Amit Agarwal Sells 20,000 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) Director Amit Agarwal sold 20,000 shares of the company’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $122.28, for a total value of $2,445,600.00. Following the completion of the transaction, the director directly owned 1,640 shares in the company, valued at approximately $200,539.20. This trade represents a 92.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Amit Agarwal also recently made the following trade(s):

• On Wednesday, April 1st, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $120.53, for a total value of $2,410,600.00.
• On Monday, March 23rd, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $127.36, for a total value of $2,547,200.00.
• On Monday, March 16th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $126.73, for a total value of $2,534,600.00.
• On Monday, March 9th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $124.81, for a total value of $2,496,200.00.

Datadog Stock Performance

Shares of Datadog stock opened at $105.37 on Friday. The business has a 50-day moving average of $119.79 and a 200 day moving average of $139.48. Datadog, Inc. has a 12 month low of $87.69 and a 12 month high of $201.69. The stock has a market capitalization of $37.15 billion, a price-to-earnings ratio of 339.90, a price-to-earnings-growth ratio of 28.96 and a beta of 1.29. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38.

Datadog (NASDAQ:DDOG) last announced its earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. During the same period last year, the business posted $0.49 EPS. Datadog’s revenue for the quarter was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, sell-side analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current year.

Institutional Investors Weigh In On Datadog

A number of hedge funds have recently bought and sold shares of DDOG. Vanguard Group Inc. raised its position in Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock valued at $5,966,877,000 after purchasing an additional 9,748,738 shares in the last quarter. State Street Corp raised its position in Datadog by 106.8% in the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock valued at $1,955,547,000 after purchasing an additional 7,091,075 shares in the last quarter. Norges Bank acquired a new stake in Datadog in the 4th quarter valued at about $469,461,000. Jennison Associates LLC increased its holdings in shares of Datadog by 43.7% in the 4th quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after acquiring an additional 2,316,994 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in shares of Datadog by 119.2% in the 3rd quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after acquiring an additional 2,216,402 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analysts Set New Price Targets

DDOG has been the subject of a number of research analyst reports. Raymond James Financial lowered their target price on Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. Royal Bank Of Canada lowered their target price on Datadog from $175.00 to $150.00 and set an “outperform” rating for the company in a report on Monday, February 9th. Needham & Company LLC lowered their target price on Datadog from $220.00 to $155.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. Scotiabank reduced their price target on Datadog from $180.00 to $160.00 and set a “sector outperform” rating on the stock in a research report on Wednesday, February 11th. Finally, UBS Group set a $195.00 price target on Datadog in a research report on Monday, February 9th. Thirty-eight research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and an average target price of $181.41.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Guggenheim upgraded Datadog to a “Buy” and set a $175 price target, citing AI-driven growth in telemetry/data volumes and forecasting stronger growth than the Street — a clear positive catalyst for longer-term upside. Guggenheim upgrade article
• Positive Sentiment: Product/news support: Datadog launched new tools and continues to be cited by firms (Wells Fargo) as a favored SaaS name amid rising AI spend — helps underpin fundamentals and revenue growth expectations. Product launch article
• Neutral Sentiment: Short-interest report in the feed is malformed (reports 0 shares / NaN change) and provides no actionable signal; ignore until a reliable short-interest update is available.
• Negative Sentiment: Insider sales: CTO Alexis Le‑Quoc and director Amit Agarwal recently sold large blocks of shares (multi-million dollar transactions). Both trades were via pre‑arranged Rule 10b5‑1 plans — which reduces the informational sting but still raises near‑term selling pressure and investor attention. Alexis Le‑Quoc sale Amit Agarwal sale
• Negative Sentiment: Options activity: unusually large put buying (about 28k puts, ~22% above typical daily put volume) signals increased short-term hedging or bearish positioning from traders, which can amplify downward moves.
• Negative Sentiment: Price momentum / market context: recent headlines and data show the stock has pulled back in recent weeks and fell amid a market uptick — short-term momentum is weak even as long-term fundamentals (revenue beat & guidance) remain intact. Price decline article

About Datadog

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.