Fourth quarter revenue grew 29% year-over-year to $953 million Strong growth of larger customers, with 603 $1 million+ ARR customers, up from 462 a year ago Launched Bits AI SRE Agent, Storage Management, Feature Flags, and Data Observability for general availability NEW YORK, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ:DDOG), the AI-powered observability and security platform for cloud applications, today announced financial results for its fourth quarter and fiscal year ended December 31, 2025 ...

Datadog, Inc. (NASDAQ:DDOG) is one of the 10 AI Stocks Analysts Are Watching. On February 9, RBC Capital analyst Matthew Hedberg lowered the price target on the stock to $150.00 (from $175.00) while maintaining an “Outperform” rating. While the firm is cautious on the stock due to peer-multiple compression, upcoming earnings and analyst day will provide a key AI strategy update. “Thinking through Datadog’s earnings report and analyst day; Next week will be busy for Datadog with earnings on 2/10 and an ana ...

Core Viewpoint - Datadog Inc. is a significant player in the cloud-based monitoring and analytics sector, providing essential tools for IT operations optimization [1] Group 1: Company Performance - RBC Capital has reaffirmed its "Outperform" rating for Datadog, adjusting the price target from $175 to $150, indicating a cautious optimism despite the adjustment [2][6] - Datadog's stock closed at $119.66, reflecting a 7.28% decline, which is sharper than the broader market indices [3][6] - The stock has traded between $112.06 and $115.69 on the current day, with a market capitalization of approximately $39.44 billion [5] Group 2: Earnings Expectations - Datadog is expected to report an earnings per share (EPS) of $0.55, representing a 12.24% increase year-over-year [4][6] - Revenue projections for the upcoming earnings release are set at $914.6 million, indicating a 23.97% increase compared to the previous year [4][6] Group 3: Market Context - Over the past month, Datadog's shares have decreased by 3.43%, underperforming the Computer and Technology sector's gain of 1.75% and the S&P 500's gain of 1.8% [3]

Key Takeaways DDOG expects Q4 revenues of $912-$916M, implying nearly 24% growth from the year-ago quarter.Seasonal slowdowns in enterprise activity may have reduced usage across DDOG's consumption-based model.A revised agreement with DDOG's largest AI-native customer could pressure near-term revenue realization.Datadog (DDOG) is set to report fourth-quarter 2025 results on Feb. 10.DDOG expects fourth-quarter 2025 revenues between $912 million and $916 million, representing 24% year-over-year growth. The Za ...

Deep-pocketed investors have adopted a bullish approach towards Datadog (NASDAQ:DDOG), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in DDOG usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 48 extraordinary options activities for Datadog. ...

Datadog, Inc. (DDOG), headquartered in New York, operates an observability and security platform for cloud applications. Valued at $39.2 billion by market cap, the company offers cloud-based monitoring and analytics platform which integrates and automates infrastructure monitoring, application performance monitoring, and log management for real-time observability of customers. Shares of this cloud monitoring giant have underperformed the broader market considerably over the past year. DDOG has declined 2 ...

每经AI快讯，2月9日，美股软件股盘前上涨，微软涨0.8%，Datadog涨 1.2%，ServiceNow涨0.8%。 ...

Core Viewpoint - The sell-off in software stocks is considered overdone by Nvidia's CEO Jensen Huang, who argues that the market has overreacted to concerns about AI disrupting the software industry [1][5]. Software Industry Overview - The S&P North American Technology Software Index has declined 30% from its peak, entering bear market territory, driven by fears surrounding AI's impact on software companies [1]. - Huang believes that AI tools will complement existing software rather than replace it, suggesting that the current market sentiment is illogical [5]. Attractive Software Stocks - **Microsoft (MSFT)**: Stock down 27% from its high, currently trading at 26 times earnings, with adjusted earnings up 24% last quarter and a 160% increase in paid copilot seats [6]. - **Datadog (DDOG)**: Stock down 47% from its high, trading at 53 times adjusted earnings, with adjusted earnings increasing 20% last quarter despite high R&D spending [7]. - **AppLovin (APP)**: Stock down 52% from its high, trading at 45 times earnings, with earnings up 96% last quarter [8]. - **Atlassian (TEAM)**: Stock down 70% from its high, trading at 22 times earnings, with adjusted earnings increasing 27% last quarter [9]. - **HubSpot (HUBS)**: Stock down 73% from its high, trading at 25 times earnings, with adjusted earnings up 22% last quarter [9]. Market Outlook - While software stocks may continue to decline in the near term, long-term investors are likely to benefit from purchasing stocks at reasonable prices, anticipating significant earnings growth over the next five years [10].

Core Viewpoint - Wall Street analysts maintain a positive outlook on software businesses despite recent market declines, suggesting that the sell-off may be overdone and presenting potential investment opportunities in select software stocks [1][3]. Software Sector Overview - The iShares Expanded Tech-Software Sector ETF has experienced a decline of over 22% since December 10, officially entering bear market territory as of February 3 [3]. - Analysts believe that certain software stocks could offer significant upside potential, with average price targets indicating increases of 47% to 63% [3]. Company-Specific Insights Datadog - Datadog's stock has fallen from nearly $200 per share in early November to around $120, indicating a potential upside of 61% according to analysts [5][9]. - The company provides cloud monitoring and security solutions, and is expected to grow revenue by 20% by 2026, leveraging AI to enhance operations and create new capabilities [6][8]. - Of the 33 analysts covering Datadog, 30 have a buy rating, reflecting strong confidence in its business model and future growth [9]. Snowflake - Snowflake's stock has an average price target suggesting a 63% upside, despite challenges in convincing investors of its AI strategy and its current lack of profitability [10][14]. - The company has formed partnerships with AI leaders and completed a $200 million deal with OpenAI, indicating its relevance in the AI space [13]. - Analysts remain optimistic, with 30 out of 33 providing buy ratings, highlighting confidence in its long-term potential [14]. Microsoft - Microsoft, while primarily known as a software company, is also seen as a major beneficiary of the AI boom, despite a 23% decline in stock price over the past six months [15][19]. - The company faced a sell-off following lower-than-expected growth in its Azure cloud business, which is critical for its AI-related revenue [16][18]. - Analysts have a strong positive outlook, with 34 out of 35 providing buy ratings, suggesting a 47% upside potential for the stock [19].

Core Viewpoint - Datadog, Inc. (NASDAQ:DDOG) is identified as a high-growth cloud stock, with expectations for strong performance despite macroeconomic pressures affecting valuation multiples across the sector [1][5]. Group 1: Financial Performance - In Q3 2025, Datadog reported record new logo annualized bookings, more than doubling year over year, indicating sustained demand for its observability platform [3]. - The quarter included several large enterprise wins, featuring multiple seven-figure deals with a leading European telecommunications provider and a Fortune 500 technology hardware company, showcasing Datadog's relevance among large organizations [3]. Group 2: Market Position and Trends - Datadog benefits from secular tailwinds related to cloud migration, distributed systems, and the increasing complexity of modern application stacks, positioning it well for future growth [4]. - The company's expanding product suite, strong cross-sell capabilities, and land-and-expand strategy are expected to capture a larger share of customer spending over time, even amid constrained near-term budgets [4]. Group 3: Company Overview - Founded in 2010 and headquartered in New York City, Datadog provides a SaaS-based observability platform that monitors servers, databases, applications, and cloud services [5]. - Despite macro concerns impacting sentiment in the enterprise software space, Datadog's accelerating enterprise adoption and record bookings growth support its classification as a high-quality growth stock with potential upside as spending conditions normalize [5].