The flagship conference returns to New York City on June 9 and 10, spotlighting AI observability and security at scale through real-world customer use casesNEW YORK, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc., (NASDAQ: DDOG), the AI-powered observability and security platform for cloud applications, today announced that registration is open for DASH, the company’s ninth annual global conference. DASH brings together builders, engineers, security leaders, and technology decision-makers to explore how ob ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ________________________________________ FORM 10-K ________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 001-39051 ________________________________ ...

Group 1: The Trade Desk - The Trade Desk is perceived as undervalued by Wall Street analysts, with a median target price of $50 per share, indicating a 100% upside from the current price of $25 [8][10] - The company specializes in adtech software that utilizes artificial intelligence to optimize digital advertising campaigns, providing a competitive edge due to its independent business model [3][4] - The Trade Desk's lack of ownership over media content allows for better data sharing from publishers, enhancing the effectiveness of its targeting and measurement tools across the open internet [5][6] - Despite a significant decline of 80% from its peak, the stock is expected to see adjusted earnings growth of 13% annually through 2026, making its current valuation of 15 times earnings appear attractive [6][7] Group 2: Datadog - Datadog is also considered undervalued, with a median target price of $180 per share, suggesting a 50% upside from its current price of $120 [15] - The company develops observability and security software that integrates signals from various enterprise technology components, featuring an AI engine for anomaly detection and incident management [11][12] - Datadog has been recognized as a leader in its market segments, with significant growth potential projected at approximately 16% annually for digital experience monitoring and 15% for AI in IT operations through 2030 [12][13] - The company reported a 20% growth in adjusted earnings in the fourth quarter, although its current valuation of 60 times earnings is considered high; however, ongoing investments in R&D may lead to accelerated earnings growth in the future [14]

Core Insights - Datadog is hosting its 2026 Investor Day, focusing on its strategy, product development, market opportunities, and financial goals [1] Group 1: Company Overview - Yuka Broderick leads Investor Relations at Datadog, indicating a structured approach to engaging with investors [1] Group 2: Forward-Looking Statements - The company will make forward-looking statements during the presentation, which reflect current views but are subject to risks and uncertainties that could lead to different actual results [1]

Core Insights - Datadog, Inc. (NASDAQ:DDOG) is recognized as one of the 14 best cloud computing stocks to buy currently [1] Group 1: Analyst Ratings and Price Targets - Cantor Fitzgerald has reduced its price target for Datadog's stock to $150 from $220 while maintaining an "Overweight" rating, citing strong performance in the observability sector [2] - Scotiabank has lowered its price target on Datadog's stock to $160 from $180, keeping an "Outperform" rating, and highlights Datadog as the gold standard for cloud-native observability [3] - Baird has also decreased its price target for Datadog to $180 from $220 while retaining an "Outperform" rating, following strong results [4] Group 2: Company Overview - Datadog, Inc. is a U.S.-based company that provides observability services for cloud-scale applications, offering monitoring and analytics for servers, databases, tools, and services through a SaaS data analytics platform [4]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Core Insights - Datadog has developed a leading cloud observability platform that alerts businesses to technical issues in their digital infrastructure and sales channels before they affect customers [1] - The company is leveraging its expertise to assist businesses in effectively deploying AI software, with significant demand for its AI products and more offerings in the pipeline [2] - Datadog's stock is currently trading approximately 37% below its record high from November 2025, but analysts are optimistic, with a majority rating it as a buy and indicating potential for significant returns [3] AI Product Demand - In mid-2024, Datadog launched LLM Observability, a product that helps developers track costs, identify technical issues, and monitor output quality of large language models (LLMs) [4] - Many businesses lack the resources to build LLMs from scratch, leading them to adopt third-party models like those from OpenAI; Datadog offers OpenAI Monitoring to help these customers track usage, costs, response times, and error rates [5] - Datadog is preparing to launch new observability tools aimed at tracking the usage and performance of AI agents and coding assistants, which are expected to gain popularity as businesses increasingly rely on these technologies [6] Customer Engagement and Growth - By the end of 2025, 5,500 out of Datadog's 32,700 customers were using at least one of its AI products, marking a 57% increase from the previous year [7] - The Model Context Protocol (MCP) server, which connects Datadog's observability data with customer AI models, experienced an 11-fold increase in requests compared to the previous quarter, indicating a surge in the usage of Datadog's AI integrations [7]

Datadog 2026 Investor Day Summary Company Overview - **Company**: Datadog (NasdaqGS: DDOG) - **Event**: 2026 Investor Day held on February 12, 2026 Key Industry Insights - **Cloud Migration**: Gartner predicts public cloud spending will exceed $1 trillion by 2027, representing only 16% of global tech spend, indicating a sustained migration trend towards cloud solutions [5][6] - **AI Integration**: The rise of AI is expected to compound the complexity of technology environments, necessitating advanced observability solutions [8][11] Core Company Strategies - **Investment in R&D**: Datadog invests approximately 30% of its revenues into R&D, with over $1 billion spent in 2025, employing around 4,000 engineers [12] - **Platform Expansion**: The company aims to broaden its platform capabilities to address the increasing complexity faced by customers, integrating AI across all product layers [19][27] Product Innovations - **Observability Solutions**: Datadog has expanded its offerings to include data observability, user analytics, and security solutions, with significant growth in ARR across various product lines: - $1.6 billion in infrastructure monitoring - Over $1 billion each in log management and APM/DEM suite [18] - **AI Capabilities**: The introduction of AI tools, such as Bits AI SRE, aims to enhance operational efficiency by automating problem identification and resolution [34][61] Market Position and Growth Potential - **Customer Base**: Datadog serves over 30,000 customers, including many Fortune 500 companies, with a market share still in the mid-teens, indicating substantial growth potential [26] - **Security Products**: The security segment has surpassed $100 million in ARR, with a significant opportunity to increase wallet share among existing customers [63][64] Competitive Advantages - **Data Utilization**: Datadog's unique access to vast amounts of domain-specific data enhances its AI capabilities, allowing for superior model performance at lower costs compared to larger frontier models [30][40] - **Unified Platform**: The integration of observability and security functions within a single platform allows for streamlined operations and faster response times to threats [60][61] Future Directions - **Autonomous Operations**: Datadog is focused on developing fully autonomous operations, which will require advanced models for validation, safety, and control [42][44] - **AI Workloads**: The company is preparing to support AI-native workloads, including GPU monitoring, to capture emerging market opportunities [56][57] Additional Insights - **Customer Success Stories**: Examples of customers successfully leveraging Datadog's platform to consolidate tools and enhance operational efficiency were highlighted, demonstrating the platform's scalability and effectiveness [50][55] - **BYOC Initiative**: The "Bring Your Own Cloud" initiative allows customers to maintain data within their own environments while utilizing Datadog's powerful analytics capabilities [58] This summary encapsulates the key points discussed during Datadog's 2026 Investor Day, highlighting the company's strategic direction, product innovations, and market opportunities.

FEBRUARY 12, 2026 Strategy, innovation, Datadog platform and product Q&A Safe Harbor This presentation and the accompanying oral presentation have been prepared by Datadog, Inc. ("Datadog" or the "company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Datadog or any officer, director, employee, agent or advisor of Datadog. This presentation does not purport ...