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 Monday, April 20th. The shares were sold at an average price of $125.98, for a total transaction of $2,519,600.00. Following the completion of the sale, the director owned 1,640 shares of the company’s stock, valued at approximately $206,607.20. This represents a 92.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through 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 15th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $120.00, for a total transaction of $2,400,000.00.
• On Wednesday, April 8th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $122.28, for a total transaction of $2,445,600.00.
• 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 transaction of $2,410,600.00.
• On Monday, March 23rd, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $127.36, for a total transaction 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 transaction 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 transaction of $2,496,200.00.

Datadog Stock Performance

DDOG opened at $127.86 on Friday. The business’s 50-day moving average price is $120.41 and its two-hundred day moving average price is $138.20. Datadog, Inc. has a 1 year low of $94.90 and a 1 year high of $201.69. The company has a market capitalization of $45.08 billion, a price-to-earnings ratio of 412.45, a P/E/G ratio of 36.28 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 released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. During the same quarter last year, the business posted $0.49 EPS. The company’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. Equities analysts expect that Datadog, Inc. will post 0.32 EPS for the current fiscal year.

Hedge Funds Weigh In On Datadog

Several hedge funds and other institutional investors have recently made changes to their positions in DDOG. Rothschild Investment LLC grew its stake in shares of Datadog by 126.6% in the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock valued at $25,000 after buying an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. grew its stake in shares of Datadog by 315.2% in the third quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares in the last quarter. Westside Investment Management Inc. grew its stake in shares of Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares in the last quarter. JPL Wealth Management LLC bought a new position in shares of Datadog in the third quarter valued at $27,000. Finally, Tripletail Wealth Management LLC bought a new position in shares of Datadog in the third quarter valued at $28,000. 78.29% of the stock is owned by institutional investors.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog launched GPU Monitoring to help customers manage capacity, performance and cloud GPU spend as they scale AI workloads — a product that directly targets rising observability demand tied to AI projects. Datadog Announces GPU Monitoring
• Positive Sentiment: Oppenheimer flagged Datadog as well positioned for sustained growth and sees modest upside to Q1 revenue — a near-term analyst endorsement that supports demand expectations. Datadog Well Positioned for Sustained Growth, Oppenheimer Says
• Positive Sentiment: Datadog’s “State of AI Engineering 2026” research highlights operational complexity as the main barrier to reliable AI — reinforcing the company’s TAM story for observability, cost control and reliability tooling. Datadog AI Report
• Neutral Sentiment: Bank of America and Sanford Bernstein trimmed price targets (BofA: $215→$170, Bernstein: $180→$167) but kept buy/outperform stances — supportive for medium-term thesis though the lower targets reduce upside expectations. BofA Adjusts Price Target Bernstein Adjusts Price Target
• Neutral Sentiment: Coverage pieces note DDOG lately “lapped the market” and remains a talked-about AI/observability name — positive PR but not a new fundamental catalyst. Datadog Laps the Stock Market
• Negative Sentiment: Insider selling: Director Amit Agarwal sold 20,000 shares (~$2.52M) under a 10b5-1 plan, and CTO Alexis Le‑Quoc sold 43,224 shares (~$5.66M). Multiple high-profile, pre-planned sales this month have reduced insider stakes and are being viewed as a near-term negative signal for sentiment. Amit Agarwal Insider Sale Alexis Le‑Quoc Insider Sale
• Negative Sentiment: Barclays and CIBC trimmed targets (Barclays to $148; CIBC to $215), adding downward pressure on sentiment — several analyst target cuts this week have likely contributed to the share pullback. Barclays Lowers Target CIBC Lowers Target

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on DDOG shares. Benchmark started coverage on Datadog in a research report on Wednesday, April 1st. They issued a “buy” rating on the stock. Evercore reduced their target price on shares of Datadog from $215.00 to $175.00 and set an “outperform” rating for the company in a report on Monday, February 2nd. Barclays reduced their target price on shares of Datadog from $165.00 to $148.00 and set an “overweight” rating for the company in a report on Monday. Moffett Nathanson restated a “buy” rating on shares of Datadog in a report on Monday, December 29th. Finally, Stifel Nicolaus set a $160.00 target price on shares of Datadog and gave the stock a “buy” rating in a report on Thursday, January 22nd. Thirty-nine analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $177.20.

Datadog Company Profile

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.