Get emailed when DDOG changes direction
Insider selling: $500,283,894 sold by 15 insiders (30d)
Est. revisions:
+0.0%
(1 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.4)
Factor Model
net +1.4 3.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
Analyst Reaffirms Buy After AI Investor Day
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.
Datadog held an investor day in mid-February where management showcased progress on AI-driven observability and autonomous use cases — areas management sees as major revenue expansion drivers in Security and beyond. DA Davidson's analyst Gil Luria reiterated a Buy rating with a $225 price target, citing improved confidence in the company's AI roadmap. The company also reiterated its financial guidance at the event, signaling no red flags on execution.
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.
Evidence
1h ago
CIBC main DDOG: Outperformer → Outperformer
3d ago
Michael Burry analyzed 1,000+ reports and found a $1.7 trillion 'earnings illusion' hiding in tech stocks
yahoo-finance
5d ago
TD Cowen main DDOG: Buy → Buy
6d ago
Mizuho main DDOG: Outperform → Outperform
7d ago
Insider sell by JACOBSON MATTHEW (DDOG): $87,106,996
7d ago
Insider sell by JACOBSON MATTHEW (DDOG): $14,196,489
7d ago
Insider sell by AGARWAL AMIT (DDOG): $10,641,498
7d ago
Insider sell by CALLAHAN MICHAEL JAMES (DDOG): $14,446,939
7 older signals
7d ago
Insider sell by POMEL OLIVIER (DDOG): $19,862,810
7d ago
Insider sell by POMEL OLIVIER (DDOG): $10,273,557
7d ago
Insider sell by JACOBSON MATTHEW (DDOG): $87,067,466
7d ago
Insider sell by LE-QUOC ALEXIS T (DDOG): $10,673,913
7d ago
Insider sell by POMEL OLIVIER (DDOG): $18,254,128
Fundamentals & Data ▾
Datadog, Inc.
Technology · Software - Application
Mkt Cap
$39B
P/E
355.1 fwd 41.8
Beta
1.29
52w Range
$87.69 - $201.69
Short Interest
8.8M 3.1%
Days to Cover
1.6 -1%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+20.2%
Insiders
selling
0B / 16S
Analysts
mixed
EPS Estimate
$0.51
+0.0% 30d
1up / 0dn
Est. Dispersion
20%
39 analysts
Analyst Target
$179
$120 - $260
Options P/C
0.55
Insider Cluster
strong sell
0B / 9S
Fund Convergence
strong
Citadel, D.E. Shaw, Soros, Renaissance, Two Sigma
Financials
Revenue
$953M +29% YoY
FCF
$291M
Gross Margin
80%
Op Margin
1%
Momentum:
accelerating
Top Holders
Citadel
$598M
D.E. Shaw
$118M
Soros
$52M
Renaissance
$42M
Two Sigma
$25M
Recent Filings & Data
insider trade
137
net selling
· $500,283,894 sold
15 insiders · 137 transactions (30d)
Recent transactions
AGARWAL AMIT · sell · $2,400,000
AGARWAL AMIT · sell · $2,445,600
AGARWAL AMIT · other
LE-QUOC ALEXIS T · sell · $3,761,653
LE-QUOC ALEXIS T · other
BLITZER ADAM · award
PHILLIPS DOMINIC · award · $4,722
WALTERS SEAN MICHAEL · award
ACOCELLA KERRY · award
LE-QUOC ALEXIS T · award
OBSTLER DAVID M · award
AGARWAL AMIT · sell · $2,410,600
GALLOREESE DAVID · award
LI YANBING · award
POMEL OLIVIER · award
LE-QUOC ALEXIS T · sell · $4,141,418
LE-QUOC ALEXIS T · other
AGARWAL AMIT · sell · $2,547,237
AGARWAL AMIT · sell · $2,534,673
POMEL OLIVIER · sell · $5,381,599
POMEL OLIVIER · other
SHAH SHARDUL · sell · $1,005,344
WALTERS SEAN MICHAEL · sell · $2,806,479
LE-QUOC ALEXIS T · sell · $6,765,669
LE-QUOC ALEXIS T · other
AGARWAL AMIT · sell · $2,496,118
BLITZER ADAM · sell · $7,233,008
WALTERS SEAN MICHAEL · sell · $3,550,192
ACOCELLA KERRY · sell · $1,951,287
LE-QUOC ALEXIS T · sell · $5,918,203
OBSTLER DAVID M · sell · $4,427,737
LE-QUOC ALEXIS T · other
GALLOREESE DAVID · sell · $1,183,617
LI YANBING · sell · $2,544,866
POMEL OLIVIER · sell · $7,618,355
PHILLIPS DOMINIC · award
LE-QUOC ALEXIS T · sell · $2,266,659
LE-QUOC ALEXIS T · other
SHAH SHARDUL · sell · $998,892
LE-QUOC ALEXIS T · sell · $5,465,454
LE-QUOC ALEXIS T · other
WALTERS SEAN MICHAEL · award
ACOCELLA KERRY · award
LE-QUOC ALEXIS T · award
OBSTLER DAVID M · award
GALLOREESE DAVID · award
LI YANBING · award
POMEL OLIVIER · award
BLITZER ADAM · award
LE-QUOC ALEXIS T · sell · $4,570,511
SHAH SHARDUL · sell · $988,660
LE-QUOC ALEXIS T · sell · $5,773,036
LE-QUOC ALEXIS T · sell · $4,468,788
POMEL OLIVIER · sell · $1,544,122
POMEL OLIVIER · other
ACOCELLA KERRY · other
CALLAHAN MICHAEL JAMES · other
CALLAHAN MICHAEL JAMES · other
POMEL OLIVIER · other
POMEL OLIVIER · other
SHAH SHARDUL · sell · $1,163,207
WALTERS SEAN MICHAEL · sell · $1,474,097
LE-QUOC ALEXIS T · sell · $8,305,201
LE-QUOC ALEXIS T · other
ACOCELLA KERRY · sell · $596,035
LE-QUOC ALEXIS T · other
LE-QUOC ALEXIS T · other
POMEL OLIVIER · sell · $7,505,591
POMEL OLIVIER · other
BLITZER ADAM · sell · $2,589,769
WALTERS SEAN MICHAEL · sell · $1,670,042
ACOCELLA KERRY · sell · $795,847
LE-QUOC ALEXIS T · sell · $2,183,108
OBSTLER DAVID M · sell · $1,984,543
GALLOREESE DAVID · sell · $405,061
LI YANBING · sell · $1,064,989
LE-QUOC ALEXIS T · sell · $6,850,776
POMEL OLIVIER · sell · $18,254,128
POMEL OLIVIER · other
SHAH SHARDUL · sell · $1,482,120
LE-QUOC ALEXIS T · sell · $10,673,913
JACOBSON MATTHEW · sell · $87,067,466
CALLAHAN MICHAEL JAMES · sell · $2,343,375
CALLAHAN MICHAEL JAMES · other
POMEL OLIVIER · sell · $10,273,557
POMEL OLIVIER · other
POMEL OLIVIER · sell · $1,727,984
CALLAHAN MICHAEL JAMES · sell · $1,337,838
CALLAHAN MICHAEL JAMES · other
SHAH SHARDUL · sell · $1,286,955
POMEL OLIVIER · sell · $19,862,810
POMEL OLIVIER · other
CALLAHAN MICHAEL JAMES · sell · $14,446,939
CALLAHAN MICHAEL JAMES · other
WALTERS SEAN MICHAEL · sell · $438,725
LE-QUOC ALEXIS T · sell · $6,259,029
LE-QUOC ALEXIS T · other
AGARWAL AMIT · sell · $6,820,140
AGARWAL AMIT · other
POMEL OLIVIER · sell · $1,544,269
AGARWAL AMIT · sell · $1,358,643
AGARWAL AMIT · other
AGARWAL AMIT · sell · $10,641,498
AGARWAL AMIT · other
SHAH SHARDUL · sell · $1,090,673
WALTERS SEAN MICHAEL · sell · $952,344
VORA AMI PRAFULLCHANDRA · award
POMEL OLIVIER · sell · $4,468,848
ACOCELLA KERRY · sell · $533,219
BLITZER ADAM · sell · $2,199,013
WALTERS SEAN MICHAEL · sell · $1,421,722
ACOCELLA KERRY · sell · $2,503,665
LE-QUOC ALEXIS T · sell · $7,407,864
OBSTLER DAVID M · sell · $1,689,020
GALLOREESE DAVID · sell · $344,923
LI YANBING · sell · $3,347,516
POMEL OLIVIER · sell · $2,055,491
POMEL OLIVIER · sell · $1,455,350
JACOBSON MATTHEW · sell · $87,106,996
JACOBSON MATTHEW · sell · $14,196,489
POMEL OLIVIER · sell · $4,292,337
COLE TITILOPE · sell · $301,864
LE-QUOC ALEXIS T · sell · $5,576,005
POMEL OLIVIER · sell · $1,688,462
SHAH SHARDUL · sell · $1,115,703
LE-QUOC ALEXIS T · sell · $5,775,377
LE-QUOC ALEXIS T · exercise · $142,774
POMEL OLIVIER · sell · $4,808,516
POMEL OLIVIER · exercise · $19,755
WALTERS SEAN MICHAEL · sell · $1,420,350
OBSTLER DAVID M · sell · $2,211,450
OBSTLER DAVID M · other
OBSTLER DAVID M · sell · $2,028,750
OBSTLER DAVID M · exercise · $23,250
AGARWAL AMIT · sell · $3,017,521
POMEL OLIVIER · sell · $4,717,074
SHAH SHARDUL · sell · $949,920
15 signals · latest 1h ago
Get alerted when DDOG changes direction
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