DDOG Datadog, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon immediate Filed May 4, 2026 Processed 1mo ago
Insider cluster: 3 insiders, $2.0M total
Latest settled — T+20d ⚠ clustered
DDOG ▲ +89.17% at T+20d
NEUTRAL call ✓ call won +89.17% · α vs SPY +83.52% · entry $146.69 → $277.49
Next anchor: T+60d in 6w
Currently $229.90 · +56.73% from $146.69 entry
Entry anchored
May 1, 04:29 PM ET
via Databento tick
T+1d
-0.65%
call -0.65% · α -1.45%
$145.73
settled 6w ago
T+5d
+37.92%
call +37.92% · α +34.99%
$202.32
settled 5w ago
T+20d
+89.17%
call +89.17% · α +83.52%
$277.49
settled 12d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Insider cluster at Datadog shows three executives selling a total of ~$2M in open-market sales, representing just 0.004% of market cap. Sales occurred immediately after a strong Q1 2026 earnings beat and raised guidance, suggesting routine portfolio rebalancing rather than bearish conviction. The dollar amount is trivial relative to the $51.2B market cap.

Key Financial Metrics

Direction
selling
Total Value
$2.0M
Insiders
3

Actionable Insight

This insider selling is negligible given the company's market cap and follows a positive earnings catalyst. Traders should ignore this activity as it reflects routine post-earnings option exercises and tax-related sales. Continue monitoring for any material changes in insider sentiment or unexpected selling by the CEO/CFO.

Key Facts

  • Total open-market sales: ~$1.99M across 3 insiders
  • Market cap: $51.2B, so sales are 0.004% of market cap
  • CTO Le-Quoc Alexis sold $1.62M after converting/exercising derivatives
  • Director Agarwal Amit sold $84K and CRO Walters Sean Michael sold $287K
  • Cluster follows bullish Q1 2026 earnings with 32% revenue growth and raised guidance
  • No purchases by any insider during the window

Financial Impact

~$2M in insider sales, immaterial relative to $51.2B market cap

insider ownership

Risk Factors

  • If larger insider sales emerge later, could signal growing bearishness
  • Insider selling around earnings is common but may still attract scrutiny

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
91% bullish (56 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-DDOG-1778185889876
45 reports for DDOG
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+20▲ +65.99%Apr 23, 2026
Filters
Rows
Reports for DDOG — sortable, filterable
Type Now
Jun 12, 2026
today
144
NEUTRAL ★ 2/10
$229.92 awaiting T+1awaiting T+1$229.90 (−0.01%)
Jun 10, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
$227.68 awaiting T+1awaiting T+1$229.90 (+0.98%)
Jun 8, 2026
4d ago
144
NEUTRAL ★ 3/10
$232.21 awaiting T+1awaiting T+1$229.90 (−0.99%)
Jun 8, 2026
4d ago
Insider Cluster
NEUTRAL ★ 4/10
$232.21 awaiting T+1awaiting T+1$229.90 (−0.99%)
Jun 8, 2026
4d ago
ANALYST-UPGRADE
MIXED ★ 3/10
$117.07 awaiting T+1awaiting T+1$229.90 (+96.38%)
Jun 5, 2026
7d ago
Insider Cluster
BEARISH ★ 5/10
$230.00 awaiting T+1awaiting T+1$229.90 (+0.04%)
Jun 5, 2026
8d ago
Insider Cluster
NEUTRAL ★ 3/10
$237.40 awaiting T+1awaiting T+1$229.90 (−3.16%)
Jun 4, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
$244.08 awaiting T+1awaiting T+1$229.90 (−5.81%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$243.60 $234.11▼ −3.90%▼ −1.32%$229.90 (−5.62%)
Jun 2, 2026
10d ago
144
NEUTRAL ★ 2/10
$250.33 $243.60▼ −2.69%▼ −3.09%$229.90 (−8.16%)
Showing 10 of 45

US Market Status

Market Closed — Opens Mon (47h 24m)

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