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Core Insights - The cloud and AI markets are experiencing significant growth, with companies increasingly migrating data to public cloud platforms, leading to the development of more AI applications [2][3] - Microsoft, Datadog, and Oracle are identified as strong companies well-positioned to benefit from the growth in these markets [4] Microsoft - Microsoft has transformed Azure into the world's second-largest cloud infrastructure platform and integrated OpenAI's generative AI tools into its ecosystem [5] - In the latest quarter, Microsoft's total cloud revenue increased by 21% year over year, accounting for 59% of its total revenue, driven by Azure, Dynamics, and 365 productivity apps [6] - Analysts project Microsoft's revenue and EPS to grow at a CAGR of 14% from fiscal 2024 to fiscal 2027, supported by its cloud and AI businesses, Xbox division, and enterprise cloud services [7] Datadog - Datadog's platform aggregates diagnostic data across various computing platforms, simplifying problem diagnosis for IT professionals, enhanced by its new Bits AI generative AI chatbot [8] - The company turned profitable on a GAAP basis in 2023, with analysts expecting revenue and EPS to grow at a CAGR of 23% and 77%, respectively, from 2023 to 2026 [9] - Datadog's growth is driven by customers generating at least $100,000 in annual recurring revenue and a strong dollar-based net retention rate in the mid-110s [10] Oracle - Oracle has revitalized its growth by transitioning from on-premises software to cloud-based services and expanding into ERP, healthcare IT, and cloud infrastructure through acquisitions [12] - Analysts forecast Oracle's revenue and EPS to rise at a CAGR of 12% and 20%, respectively, from fiscal 2024 to fiscal 2027, fueled by demand for cloud-based database and ERP services [13] - Despite its cloud infrastructure being smaller than AWS and Azure, Oracle has secured major clients like Nvidia and Uber, and is expanding its offerings to support generative AI applications [14][15]

Datadog (DDOG) closed at $144.85 in the latest trading session, marking no change from the prior day. The stock's change was less than the S&P 500's daily gain of 0.36%. Meanwhile, the Dow experienced a drop of 0.28%, and the technology-dominated Nasdaq saw an increase of 0.51%.The data analytics and cloud monitoring company's shares have seen an increase of 2.09% over the last month, surpassing the Computer and Technology sector's of 0% and falling behind the S&P 500's gain of 2.11%.Analysts and investors ...

Datadog (DDOG) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 13, 2025, might help the stock move higher if these key numbers are better than ex ...

Datadog (DDOG -4.22%) stock is losing ground in Wednesday's trading. The company's share price was down 4.9% as of 2:30 p.m. ET. At the same point in the day's trading, the S&P 500 index was down 0.9%, and the Nasdaq Composite index had declined 1.2%.After the market closed yesterday, Stifel published new coverage on Datadog. The firm downgraded its rating on the stock from buy to hold and cut its one-year price target from $165 per share to $140 per share. As of this writing, Stifel's new target implies do ...

Core Viewpoint - Stifel analyst Brad Reback downgraded Datadog Inc from Buy to Hold, lowering the price forecast from $165 to $140, citing concerns over growth and margin challenges [1][6] Group 1: Contract and Revenue Outlook - Datadog has secured a one-year contract renewal with OpenAI, but OpenAI is optimizing its use of Datadog's services, which may limit growth potential [1][2] - The expected annualized value of the contract with OpenAI is $80 million, leading to only modest growth expectations despite increased usage [2] - There is a forecast for a potential significant quarter-over-quarter revenue decline in the first quarter as new contract terms take effect [2] Group 2: Growth and Margin Challenges - The optimization strategies by OpenAI, along with typical pricing pressures during contract renewals, suggest a deceleration in Datadog's AWS growth in the fourth quarter and throughout FY25 [3] - The company will need to significantly increase sales and marketing spending to support future revenue expansion, given modest headcount growth in FY23 [4] - Current projections for operating margins in FY25, expected to remain stable at around 25%, may be overly optimistic [4] Group 3: Risk/Reward Assessment - The risk/reward outlook for Datadog appears to lean towards the downside, with expectations that first-quarter guidance could be lower than current estimates [5] - Challenges to revenue growth and margins are anticipated throughout FY25, compounded by the stock's relatively high valuation and strong performance since the third-quarter report [6] - Datadog shares are currently trading lower by 5.73% at $143.18 [6]

After reaching an important support level, Datadog (DDOG) could be a good stock pick from a technical perspective. DDOG surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.The 50-day simple moving average is a widely used technical indicator that helps determine support or resistance levels for different types of securities. It's one of three major moving averages, but takes precedent because it's the first sign of an up or down trend.DDOG could be on the verge of anothe ...

The most recent trading session ended with Datadog (DDOG) standing at $140.20, reflecting a +0.06% shift from the previouse trading day's closing. The stock's change was less than the S&P 500's daily gain of 0.53%. At the same time, the Dow added 0.93%, and the tech-heavy Nasdaq gained 0.22%.The data analytics and cloud monitoring company's shares have seen a decrease of 5.58% over the last month, not keeping up with the Computer and Technology sector's gain of 3.02% and the S&P 500's gain of 2.69%.Market p ...

Datadog Announces Date of Fourth Quarter and Fiscal Year 2024 Earnings CallJanuary 23, 2025 4:05 PM EST | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - January 23, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced that it will report its fourth quarter and fiscal year 2024 financial results before the U.S. financial markets open on Thursday, February 13, 2025. In conjunction with this announcement, Datadog will host ...

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