Uber Technologies - Uber Technologies reported better-than-expected revenue and earnings for Q3 2024, though gross bookings fell short of expectations [2] - Analyst Lee expects FY25 gross bookings growth (forex neutral) in the high-teens, with the pace of deceleration moderating compared to H2 2024 [3] - Lee projects a 16% CAGR in core gross bookings from FY23 to FY26, in line with the company's analyst-day target of mid- to high-teens growth [13] - Uber's Delivery business is expected to maintain mid-teens gross bookings growth in FY25, supported by new verticals and solid grocery adoption in the US, Canada, and Mexico [14] - Mizuho analyst James Lee reiterated a buy rating with a $90 price target, seeing 2025 as a year of investment for Uber, which could impact near-term EBITDA but fuel long-term growth [7] Datadog - Datadog announced better-than-anticipated results for Q3 2024, with AI-native customers accounting for over 6% of ARR, up from 4% in Q2 2024 and 2.5% in Q3 2023 [5][8] - Analyst White highlighted Datadog's AI offerings, including LLM Observability and Bits AI, and believes the stock deserves a premium valuation due to its cloud-native platform and generative AI-led growth opportunities [16] - Monness analyst Brian White reiterated a buy rating with a $155 price target, noting Datadog's balanced approach to generative AI and its outperformance compared to peers in a challenging software backdrop [19] Nvidia - Nvidia is considered a major beneficiary of the generative AI wave, with strong demand for its advanced GPUs required for AI models [9] - JPMorgan analyst Harlan Sur reaffirmed a buy rating with a $170 price target, citing Nvidia's on-track production ramp-up for the Blackwell platform despite supply chain challenges [10] - Nvidia expects strong data center spending in 2025, supported by the Blackwell ramp-up and broad-based demand, with opportunities to capture a larger share of the $1 trillion datacenter infrastructure market [11] - Sur highlighted Nvidia's competitive advantage over ASIC solutions due to ease of adoption and comprehensive system solutions, with opportunities in enterprise, vertical markets, and sovereign customers [17]

From a technical perspective, Datadog (DDOG) is looking like an interesting pick, as it just reached a key level of support. DDOG recently overtook the 20-day moving average, and this suggests a short-term bullish trend.The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.Like other ...

Datadog, Inc. (NASDAQ:DDOG) Barclays 22nd Annual Global Technology Conference December 11, 2024 12:50 PM ET Company Participants Yuka Broderick - VP, IR Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Perfect. Thanks for joining us. We had one small change in the lineup. Yuka, thanks for still kind of doing this. David Obstler is sadly kind of ill at the moment. So, we kind of had like a last-minute change. Since Yuka and I have been going back for many years, I'm kind of very confiden ...

Datadog (DDOG) has shown remarkable momentum in 2024, with its stock advancing 27.6% year to date, driven by strategic product expansions and a growing market presence in cloud monitoring and security solutions. However, the stock has underperformed the Zacks Computer and Technology sector’s return of 32.4%, raising questions about whether investors should buy in or wait for a better entry point.Year-to-date PerformanceImage Source: Zacks Investment ResearchProduct Innovation Drives Market PositionDatadog c ...

Have you been paying attention to shares of Datadog (DDOG) ? Shares have been on the move with the stock up 29.2% over the past month. The stock hit a new 52-week high of $166.08 in the previous session. Datadog has gained 36.7% since the start of the year compared to the 33.3% move for the Zacks Computer and Technology sector and the 40.8% return for the Zacks Internet - Software industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't misse ...

Datadog, Inc. (NASDAQ:DDOG) UBS Global Technology and AI Conference December 3, 2024 10:55 AM ET Company Participants David Obstler - CFO Conference Call Participants Karl Keirstead - UBS Karl Keirstead Karl Keirstead, covering the software space. This is actually my first time on stage to kick off this year's tech AI conference. So I want to take the occasion to thank all of you for coming. I was telling David earlier that attendance at this year's event is up 45%, 50%. I don't think my career I've ever s ...

Datadog, Inc. (NASDAQ:DDOG) UBS Global Technology and AI Conference December 3, 2024 10:55 AM ET Company Participants David Obstler - CFO Conference Call Participants Karl Keirstead - UBS Karl Keirstead Karl Keirstead, covering the software space. This is actually my first time on stage to kick off this year's tech AI conference. So I want to take the occasion to thank all of you for coming. I was telling David earlier that attendance at this year's event is up 45%, 50%. I don't think my career I've ever s ...

Customers like AppFolio, Cash App and andsafe leverage Datadog to monitor their AWS environments LAS VEGAS, Dec. 2, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at AWS re:Invent highlighted its continued investment in its Amazon Web Services (AWS) monitoring product portfolio, which covers all aspects of a customers' tech stack, including AI/ML applications as well as serverless and containerized environments. Customers like AppFolio, ...

Datadog's Cloud SIEM leverages modern architectures and machine learning to ensure organizations can meet their security goals without the limitations of outdated systemsNEW YORK, Dec. 2, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced its modern approach to Cloud SIEM, which doesn't require dedicated staff or specialized teams to activate the solution. This approach makes it easy for teams to onboard, de-risk migrations and dem ...

Datadog Database Monitoring provides deep and dedicated observability for the five most popular database typesNEW YORK, Dec. 2, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today unveiled that its Database Monitoring product now observes MongoDB databases. With today's announcement, Datadog Database Monitoring supports the five most popular database types—MongoDB, Postgres, MySQL, SQL Server and Oracle.Traditional monitoring tools typically ...