Datadog (NASDAQ:DDOG) Updates Q2 2026 Earnings Guidance

Datadog (NASDAQ:DDOG) updated its second quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.570-0.590 for the period, compared to the consensus EPS estimate of 0.410. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $992.3 million. Datadog also updated its FY 2026 guidance to 2.360-2.440 EPS.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Jefferies Financial Group set a $210.00 price target on shares of Datadog and gave the company a “buy” rating in a research report on Thursday. Wedbush lifted their price target on shares of Datadog from $190.00 to $220.00 and gave the company an “outperform” rating in a research report on Thursday. Sanford C. Bernstein lifted their price target on shares of Datadog from $167.00 to $180.00 and gave the company an “outperform” rating in a research report on Friday. Raymond James Financial lifted their price target on shares of Datadog from $170.00 to $220.00 in a research report on Thursday. Finally, DA Davidson reiterated a “buy” rating and set a $225.00 price target on shares of Datadog in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $211.76.

Datadog Stock Up 6.1%

Shares of Datadog stock traded up $11.43 during trading hours on Friday, hitting $200.16. The company had a trading volume of 11,959,460 shares, compared to its average volume of 5,925,989. The company’s 50-day moving average is $124.41 and its two-hundred day moving average is $136.98. Datadog has a twelve month low of $98.01 and a twelve month high of $201.69. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. The company has a market cap of $70.57 billion, a P/E ratio of 645.68, a price-to-earnings-growth ratio of 52.02 and a beta of 1.30.

Datadog (NASDAQ:DDOG) last released 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. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $960.12 million. During the same quarter in the prior year, the firm earned $0.46 EPS. Datadog’s revenue for the quarter was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. Analysts anticipate that Datadog will post 0.32 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the transaction, the chief technology officer owned 437,257 shares in the company, valued at approximately $54,871,380.93. This represents a 10.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the transaction, the chief executive officer directly owned 704,821 shares in the company, valued at approximately $77,910,913.34. This trade represents a 8.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 654,018 shares of company stock valued at $80,903,197. 6.67% of the stock is owned by insiders.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog reported Q1 revenue of about $1.01 billion and EPS of $0.60, both above Wall Street estimates, reinforcing the growth story. Datadog Q1 2026 Financial Results
• Positive Sentiment: Management raised Q2 and FY 2026 guidance well above consensus, which is the main catalyst behind the stock’s strength and suggests momentum is carrying into the rest of the year. Reuters article on annual forecast raise
• Positive Sentiment: Multiple analysts lifted price targets after the earnings beat-and-raise, signaling broader confidence that Datadog can keep outperforming. Analyst target hikes
• Positive Sentiment: Datadog for Government received FedRAMP High certification, which could help open more federal and high-security public sector opportunities. FedRAMP High certification
• Positive Sentiment: RBC and other firms upgraded their outlooks and lifted targets, adding to the bullish analyst momentum around the name. RBC analyst commentary
• Neutral Sentiment: Insider selling by several executives and a director was disclosed, but the transactions were pre-arranged 10b5-1 sales and appear more like profit-taking than a change in fundamentals. SEC filing
• Neutral Sentiment: The stock’s sharp run-up has increased volatility, and some trading looks momentum- and options-driven rather than purely fundamental.

Institutional Investors Weigh In On Datadog

Several hedge funds have recently modified their holdings of the stock. Sivia Capital Partners LLC bought a new stake in shares of Datadog in the second quarter worth $509,000. Brighton Jones LLC bought a new stake in shares of Datadog in the fourth quarter worth $209,000. Bison Wealth LLC bought a new stake in shares of Datadog in the fourth quarter worth $228,000. Fieldview Capital Management LLC bought a new stake in shares of Datadog in the fourth quarter worth $205,000. Finally, Claro Advisors Inc. bought a new stake in shares of Datadog in the fourth quarter worth $204,000. 78.29% of the stock is owned by institutional investors and hedge funds.

Datadog Company Profile

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.