Datadog, Inc.
Datadog provides a cloud-based software-as-a-service platform for monitoring and securing cloud applications and IT infrastructure. Organizations of all sizes and across industries use its products, including development, operations, security, product and business teams. The platform brings together infrastructure and application performance monitoring, log management, user experience monitoring, cloud security, service management, software delivery and product analytics, with shared analytics, dashboards, alerting and workflow tools. Customers can use products individually or together, and Datadog offers a Marketplace for partner-built products. Datadog makes money by selling access to its platform and products, with customers able to expand usage and add products on a self-service basis. Its sales organization also serves customers through enterprise and inside sales, customer success and partner teams. As of December 31, 2025, Datadog had approximately 32,700 customers in over 160 countries. The company is headquartered in New York, New York.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Datadog Inc. is set to report Q3 earnings, with analysts expecting 64 cents per share and $1.14 billion in revenue, up 17% and 29% YoY. Despite stock volatility, Wall Street maintains a Strong Buy rating, with a $295.54 target. Key focus is on core business growth excluding its largest customer, believed to be OpenAI, and AI observability demand. Datadog shares have fallen 28% from their 52-week high.
Datadog, Inc. launched three new features in its Real User Monitoring (RUM) suite: RUM Profiling, Managed Archive, and Export Pipelines. RUM Profiling provides function-level CPU profiling for web and mobile, Managed Archive offers long-term session storage, and Export Pipelines allow continuous data export to cloud storage. The company will discuss these updates at Datadog Summit Munich on November 12.
Insider trading activity was disclosed on Friday for several U.S. publicly traded companies. Director James Healy acquired $20.3M in Rapport Therapeutics (RPTX) shares at $21.0 each, now trading at $25.05. Nippon Life Insurance bought $8.67M in Corebridge Financial (CRBG) shares. Director David B. Ingram purchased $991,600 in Pinnacle Financial (PNFP) stock. Equinox Partners increased its stake in Silvercrest Asset (SCMG) with $348,694 in purchases.
Over the past 7 days, AlphAI's AI scored 19 news stories mentioning DDOG (Datadog, Inc.). Coverage has skewed bearish: 4 bullish, 6 neutral, and 9 bearish.
Recent DDOG coverage spans financial news, market movers and earnings.
In the last 30 days, DDOG insiders filed 18 SEC Form 4 transactions — no purchases and 18 sales ($26.8M). The most active reporter was Le-Quoc Alexis, Chief Technology Officer, with 18 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Earnings outcome hinges on whether core growth re-accelerates after the largest-customer downsizing, with AI observability demand as the key narrative.
New RUM features may boost demand for Datadog's observability platform.
Insider sale may weigh on price temporarily.
Analyst upgrade and higher price target suggest upside potential for DDOG.
Continued pressure as the broader tech selloff persists.
AlphAI scores every news story that mentions DDOG with an AI model for sentiment and relevance, and aggregates insider trades from Datadog, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Datadog Inc. is set to report Q3 earnings, with analysts expecting 64 cents per share and $1.14 billion in revenue, up 17% and 29% YoY. Despite stock volatility, Wall Street maintains a Strong Buy rating, with a $295.54 target. Key focus is on core business growth excluding its largest customer, believed to be OpenAI, and AI observability demand. Datadog shares have fallen 28% from their 52-week high.
6 min readDatadog, Inc. launched three new features in its Real User Monitoring (RUM) suite: RUM Profiling, Managed Archive, and Export Pipelines. RUM Profiling provides function-level CPU profiling for web and mobile, Managed Archive offers long-term session storage, and Export Pipelines allow continuous data export to cloud storage. The company will discuss these updates at Datadog Summit Munich on November 12.
2 min readInsider trading activity was disclosed on Friday for several U.S. publicly traded companies. Director James Healy acquired $20.3M in Rapport Therapeutics (RPTX) shares at $21.0 each, now trading at $25.05. Nippon Life Insurance bought $8.67M in Corebridge Financial (CRBG) shares. Director David B. Ingram purchased $991,600 in Pinnacle Financial (PNFP) stock. Equinox Partners increased its stake in Silvercrest Asset (SCMG) with $348,694 in purchases.
2 min readEvercore ISI raised its price target for Datadog (DDOG) to $300, citing strong business momentum. The stock trades at $235.27, down 16% in the past week. Evercore ISI expects 33-34% revenue growth in Q2, with AI-driven products contributing to deals. The firm forecasts Q3 2026 revenue of $1.19B, above consensus. Datadog reports earnings on November 4, with analysts expecting 29-35% organic revenue growth. Multiple analysts have raised price targets, citing AI prospects.
2 min readCloudflare (NET) and Datadog (DDOG) stocks fell 14% and 13% respectively in the week ending Oct. 30, despite no weak results. The decline was part of a broader software selloff, triggered by AI disruption fears and weak tech results. Cloudflare's Nov. 5 report is expected to show 31% revenue growth and gross margin near 73%. Datadog reports on Nov. 4, with Q2 revenue growth of 36%.
2 min readLe-Quoc Alexis (Chief Technology Officer) sold 43,224 shares of Datadog, Inc. (DDOG) at an average of $278.90 ($276.38–$284.33, $12.06M total) across 9 trades on 2026-10-28 under a Rule 10b5-1 trading plan.
1 min readDatadog, Inc. shares dropped 12% on Oct. 30, closing at $234.38, amid a broader tech sector sell-off. The company offers AI-driven cloud application monitoring and security support.
1 min readDatadog (DDOG) fell 9% in one session, closing at $231.01, erasing $7 billion in market value. The drop is unusual for the cloud observability leader, and the lack of recovery suggests downward momentum. The closing price will set the stage for future movements.
1 min readDatadog (DDOG) fell 12% to $233.41, CrowdStrike (CRWD) dropped 4% to $249.58, Palo Alto (PANW) declined 3% to $367.96, and Fortinet (FTNT) slid 3% to $135.26, despite a $6.3 billion Binance hack highlighting cybersecurity. The declines come amid broader tech sector repricing and concerns over AI spending by cloud providers.
2 min readDan Ives of Yorkville Ives noted AI's disruption in tech earnings, with Amazon (AMZN), Intel (INTC), and SanDisk (SNDK) shares declining after their quarterly results. U.S. equities fell, with the Nasdaq-100 tracking QQQ down 2.69%. INTC dropped over 30%, its worst day since 1979. Ives expects AI spending to pay off by 2027, citing cloud growth and capital expenditure as key metrics.
2 min read
