Key Points
- CEO Olivier Pomel sold 127,141 Datadog shares for approximately $36.5 million under a pre-arranged Rule 10b5-1 plan, reducing his ownership by 17.18% to 612,747 shares.
- Datadog beat quarterly expectations, reporting $1.12 billion in revenue and $0.65 EPS, while revenue grew 35.6% year over year. Management issued fiscal 2026 EPS guidance of $2.50–$2.54.
- Analysts remain broadly positive, with a consensus “Moderate Buy” rating and a $276.32 price target, though Datadog’s high valuation and potentially lower usage from a major AI customer remain risks.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) CEO Olivier Pomel sold 127,141 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $286.71, for a total transaction of $36,452,596.11. Following the completion of the sale, the chief executive officer owned 612,747 shares in the company, valued at approximately $175,680,692.37. This trade represents a 17.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Olivier Pomel also recently made the following trade(s):
- On Thursday, July 23rd, Olivier Pomel sold 47,054 shares of Datadog stock. The shares were sold at an average price of $244.79, for a total transaction of $11,518,348.66.
- On Tuesday, June 16th, Olivier Pomel sold 84,698 shares of Datadog stock. The shares were sold at an average price of $232.30, for a total transaction of $19,675,345.40.
- On Monday, June 8th, Olivier Pomel sold 127,141 shares of Datadog stock. The shares were sold at an average price of $231.69, for a total transaction of $29,457,298.29.
- On Tuesday, June 2nd, Olivier Pomel sold 26,012 shares of Datadog stock. The stock was sold at an average price of $267.15, for a total value of $6,949,105.80.
- On Tuesday, May 26th, Olivier Pomel sold 84,698 shares of Datadog stock. The stock was sold at an average price of $223.58, for a total value of $18,936,778.84.
- On Monday, May 11th, Olivier Pomel sold 127,141 shares of Datadog stock. The stock was sold at an average price of $199.84, for a total value of $25,407,857.44.
Datadog Stock Up 2.0%
NASDAQ:DDOG opened at $233.93 on Friday. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $292.72. The company has a current ratio of 3.20, a quick ratio of 3.40 and a debt-to-equity ratio of 0.23. The stock has a market cap of $83.27 billion, a price-to-earnings ratio of 477.42, a PEG ratio of 23.23 and a beta of 1.54. The stock has a 50-day moving average price of $249.29 and a two-hundred day moving average price of $177.85.
Datadog (NASDAQ:DDOG - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.58 by $0.07. The company had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. Datadog had a return on equity of 5.67% and a net margin of 4.48%.The company's revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period in the prior year, the company earned $0.46 earnings per share. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, equities analysts expect that Datadog, Inc. will post 0.64 earnings per share for the current year.
Key Datadog News
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog delivered a strong second quarter: revenue rose 35.6% year over year to $1.12 billion, exceeding the $1.08 billion consensus estimate, while EPS of $0.65 topped expectations of $0.58 and increased from $0.46 a year earlier. Growth was broad-based across AI and non-AI demand, with billings and remaining performance obligations also supporting future revenue visibility. Datadog Q2 Earnings and Revenues Surpass Estimates
- Positive Sentiment: Management raised its fiscal 2026 outlook to approximately $4.45-$4.47 billion in revenue and $2.50-$2.54 in EPS. Third-quarter EPS guidance of $0.63-$0.65 is above the $0.52 analyst consensus, providing a positive catalyst despite revenue guidance being roughly in line with expectations. Datadog Beats Earnings and Raises Outlook
- Positive Sentiment: Citigroup raised its DDOG price target to $305 and reaffirmed a “Buy” rating. DA Davidson also maintained its “Buy” rating with a $315 target, suggesting analysts see significant upside following the pullback. Datadog Analyst Price Targets
- Neutral Sentiment: CEO Olivier Pomel sold 127,141 shares worth approximately $36.5 million under a pre-arranged Rule 10b5-1 plan. The sale reduced his holdings by about 17%, but the planned nature of the transaction limits its value as a signal about Datadog’s business outlook. Datadog CEO Stock Sale Filing
- Negative Sentiment: The earlier decline reflected a high valuation and exceptionally high investor expectations rather than a quarterly miss. Investors focused on slowing bookings growth and management’s disclosure that its largest customer, reportedly a major AI company, plans to reduce usage, creating a risk to consumption-based revenue. Datadog Major Customer Usage News
Analysts Set New Price Targets
Several brokerages have commented on DDOG. Citigroup raised their target price on shares of Datadog from $300.00 to $305.00 and gave the stock a "buy" rating in a report on Friday. Craig Hallum started coverage on shares of Datadog in a report on Monday, June 15th. They issued a "buy" rating for the company. Truist Financial raised shares of Datadog from a "hold" rating to a "buy" rating and increased their price objective for the stock from $190.00 to $300.00 in a research report on Monday, June 15th. DA Davidson restated a "buy" rating and set a $315.00 price objective on shares of Datadog in a report on Friday. Finally, Daiwa Securities Group raised their price objective on shares of Datadog from $190.00 to $240.00 and gave the stock a "buy" rating in a report on Wednesday, May 13th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $276.32.
Get Our Latest Stock Analysis on Datadog
Institutional Inflows and Outflows
A number of hedge funds have recently added to or reduced their stakes in the business. Price T Rowe Associates Inc. MD increased its stake in Datadog by 7.1% in the 4th 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 last quarter. State Street Corp boosted its stake in shares of Datadog by 106.8% during the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company's stock worth $1,955,547,000 after buying an additional 7,091,075 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Datadog by 2.2% in the 4th 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 in the last quarter. Janus Henderson Group PLC grew its holdings in shares of Datadog by 22.8% in the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company's stock valued at $905,570,000 after acquiring an additional 1,439,082 shares in the last quarter. Finally, Jennison Associates LLC increased its position in shares of Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company's stock valued at $1,036,787,000 after acquiring an additional 2,316,994 shares during the last quarter. Institutional investors own 78.29% of the company's stock.
Datadog Company Profile
(
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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