2026-11-01 Multiple sources confirm earnings date; focus on AI demand and cloud spending
2026-11-02 Multiple sources confirm earnings date; focus on AI demand and growth
2026-11-02 Earnings imminent; multiple sources confirm timing, revenue growth forecast 28.9% but major customer usage cut
Insider selling
Insider selling $12.1M (1)
D1 -0.9% · since -20.8%
Earnings
Datadog 3Q26 Preview: Channel Checks Show Healthy Demand, Enterprise AI Supports Core Demand
Multiple independent sources signal constructive pre-earnings fundamentals, though Zacks notes low beat likelihood
D1 -0.9% · since -20.8%
AnalystBull
Bernstein Upgrades Datadog to Outperform, PT Raised to $350
Analyst cites AI demand and enterprise token consumption above expectations, lifting shares
D1 -1.5% · +5d +9.5%
Analyst
Bernstein upgrades to Outperform
D1 +5.4% · +5d +7.6%
Earnings
Datadog Announces Q3 FY2026 Earnings Call Date
Company confirms pre-market Q3 results release, a key catalyst for investors
D1 -4.9% · +5d +1.4%
OtherBull
Datadog hits all-time high, draws multiple technical analyst attention
Multiple independent sources confirm new highs; technical analysts see further upside
D1 -2.0% · +5d -9.4%
Insider selling
Insider selling $14.8M (1)
D1 -2.5% · +5d -0.7%
AnalystBull
FBN Securities Initiates Coverage on Datadog with Outperform
FBN initiates with $325 PT, citing category-leading platform
D1 +0.3% · +5d +5.8%
Insider selling
Insider selling $10.9M (1)
D1 +1.6% · +5d +8.9%
Insider selling
Insider selling $15.8M (2)
D1 +4.0% · +5d +6.5%
CompanyBull
CEO Cites Accelerating AI & Enterprise Growth; Company Doubles Down on AI Predictive Monitoring
CEO confirms accelerating growth across AI and enterprise customers; company discloses investments in AI and proprietary models to expand observability platform
D1 +4.0% · +5d +6.5%
CapitalBear
CEO Pomel Sells 89,497 Shares (~$18.6M) on Sept 8
CEO sold shares at avg $207.86 on Sept 8; sole executive trading action in past two weeks
D1 +4.0% · +5d +6.5%
Insider selling
Insider selling $18.6M (1)
D1 -1.3% · +5d +9.5%
Insider selling
Insider selling $24.6M (8)
D1 -6.5% · +5d +6.0%
Insider selling
Insider selling $12.5M (2)
D1 -5.6% · +5d +0.6%
Capital
Palo Alto Explored Acquiring Datadog, per The Information
Multiple sources report PANW CEO approached Datadog; potential acquisition interest draws market attention
D1 +2.1% · +5d -8.1%
CompanyBear
Datadog Director Sells $15M, Insider Selling Continues
Director Jacobson Matthew sold $15M (8th largest of 27), cutting holdings by 10%; 4 other insiders also sold
D1 -3.5% · +5d +7.5%
›5 waves of this story
2026-07-22 Sold 43,224 shares at weighted average $265.23 on July 20, reducing direct holdings by 8%
2026-07-28 Director Agarwal sold 20k shares for $5.2M under 10b5-1 plan; CEO sold 47,054 shares on Jul 23 for ~$11.5M
2026-08-11 Director Amit Agarwal sold 20k shares, CEO sold 127k shares, totaling over $36M
2026-08-11 Director Amit Agarwal sold 20k shares on Aug 6; CEO sold 127k+ shares (~$36.5M) on Aug 5
2026-08-19 Director Jacobson Matthew sold $15M (8th largest of 27), cutting holdings by 10%; 4 other insiders also sold
Insider selling
Insider selling $11.1M (1)
D1 -5.1% · +5d -2.5%
AnalystBear
Datadog Downgraded to Sell on Largest Customer Usage Cut
Valuation requires flawless execution; large customer cut usage despite 35.6% revenue growth and strong AI tailwinds
D1 -0.5% · +5d -9.4%
EarningsBull
Mizuho Reiterates Outperform on Datadog, PT $300
Analyst cites favorable business trends, scaled AI customers, and observability leadership
D1 -19.0% · +5d +10.0%
›7 waves of this story
2026-08-06 Beat estimates and raised guidance, but stock plunged, likely on profit-taking
2026-08-07 Despite strong Q2, shares fell ~20% as largest AI customer plans to reduce usage in Q3, raising growth concerns
2026-08-07 Despite beat, stock fell 19%; Needham reiterates Buy, raises PT to $300; focus on gross margin and major customer usage cut.
2026-08-10 Q2 beat and guidance raise, but valuation and AI headwinds
2026-08-11 Citigroup raised PT from $300 to $305, maintains Buy, shares up 7%
2026-08-11 Citigroup maintains Buy, raises PT from $300 to $305; shares rose 7%
2026-08-17 Analyst cites favorable business trends, scaled AI customers, and observability leadership
2026-11-01 Multiple sources confirm earnings date; focus on AI demand and cloud spending
2026-11-02 Multiple sources confirm earnings date; focus on AI demand and growth
2026-11-02 Earnings imminent; multiple sources confirm timing, revenue growth forecast 28.9% but major customer usage cut
Insider selling
Insider selling $12.1M (1)
D1 -0.9% · since -20.8%
Earnings
Datadog 3Q26 Preview: Channel Checks Show Healthy Demand, Enterprise AI Supports Core Demand
Multiple independent sources signal constructive pre-earnings fundamentals, though Zacks notes low beat likelihood
D1 -0.9% · since -20.8%
25 earlier events›
AnalystBull
Bernstein Upgrades Datadog to Outperform, PT Raised to $350
Analyst cites AI demand and enterprise token consumption above expectations, lifting shares
D1 -1.5% · +5d +9.5%
Analyst
Bernstein upgrades to Outperform
D1 +5.4% · +5d +7.6%
Earnings
Datadog Announces Q3 FY2026 Earnings Call Date
Company confirms pre-market Q3 results release, a key catalyst for investors
D1 -4.9% · +5d +1.4%
OtherBull
Datadog hits all-time high, draws multiple technical analyst attention
Multiple independent sources confirm new highs; technical analysts see further upside
D1 -2.0% · +5d -9.4%
Insider selling
Insider selling $14.8M (1)
D1 -2.5% · +5d -0.7%
AnalystBull
FBN Securities Initiates Coverage on Datadog with Outperform
FBN initiates with $325 PT, citing category-leading platform
D1 +0.3% · +5d +5.8%
Insider selling
Insider selling $10.9M (1)
D1 +1.6% · +5d +8.9%
Insider selling
Insider selling $15.8M (2)
D1 +4.0% · +5d +6.5%
CompanyBull
CEO Cites Accelerating AI & Enterprise Growth; Company Doubles Down on AI Predictive Monitoring
CEO confirms accelerating growth across AI and enterprise customers; company discloses investments in AI and proprietary models to expand observability platform
D1 +4.0% · +5d +6.5%
CapitalBear
CEO Pomel Sells 89,497 Shares (~$18.6M) on Sept 8
CEO sold shares at avg $207.86 on Sept 8; sole executive trading action in past two weeks
D1 +4.0% · +5d +6.5%
Insider selling
Insider selling $18.6M (1)
D1 -1.3% · +5d +9.5%
Insider selling
Insider selling $24.6M (8)
D1 -6.5% · +5d +6.0%
Insider selling
Insider selling $12.5M (2)
D1 -5.6% · +5d +0.6%
Capital
Palo Alto Explored Acquiring Datadog, per The Information
Multiple sources report PANW CEO approached Datadog; potential acquisition interest draws market attention
D1 +2.1% · +5d -8.1%
CompanyBear
Datadog Director Sells $15M, Insider Selling Continues
Director Jacobson Matthew sold $15M (8th largest of 27), cutting holdings by 10%; 4 other insiders also sold
D1 -3.5% · +5d +7.5%
›5 waves of this story
2026-07-22 Sold 43,224 shares at weighted average $265.23 on July 20, reducing direct holdings by 8%
2026-07-28 Director Agarwal sold 20k shares for $5.2M under 10b5-1 plan; CEO sold 47,054 shares on Jul 23 for ~$11.5M
2026-08-11 Director Amit Agarwal sold 20k shares, CEO sold 127k shares, totaling over $36M
2026-08-11 Director Amit Agarwal sold 20k shares on Aug 6; CEO sold 127k+ shares (~$36.5M) on Aug 5
2026-08-19 Director Jacobson Matthew sold $15M (8th largest of 27), cutting holdings by 10%; 4 other insiders also sold
Insider selling
Insider selling $11.1M (1)
D1 -5.1% · +5d -2.5%
AnalystBear
Datadog Downgraded to Sell on Largest Customer Usage Cut
Valuation requires flawless execution; large customer cut usage despite 35.6% revenue growth and strong AI tailwinds
D1 -0.5% · +5d -9.4%
EarningsBull
Mizuho Reiterates Outperform on Datadog, PT $300
Analyst cites favorable business trends, scaled AI customers, and observability leadership
D1 -19.0% · +5d +10.0%
›7 waves of this story
2026-08-06 Beat estimates and raised guidance, but stock plunged, likely on profit-taking
2026-08-07 Despite strong Q2, shares fell ~20% as largest AI customer plans to reduce usage in Q3, raising growth concerns
2026-08-07 Despite beat, stock fell 19%; Needham reiterates Buy, raises PT to $300; focus on gross margin and major customer usage cut.
2026-08-10 Q2 beat and guidance raise, but valuation and AI headwinds
2026-08-11 Citigroup raised PT from $300 to $305, maintains Buy, shares up 7%
2026-08-11 Citigroup maintains Buy, raises PT from $300 to $305; shares rose 7%
2026-08-17 Analyst cites favorable business trends, scaled AI customers, and observability leadership
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