Datadog (DDOG) is up 3.1% today. Here is some analysis on what might have caused this price movement. ([benzinga.com](https://www.benzinga.com/quote/DDOG/price-targets))
Analysis: The most likely catalyst is renewed takeover speculation after a fresh article said Palo Alto Networks had explored acquiring Datadog in 2025, even though the talks did not lead to a formal offer. The move may also have been supported by Datadog’s still-recent strong second-quarter results, raised 2026 outlook, and continuing investor interest in its AI and observability strategy. ([theinformation.com](https://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networks?utm_source=openai))
Details:
Sources:
The Information, Datadog Investor Relations, SEC
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 440 times in the past 6 months. Of those trades, 0 have been purchases and 440 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 94 sales selling 951,888 shares for an estimated $210,123,937.
- ALEXIS LE-QUOC (Chief Technology Officer) has made 0 purchases and 120 sales selling 582,221 shares for an estimated $112,004,133.
- AMIT AGARWAL has made 0 purchases and 130 sales selling 380,000 shares for an estimated $73,556,853.
- MICHAEL JAMES CALLAHAN has made 0 purchases and 12 sales selling 150,000 shares for an estimated $36,085,280.
- DEV ITTYCHERIA has made 0 purchases and 6 sales selling 138,000 shares for an estimated $34,331,440.
- DAVID M OBSTLER (Chief Financial Officer) has made 0 purchases and 11 sales selling 131,380 shares for an estimated $26,165,089.
- MATTHEW JACOBSON has made 0 purchases and 8 sales selling 98,018 shares for an estimated $24,999,474.
- 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 16 sales selling 81,647 shares for an estimated $12,969,595.
- KERRY ACOCELLA (General Counsel and Secretary) has made 0 purchases and 11 sales selling 44,133 shares for an estimated $7,223,551.
- YANBING LI (Chief Product Officer) has made 0 purchases and 2 sales selling 34,093 shares for an estimated $5,502,264.
- DAVID GALLOREESE (Chief People Officer) has made 0 purchases and 2 sales selling 15,419 shares for an estimated $2,442,181.
- SHARDUL SHAH has made 0 purchases and 3 sales selling 15,832 shares for an estimated $1,955,264.
- 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.
$DDOG Hedge Fund Activity
We have seen 737 institutional investors add shares of $DDOG stock to their portfolio, and 616 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 8,486,707 shares (+179.1%) to their portfolio in Q2 2026, for an estimated $2,209,599,034
- FMR LLC added 6,470,261 shares (+48.7%) to their portfolio in Q2 2026, for an estimated $1,684,597,153
- JPMORGAN CHASE & CO added 4,451,836 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,159,080,020
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 3,099,204 shares (+10686910.3%) to their portfolio in Q2 2026, for an estimated $806,908,753
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,648,649 shares (+inf%) to their portfolio in Q2 2026, for an estimated $689,602,253
- BAILLIE GIFFORD & CO removed 2,614,139 shares (-66.0%) from their portfolio in Q2 2026, for an estimated $680,617,230
- MILLENNIUM MANAGEMENT LLC removed 1,632,519 shares (-88.6%) from their portfolio in Q2 2026, for an estimated $425,042,646
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 5 times in the past 6 months. Of those trades, 4 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.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
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 4 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
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 26 analysts offer price targets for $DDOG in the last 6 months, with a median target of $252.5.
Here are some recent targets:
- Peter Weed from Bernstein set a target price of $226.0 on 07/06/2026
- Yi Fu Lee from Benchmark set a target price of $330.0 on 07/02/2026
- Mike Cikos from Needham set a target price of $260.0 on 06/25/2026
- Patrick Colville from Scotiabank set a target price of $275.0 on 06/18/2026
- Fatima Boolani from Citigroup set a target price of $270.0 on 06/17/2026
- Miller Jump from Truist Securities set a target price of $300.0 on 06/15/2026
- Gray Powell from BTIG set a target price of $255.0 on 06/11/2026
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.
