Key Points
- Datadog director Amit Agarwal sold 20,000 shares for approximately $4.7 million at an average price of $234.85, reducing his direct holdings by 92.42% to 1,640 shares. The sale was executed under a pre-arranged Rule 10b5-1 plan.
- Datadog reported stronger-than-expected quarterly results, with revenue up 35.6% year over year to $1.12 billion and EPS of $0.65 versus the $0.58 consensus estimate. The company issued third-quarter and full-year 2026 EPS guidance.
- DDOG shares opened at $260.78, giving the company a market capitalization of about $92.8 billion, while analysts maintained a consensus “Moderate Buy” rating and an average price target of $276.32. However, the stock’s very high valuation leaves it vulnerable if growth slows or fails to exceed elevated expectations.
Datadog, Inc. (NASDAQ:DDOG - Get Free Report) Director Amit Agarwal sold 20,000 shares of the firm's stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $234.85, for a total transaction of $4,697,000.00. Following the completion of the sale, the director directly owned 1,640 shares of the company's stock, valued at approximately $385,154. This represents a 92.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Amit Agarwal also recently made the following trade(s):
- On Thursday, July 30th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $266.82, for a total value of $5,336,400.00.
- On Thursday, July 23rd, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $244.87, for a total value of $4,897,400.00.
- On Thursday, July 9th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $267.41, for a total value of $5,348,200.00.
- On Thursday, July 2nd, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $261.22, for a total value of $5,224,400.00.
- On Thursday, June 25th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $220.12, for a total value of $4,402,400.00.
- On Thursday, June 18th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $220.92, for a total value of $4,418,400.00.
- On Friday, June 12th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $231.56, for a total value of $4,631,200.00.
Datadog Price Performance
Shares of DDOG stock opened at $260.78 on Tuesday. The firm has a market cap of $92.83 billion, a price-to-earnings ratio of 532.21, a PEG ratio of 23.28 and a beta of 1.54. Datadog, Inc. has a 12 month low of $98.01 and a 12 month high of $292.72. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. The stock has a 50-day moving average price of $248.96 and a 200 day moving average price of $179.27.
Datadog (NASDAQ:DDOG - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.58 by $0.07. The company had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The company's revenue was up 35.6% compared to the same quarter last year. During the same period in the prior year, the company posted $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. Research analysts expect that Datadog, Inc. will post 0.66 EPS for the current year.
More Datadog News
Here are the key news stories impacting Datadog this week:
- Positive Sentiment: Datadog’s second-quarter results exceeded expectations: revenue rose 35.6% year over year to $1.12 billion, non-GAAP EPS reached $0.65, and next-quarter revenue guidance of approximately $1.14 billion was above consensus. The company also cited accelerating core growth and AI momentum. DDOG Q2 Deep Dive: Market Reacts Negatively Despite Accelerating Core Growth and AI Momentum
- Positive Sentiment: Analyst support is helping sentiment. DA Davidson reiterated a “Buy” rating, while another report said Datadog’s price target was raised to $305, suggesting continued confidence in its growth outlook. Datadog's Buy Rating Reiterated at DA Davidson Datadog Price Target Raised to $305
- Positive Sentiment: AI-related demand, strong cash flow, net revenue retention above 120%, and Datadog’s Bits AI platform continue to support the long-term growth thesis. The company also expanded its platform to the AWS Europe (London) Region, improving data-locality options for U.K. customers. Datadog: Best Of Breed For Multiple Reasons Datadog Grows Fast, Then Gets Punished For Slowing Down
- Neutral Sentiment: Datadog is being described as one of the market’s most-upgraded technology stocks. However, the stock’s sharp reaction after earnings highlights how demanding expectations have become. Three of the Market's Most-Upgraded Tech Stocks
- Negative Sentiment: At a very high earnings multiple, Datadog remains vulnerable to further selling if revenue growth moderates. Analysts note that the company delivered strong results but was previously punished because growth failed to exceed elevated expectations. Is DDOG Stock Worth Investing In After Q2 Beat and Solid 2026 Guidance?
- Negative Sentiment: Director Amit Agarwal sold 20,000 shares under a pre-arranged Rule 10b5-1 plan, substantially reducing his direct holdings. The scheduled nature of the transaction limits its signaling value, but insider selling can weigh modestly on sentiment. SEC Insider Transaction Filing
Institutional Investors Weigh In On Datadog
Several large investors have recently bought and sold shares of the company. Nomura Asset Management Co. Ltd. raised its holdings in shares of Datadog by 8.0% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company's stock valued at $20,762,000 after purchasing an additional 11,348 shares during the last quarter. Norges Bank acquired a new position in Datadog during the fourth quarter worth $469,461,000. MUFG Securities EMEA plc grew its position in Datadog by 115.6% in the fourth quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company's stock valued at $1,814,000 after purchasing an additional 7,154 shares in the last quarter. BNP Paribas grew its position in Datadog by 18.4% in the fourth quarter. BNP Paribas now owns 41,280 shares of the company's stock valued at $5,614,000 after purchasing an additional 6,403 shares in the last quarter. Finally, Patton Fund Management Inc. increased its stake in Datadog by 1,964.8% in the 4th quarter. Patton Fund Management Inc. now owns 38,550 shares of the company's stock valued at $5,242,000 after buying an additional 36,683 shares during the last quarter. Institutional investors own 78.29% of the company's stock.
Wall Street Analyst Weigh In
A number of equities analysts have issued reports on DDOG shares. Arete Research raised their price objective on shares of Datadog from $260.00 to $340.00 and gave the company a "buy" rating in a research note on Tuesday, June 23rd. The Goldman Sachs Group reiterated a "sell" rating and set a $158.00 target price on shares of Datadog in a research report on Friday. Scotiabank raised their price target on Datadog from $275.00 to $285.00 and gave the stock an "outperform" rating in a research report on Friday. Mizuho lifted their price objective on Datadog from $220.00 to $300.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 15th. Finally, Rothschild & Co Redburn initiated coverage on Datadog in a report on Thursday, April 23rd. They issued a "buy" rating and a $170.00 price objective for the company. Two 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 assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $276.32.
View Our Latest Analysis on Datadog
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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