Core Insights - Datadog, Inc. is a prominent player in the cloud-based monitoring and analytics sector, known for its integrated platform that automates infrastructure monitoring, application performance monitoring, and log management [1] Group 1: Analyst Ratings and Sentiment - Morgan Stanley upgraded Datadog to an "Overweight" rating with a stock price of $125.49, reflecting positive analyst sentiment [2] - Datadog has a "Moderate Buy" consensus from thirty-eight brokerages, with thirty-two analysts recommending a buy and one suggesting a sell [2] Group 2: Price Targets - The average 12-month price target for Datadog is approximately $208, indicating significant potential upside from its current trading price [3] - Jefferies Financial Group raised its price target from $190 to $220 while maintaining a "buy" rating [3] - Guggenheim has a more conservative price target of $105, highlighting the range of analyst opinions [3] Group 3: Market Performance - Datadog's market capitalization is around $44 billion despite a recent stock price dip of 3.97% [4] - The stock has shown volatility, with a 52-week high of $201.69 and a low of $81.63 [4] - Recent trading ranged between $125.22 and $131.47, with a trading volume of 7,057,743 shares, indicating strong investor interest [4]

Datadog Inc. (NASDAQ:DDOG) is a leading entity in the cloud-based monitoring and analytics arena, offering comprehensive solutions for infrastructure monitoring, application performance monitoring, and log management. This positions Datadog as an essential tool for businesses aiming to enhance their IT operations, placing it in direct competition with other tech giants like Splunk and New Relic within the monitoring and analytics sector.On January 11, 2026, Gabriela Borges from Goldman Sachs set a price tar ...

EQUITY RESEARCH | January 11, 2026 | 5:39PM EST Assuming Software Sector Coverage into the Decade of Agentic Workflow: Buy MSFT, ORCL & NOW; Sell ADBE & DDOG AMERICAS TECHNOLOGY: SOFTWARE We assume coverage of the Software Sector and 12 additional stocks. We are constructive on AI adoption being a positive tailwind to the Software TAM over the next 5-10 years. Datapoints in any given year may be uneven as the ecosystem matures and as competition evolves; nonetheless, we expect signals on uptake will be more ...

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]