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

Datadog, Inc. (NASDAQ:DDOG) Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $126.73, for a total value of $2,534,600.00. Following the transaction, the director owned 1,640 shares in the company, valued at $207,837.20. This trade represents a 92.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

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

• On Monday, March 9th, Amit Agarwal sold 20,000 shares of Datadog stock. The stock was sold at an average price of $124.81, for a total value of $2,496,200.00.

Datadog Stock Performance

Shares of DDOG stock opened at $129.94 on Friday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The company has a market capitalization of $45.81 billion, a P/E ratio of 419.16, a price-to-earnings-growth ratio of 36.03 and a beta of 1.31. The company’s 50 day moving average price is $122.54 and its two-hundred day moving average price is $141.48. Datadog, Inc. has a 52 week low of $81.63 and a 52 week high of $201.69.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company had revenue of $953.19 million during the quarter, compared to analysts’ expectations of $916.53 million. During the same quarter in the prior year, the company earned $0.49 earnings per share. The business’s quarterly revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, analysts expect that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

Institutional Trading of Datadog

A number of large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of 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 acquiring an additional 9,748,738 shares during the period. State Street Corp raised its holdings in shares of 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 during the period. Norges Bank bought a new stake in shares of Datadog in the 4th quarter valued at about $469,461,000. Jennison Associates LLC lifted its stake in 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 purchasing an additional 2,316,994 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after purchasing an additional 2,216,402 shares during the period. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: New buy rating from an equity outlet adds upside momentum and may attract buyers given recent strong revenue/guide execution. New Buy Rating for Datadog (DDOG), the Technology Giant
• Positive Sentiment: Company is emphasizing AI-driven observability and compliance-focused growth in regulated industries — a strategic push that can expand ARR per customer and open higher‑value enterprise contracts. Datadog Targets AI Driven Observability And Compliance Focused Growth In Regulated Sectors
• Neutral Sentiment: Coverage pieces note DDOG’s strong 1‑year performance but flag that recent intraday moves slightly outperformed/underperformed the market; useful for context but not a catalyst by itself. Datadog (DDOG) Registers a Bigger Fall Than the Market: Important Facts to Note
• Neutral Sentiment: Multiple analysis pieces highlight Datadog’s high quality platform but warn valuations are elevated — helpful for positioning and time horizon decisions. Datadog: High Quality, High Valuations
• Neutral Sentiment: Data on short interest appears unreliable (reported increases but with zero shares/NaN); no clear evidence of rising short pressure to drive the stock materially.
• Negative Sentiment: Insider selling: CEO Olivier Pomel sold ~42.4k shares (~$5.38M) and director Amit Agarwal sold 20k shares (~$2.53M) in mid‑March — raises near‑term sentiment risk even if such sales can be for diversification or tax reasons. Olivier Pomel SEC Sale Filing Amit Agarwal SEC Sale Filing
• Negative Sentiment: Multiple analyst notes flag rich multiples after a ~27% one‑year gain — could limit fresh inflows and make the stock sensitive to any execution or guidance slip. Datadog Stock Surges 27% in a Year: Time to Hold or Book Profits?

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Daiwa Securities Group started coverage on Datadog in a report on Tuesday, January 27th. They set a “buy” rating and a $190.00 target price for the company. UBS Group set a $195.00 price target on Datadog in a report on Monday, February 9th. Barclays reduced their price objective on Datadog from $195.00 to $165.00 and set an “overweight” rating for the company in a research report on Wednesday, February 11th. Royal Bank Of Canada dropped their target price on Datadog from $175.00 to $150.00 and set an “outperform” rating on the stock in a research report on Monday, February 9th. Finally, Truist Financial cut their target price on Datadog from $195.00 to $140.00 and set a “hold” rating on the stock in a research note on Wednesday, January 7th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $179.62.

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.