Datadog stock price has suffered a big reversal in the past few months, moving from the key level at $200 in November to the current $130. It has dropped to the lowest level since September. ...

Truist将Datadog的目标价从195美元下调至140美元，维持"持有"评级。(格隆汇) ...

Datadog, Inc. (NASDAQ:DDOG) ranks among the best big data stocks to invest in. On December 29, MoffettNathanson reiterated its Buy rating and $255 price target for Datadog, Inc. (NASDAQ:DDOG), despite the stock’s recent fall from an all-time high back in November. The firm stated that Datadog, Inc. (NASDAQ:DDOG) had “one of the strongest quarters” within its coverage umbrella during the recent earnings period, benefiting greatly from AI-native operations throughout the year. MoffettNathanson links the DD ...

Investors with a lot of money to spend have taken a bullish stance on Datadog (NASDAQ:DDOG).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with DDOG, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted ...

Core Viewpoint - Datadog (DDOG) has been identified as a core holding, with a "Buy" rating given in 2023 due to its founder-led business model and revenue growth [1] Company Summary - The company has shown consistent revenue growth, which is a positive indicator for potential investors [1] Analyst Position - The analyst holds a beneficial long position in DDOG shares through various means such as stock ownership and options [1]

Datadog ( DDOG ) has been a core holding of mine for a few years now. Back in 2023 , I gave the company a “Buy” rating as I liked that this founder-led business was growing revenue andAnalyst’s Disclosure:I/we have a beneficial long position in the shares of DDOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company w ...

Group 1: AI Industry Outlook - The artificial intelligence boom is expected to continue into 2026, with AI stocks like Nvidia and Palantir Technologies outperforming the broader market in 2025 [1] - New opportunities in the AI industry may arise from less obvious areas, potentially leading to significant returns in 2026 [1] Group 2: SentinelOne Overview - SentinelOne has developed a cybersecurity platform that automates threat detection and incident response using AI, addressing the challenge of over 1,000 daily threat alerts faced by enterprise security teams [2][4] - The company's Singularity platform autonomously responds to critical incidents, easing the burden on human security teams [4] - SentinelOne's upgraded AI-powered virtual assistant, Purple AI Athena, enhances security operations by reasoning through problems and implementing solutions autonomously [5] Group 3: SentinelOne Financial Performance - SentinelOne generated $258.9 million in revenue during its fiscal 2026 third quarter, representing a year-over-year increase of 23% [6] - The company is on track to exceed $1 billion in annual revenue for the first time in fiscal year 2026 [6] - Analysts have a consensus price target of $21.41 for SentinelOne, indicating a potential upside of 42%, with a Street-high target of $30 suggesting a possible 100% increase [7][8] Group 4: Datadog Overview - Datadog has developed a cloud monitoring platform to help businesses manage their digital infrastructure and reduce downtime [12] - The company launched LLM Observability in 2024 to assist AI developers in identifying technical issues and monitoring expenditures related to large language models [13] - Datadog's advanced AI assistant, Bits AI, autonomously investigates alerts and diagnoses technical issues, further reducing downtime [14] Group 5: Datadog Financial Performance - Datadog had approximately 32,000 customers at the end of Q3 2025, with 5,000 using at least one AI product, marking a 67% increase year-over-year [15] - Revenue from AI-native customers doubled during the quarter, accounting for 12% of Datadog's total revenue of $886 million [15] - Analysts have an average price target of $214.67 for Datadog, suggesting a potential 57% increase, with a Street-high target of $260 indicating a possible 91% upside [16]

Core Viewpoint - MoffettNathanson maintains a Buy rating and a $255 price target on Datadog, citing the stock's recent decline as an attractive entry point for investors [1] Group 1: Company Performance - Datadog delivered one of the strongest quarters in its coverage universe during the 2025 earnings season, driven by accelerating AI-native workloads [1] - Despite strong fundamentals, Datadog is projected to finish 2025 with negative returns due to a swift and severe selloff [2] Group 2: Market Conditions - The recent stock pullback is viewed as overdone, presenting a compelling buying opportunity as the company heads into 2026 [2] - Datadog is well positioned to benefit from ongoing cloud adoption and the increasing complexity of IT environments driven by generative AI, although macroeconomic conditions remain challenging [2]

Core Insights - Datadog (DDOG) and Five9 (FIVN) are significant players in the enterprise cloud software sector, focusing on cloud monitoring and contact center solutions respectively, both essential for digital-first enterprises [1][2] Industry Overview - The global enterprise software market is expected to reach $517.26 billion by 2030, with a CAGR of 12.1% from 2025 to 2030, indicating substantial growth opportunities for companies like DDOG and FIVN as cloud adoption and AI integration accelerate [2] Datadog (DDOG) Analysis - Datadog provides a unified observability and monitoring platform, facilitating the management of cloud infrastructure as enterprises shift to hybrid and multi-cloud environments [4] - The Zacks Consensus Estimate for DDOG's fourth-quarter 2025 revenues is $914.55 million, reflecting a year-over-year growth of 23.9% [4] - Datadog's consumption-based revenue model aligns with customer cloud spending but introduces revenue volatility during economic uncertainty [4] - The company supports over 1,000 integrations and has a platform strategy that consolidates multiple monitoring tools, with 84% of customers using more than two products [5] - Datadog faces competition from hyperscaler-native monitoring tools and open-source alternatives, which exert pricing pressure [5] - The Zacks Consensus Estimate for DDOG's fourth-quarter EPS is 55 cents, indicating a year-over-year growth of 12.24% [7] Five9 (FIVN) Analysis - Five9 operates a cloud-based contact center platform that enables enterprises to manage customer interactions across various channels, benefiting from the shift towards AI-driven customer experience [8] - The Zacks Consensus Estimate for FIVN's fourth-quarter 2025 revenues is $297.7 million, indicating a year-over-year growth of 6.83% [8] - FIVN's subscription-based model provides predictable cash flows through multi-year contracts, enhancing revenue stability [8] - The platform approach allows for orchestrating interactions between AI and human agents, creating a competitive advantage through improved customer satisfaction [11] - Strategic partnerships, such as with ServiceNow, Salesforce, and Google Cloud, are significant growth catalysts for Five9 [12] - The Zacks Consensus Estimate for FIVN's fourth-quarter EPS is 79 cents, showing a year-over-year growth of 1.3% [13] Price Performance and Valuation - Over the past six months, Datadog shares have increased by 5.3%, while Five9 shares have decreased by 26.1%, reflecting differing investor sentiments [14] - Datadog trades at a forward sales multiple of 11.94x, significantly higher than FIVN's 1.23x, indicating a premium valuation for DDOG [17] Conclusion - Both Datadog and Five9 are well-positioned to benefit from long-term trends in enterprise software and AI adoption, but Five9 appears to offer a better risk-reward profile at current levels due to its predictable revenues and focused use case [19]

Core Viewpoint - The recent pullback in prices for certain AI stocks presents a potential buying opportunity, particularly for The Trade Desk and DataDog, which are down 73% and 30% from their recent highs respectively [1][2]. The Trade Desk - The Trade Desk's stock has significantly declined in 2025 due to internal and external challenges, including disappointing fourth-quarter revenue and earnings that fell short of expectations [4]. - Revenue growth for the first three quarters of 2025 is up 20%, but this is slower compared to 27% growth in the same period the previous year, with third-quarter revenue growth particularly concerning at just 18% [5]. - Competition from Amazon in the demand-side platform space poses a threat, as Amazon is reportedly undercutting prices and securing deals with major streaming platforms [5][7]. - The stock is down 73% from its late 2024 high, resulting in a forward P/E ratio under 21 and an enterprise value-to-sales ratio under 6, indicating potential value as the market continues to grow [8]. - Despite market share concerns, The Trade Desk is expected to achieve mid-teens revenue growth and improve operating margins as it scales [8]. DataDog - DataDog's stock experienced a significant drop of 30% following strong third-quarter earnings, attributed to insider selling and increased competitive pressure from Palo Alto Networks' acquisition of Chronosphere [9][10]. - The third-quarter earnings report showed a 28% increase in revenue and a 53% rise in remaining performance obligations, suggesting strong growth potential for 2026 [10]. - DataDog is gaining traction in the AI sector, with over 500 native AI customers and a recent nine-figure deal with a leading AI company, indicating robust demand for its services [12]. - The total addressable market for observability platforms like DataDog is expanding rapidly due to increased cloud computing usage, although the stock remains expensive with a forward P/E of 69 and a price-to-sales ratio of 14 [13].