DDOG Datadog, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (6 insiders)
Horizon days Filed May 4, 2026 Processed 28d 21h ago
Insider cluster: 6 insiders, $6.2M 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 7w
Currently $228.91 · +56.05% 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 5w 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 9d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Six Datadog insiders, including the CTO, General Counsel, and Chief Revenue Officer, sold a total of $6.22M in open-market sales within a week of the company's strong Q1 2026 earnings beat and raised guidance. The selling is concentrated among senior executives and directors, with the CTO and GC alone accounting for $3.7M, but the total represents only ~0.009% of Datadog's $72B market cap — a trivial amount that does not signal a fundamental change in outlook.

Key Financial Metrics

Direction
selling
Total Value
$6.2M
Insiders
6

Actionable Insight

The dollar value of insider sales is negligible for a $72B company and typical of routine portfolio diversification after a strong earnings report. The cluster does not indicate bearish conviction — the CTO and GC sold at $150, well below the current $187-188 level, suggesting opportunistic timing rather than negative foresight. No action warranted; monitor next 10-Q for any change in insider selling patterns.

Key Facts

  • Six insiders sold $6.22M total in open-market transactions between May 1-8, 2026
  • CTO Alexis Le-Quoc sold $1.62M, General Counsel Kerry Acocella sold $2.08M, CRO Sean Walters sold $287K
  • Directors Matthew Jacobson and Julie Richardson sold $1.79M and $818K respectively
  • Total insider sales represent ~0.009% of Datadog's $72B market cap — well below the 0.1% materiality threshold
  • Sales occurred 5 days after Datadog reported Q1 2026 revenue of $1.006B (+32% YoY) and raised FY2026 guidance
  • No insider purchases were reported in the cluster

Financial Impact

Total insider sales of $6.22M, or ~0.009% of market cap — immaterial relative to company size

insider selling volume

Risk Factors

  • Insider selling could accelerate if the stock continues to rally post-earnings
  • No insider buying to offset the selling — one-sided selling pattern may persist

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-1778616354301
42 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 8, 2026
1d ago
144
NEUTRAL ★ 3/10
$232.21 awaiting T+1awaiting T+1$228.91 (−1.42%)
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 4/10
$232.21 awaiting T+1awaiting T+1$228.91 (−1.42%)
Jun 8, 2026
1d ago
ANALYST-UPGRADE
MIXED ★ 3/10
$117.07 awaiting T+1awaiting T+1$228.91 (+95.54%)
Jun 5, 2026
4d ago
Insider Cluster
BEARISH ★ 5/10
$230.00 awaiting T+1awaiting T+1$228.91 (+0.47%)
Jun 5, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
$237.40 awaiting T+1awaiting T+1$228.91 (−3.57%)
Jun 4, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$244.08 awaiting T+1awaiting T+1$228.91 (−6.21%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$243.60 $234.11▼ −3.90%▼ −1.32%$228.91 (−6.03%)
Jun 2, 2026
7d ago
144
NEUTRAL ★ 2/10
$250.33 $243.60▼ −2.69%▼ −3.09%$228.91 (−8.55%)
Jun 2, 2026
7d ago
Insider Cluster
NEUTRAL ★ 3/10
$250.33 $243.60▼ −2.69%▼ −3.09%$228.91 (−8.55%)
May 31, 2026
10d ago
ANALYST-UPGRADE
BEARISH ★ 1/10
$131.25 $130.13▲ +0.85%▲ +0.86%$228.91 (−74.41%)
Showing 10 of 42

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