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0.00122409353763041 0.0018572453674391 0.00688024988392227 0.00839981427546329 -0.00299691866109484 0.000464311341859836 0.00105525304968131 0.00662698915199874
Stock impact report

2 infrastructure software stocks to buy in 2026: Piper Sandler [Yahoo! Finance]

Datadog, Inc. - Class A (DDOG) 
Last datadog, inc. - class a earnings: 2/13 04:10 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Datadog (NASDAQ: DDOG) and Varonis Systems (NASDAQ: VRNS) are the companies in question. Analyst Rob Owens says quarterly channel checks showed a modest softening relative to late 2025, but stresses this is “relatively par for the course” given typical seasonality. Year over year, results were in line with what was seen in 2025, which the analyst interprets as evidence of a “stable operating environment that is conducive to solid quarters.” While roughly 70% of respondents reported that AI projects are affecting non-AI software spending, Owens says this remains within normal ranges and does not signal a “step function change” in prioritization. Security continues to gain wallet share, and demand remains strongest in the U.S. Against that backdrop, Piper Sandler has “the most confidence in DDOG and VRNS” heading into upcoming earnings. For Datadog , the firm cites derisked guidance, favorable competition and strong usage trends. Owens notes that Datadog Experiments, which wa Show less Read more
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