Core Insights - Datadog, Inc. (NASDAQ:DDOG) is viewed positively by hedge funds, with Bernstein reaffirming an Outperform rating and a $180 price target, despite skepticism regarding a potential GitLab acquisition [1] - The company prefers smaller technology acquisitions and is focusing on enhancing its CI Visibility product and Code Security capabilities, indicating a strategy to develop features internally rather than through acquisitions [2] - Stifel upgraded Datadog from Hold to Buy, citing expectations of above-average quarterly performance driven by core expansion and stable OpenAI-related revenue [3] Company Overview - Datadog, Inc. is a software company that offers an observability solution designed for cloud-scale applications, monitoring various components such as servers, databases, tools, and services through its SaaS-based data analytics platform [4]

Datadog, Inc. (NASDAQ:DDOG) is one of the AI Stocks in Focus on Wall Street. On January 27, Scotiabank analyst Pat Colville lowered the price target on the stock to $180.00 from $217.00 while maintaining a Sector Outperform rating. The firm views DDOG as a safe AI monitoring play amid sector uncertainty. The firm has revised its estimates based on a detailed assessment of its exposure to OpenAI and recent customer/partner checks. It estimates that OpenAI contributes an estimated $310 million in revenue r ...

Datadog, Inc. (NASDAQ:DDOG) is one of the AI Stocks in Focus on Wall Street. On January 22, Stifel analyst Brad Reback upgraded the stock from Hold to Buy with a price target of $160.00 (from $205.00). The rating upgrade comes ahead Q4 2025 earnings report due on February 10, citing upside surprise potential and attractive long-term valuation. According to the firm’s recent checks, DDOG is poised to post another larger than typical quarterly beat in Q4, an estimated 4% or more, driven by accelerating core ...

Core Viewpoint - The target price for Datadog has been lowered from $217 to $180 by Scotiabank, reflecting revenue risks associated with the company's involvement with OpenAI, while maintaining an "Outperform" rating [1] Group 1 - Scotiabank has adjusted Datadog's target price to $180, down from $217 [1] - The adjustment is attributed to revenue risks linked to Datadog's engagement with OpenAI [1] - Despite the target price reduction, Scotiabank continues to rate Datadog as "Outperform" [1]

Market Overview - Stocks are showing gains after two weeks of decline, with the Dow up about 320 points or 0.67% [1] - The NASDAQ Composite is up over 0.5%, while the S&P 500 is performing similarly [2] - The Russell 2000, which had a record 14-day outperformance, is down approximately 0.3% [3] Bond Market and Currency - Yields in the bond market are down, with the 10-year Treasury yield at 4.21%, down three basis points [3] - The US dollar index has decreased by 0.5% amid potential currency intervention by the Bank of Japan [4] Sector Performance - Technology is leading the large-cap sectors, with notable performances from companies like Apple and Broadcom [4][5] - Consumer stocks are facing challenges, particularly in large-cap, with Nvidia down 0.7% and AMD down 3% [6] - Utilities and communication services are outperforming the S&P 500, while consumer discretionary and energy sectors are slightly in the red [5][6] Commodities - Natural gas prices have surged by 25% today, rising from $3 to $6.50 per unit due to increased heating demand [7][8] - Gold futures are above $5,000 an ounce, with Goldman Sachs raising their price target for gold [9] Corporate Developments - Microsoft has announced its new AI chip, the Maya 200, aimed at competing with Google and Amazon's chips, and reducing reliance on Nvidia [29][30] - GameStop's stock is seeing a boost after investor Michael Burry disclosed his bullish stance on the company [58][60] - CoreWeave has received a $2 billion investment from Nvidia to expand its AI cloud capabilities [63] Economic Outlook - Analysts expect a potential hit to US GDP in Q1, estimating a decrease of 0.5% to 1.5% [13] - The Fed is anticipated to maintain interest rates steady, with no cuts expected until at least June [92][94] CEO Responses to Social Issues - CEOs from major companies are publicly calling for de-escalation in response to unrest in Minneapolis, marking a rare moment of corporate intervention [39][40]

Group 1 - Datadog, Inc. (NASDAQ:DDOG) is considered one of the best long-term tech stocks to buy according to analysts, with a strong expectation for growth [1] - TD Cowen has reduced its price target on Datadog's stock to $200 from $235 while maintaining a "Buy" rating, citing confidence in the company's ability to exceed a 24% growth guidance [1] - Stifel upgraded Datadog's stock to "Buy" from "Hold" with a new price target of $160, down from $205, based on expectations of a larger-than-typical quarterly beat in Q4 2025 due to accelerating core growth [2][3] Group 2 - Datadog operates an observability and security platform for cloud applications, and its stock valuation is seen as relatively attractive among companies with accelerating core growth [3]

Core Insights - Datadog Inc (NASDAQ:DDOG) received an upgrade from Stifel to "buy" from "hold," resulting in a 5.3% increase in share price to $130.04 [1] - The analyst anticipates strong growth for the fourth quarter but has reduced the price target from $205 to $160 [1] Broker Ratings and Market Performance - A majority of brokerages are bullish on DDOG, with 37 out of 43 having a "buy" or better rating, and a 12-month consensus target price of $199.18, representing a 52% premium to current levels [2] - The stock recently ended a five-day losing streak and is on track for its largest gain since November, with a 30.5% increase over the past nine months [2] Options Activity and Volatility - Today's options activity shows 11,000 calls and 11,000 puts traded, which is double the typical volume, with the February 120 put being the most popular [3] - Datadog has a Schaeffer's Volatility Scorecard (SVS) of 98 out of 100, indicating that the stock has consistently experienced higher volatility than what the options market has priced in [3]

Group 1 - Top Wall Street analysts have revised their outlook on several prominent stocks, indicating a shift in market sentiment [1] - The article suggests that investors consider buying ELAN stock based on analysts' recommendations [1]

Summary of Key Points from the Conference Call Industry Overview - The focus is on the U.S. Internet and U.S. SMID-Cap Software sectors, particularly Amazon Web Services (AWS) and its correlation with cloud-linked infrastructure companies like Datadog (DDOG) and Cloudflare (NET) [1][2]. Core Insights and Arguments - **Web Metrics Correlation**: There is a strong correlation between engaged visits to AWS' SSO web interface and AWS' non-AI revenue in the following quarter, indicating real-time trends that can predict revenue performance [1][34]. - **Q4 Revenue Acceleration**: Strong web metrics in H2'25 signal a potential acceleration in Q4 revenue for AWS and related companies. Q3 was noted as the strongest since 2021, with continued momentum into Q4 [2][33]. - **2025 IT Budget Dynamics**: IT budgets were reportedly spent more aggressively in H2'25, which may impact growth in H2'26 due to tougher comparisons with the end of 2025 [5][20]. - **CIO Survey Insights**: The recent CIO survey indicates that IT budgets entering 2026 are the strongest since 2018, with a focus on cloud modernization and platform investments [4][14]. - **AI Demand and Supply**: AI demand is critical for revenue acceleration in 2026, with an under-supply environment expected to persist despite significant capacity additions. AWS is expected to double its capacity by 2027, which is essential for continued revenue growth [6][15]. Financial Metrics and Forecasts - **Amazon (AMZN)**: Outperform rating maintained with a price target of $300. Expected adjusted EPS for 2026 is $8.31, with a P/E ratio of 28.8 [7][8]. - **Datadog (DDOG)**: Outperform rating maintained with a price target of $180. Expected adjusted EPS for 2026 is $2.85, with a P/E ratio of 41.8 [9]. - **Twilio (TWLO)**: Market-Perform rating maintained with a price target of $119. Expected adjusted EPS for 2026 is $5.83, with a P/E ratio of 20.4 [10]. - **Cloudflare (NET)**: Market-Perform rating maintained with a price target of $131. Expected adjusted EPS for 2026 is $1.58, with a P/E ratio of 116.6 [11]. Additional Important Insights - **Q1 Trends for 2026**: Early indicators suggest that Q1'26 may see growth acceleration compared to previous years, with a focus on avoiding the nuances that have historically dragged down performance [3][12]. - **Spending Patterns**: The spending patterns observed in 2025, particularly around the holiday season, may have implications for Q1'26 performance, as IT budgets were largely spent early [20][21]. - **Correlation with Other Companies**: AWS serves as a bellwether for other cloud consumption-linked companies, with strong correlations noted between AWS and Datadog, Cloudflare, and Twilio [49][50][53]. This summary encapsulates the key points discussed in the conference call, highlighting the trends, financial forecasts, and implications for the industry and specific companies.

Core Viewpoint - Datadog, Inc. will report its fourth quarter and fiscal year 2025 financial results on February 10, 2026, before U.S. markets open [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call scheduled for February 10, 2026, at 8:00 a.m. Eastern Time [2] - A live webcast of the call will be available on the Investor Relations page of Datadog's website, with a replay archived for later access [2] Group 2: Company Overview - Datadog is an AI-powered observability and security platform for cloud applications, integrating various monitoring and management capabilities [3] - The platform supports organizations in digital transformation and cloud migration, enhancing collaboration among teams and improving application performance [3]