Stifel Upgrades Datadog (DDOG) to Buy Ahead of Earnings, Sees Upside Surprise Potential [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
Hold to Buy with a price target of $160.00 (from $205.00). The rating upgrade comes ahead Q4 2025 earnings report due on February 10, citing upside surprise potential and attractive long-term valuation. According to the firm's recent checks, DDOG is poised to post another larger than typical quarterly beat in Q4, an estimated 4% or more, driven by accelerating core growth, sustained strong gains within the non-OAI genAI cohort, and quarter-over-quarter stability in OpenAI performance. The net result is we believe DDOG's 4Q growth rate, excluding OAI, should be 23%. Looking ahead, Stifel anticipates management to guide calendar year 2026 revenue to an estimated $4.1 billion, implying conservative core growth above 19% excluding OpenAI. The firm assumed OAI to remain at its current quarterly run rate of about $90 million through 2026, which leads to annual OAI revenue of $360 million compared to an estimated $305 million in 2025. Stifel also discussed how DDOG has had recent s
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DDOG
News
- Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought [Yahoo! Finance]Yahoo! Finance
- Datadog (DDOG) Seen as Software Top Pick as AI Momentum Builds [Yahoo! Finance]Yahoo! Finance
- Software Bear Market: 2 AI Stocks to Buy Before They Soar 102% and 170%, According to Wall Street Analysts [Yahoo! Finance]Yahoo! Finance
- Datadog (NASDAQ:DDOG) had its "buy" rating reaffirmed by analysts at DA Davidson. They now have a $225.00 price target on the stock.MarketBeat
- Datadog (NASDAQ:DDOG) had its price target lowered by analysts at Evercore ISI from $215.00 to $175.00. They now have an "outperform" rating on the stock.MarketBeat
DDOG
Earnings
- 11/6/25 - Beat
DDOG
Sec Filings
- 1/30/26 - Form 4
- 1/28/26 - Form 144
- 1/15/26 - Form 4
- DDOG's page on the SEC website