Datadog (DDOG) to Release Earnings on Thursday

Datadog (NASDAQ:DDOG) is anticipated to release its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect Datadog to post earnings of $0.5830 per share and revenue of $1.0787 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 overview page for the latest details on the call scheduled for Thursday, August 6, 2026 at 8:00 AM ET.

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

Datadog Stock Performance

DDOG opened at $273.60 on Tuesday. 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 business’s 50 day moving average is $246.96 and its 200-day moving average is $174.37. The stock has a market cap of $97.39 billion, a PE ratio of 720.02, a price-to-earnings-growth ratio of 27.15 and a beta of 1.54. Datadog has a twelve month low of $98.01 and a twelve month high of $278.76.

Analyst Upgrades and Downgrades

DDOG has been the topic of several analyst reports. New Street Research set a $260.00 target price on Datadog in a research report on Thursday, June 11th. Royal Bank Of Canada reiterated an “outperform” rating and set a $280.00 price target on shares of Datadog in a research report on Thursday, July 16th. Jefferies Financial Group cut Datadog from a “buy” rating to a “hold” rating and increased their price target for the stock from $210.00 to $280.00 in a research note on Tuesday, July 21st. Scotiabank raised their price target on Datadog from $225.00 to $275.00 and gave the company an “outperform” rating in a report on Thursday, June 18th. Finally, Craig Hallum started coverage on shares of Datadog in a research note on Monday, June 15th. They set a “buy” rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Datadog currently has a consensus rating of “Moderate Buy” and a consensus price target of $268.61.

Insider Activity

In other news, Director Dev Ittycheria sold 120,000 shares of the business’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total value of $29,853,600.00. Following the sale, the director owned 39,235 shares of the company’s stock, valued at approximately $9,760,883.30. The trade was a 75.36% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Michael James Callahan sold 112,500 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $231.60, for a total value of $26,055,000.00. Following the completion of the sale, the director owned 14,996 shares of the company’s stock, valued at approximately $3,473,073.60. This trade represents a 88.24% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,447,208 shares of company stock worth $339,610,749 in the last quarter. 6.48% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Datadog

A number of institutional investors and hedge funds have recently bought and sold shares of the business. State Street Corp boosted its position in shares of Datadog by 106.8% in the third quarter. State Street Corp now owns 13,732,777 shares of the company’s stock worth $1,955,547,000 after buying an additional 7,091,075 shares during the period. Invesco Ltd. raised its position in Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock valued at $580,383,000 after buying an additional 2,216,402 shares during the period. Amundi lifted its stake in Datadog by 70.9% in the 4th quarter. Amundi now owns 2,359,682 shares of the company’s stock worth $320,893,000 after acquiring an additional 979,295 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its stake in Datadog by 7.1% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,423,814 shares of the company’s stock worth $1,961,496,000 after acquiring an additional 956,993 shares in the last quarter. Finally, AQR Capital Management LLC boosted its position in Datadog by 99.8% during the 2nd quarter. AQR Capital Management LLC now owns 1,847,722 shares of the company’s stock worth $247,983,000 after acquiring an additional 923,038 shares during the period. 78.29% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Cantor Fitzgerald raised its Datadog price target to $327 from $226 and maintained an “overweight” rating. The new target implies meaningful upside from the referenced share price and reinforces confidence in Datadog’s growth outlook. Cantor Fitzgerald price target report
• Positive Sentiment: Datadog was identified as one of the technology stocks showing relative strength during the broader AI-trade pullback. Trading near its 12-month high ahead of earnings suggests continued investor momentum. Technology stocks holding their ground article
• Positive Sentiment: Recent investor commentary highlights Datadog’s revenue growth of more than 30% as demand for AI-related monitoring and observability services accelerates. This growth narrative is an important support for the company’s premium valuation. Datadog revenue and AI demand article
• Neutral Sentiment: Investors are looking beyond revenue and EPS in the upcoming Q2 2026 report, focusing on customer additions, usage trends, remaining performance obligations and operating margins. Strong results could support the shares, while elevated expectations increase the risk of volatility. Datadog Q2 earnings preview
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares for approximately $5.34 million, reducing his direct ownership by 92.42%. The sale occurred under a pre-arranged Rule 10b5-1 trading plan, which makes it a weaker discretionary bearish signal, though repeated insider selling could weigh modestly on sentiment. SEC insider transaction filing

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.