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 that occurred on Thursday, July 23rd. The stock was sold at an average price of $244.87, for a total value of $4,897,400.00. Following the completion of the transaction, the director owned 1,640 shares of the company’s stock, valued at $401,586.80. The trade was a 92.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Thursday, July 9th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $267.41, for a total transaction of $5,348,200.00.
• On Thursday, July 2nd, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $261.22, for a total transaction of $5,224,400.00.
• On Thursday, June 25th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $220.12, for a total value of $4,402,400.00.
• On Thursday, June 18th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $220.92, for a total value of $4,418,400.00.
• On Friday, June 12th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $231.56, for a total transaction of $4,631,200.00.
• On Monday, May 11th, Amit Agarwal sold 20,000 shares of Datadog stock. The shares were sold at an average price of $200.13, for a total transaction of $4,002,600.00.

Datadog Trading Up 5.3%

Shares of NASDAQ DDOG opened at $264.07 on Thursday. The business’s 50 day moving average is $244.01 and its two-hundred day moving average is $171.32. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $278.70. The stock has a market capitalization of $94.00 billion, a P/E ratio of 694.93, a PEG ratio of 25.51 and a beta of 1.54. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. During the same period last year, the company earned $0.46 earnings per share. Datadog’s revenue was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, research analysts expect that Datadog, Inc. will post 0.64 EPS for the current year.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. State Street Corp boosted its position in shares of Datadog by 106.8% during the 3rd quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after purchasing an additional 7,091,075 shares during the period. Norges Bank acquired a new stake in Datadog during the 4th quarter worth approximately $469,461,000. Jennison Associates LLC boosted its holdings in Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company’s stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares during the period. Invesco Ltd. boosted its stake 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 buying an additional 2,216,402 shares during the period. Finally, Employees Provident Fund Board purchased a new position in shares of Datadog in the 4th quarter valued at about $251,582,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on DDOG. Royal Bank Of Canada reissued an “outperform” rating and issued a $280.00 price target on shares of Datadog in a research report on Thursday, July 16th. Guggenheim upped their price target on shares of Datadog from $225.00 to $300.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Zacks Research upgraded shares of Datadog from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. DA Davidson set a $250.00 target price on Datadog in a report on Friday, May 22nd. Finally, Robert W. Baird set a $210.00 target price on Datadog in a research note on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $264.84.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog and Cloudaware announced a partnership to bring Cloudaware LogSight to the Datadog Marketplace. The integration is designed to identify cloud services that are not sending logs to Datadog, potentially increasing log-management usage and strengthening Datadog’s observability platform. Cloudaware and Datadog partnership
• Positive Sentiment: The company’s growing mix of multi-year contracts increased remaining performance obligations by 51% to $3.48 billion. Investors view the larger backlog as evidence of stronger revenue predictability and support for Datadog’s higher fiscal 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Optimism is building ahead of Datadog’s August 6 earnings release. The latest quarter showed 32% year-over-year revenue growth to approximately $1.01 billion, while earnings exceeded expectations and management raised its full-year 2026 outlook. Analysts have cited durable cloud and AI-related demand, with BTIG raising its price target to $289 from $255 and maintaining a Buy rating. BTIG Datadog price target
• Neutral Sentiment: Institutional positioning is mixed: 555 investors added shares in the latest quarter, compared with 498 that reduced holdings. BlackRock and Citadel made notable additions, while FMR, T. Rowe Price and Massachusetts Financial Services reduced positions. This suggests continued interest but limited consensus.
• Negative Sentiment: Insiders have reported extensive selling, including recent transactions by CEO Olivier Pomel, CTO Alexis Le-Quoc and Director Amit Agarwal. The sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but they may still weigh on sentiment given DDOG’s sharp rally and elevated valuation.

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.