Datadog, Inc. (DDOG) is up 5.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears driven primarily by improved sentiment across high-growth software after Snowflake’s upbeat results and outlook sparked a broader risk-on rotation into related cloud names. Datadog may also be benefiting from renewed attention on its recent FedRAMP High certification, which expands its ability to serve sensitive U.S. federal workloads.
Details:
Sources:
Datadog (Press Release), Reuters, AWS Public Sector Blog
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$DDOG Insider Trading Activity
$DDOG insiders have traded $DDOG stock on the open market 196 times in the past 6 months. Of those trades, 0 have been purchases and 196 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 69 sales selling 552,868 shares for an estimated $76,135,909.
- OLIVIER POMEL (Chief Executive Officer) has made 0 purchases and 41 sales selling 424,990 shares for an estimated $71,111,210.
- 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 14 sales selling 82,052 shares for an estimated $9,822,776.
- SEAN MICHAEL WALTERS (Chief Revenue Officer) has made 0 purchases and 9 sales selling 76,730 shares for an estimated $9,787,910.
- DAVID M OBSTLER (Chief Financial Officer) has made 0 purchases and 2 sales selling 52,570 shares for an estimated $6,412,279.
- KERRY ACOCELLA (General Counsel and Secretary) has made 0 purchases and 6 sales selling 40,466 shares for an estimated $5,421,718.
- SHARDUL SHAH has made 0 purchases and 14 sales selling 31,664 shares for an estimated $4,107,131.
- YANBING LI (Chief Product Officer) has made 0 purchases and 2 sales selling 29,738 shares for an estimated $3,609,854.
- DAVID GALLOREESE (Chief People Officer) has made 0 purchases and 2 sales selling 13,262 shares for an estimated $1,588,677.
- 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.
$DDOG Hedge Fund Activity
We have seen 587 institutional investors add shares of $DDOG stock to their portfolio, and 564 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.
$DDOG Congressional Stock Trading
Members of Congress have traded $DDOG stock 2 times in the past 6 months. Of those trades, 1 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 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.
$DDOG 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 $DDOG, check out Quiver Quantitative's $DDOG forecast page.
$DDOG Price Targets
Multiple analysts have issued price targets for $DDOG recently. We have seen 28 analysts offer price targets for $DDOG in the last 6 months, with a median target of $216.5.
Here are some recent targets:
- Gray Powell from BTIG set a target price of $255.0 on 05/26/2026
- Kash Rangan from Goldman Sachs set a target price of $139.0 on 05/12/2026
- Raimo Lenschow from Barclays set a target price of $215.0 on 05/08/2026
- Patrick Colville from Scotiabank set a target price of $225.0 on 05/08/2026
- Karl Keirstead from UBS set a target price of $220.0 on 05/08/2026
- Fatima Boolani from Citigroup set a target price of $218.0 on 05/08/2026
- Peter Weed from Bernstein set a target price of $180.0 on 05/08/2026
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.
