Recent discussions on X about Datadog (DDOG) have centered around the company’s latest quarterly results, which showed a robust 28% year-over-year revenue growth to $827 million, surpassing expectations. Posts on the platform highlight a significant premarket surge of 11-12% following the earnings release, though some noted a subsequent dip, reflecting mixed reactions. There’s also chatter about the company’s raised full-year guidance, sparking debates over its growth trajectory in the cloud monitoring space.
Another focal point on X is the impact of a large AI-native customer, with some users suggesting potential revenue risks due to optimization concerns, while others argue the pessimism is overstated given strong overall performance. Comments also point to Datadog’s impressive net dollar retention and free cash flow margins as signs of operational strength. The tone of these discussions reveals a blend of optimism and caution as investors weigh the latest data against future uncertainties.
Note: This discussion summary was generated from an AI condensation of post data.
Datadog Congressional Stock Trading
Members of Congress have traded $DDOG stock 1 times in the past 6 months. Of those trades, 0 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 ROBERT BRESNAHAN sold up to $15,000 on 06/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Datadog Insider Trading Activity
Datadog insiders have traded $DDOG stock on the open market 139 times in the past 6 months. Of those trades, 0 have been purchases and 139 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by insiders over the last 6 months:
- OLIVIER POMEL (Chief Executive Officer) has made 0 purchases and 39 sales selling 745,526 shares for an estimated $88,848,563.
- ALEXIS LE-QUOC (Chief Technology Officer) has made 0 purchases and 28 sales selling 637,208 shares for an estimated $71,120,972.
- AMIT AGARWAL has made 0 purchases and 19 sales selling 233,225 shares for an estimated $26,472,222.
- MATTHEW JACOBSON has made 0 purchases and 15 sales selling 233,990 shares for an estimated $25,168,963.
- DAVID M OBSTLER (Chief Financial Officer) has made 0 purchases and 9 sales selling 147,771 shares for an estimated $18,430,772.
- ADAM BLITZER (Chief Operating Officer) has made 0 purchases and 11 sales selling 81,824 shares for an estimated $9,477,338.
- SEAN MICHAEL WALTERS (Chief Revenue Officer) has made 0 purchases and 10 sales selling 62,752 shares for an estimated $7,589,601.
- SHARDUL SHAH has made 0 purchases and 5 sales selling 39,588 shares for an estimated $4,922,190.
- KERRY ACOCELLA (General Counsel and Secretary) has made 0 purchases and 2 sales selling 16,637 shares for an estimated $1,932,598.
- DAVID GALLOREESE (Chief People Officer) sold 10,216 shares for an estimated $1,193,647
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Datadog Hedge Fund Activity
We have seen 531 institutional investors add shares of Datadog stock to their portfolio, and 495 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INFINITUM ASSET MANAGEMENT, LLC added 4,960,500 shares (+inf%) to their portfolio in Q1 2025, for an estimated $492,131,204
- GOLDMAN SACHS GROUP INC added 4,795,642 shares (+124.2%) to their portfolio in Q1 2025, for an estimated $475,775,642
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 4,241,870 shares (-98.2%) from their portfolio in Q1 2025, for an estimated $420,835,922
- WCM INVESTMENT MANAGEMENT, LLC removed 2,759,645 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $370,703,112
- VOYA INVESTMENT MANAGEMENT LLC removed 2,695,447 shares (-60.4%) from their portfolio in Q1 2025, for an estimated $267,415,296
- BROWN ADVISORY INC added 2,103,838 shares (+76.5%) to their portfolio in Q1 2025, for an estimated $208,721,767
- INVESCO LTD. removed 2,016,326 shares (-45.7%) from their portfolio in Q1 2025, for an estimated $200,039,702
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Datadog Analyst Ratings
Wall Street analysts have issued reports on $DDOG in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 08/08/2025
- Canaccord Genuity issued a "Buy" rating on 08/08/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/08/2025
- Jefferies issued a "Buy" rating on 08/04/2025
- Barclays issued a "Overweight" rating on 07/21/2025
- Mizuho issued a "Outperform" rating on 07/16/2025
- UBS issued a "Buy" rating on 07/16/2025
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 20 analysts offer price targets for $DDOG in the last 6 months, with a median target of $152.5.
Here are some recent targets:
- Kingsley Crane from Canaccord Genuity set a target price of $160.0 on 08/08/2025
- Patrick Colville from Scotiabank set a target price of $150.0 on 08/08/2025
- Thomas Blakey from Cantor Fitzgerald set a target price of $179.0 on 08/08/2025
- Gregg Moskowitz from Mizuho set a target price of $155.0 on 08/08/2025
- Gil Luria from DA Davidson set a target price of $160.0 on 08/05/2025
- Brent Thill from Jefferies set a target price of $160.0 on 08/04/2025
- Raimo Lenschow from Barclays set a target price of $170.0 on 07/21/2025
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.
