DDOG — Datadog Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Datadog Inc

Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally. The company's products comprise infrastructure and application performance monitoring, log management, observability pipelines, synthetics, real user monitoring, product analytics, continuous profiler, database monitoring, data observability, LLM observability, error tracking, network monitoring, incident response, workfl… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$221.81
Market Cap$75.55B
Float328.6M
Shares Outstanding330.8M
P/E (Forward)87.72
P/E (TTM)558.53
Price/Sales (TTM)20.57
vs. Analyst Target+0.5% to analyst PT
Profit Margin3.70%
Operating Margin (TTM)0.80%
Revenue (TTM)$3.67B
Earnings Growth (YoY)104.00%
Dividend RateNone
Analyst Target Price$223.02 (46 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $603M -$24.5M $473M $34.1M
2021 $1.03B -$20.7M $794M $25.6M
2022 $1.68B -$50.2M $1.33B $13.1M
2023 $2.13B $48.6M $1.72B $111M
2024 $2.68B $184M $2.17B $266M
2025 $3.43B $108M $2.74B $194M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $827M $2.6M
Sep 2025 $886M $33.9M
Dec 2025 $953M $46.6M
Mar 2026 $1.01B $52.6M

Ownership & Float

Insider Ownership0.7%
Institutional Ownership92.0%
Short Float4.7%
% of All Funds Holding12.06%
Number of Funds Holding991

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$158.91Near-term / short-term trend
Weekly40-Week SMA$145.16Medium-term trend
Weekly80-Week SMA$136.45Cyclical trend (business cycle)
Weekly200-Week SMA$115.61Secular trend (multi-year)
Monthly10-Month SMA$145.12Near-term monthly trend
Monthly20-Month SMA$136.26Medium-term monthly trend
Monthly40-Month SMA$121.28Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$139.00 support 1.19x 0 months ago

Historical Earnings Reactions (27 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.58% -0.23% 40.74% 16.14% -8.23%
1 Day 0.53% -1.56% 37.04% 23.65% -16.36%
1 Week 1.88% 0.81% 51.85% 25.80% -15.22%
2 Weeks 2.54% 0.98% 51.85% 24.65% -17.44%
1 Month -0.07% -0.94% 50.00% 40.15% -33.86%

Next earnings: August 6, 2026 (69 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.05% 52.5% 314
Tuesday 0.13% 50.0% 348
Wednesday 0.30% 51.6% 343
Thursday 0.37% 51.2% 336
Friday 0.11% 51.3% 337

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 92.0%

Insider Transactions — Smart Summary

Total insider ownership: 0.7%

Founder-led management: Olivier Pomel (Co-Founder, CEO & Director), Alexis Le-Quoc (Co-Founder, CTO & Director)

12-Month Insider Activity Summary

Total Filings121
Net Value-$374M
Net Shares Change-2,333,888
% of Float-0.7%
C-Suite Filings84
Clusters Detected14

Key Insiders

NameTitleNet ValueFilingsActivity
Jacobson Matthew -$10.0M 1 1 sell
Pomel Olivier Chief Executive Officer -$7.6M 1 1 sell
Li Yanbing Chief Product Officer -$6.5M 2 2 sell
Le-Quoc Alexis Chief Technology Officer -$5.9M 1 1 sell
Walters Sean Michael Chief Revenue Officer -$5.2M 2 2 sell
OBSTLER DAVID M Chief Financial Officer -$4.4M 1 1 sell
Acocella Kerry General Counsel and Secretary -$2.0M 1 1 sell
Galloreese David Chief People Officer -$1.2M 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-30 – 2025-06-13 14 9 -$53.9M 11 C-suite
2025-06-18 – 2025-07-02 7 5 -$24.9M 5 C-suite
2025-07-08 – 2025-07-17 5 5 -$15.1M 4 C-suite
2025-07-30 – 2025-08-12 4 3 -$11.9M 3 C-suite
2025-08-26 – 2025-09-09 12 9 -$124M 10 C-suite
2025-09-10 – 2025-09-24 6 4 -$20.1M 3 C-suite
2025-10-03 – 2025-10-15 7 6 -$50.5M 3 C-suite
2025-11-10 – 2025-11-19 5 5 -$120M 2 C-suite
2025-11-26 – 2025-12-09 11 8 -$34.0M 11 C-suite
2025-12-15 – 2025-12-19 3 3 -$4.2M 2 C-suite
2026-02-18 – 2026-03-04 10 9 -$37.7M 9 C-suite
2026-03-11 – 2026-03-25 8 5 -$27.7M 4 C-suite
2026-04-03 – 2026-04-17 6 4 -$16.7M 2 C-suite
2026-05-07 – 2026-05-20 10 8 -$57.0M 6 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-12 Li Yanbing Chief Product Officer -$3.9M Transaction at $197.35, now +12.4%
2026-03-04 Le-Quoc Alexis Chief Technology Officer -$5.9M Transaction at $110.54, now +100.7%
2026-03-04 Walters Sean Michael Chief Revenue Officer -$3.6M Transaction at $110.54, now +100.7%
2026-03-04 Acocella Kerry General Counsel and Secretary -$2.0M Transaction at $110.54, now +100.7%
2026-05-12 Jacobson Matthew -$10.0M Transaction at $189.28, now +17.2%
2026-03-04 Pomel Olivier Chief Executive Officer -$7.6M Transaction at $110.54, now +100.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Datadog Inc (DDOG) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for DDOG on Trend Edge →