Amit Agarwal Buys 20,000 Shares of Datadog, Inc.
Amit Agarwal made a significant purchase of Datadog shares, adding 20,000 on June 25, 2026.
Key Points
- Amit Agarwal bought 20,000 shares of Datadog, Inc. (DDOG) on June 25, 2026, without a planned transaction.
- Datadog, Inc. has a market cap of $85.3 billion and a forward P/E ratio of 83.9, with shares trading near $250.76 on Tuesday.
- Institutional activity includes BlackRock increasing its stake by 6.9 million shares, while Vanguard opened new positions.
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Amit Agarwal recently bought 20,000 shares of Datadog, Inc. (NASDAQ:DDOG) on June 25, 2026. This transaction was not part of a pre-planned trading program.
Insider Buying and Selling at Datadog, Inc.
On June 25, 2026, Amit Agarwal purchased 20,000 shares of Datadog, Inc. This buy was not under a Rule 10b5-1 trading plan. Additionally, Alexis Le-Quoc, the Chief Technology Officer, engaged in multiple transactions on June 22, 2026, buying and selling 43,224 shares, with some sales executed at an average price of $220.97.
Other Institutional Activity in Datadog
Several major institutional investors have made moves in Datadog, Inc. BlackRock, Inc. increased its holdings by 6.9 million shares, bringing its total to over 35.2 million shares valued at approximately $4.16 billion. Vanguard Capital Management LLC initiated a new position with 21.3 million shares worth about $2.52 billion. Similarly, Vanguard Portfolio Management LLC also opened a new position, adding 17.6 million shares valued at $2.07 billion. State Street Corp added 29,465 shares, bringing its total to 14.1 million shares valued at $1.66 billion. Meanwhile, FMR LLC reduced its holdings by about 4.9 million shares, ending with 13.3 million shares worth approximately $1.57 billion.
Datadog, Inc. Stock Up 5.8%
Shares of Datadog, Inc. (NASDAQ:DDOG) traded near $250.76 on Tuesday. The company boasts a market cap of around $85.3 billion, with a forward P/E ratio of 83.9 and a beta of 1.553. The stock has seen a 52-week low of $98.01 and a high of $278.71. Its 50-day moving average is $197.44, while the 200-day moving average stands at $153.68. Datadog maintains a current ratio of 3.40 and a quick ratio of 3.29, with a debt-to-equity ratio of 32.22.
$DDOG stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Datadog reported revenue of approximately $3.67 billion, with a revenue growth rate of 32.2%. The company achieved a net margin of 3.7% and a return on equity of 3.9%. Earnings per share were $0.38. Datadog is expected to announce its next earnings on August 6, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
15 target raises vs 2 cuts.
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EPS & revenue
EPS beat estimates by 15.9%. Revenue beat estimates by 2.6%.
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Profit surprise
EBITDA missed by 66 percent. Operating income missed by 71 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
15 target raises, 2 target cuts.
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Earnings quality
Operating margin up 2.4 points. Positive free cash flow.
Earnings Call Summary
Datadog had an outstanding quarter with revenue of $1.006 billion, up 32 percent year over year and beating expectations. The company landed major deals with two of the world's largest artificial intelligence research teams and saw strong growth in non-artificial-intelligence customers as well, with net revenue retention around 120 percent. Management highlighted strong adoption of their artificial intelligence products like GPU monitoring and their security agents, which are helping customers monitor complex workloads faster and more efficiently.
Guidance Datadog raised full year revenue guidance to $4.3 billion to $4.34 billion, up from prior expectations. For next quarter they expect $1.07 billion to $1.08 billion in revenue. They are investing heavily in artificial intelligence products and expect continued strong growth driven by cloud migration and new AI training workloads at hyperscaler companies.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Analysts Set New Price Targets
On June 25, 2026, Needham maintained its buy rating on Datadog, setting a price target of $260. Earlier, on June 18, 2026, Scotiabank also maintained a buy rating with a target of $275. Citigroup echoed this sentiment on June 17, 2026, with a buy rating and a $270 target. Truist Securities upgraded its rating to buy on June 15, 2026, with a target of $300. The consensus among analysts is a strong buy, with a mean price target of $242.12, based on 46 opinions.
About Datadog
Datadog, Inc. is a technology company based in New York, NY, specializing in observability and security platforms for cloud applications. Founded in 2010, Datadog offers a variety of products including infrastructure monitoring, log management, and security solutions. The company is led by CEO Olivier Pomel and employs approximately 8,100 people.
Bottom Line
Amit Agarwal's purchase of Datadog shares highlights insider confidence in the company's prospects. Datadog remains a key player in the technology sector, with significant interest from institutional investors. This insider activity, coupled with strong analyst ratings, makes Datadog a company to watch. Remember, these insights are based on past filings and transactions, not current positions.
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