Analyst Upgrades: Barclays raised its price target on Datadog to $260 from $215 after the DASH conference, maintaining an overweight rating. Stifel reiterated its buy stance with a $305 target, citing faster product innovation. Social media commentary underscores the positive reaction to these moves.
AI Product Momentum: Discussions focus on Datadog's advancements in agentic AI and LLM observability. Participants highlight strong customer interest beyond core AI users. The stock posted modest gains amid broader SaaS rotation toward data platforms.
Enterprise Adoption Trends: Observers note continued cloud migration supporting demand for monitoring tools. Sentiment centers on recurring revenue stability and pricing power from new features. Overall conversation reflects constructive views on long-term growth drivers.
Note: This discussion summary was generated from an AI condensation of post data.
Datadog Insider Trading Activity
Datadog insiders have traded $DDOG stock on the open market 231 times in the past 6 months. Of those trades, 0 have been purchases and 231 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by insiders over the last 6 months:
- ALEXIS LE-QUOC (Chief Technology Officer) has made 0 purchases and 92 sales selling 560,609 shares for an estimated $86,005,603.
- OLIVIER POMEL (Chief Executive Officer) has made 0 purchases and 37 sales selling 402,854 shares for an estimated $70,554,839.
- DEV ITTYCHERIA has made 0 purchases and 6 sales selling 138,000 shares for an estimated $34,331,440.
- AMIT AGARWAL has made 0 purchases and 36 sales selling 180,000 shares for an estimated $24,384,606.
- ADAM BLITZER (Chief Operating Officer) has made 0 purchases and 21 sales selling 91,365 shares for an estimated $13,919,340.
- SEAN MICHAEL WALTERS (Chief Revenue Officer) has made 0 purchases and 9 sales selling 79,609 shares for an estimated $11,700,141.
- MATTHEW JACOBSON has made 0 purchases and 3 sales selling 38,594 shares for an estimated $9,999,682.
- DAVID M OBSTLER (Chief Financial Officer) has made 0 purchases and 2 sales selling 56,380 shares for an estimated $8,788,497.
- KERRY ACOCELLA (General Counsel and Secretary) has made 0 purchases and 3 sales selling 38,762 shares for an estimated $5,967,240.
- YANBING LI (Chief Product Officer) has made 0 purchases and 2 sales selling 34,093 shares for an estimated $5,502,264.
- SHARDUL SHAH has made 0 purchases and 14 sales selling 31,664 shares for an estimated $4,107,131.
- DAVID GALLOREESE (Chief People Officer) has made 0 purchases and 2 sales selling 15,419 shares for an estimated $2,442,181.
- TITILOPE COLE has made 0 purchases and 3 sales selling 5,131 shares for an estimated $1,271,843.
- JULIE RICHARDSON sold 502 shares for an estimated $75,300
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Datadog Revenue
Datadog had revenues of $1B in Q1 2026. This is an increase of 32.15% from the same period in the prior year.
You can track DDOG financials on Quiver Quantitative's DDOG stock page.
You can access data on DDOG stock through the Quiver Quantitative API.
Datadog Congressional Stock Trading
Members of Congress have traded $DDOG stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $65,000 on 05/19 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth up to $15,000 on 04/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Datadog Hedge Fund Activity
We have seen 588 institutional investors add shares of Datadog stock to their portfolio, and 562 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 7,451,970 shares (-65.3%) from their portfolio in Q4 2025, for an estimated $1,013,393,400
- BLACKROCK, INC. added 6,921,512 shares (+24.4%) to their portfolio in Q1 2026, for an estimated $817,084,491
- FMR LLC removed 4,912,937 shares (-27.0%) from their portfolio in Q1 2026, for an estimated $579,972,212
- PRICE T ROWE ASSOCIATES INC /MD/ removed 4,042,089 shares (-28.0%) from their portfolio in Q1 2026, for an estimated $477,168,606
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 2,558,396 shares (-66.8%) from their portfolio in Q1 2026, for an estimated $302,018,647
- SC US (TTGP), LTD. removed 2,389,407 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $324,935,457
- CITADEL ADVISORS LLC added 1,803,845 shares (+199.9%) to their portfolio in Q1 2026, for an estimated $212,943,902
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Datadog Analyst Ratings
Wall Street analysts have issued reports on $DDOG in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 05/08/2026
- Rosenblatt issued a "Buy" rating on 05/08/2026
- Needham issued a "Buy" rating on 05/08/2026
- BTIG issued a "Buy" rating on 05/07/2026
- Raymond James issued a "Outperform" rating on 02/11/2026
- Macquarie issued a "Outperform" rating on 02/11/2026
- TD Cowen issued a "Buy" rating on 01/21/2026
To track analyst ratings and price targets for Datadog, check out Quiver Quantitative's $DDOG forecast page.
Datadog Price Targets
Multiple analysts have issued price targets for $DDOG recently. We have seen 30 analysts offer price targets for $DDOG in the last 6 months, with a median target of $222.5.
Here are some recent targets:
- Dan Ives from Wedbush set a target price of $260.0 on 06/10/2026
- Kirk Materne from Evercore ISI Group set a target price of $265.0 on 06/10/2026
- Todd Coupland from CIBC set a target price of $280.0 on 06/10/2026
- Rob Owens from Piper Sandler set a target price of $275.0 on 06/10/2026
- Kingsley Crane from Canaccord Genuity set a target price of $250.0 on 06/10/2026
- Matthew Hedberg from RBC Capital set a target price of $250.0 on 06/10/2026
- Raimo Lenschow from Barclays set a target price of $260.0 on 06/10/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
