Datadog (DDOG) Projected to Announce Earnings on Thursday

Datadog (NASDAQ:DDOG) is projected to release its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect the company to post earnings of $0.5830 per share and revenue of $1.0786 billion for the quarter. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Individuals can check the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Thursday, August 6, 2026 at 8:00 AM ET.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $960.12 million. During the same period in the prior year, the business earned $0.46 EPS. The company’s revenue for the quarter was up 32.1% on a year-over-year basis. On average, analysts expect Datadog to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Datadog Trading Up 5.3%

NASDAQ:DDOG opened at $264.07 on Thursday. The company has a 50-day moving average price of $244.01 and a 200-day moving average price of $171.32. Datadog has a 12 month low of $98.01 and a 12 month high of $278.70. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The stock has a market cap of $94.00 billion, a price-to-earnings ratio of 694.93, a P/E/G ratio of 25.51 and a beta of 1.54.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Benchmark reiterated a “buy” rating on shares of Datadog in a research report on Tuesday. UBS Group raised their price objective on shares of Datadog from $220.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. Capital One Financial lifted their price objective on Datadog from $217.00 to $268.00 and gave the company an “overweight” rating in a research report on Wednesday, June 17th. Zacks Research upgraded Datadog from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Finally, Oppenheimer increased their target price on Datadog from $220.00 to $300.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Datadog presently has a consensus rating of “Moderate Buy” and an average target price of $264.84.

Insider Buying and Selling

In other news, Director Michael James Callahan sold 12,500 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $267.47, for a total transaction of $3,343,375.00. Following the completion of the transaction, the director directly owned 14,996 shares in the company, valued at $4,010,980.12. This trade represents a 45.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 47,054 shares of Datadog stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $244.79, for a total value of $11,518,348.66. Following the completion of the transaction, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at approximately $149,994,338.13. This represents a 7.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,486,587 shares of company stock valued at $342,962,652. Insiders own 6.48% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Elevation Point Wealth Partners LLC raised its holdings in Datadog by 3.3% in the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after buying an additional 55 shares during the last quarter. Vivaldi Capital Management LP grew its holdings in shares of Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after buying an additional 74 shares during the last quarter. Great Lakes Advisors LLC increased its position in shares of Datadog by 2.3% during the fourth quarter. Great Lakes Advisors LLC now owns 3,697 shares of the company’s stock valued at $503,000 after acquiring an additional 83 shares in the last quarter. Geneos Wealth Management Inc. increased its position in shares of Datadog by 17.6% during the first quarter. Geneos Wealth Management Inc. now owns 769 shares of the company’s stock valued at $76,000 after acquiring an additional 115 shares in the last quarter. Finally, Equitable Holdings Inc. raised its holdings in Datadog by 1.8% in the 3rd quarter. Equitable Holdings Inc. now owns 7,346 shares of the company’s stock worth $1,046,000 after acquiring an additional 127 shares during the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting 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.