Earnings Beat Drives Rally: Datadog delivered first-quarter results that exceeded expectations, posting adjusted EPS of $0.60 versus the anticipated $0.51 and revenue surpassing $1 billion for the first time. Guidance for the second quarter also topped consensus, with projected EPS of 57-59 cents and revenue around $1.07 billion.
AI Observability Gains Traction: Social media buzz highlights Datadog's strengthening position in AI-driven observability and security tools, as customers ramp up spending amid growing infrastructure complexity. Net revenue retention reached 121%, underscoring robust expansion within the customer base.
Software Resilience Affirmed: The stock's more than 30% surge has reignited talk of a SaaS revival, with observers noting resilience against prior AI disruption fears. Momentum is spilling over to peers in cloud monitoring and AI infrastructure.
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 194 times in the past 6 months. Of those trades, 0 have been purchases and 194 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by insiders over the last 6 months:
- MATTHEW JACOBSON has made 0 purchases and 10 sales selling 436,116 shares for an estimated $87,067,465.
- ALEXIS LE-QUOC (Chief Technology Officer) has made 0 purchases and 72 sales selling 606,780 shares for an estimated $84,668,138.
- OLIVIER POMEL (Chief Executive Officer) has made 0 purchases and 31 sales selling 313,905 shares for an estimated $45,020,869.
- AMIT AGARWAL has made 0 purchases and 28 sales selling 160,000 shares for an estimated $20,381,969.
- ADAM BLITZER (Chief Operating Officer) has made 0 purchases and 14 sales selling 82,052 shares for an estimated $9,822,776.
- SEAN MICHAEL WALTERS (Chief Revenue Officer) has made 0 purchases and 8 sales selling 74,816 shares for an estimated $9,500,810.
- DAVID M OBSTLER (Chief Financial Officer) has made 0 purchases and 2 sales selling 52,570 shares for an estimated $6,412,279.
- SHARDUL SHAH has made 0 purchases and 19 sales selling 39,580 shares for an estimated $5,589,251.
- YANBING LI (Chief Product Officer) has made 0 purchases and 2 sales selling 29,738 shares for an estimated $3,609,854.
- KERRY ACOCELLA (General Counsel and Secretary) has made 0 purchases and 5 sales selling 26,609 shares for an estimated $3,343,168.
- MICHAEL JAMES CALLAHAN sold 12,500 shares for an estimated $2,343,375
- DAVID GALLOREESE (Chief People Officer) has made 0 purchases and 2 sales selling 13,262 shares for an estimated $1,588,677.
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.
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.
Datadog Congressional Stock Trading
Members of Congress have traded $DDOG stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/13.
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.
Datadog Hedge Fund Activity
We have seen 579 institutional investors add shares of Datadog stock to their portfolio, and 466 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
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,143,493 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $971,443,613
- SC US (TTGP), LTD. removed 2,389,407 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $324,935,457
- FMR LLC added 1,858,769 shares (+11.4%) to their portfolio in Q4 2025, for an estimated $252,773,996
- CAPITAL INTERNATIONAL INVESTORS removed 1,836,151 shares (-85.1%) from their portfolio in Q4 2025, for an estimated $249,698,174
- JANUS HENDERSON GROUP PLC removed 1,768,493 shares (-21.9%) from their portfolio in Q4 2025, for an estimated $240,497,363
- JENNISON ASSOCIATES LLC removed 1,701,106 shares (-22.3%) from their portfolio in Q1 2026, for an estimated $200,815,563
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.
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:
- Rosenblatt issued a "Buy" rating on 05/01/2026
- BTIG issued a "Buy" rating on 02/13/2026
- Raymond James issued a "Outperform" rating on 02/11/2026
- Macquarie issued a "Outperform" rating on 02/11/2026
- Mizuho issued a "Outperform" rating on 01/21/2026
- TD Cowen issued a "Buy" rating on 01/21/2026
- Keybanc issued a "Overweight" rating on 01/12/2026
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 25 analysts offer price targets for $DDOG in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- Gil Luria from DA Davidson set a target price of $225.0 on 05/04/2026
- Blair Abernethy from Rosenblatt set a target price of $178.0 on 05/01/2026
- Daniel Sepahi from Rothschild & Co set a target price of $170.0 on 04/23/2026
- Raimo Lenschow from Barclays set a target price of $148.0 on 04/21/2026
- Todd Coupland from CIBC set a target price of $215.0 on 04/20/2026
- Andrew Sherman from TD Cowen set a target price of $190.0 on 04/15/2026
- Gregg Moskowitz from Mizuho set a target price of $145.0 on 04/14/2026
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.
