Scotiabank Sees Datadog (DDOG) as Safe AI Monitoring Play Despite PT Cut [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
on the stock to $180.00 from $217.00 while maintaining a Sector Outperform rating. The firm views DDOG as a safe AI monitoring play amid sector uncertainty. The firm has revised its estimates based on a detailed assessment of its exposure to OpenAI and recent customer/partner checks. It estimates that OpenAI contributes an estimated $310 million in revenue run rate to Datadog, based on what it describes as a “bottoms up analysis” of the company's customer exposure. Scotiabank estimates DDOG's revenue growth to approach the low-20% range in 2026, even though initial management guidance is likely to be more conservative. “We believe that Datadog can grow its top line by ~23% in 2026, though we think management will issue guidance in the 17–18% range.” The firm also pushed back against concerns about competition from Palo Alto Networks and Snowflake, saying recent checks show DDOG remains the standard for monitoring the most complex environments with no sign of pricing pressure.
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DDOG
News
- Forethought Surpasses $1B in Customer ROI as Enterprise Demand for Agentic AI Accelerates [Yahoo! Finance]Yahoo! Finance
- Datadog (NASDAQ:DDOG) had its price target lowered by analysts at BMO Capital Markets from $215.00 to $170.00. They now have an "outperform" rating on the stock.MarketBeat
- AI security startup Outtake raises $40M from Iconiq, Satya Nadella, Bill Ackman and other big names [Yahoo! Finance]Yahoo! Finance
- AI security startup Outtake raises $40M from Iconiq, Satya Nadella, Bill Ackman and other big names [TechCrunch]TechCrunch
- Are Bullish DDOG Notes Revealing a Deeper Shift in Datadog's AI Platform Strategy? [Yahoo! Finance]Yahoo! Finance
DDOG
Earnings
- 11/6/25 - Beat
DDOG
Sec Filings
- 1/28/26 - Form 144
- 1/15/26 - Form 4
- 1/13/26 - Form 144
- DDOG's page on the SEC website