Datadog Inc. (DDOG) beat expectations in Q2 FY2026 on revenue of $1.1B versus the $1.1B estimate (+35.6% YoY) and EPS of $0.65. The next Datadog Inc. (DDOG) earnings date is Nov 5, 2026. Below is the full Datadog Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Datadog Inc. (DDOG) Earnings Analysis — key stats
Next earnings date
Nov 5, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±13.9% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±48.8% (options-derived · into Nov 5, 2026)
Institutional ownership
77.8% (13F as of 2026-06-30)
Top 10 holders
44.3% (of shares outstanding)
Insider activity
2 buys / 10 sells (recent Form 4 filings)
Revenue
$1.1B (vs $1.1B est · +3.9% surprise · +35.6% YoY)
EPS
$0.65 (vs $0.58 est · +11.5% surprise · +1478.9% YoY)
Share price
$255.46 (+1.3%)
Market cap
$90.9B
Datadog Inc. (DDOG) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$1.1B vs $1.1B est
$0.65 vs $0.58 est
+11.5%
-17.4%
Beat
Q2 FY2026
$1.0B vs $960.1M est
$0.60 vs $0.51 est
+18.1%
+39.3%
Beat
Q1 FY2026
$953.2M vs $918.7M est
$0.59 vs $0.56 est
+6.3%
+11.7%
Beat
Q4 FY2025
$885.7M vs $852.8M est
$0.55 vs $0.46 est
+20.2%
+23.4%
Beat
Q3 FY2025
$826.8M vs $791.1M est
$0.46 vs $0.41 est
+12.1%
-4.4%
Beat
Q2 FY2025
$761.6M vs $741.4M est
$0.46 vs $0.43 est
+6.7%
+0.3%
Beat
Q1 FY2025
$737.7M vs $715.2M est
$0.49 vs $0.44 est
+11.4%
-11.5%
Beat
Q4 FY2024
$690.0M vs $665.0M est
$0.46 vs $0.40 est
+15.4%
-3.0%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
10.1%
35.5M
$9.3B
+0.8%
Vanguard Capital Management LLC
6.1%
21.6M
$5.6B
+1.3%
Fmr LLC
5.6%
19.8M
$5.1B
+48.7%
Undisclosed filer
5.0%
17.6M
$4.6B
-0.1%
State Street Corp
4.2%
14.7M
$3.8B
+4.6%
Invesco Ltd.
3.7%
13.2M
$3.4B
+91.9%
Price T Rowe Associates INC /Md/
3.0%
10.6M
$2.8B
+2.5%
Geode Capital Management, LLC
2.7%
9.5M
$2.5B
+2.1%
Undisclosed filer
2.0%
6.9M
$1.8B
+100.0%
Jennison Associates LLC
1.9%
6.9M
$1.8B
+15.8%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Le-Quoc Alexis
director, officer: Chief Technology Officer
2026-08-10
Buy
19K
—
Le-Quoc Alexis
director, officer: Chief Technology Officer
2026-08-10
Sell
54K
—
Le-Quoc Alexis
director, officer: Chief Technology Officer
2026-08-10
Buy
11K
—
Le-Quoc Alexis
director, officer: Chief Technology Officer
2026-08-10
Sell
1K
$254266
Le-Quoc Alexis
director, officer: Chief Technology Officer
2026-08-10
Sell
500
$116199
Le-Quoc Alexis
director, officer: Chief Technology Officer
2026-08-10
Sell
500
$117031
Le-Quoc Alexis
director, officer: Chief Technology Officer
2026-08-10
Sell
900
$212565
Le-Quoc Alexis
director, officer: Chief Technology Officer
2026-08-10
Sell
500
$118983
What you'll find
Next Datadog Inc. (DDOG) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Datadog Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Datadog Inc. (DDOG)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Datadog Inc.'s next earnings date?
Datadog Inc.'s (DDOG) next scheduled earnings date is Nov 5, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Datadog Inc. (DDOG) beat or miss earnings?
In Q2 FY2026, Datadog Inc. (DDOG) posted beat results — revenue of $1.1B versus the $1.1B estimate (+3.9% surprise) and EPS of $0.65 versus $0.58 expected (+11.5% surprise). Magnisto decodes every Datadog Inc. (DDOG) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Datadog Inc. beat earnings estimates?
Over its last 8 reported quarters, Datadog Inc. (DDOG) beat Wall Street EPS estimates 8 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Datadog Inc. (DDOG) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Datadog Inc. stock move after earnings?
Over its last 8 quarterly reports, Datadog Inc. (DDOG) moved an average of ±13.9% the day after earnings — ranging from -17.4% (Q3 FY2026) to +39.3% (Q2 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 5, 2026, options-implied volatility is pricing in a move of roughly ±48.8% (derived). Magnisto tracks the realized post-earnings move for every Datadog Inc. (DDOG) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Datadog Inc.?
Institutions hold about 77.8% of Datadog Inc.'s (DDOG) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (10.1%), Vanguard Capital Management LLC (6.1%), Fmr LLC (5.6%). Magnisto lists Datadog Inc.'s (DDOG) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Datadog Inc. (DDOG)?
In the most recent Form 4 filings Magnisto tracks, Datadog Inc. (DDOG) insiders recorded 2 purchases and 10 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Datadog Inc. (DDOG) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Datadog Inc. (DDOG), anchored to the current $255.46 share price, so you can weigh the bull, base and bear cases for Datadog Inc. side by side.
Is Datadog Inc. (DDOG) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Datadog Inc. fits your own thesis and risk profile. This is research, not investment advice.