Datadog (NASDAQ: DDOG) is capturing attention with recent stock gains of over 9%, leading the charge in a software sector rally driven by robust AI demand. Analysts remain optimistic, maintaining 'Strong Buy' ratings and forecasting nearly $957 million in quarterly revenue, a 25% increase year-over-year. Despite recent volatility and price target adjustments, the company is projected to have significant upside potential, further solidified by its successful client expansions.
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“For infrastructure software: Datadog (DDOG) for observability, ServiceNow (NOW) for IT workflows, Arista Networks (ANET) for cloud networking.”
“MM is at $166.19 if breakout confirms.”
“Morgan Stanley on $DDOG earnings preview: 'Datadog heads into earnings with core business momentum, improving checks and a line of sight to 30% Q1 growth and upward estimate revisions.'”
“Morgan Stanley on $DDOG earnings preview: 'With positioning cautious given the recent pullback, we see an attractive setup.'”
“$DDOG Stifel Based on recent checks, we expect Datadog's 1Q beat to be at-least as large as 4Q (~4%), driven by strong/accelerating growth within the genAI native customer cohort even as OAI growth moderates and sustained momentum with the core.”
“Our checks also pointed to a continuation of the strong new logo bookings trends from 2H25 with several high profile wins within the tech vertical.”
“The weekly winners make that clear. Oracle (ORCL) jumped over 25%, while RingCentral (RNG), Datadog (DDOG), Snowflake (SNOW), Shopify (SHOP), Atlassian (TEAM), and ServiceNow (NOW) all rose 15% or more.”
“You've got a lot of outsized winners. Oracle with some new contracts are up 25%, Ring Central and Unity up about 20%, Snowflake and Datadog and Shopify just behind them.”