CEO Pomel Sells 89,497 Shares (~$18.6M) on Sept 8영어 원문
CEO sold shares at avg $207.86 on Sept 8; sole executive trading action in past two weeks
첫날 +4.0% · 5일 후 +6.5%
기업호재
CEO Cites Accelerating AI & Enterprise Growth; Company Doubles Down on AI Predictive Monitoring영어 원문
CEO confirms accelerating growth across AI and enterprise customers; company discloses investments in AI and proprietary models to expand observability platform
첫날 +4.0% · 5일 후 +6.5%
내부자 매도
내부자 매도 1860만 달러 (내부자 1명)
첫날 -1.3% · 5일 후 +9.5%
내부자 매도
내부자 매도 2460만 달러 (내부자 8명)
첫날 -6.5% · 5일 후 +6.0%
내부자 매도
내부자 매도 1250만 달러 (내부자 2명)
첫날 -5.6% · 5일 후 +0.6%
M&A·자금조달
Palo Alto Explored Acquiring Datadog, per The Information영어 원문
Multiple sources report PANW CEO approached Datadog; potential acquisition interest draws market attention
첫날 +2.1% · 5일 후 -8.1%
기업악재
Datadog Director Sells $15M, Insider Selling Continues영어 원문
Director Jacobson Matthew sold $15M (8th largest of 27), cutting holdings by 10%; 4 other insiders also sold
첫날 -3.5% · 5일 후 +7.5%
›전개 과정 5회
2026-07-22Sold 43,224 shares at weighted average $265.23 on July 20, reducing direct holdings by 8%
2026-07-28Director Agarwal sold 20k shares for $5.2M under 10b5-1 plan; CEO sold 47,054 shares on Jul 23 for ~$11.5M
2026-08-11Director Amit Agarwal sold 20k shares, CEO sold 127k shares, totaling over $36M
2026-08-11Director Amit Agarwal sold 20k shares on Aug 6; CEO sold 127k+ shares (~$36.5M) on Aug 5
2026-08-19Director Jacobson Matthew sold $15M (8th largest of 27), cutting holdings by 10%; 4 other insiders also sold
내부자 매도
내부자 매도 1110만 달러 (내부자 1명)
첫날 -5.1% · 5일 후 -2.5%
애널리스트악재
Datadog Downgraded to Sell on Largest Customer Usage Cut영어 원문
Valuation requires flawless execution; large customer cut usage despite 35.6% revenue growth and strong AI tailwinds
첫날 -0.5% · 5일 후 -9.4%
실적호재
Mizuho Reiterates Outperform on Datadog, PT $300영어 원문
Analyst cites favorable business trends, scaled AI customers, and observability leadership
첫날 -19.0% · 5일 후 +10.0%
›전개 과정 7회
2026-08-06Beat estimates and raised guidance, but stock plunged, likely on profit-taking
2026-08-07Despite strong Q2, shares fell ~20% as largest AI customer plans to reduce usage in Q3, raising growth concerns
2026-08-07Despite beat, stock fell 19%; Needham reiterates Buy, raises PT to $300; focus on gross margin and major customer usage cut.
2026-08-10Q2 beat and guidance raise, but valuation and AI headwinds
2026-08-11Citigroup raised PT from $300 to $305, maintains Buy, shares up 7%
2026-08-11Citigroup maintains Buy, raises PT from $300 to $305; shares rose 7%
2026-08-17Analyst cites favorable business trends, scaled AI customers, and observability leadership
2026-07-30Multiple traders note cup-and-handle pattern, price near record highs
애널리스트호재
Wall Street Analysts Bullish on Datadog (DDOG), Stock Outperforms Market영어 원문
Zacks reports analyst buy recommendations; stock closed at $251.86, up 2.03% on the day
첫날 +2.0% · 5일 후 +8.6%
기타호재
Datadog Draws Heavy Investor Attention and Institutional Initiation영어 원문
Zacks reports heavy investor attention on DDOG; X user @roylmattox announces initiating positions in four software leaders including DDOG.
첫날 +1.0% · 5일 후 +8.6%
M&A·자금조달
Multiple Institutions Adjust Datadog Holdings with Mixed Directions영어 원문
Assetmark cuts stake by 19.3% while D.A. Davidson increases by 203.6%, continuing institutional divergence
첫날 -0.6% · 5일 후 +9.9%
›전개 과정 2회
2026-07-23Assetmark cut stake by 19.3% while D.A. Davidson increased by 203.6%, showing divergence.
2026-07-23Assetmark cuts stake by 19.3% while D.A. Davidson increases by 203.6%, continuing institutional divergence
내부자 매도악재
내부자 매도 1640만 달러 (내부자 2명)
첫날 -0.6% · 5일 후 +9.9%
애널리스트악재
Jefferies: 투자의견 하향 → Hold
첫날 -3.2% · 5일 후 -1.5%
M&A·자금조달호재
Two Institutions Boost Datadog Holdings영어 원문
Amova Asset Management lifted holdings by 15% in Q1, now owns 140k shares
첫날 -3.2% · 5일 후 -1.5%
›전개 과정 2회
2026-07-21Amova lifts stake by 15%, Empirical opens new position, signaling institutional inflow
2026-07-21Amova Asset Management lifted holdings by 15% in Q1, now owns 140k shares
애널리스트호재
Mizuho Raises Datadog PT to $300영어 원문
Maintains Market Outperform, sees standout in infrastructure software
첫날 -2.3% · 5일 후 -7.1%
›전개 과정 2회
2026-07-15PT raised from $220 to $300, reflecting optimism on enterprise software outlook.
2026-07-20Maintains Market Outperform, sees standout in infrastructure software
내부자 매도악재
내부자 매도 1150만 달러 (내부자 1명)
첫날 +1.7% · 5일 후 -4.3%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
30건
내부자 매도
내부자 매도 1090만 달러 (내부자 1명)
첫날 +1.6% · 5일 후 +8.9%
내부자 매도
내부자 매도 1580만 달러 (내부자 2명)
첫날 +4.0% · 5일 후 +6.5%
M&A·자금조달악재
CEO Pomel Sells 89,497 Shares (~$18.6M) on Sept 8영어 원문
CEO sold shares at avg $207.86 on Sept 8; sole executive trading action in past two weeks
첫날 +4.0% · 5일 후 +6.5%
기업호재
CEO Cites Accelerating AI & Enterprise Growth; Company Doubles Down on AI Predictive Monitoring영어 원문
CEO confirms accelerating growth across AI and enterprise customers; company discloses investments in AI and proprietary models to expand observability platform
첫날 +4.0% · 5일 후 +6.5%
내부자 매도
내부자 매도 1860만 달러 (내부자 1명)
첫날 -1.3% · 5일 후 +9.5%
이전 이벤트 25건›
내부자 매도
내부자 매도 2460만 달러 (내부자 8명)
첫날 -6.5% · 5일 후 +6.0%
내부자 매도
내부자 매도 1250만 달러 (내부자 2명)
첫날 -5.6% · 5일 후 +0.6%
M&A·자금조달
Palo Alto Explored Acquiring Datadog, per The Information영어 원문
Multiple sources report PANW CEO approached Datadog; potential acquisition interest draws market attention
첫날 +2.1% · 5일 후 -8.1%
기업악재
Datadog Director Sells $15M, Insider Selling Continues영어 원문
Director Jacobson Matthew sold $15M (8th largest of 27), cutting holdings by 10%; 4 other insiders also sold
첫날 -3.5% · 5일 후 +7.5%
›전개 과정 5회
2026-07-22Sold 43,224 shares at weighted average $265.23 on July 20, reducing direct holdings by 8%
2026-07-28Director Agarwal sold 20k shares for $5.2M under 10b5-1 plan; CEO sold 47,054 shares on Jul 23 for ~$11.5M
2026-08-11Director Amit Agarwal sold 20k shares, CEO sold 127k shares, totaling over $36M
2026-08-11Director Amit Agarwal sold 20k shares on Aug 6; CEO sold 127k+ shares (~$36.5M) on Aug 5
2026-08-19Director Jacobson Matthew sold $15M (8th largest of 27), cutting holdings by 10%; 4 other insiders also sold
내부자 매도
내부자 매도 1110만 달러 (내부자 1명)
첫날 -5.1% · 5일 후 -2.5%
애널리스트악재
Datadog Downgraded to Sell on Largest Customer Usage Cut영어 원문
Valuation requires flawless execution; large customer cut usage despite 35.6% revenue growth and strong AI tailwinds
첫날 -0.5% · 5일 후 -9.4%
실적호재
Mizuho Reiterates Outperform on Datadog, PT $300영어 원문
Analyst cites favorable business trends, scaled AI customers, and observability leadership
첫날 -19.0% · 5일 후 +10.0%
›전개 과정 7회
2026-08-06Beat estimates and raised guidance, but stock plunged, likely on profit-taking
2026-08-07Despite strong Q2, shares fell ~20% as largest AI customer plans to reduce usage in Q3, raising growth concerns
2026-08-07Despite beat, stock fell 19%; Needham reiterates Buy, raises PT to $300; focus on gross margin and major customer usage cut.
2026-08-10Q2 beat and guidance raise, but valuation and AI headwinds
2026-08-11Citigroup raised PT from $300 to $305, maintains Buy, shares up 7%
2026-08-11Citigroup maintains Buy, raises PT from $300 to $305; shares rose 7%
2026-08-17Analyst cites favorable business trends, scaled AI customers, and observability leadership
