DDOG Earnings
Tuesday, May 05 2026
EPS Estimate
$0.51
$0.49 – $0.59
Revenue Estimate
$959M
Current Price
$126.61
Our Position
bullishAnalyst Reaffirms Buy After AI Investor Day
structured data
est. revisions rising
(+3.2pp / 30d)
The reiteration of an analyst's top pick alongside disclosed ARR expansion tied directly to AI and Security products suggests the market recognizes Datadog's ability to monetize these higher-margin use cases. If management's confidence in agentic observability translates to execution, this could unlock a new growth leg beyond traditional monitoring.
Watch: Watch for next earnings call to see if ARR growth in Security and AI modules accelerates quarter-over-quarter. That will validate whether the investor day narrative converts to actual bookings momentum or remains aspiration.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
355.1
Est. Revisions (30d)
+0.0% 1up/0dn
Analyst Target (mean)
$179 $120–$260 +42%
Options P/C Ratio
0.55
Est. Dispersion
20% 39 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Soros, Renaissance, Two Sigma
Recent Activity
insider trades
137 transactions
Sell
·
AGARWAL AMIT (Director)
·20,000 shares
·$2,400,000
Sell
·
AGARWAL AMIT (Director)
·20,000 shares
·$2,445,600
Other
·
AGARWAL AMIT (Director)
·20,000 shares
Sell
·
LE-QUOC ALEXIS T (Chief Technology Officer)
·32,300 shares
·$3,761,653
Other
·
LE-QUOC ALEXIS T (Chief Technology Officer)
·32,300 shares
132 more
Award
·
BLITZER ADAM
·59,295 shr
Award
·
PHILLIPS DOMINIC
·40 shr
·$4,722
Award
·
WALTERS SEAN MICHAEL
·54,797 shr
Award
·
ACOCELLA KERRY
·28,625 shr
Award
·
LE-QUOC ALEXIS T
·94,054 shr
Award
·
OBSTLER DAVID M
·59,295 shr
Sell
·
AGARWAL AMIT
·20,000 shr
·$2,410,600
Award
·
GALLOREESE DAVID
·25,354 shr
Award
·
LI YANBING
·51,116 shr
Award
·
POMEL OLIVIER
·130,858 shr
Sell
·
LE-QUOC ALEXIS T
·32,418 shr
·$4,141,418
Other
·
LE-QUOC ALEXIS T
·32,418 shr
Sell
·
AGARWAL AMIT
·20,000 shr
·$2,547,237
Sell
·
AGARWAL AMIT
·20,000 shr
·$2,534,673
Sell
·
POMEL OLIVIER
·42,443 shr
·$5,381,599
Other
·
POMEL OLIVIER
·42,443 shr
Sell
·
SHAH SHARDUL
·7,916 shr
·$1,005,344
Sell
·
WALTERS SEAN MICHAEL
·22,330 shr
·$2,806,479
Sell
·
LE-QUOC ALEXIS T
·53,912 shr
·$6,765,669
Other
·
LE-QUOC ALEXIS T
·53,912 shr
Sell
·
AGARWAL AMIT
·20,000 shr
·$2,496,118
Sell
·
BLITZER ADAM
·65,521 shr
·$7,233,008
Sell
·
WALTERS SEAN MICHAEL
·32,118 shr
·$3,550,192
Sell
·
ACOCELLA KERRY
·17,653 shr
·$1,951,287
Sell
·
LE-QUOC ALEXIS T
·53,541 shr
·$5,918,203
Sell
·
OBSTLER DAVID M
·40,057 shr
·$4,427,737
Other
·
LE-QUOC ALEXIS T
·10,688 shr
Sell
·
GALLOREESE DAVID
·10,708 shr
·$1,183,617
Sell
·
LI YANBING
·23,023 shr
·$2,544,866
Sell
·
POMEL OLIVIER
·68,922 shr
·$7,618,355
Award
·
PHILLIPS DOMINIC
·5,151 shr
Sell
·
LE-QUOC ALEXIS T
·21,612 shr
·$2,266,659
Other
·
LE-QUOC ALEXIS T
·21,612 shr
Sell
·
SHAH SHARDUL
·7,916 shr
·$998,892
Sell
·
LE-QUOC ALEXIS T
·43,106 shr
·$5,465,454
Other
·
LE-QUOC ALEXIS T
·43,106 shr
Award
·
WALTERS SEAN MICHAEL
·121,178 shr
Award
·
ACOCELLA KERRY
·61,536 shr
Award
·
LE-QUOC ALEXIS T
·189,340 shr
Award
·
OBSTLER DAVID M
·132,538 shr
Award
·
GALLOREESE DAVID
·38,814 shr
Award
·
LI YANBING
·77,630 shr
Award
·
POMEL OLIVIER
·255,610 shr
Award
·
BLITZER ADAM
·130,644 shr
Sell
·
LE-QUOC ALEXIS T
·32,418 shr
·$4,570,511
Sell
·
SHAH SHARDUL
·7,916 shr
·$988,660
Sell
·
LE-QUOC ALEXIS T
·43,106 shr
·$5,773,036
Sell
·
LE-QUOC ALEXIS T
·32,418 shr
·$4,468,788
Sell
·
POMEL OLIVIER
·11,195 shr
·$1,544,122
Other
·
POMEL OLIVIER
·11,195 shr
Other
·
ACOCELLA KERRY
·2,625 shr
Other
·
CALLAHAN MICHAEL JAMES
·15,000 shr
Other
·
CALLAHAN MICHAEL JAMES
·15,000 shr
Other
·
POMEL OLIVIER
·348,000 shr
Other
·
POMEL OLIVIER
·348,000 shr
Sell
·
SHAH SHARDUL
·7,916 shr
·$1,163,207
Sell
·
WALTERS SEAN MICHAEL
·9,838 shr
·$1,474,097
Sell
·
LE-QUOC ALEXIS T
·53,912 shr
·$8,305,201
Other
·
LE-QUOC ALEXIS T
·16,698 shr
Sell
·
ACOCELLA KERRY
·3,938 shr
·$596,035
Other
·
LE-QUOC ALEXIS T
·123,000 shr
Other
·
LE-QUOC ALEXIS T
·123,000 shr
Sell
·
POMEL OLIVIER
·48,148 shr
·$7,505,591
Other
·
POMEL OLIVIER
·32,923 shr
Sell
·
BLITZER ADAM
·16,531 shr
·$2,589,769
Sell
·
WALTERS SEAN MICHAEL
·10,530 shr
·$1,670,042
Sell
·
ACOCELLA KERRY
·5,018 shr
·$795,847
Sell
·
LE-QUOC ALEXIS T
·13,765 shr
·$2,183,108
Sell
·
OBSTLER DAVID M
·12,513 shr
·$1,984,543
Sell
·
GALLOREESE DAVID
·2,554 shr
·$405,061
Sell
·
LI YANBING
·6,715 shr
·$1,064,989
Sell
·
LE-QUOC ALEXIS T
·43,224 shr
·$6,850,776
Sell
·
POMEL OLIVIER
·100,754 shr
·$18,254,128
Other
·
POMEL OLIVIER
·100,754 shr
Sell
·
SHAH SHARDUL
·7,916 shr
·$1,482,120
Sell
·
LE-QUOC ALEXIS T
·53,912 shr
·$10,673,913
Sell
·
JACOBSON MATTHEW
·436,116 shr
·$87,067,466
Sell
·
CALLAHAN MICHAEL JAMES
·12,500 shr
·$2,343,375
Other
·
CALLAHAN MICHAEL JAMES
·12,500 shr
Sell
·
POMEL OLIVIER
·62,682 shr
·$10,273,557
Other
·
POMEL OLIVIER
·62,682 shr
Sell
·
POMEL OLIVIER
·11,195 shr
·$1,727,984
Sell
·
CALLAHAN MICHAEL JAMES
·8,333 shr
·$1,337,838
Other
·
CALLAHAN MICHAEL JAMES
·8,333 shr
Sell
·
SHAH SHARDUL
·7,916 shr
·$1,286,955
Sell
·
POMEL OLIVIER
·122,482 shr
·$19,862,810
Other
·
POMEL OLIVIER
·122,482 shr
Sell
·
CALLAHAN MICHAEL JAMES
·91,667 shr
·$14,446,939
Other
·
CALLAHAN MICHAEL JAMES
·91,667 shr
Sell
·
WALTERS SEAN MICHAEL
·2,924 shr
·$438,725
Sell
·
LE-QUOC ALEXIS T
·41,468 shr
·$6,259,029
Other
·
LE-QUOC ALEXIS T
·41,468 shr
Sell
·
AGARWAL AMIT
·45,444 shr
·$6,820,140
Other
·
AGARWAL AMIT
·45,444 shr
Sell
·
POMEL OLIVIER
·11,195 shr
·$1,544,269
Sell
·
AGARWAL AMIT
·10,112 shr
·$1,358,643
Other
·
AGARWAL AMIT
·10,112 shr
Sell
·
AGARWAL AMIT
·77,777 shr
·$10,641,498
Other
·
AGARWAL AMIT
·77,777 shr
Sell
·
SHAH SHARDUL
·7,916 shr
·$1,090,673
Sell
·
WALTERS SEAN MICHAEL
·6,821 shr
·$952,344
Award
·
VORA AMI PRAFULLCHANDRA
·4,311 shr
Sell
·
POMEL OLIVIER
·32,923 shr
·$4,468,848
Sell
·
ACOCELLA KERRY
·3,958 shr
·$533,219
Sell
·
BLITZER ADAM
·16,531 shr
·$2,199,013
Sell
·
WALTERS SEAN MICHAEL
·10,622 shr
·$1,421,722
Sell
·
ACOCELLA KERRY
·18,113 shr
·$2,503,665
Sell
·
LE-QUOC ALEXIS T
·55,352 shr
·$7,407,864
Sell
·
OBSTLER DAVID M
·12,619 shr
·$1,689,020
Sell
·
GALLOREESE DAVID
·2,577 shr
·$344,923
Sell
·
LI YANBING
·25,010 shr
·$3,347,516
Sell
·
POMEL OLIVIER
·15,357 shr
·$2,055,491
Sell
·
POMEL OLIVIER
·11,195 shr
·$1,455,350
Sell
·
JACOBSON MATTHEW
·683,511 shr
·$87,106,996
Sell
·
JACOBSON MATTHEW
·109,088 shr
·$14,196,489
Sell
·
POMEL OLIVIER
·32,923 shr
·$4,292,337
Sell
·
COLE TITILOPE
·2,210 shr
·$301,864
Sell
·
LE-QUOC ALEXIS T
·41,468 shr
·$5,576,005
Sell
·
POMEL OLIVIER
·11,195 shr
·$1,688,462
Sell
·
SHAH SHARDUL
·7,924 shr
·$1,115,703
Sell
·
LE-QUOC ALEXIS T
·41,468 shr
·$5,775,377
Exercise
·
LE-QUOC ALEXIS T
·41,468 shr
·$142,774
Sell
·
POMEL OLIVIER
·32,924 shr
·$4,808,516
Exercise
·
POMEL OLIVIER
·32,924 shr
·$19,755
Sell
·
WALTERS SEAN MICHAEL
·9,469 shr
·$1,420,350
Sell
·
OBSTLER DAVID M
·15,000 shr
·$2,211,450
Other
·
OBSTLER DAVID M
·15,000 shr
Sell
·
OBSTLER DAVID M
·15,000 shr
·$2,028,750
Exercise
·
OBSTLER DAVID M
·15,000 shr
·$23,250
Sell
·
AGARWAL AMIT
·23,058 shr
·$3,017,521
Sell
·
POMEL OLIVIER
·42,443 shr
·$4,717,074
Sell
·
SHAH SHARDUL
·7,916 shr
·$949,920
analyst ratings
3 ratings
CIBC
→Outperformer
10h ago
TD Cowen
→Buy
5d ago
Mizuho
→Outperform
6d ago
Explore more
