Guggenheim Lifts Datadog to Buy, Sees 27% Growth Eclipsing Street [Yahoo! Finance]
Datadog, Inc. - Class A (DDOG)
Last datadog, inc. - class a earnings: 2/13 04:10 pm
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Source: Yahoo! Finance
price target that implies roughly 50% upside to Wednesday's prior close of $116.50, with analyst Howard Ma arguing the company's backend architecture and expanding AI-native revenue base are being significantly underpriced by the consensus. The stock rose in premarket trading. Ma's core case turns on two factors the market appears to have overcorrected on. Datadog's backend architecture, which Guggenheim frames as a deep moat against commoditization via large language models or OpenTelemetry, supports multi-product revenue that competitors cannot easily replicate. More pointedly, the overhang from OpenAI, Datadog's largest customer and one that has signaled plans to exit the platform for observability, is moving slower than feared. Guggenheim's channel checks indicate an extended transition timeline, giving the company runway to grow contribution from its 650 AI-native customers, including what the firm believes is an eight-figure contract with Anthropic. The gap with consensus is
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DDOG
News
- Assessing Datadog (DDOG) Valuation After Recent Share Price Weakness [Yahoo! Finance]Yahoo! Finance
- Guggenheim Upgrades Datadog to Buy With a $175 Target: The Cloud Monitoring Giant Is Back in Favor [Yahoo! Finance]Yahoo! Finance
- Datadog (DDOG) was upgraded by Guggenheim from "neutral" to "buy". They now have a $175.00 price target on the stock.MarketBeat
- Datadog rises as Guggenheim lifts the stock to Buy on AI tailwinds [Yahoo! Finance]Yahoo! Finance
- Datadog Experiments Launch Puts Product Testing And Valuation In Focus [Yahoo! Finance]Yahoo! Finance
DDOG
Earnings
- 2/10/26 - Beat
DDOG
Sec Filings
- 4/13/26 - Form 4
- 4/10/26 - Form 4
- 4/9/26 - Form 144
- DDOG's page on the SEC website