating on the stock in a report on Tuesday, February 10th. Finally, Robert W. Baird set a $180.00 price objective on Datadog in a report on Wednesday, February 11th. Thirty-nine investment analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $177.20.

Read Our Latest Stock Report on Datadog

Institutional Trading of Datadog

Institutional investors have recently bought and sold shares of the stock. Westside Investment Management Inc. boosted its stake in 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 buying an additional 75 shares in the last quarter. Rothschild Investment LLC boosted its stake in Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company's stock worth $25,000 after purchasing an additional 100 shares in the last quarter. Tripletail Wealth Management LLC bought a new stake in shares of Datadog during the third quarter worth $28,000. Physician Wealth Advisors Inc. grew its holdings in shares of Datadog by 315.2% during the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company's stock worth $27,000 after purchasing an additional 145 shares during the last quarter. Finally, JPL Wealth Management LLC bought a new stake in shares of Datadog during the third quarter worth $27,000. Institutional investors and hedge funds own 78.29% of the company's stock.

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.