Datadog (DDOG) Faces Competitive Pressures in 2026, Goldman Says in Sell Call

Datadog, Inc. (NASDAQ:DDOG) is one of the Must-Watch AI Stocks on Wall Street. On January 12, Goldman Sachs analyst Gabriela Borges assumed coverage on the stock with a Sell rating and a price target of $113.00. Firm analysts see 2026 as a pressure year for DDOG as competition intensifies and weighs on fundamentals. "We assume coverage on Datadog with a Sell (from Buy) and 14% downside to our 12-month price target of $113.” While Goldman Sachs views DDOG as a complete platform in Observability, the Tota ...