KeyBanc Flags Guidance Uncertainty as Key Debate around Datadog (DDOG)

Datadog, Inc. (NASDAQ:DDOG) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, KeyBanc analyst Eric Heath lowered the price target on the stock to $155.00 (from $170.00) while maintaining an Overweight rating. The firm believes in DDOG’s positioning but needs clarity on 2026 guide. The firm noted how DDOG needs to mirror a setup similar to Q3, with acceleration in its core business and stability in revenue contribution from OpenAI. Even if the company posts another modest beat of roughly 4% ...