Datadog, Inc. (DDOG) earnings on August 6, 2026

Before the market opens Q2 2026

More Datadog, Inc. earnings

Prior outlook: Pessimistic Outcome: Accurate

Datadog's stock fell sharply after its earnings report, dropping about 19% by the close despite a brief early gain. The market reacted negatively to the results.

DDOG price around the earnings

229.29

Change: -19.1%

2026-08-06, 20:00 UTC

Start of the measured window End of the measured window
217.96 241.33 264.69 288.06 283.27
Price series around the eventClosing price per minute from before the event to the end of the measured window.
August 6, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Pessimistic Outcome: Accurate

Thesis published
Results released

Strong historical beats and analyst upgrades, but price above target and high implied move create binary risk.

Context analyzed before publication

Trend
Initial strong run-up reversed into a significant sell-off, now after a strong recent drop with high implied volatility.

Analysts

Evidence

Analyst consensus
Strong buy
Consensus average (1-5)
1.49
Analysts covering the stock
46
Average price target
274.23
Lowest price target
139
Highest price target
330
Upside to price target
-3.2%
Quarterly earnings growth
113.4%
Revenue growth
32.2%
Forward EPS
2.89
Trailing EPS
0.4
Analyst moves in the last 60 days
10
  • Strong buy: 10
  • Buy: 32
  • Hold: 3
  • Sell: 1
  • Strong sell: 1
Strong buy
10
Buy
32
Hold
3
Sell
1
Strong sell
1
  • August 4, 2026 · Canaccord Genuity: Maintains rating (Buy → Buy)
  • August 4, 2026 · Rosenblatt: Maintains rating (Buy → Buy)
  • August 3, 2026 · Cantor Fitzgerald: Maintains rating (Overweight → Overweight)
  • July 28, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)
  • July 28, 2026 · Citigroup: Maintains rating (Buy → Buy)
  • July 28, 2026 · BTIG: Maintains rating (Buy → Buy)
  • July 22, 2026 · TD Cowen: Maintains rating (Buy → Buy)
  • July 22, 2026 · Guggenheim: Maintains rating (Buy → Buy)
  • July 21, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
  • July 21, 2026 · Barclays: Maintains rating (Overweight → Overweight)

News and sentiment

Evidence

Sentiment
Sentiment
Cautious
Mention volume
High
Normalized volume
99%
News
Sources (6)

Technicals

Evidence

Price when the context was analyzed
283.27
Average true range (ATR)
4.4%
Distance to 52-week high
-1.7%
14-day change (14d)
+15.3%
30-day change (30d)
+10.9%
30-day relative strength
+11.7%
QQQ change (30d)
-0.8%
Nearest support
283.07
Distance to nearest support
0.1%
Nearest resistance
285.48
Distance to nearest resistance
0.8%
Volume accumulation ratio (14d / 46d)
0.79
  • Mid: 283.07 (0.1% away, 0.02 ATR, 2 touches)
  • Mid: 278.58 (1.7% away, 0.37 ATR, 10 touches)
  • Minor: 273.86 (3.3% away, 0.75 ATR, 3 touches)
  • Minor: 285.48 (0.8% away, 0.18 ATR, 2 touches)
  • Mid: 289.86 (2.3% away, 0.53 ATR, 2 touches)
  • Mid: 292.43 (3.2% away, 0.73 ATR, 4 touches)

Trends

Evidence

Average earnings surprise
+14.4%
  • May 7, 2026: actual EPS 0.6 vs estimate 0.51 (surprise +18.3%)
  • February 10, 2026: actual EPS 0.59 vs estimate 0.55 (surprise +6.3%)
  • November 6, 2025: actual EPS 0.55 vs estimate 0.46 (surprise +20.3%)
  • August 7, 2025: actual EPS 0.46 vs estimate 0.41 (surprise +12.8%)

Expected move

Implied move
+17.0%
Source
Options chain

Reactions over its last 20 earnings

Median move
9.6%
75th percentile move
14.7%
90th percentile move
23.7%
Up / down moves
12 / 8
Average up move
+13.2%
Average down move
-6.8%

Monitoring and close

What Datadog, Inc. reported

Status
Finished
Actual EPS0.65
EPS estimate0.59
EPS surprise+10.2%
Revenue$1,121 million
Revenue estimate$1,077 million
Revenue surprise+4.1%

Datadog beat expectations and raised annual guidance, yet shares fell 18% on pessimistic outlook and lower usage from a major AI customer. Sentiment pessimistic.

Sources (27)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating -16.7% pre-market, a move above the stock's usual reaction (about 10%). The figures confirm the pessimistic scenario. In the 430 similar cases in our market history, the close held that direction 94% of the time.

How the stock reacted

Outcome
Accurate
Consolidated
-19.1%
Max favorable move (MFE)
24.5%
Max adverse move (MAE)
1.9%