Datadog Faces Revenue And Margin Headwinds In 2025, Analyst Downgrades Stock

Stifel analyst Brad Reback downgraded the shares of Datadog Inc DDOG from Buy to Hold and lowered the price forecast from $165 to $140.Recent updates suggest that Datadog has successfully secured a one-year contract renewal with OpenAI. However, sources indicate that OpenAI has implemented several strategies to optimize its use of Datadog’s services.While this could support year-over-year growth, given the notable increase in OpenAI’s usage throughout FY24, the expected annualized value of $80 million leads ...