Datadog shares climb as investors look ahead to next week’s quarterly results

Datadog, Inc. (DDOG) is up 5.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be pre-earnings positioning ahead of Datadog’s scheduled early-May quarterly report, with traders reassessing expectations after recent volatility in high-growth software. If there was no single news headline, this could also be a momentum move tied to broader strength in cloud/software stocks and short-covering into a known catalyst.

Details:

Datadog announced it will report first-quarter fiscal year 2026 results before the U.S. market opens on Thursday, May 7, 2026, and host an earnings call that morning.

Datadog’s most recently communicated outlook included fiscal 2026 revenue and non-GAAP earnings guidance ranges (as disclosed in market-tracked guidance summaries following the company’s updates).

In mid-April, Datadog also announced a proposed private offering of convertible senior notes, which included plans to use proceeds for corporate purposes and to address a portion of its outstanding 2025 convertible notes.

With the earnings date approaching, options and event-driven flows can amplify daily moves even without incremental fundamental news.

Sources:

Datadog Investor Relations, StreetInsider, MarketBeat

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 182 times in the past 6 months. Of those trades, 0 have been purchases and 182 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 63 sales selling 552,868 shares for an estimated $76,799,703.
OLIVIER POMEL (Chief Executive Officer) has made 0 purchases and 36 sales selling 376,587 shares for an estimated $55,294,426.
AMIT AGARWAL has made 0 purchases and 20 sales selling 140,000 shares for an estimated $17,487,031.
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.

$DDOG Hedge Fund Activity

We have seen 566 institutional investors add shares of $DDOG stock to their portfolio, and 461 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
JENNISON ASSOCIATES LLC added 2,316,994 shares (+43.7%) to their portfolio in Q4 2025, for an estimated $315,088,014
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

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.

$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. purchased up to $15,000 on 03/13.
REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 10/31.

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.

$DDOG Analyst Ratings

Wall Street analysts have issued reports on $DDOG in the last several months. We have seen 21 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 $DDOG, check out Quiver Quantitative's $DDOG forecast page.

$DDOG Price Targets

Multiple analysts have issued price targets for $DDOG recently. We have seen 31 analysts offer price targets for $DDOG in the last 6 months, with a median target of $175.0.

Here are some recent targets:

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
Howard Ma from Guggenheim set a target price of $175.0 on 04/09/2026

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.