The Motley Fool·2026-02-18 09:12Group 1: The Trade Desk - The Trade Desk is perceived as undervalued by Wall Street analysts, with a median target price of $50 per share, indicating a 100% upside from the current price of $25 [8][10] - The company specializes in adtech software that utilizes artificial intelligence to optimize digital advertising campaigns, providing a competitive edge due to its independent business model [3][4] - The Trade Desk's lack of ownership over media content allows for better data sharing from publishers, enhancing the effectiveness of its targeting and measurement tools across the open internet [5][6] - Despite a significant decline of 80% from its peak, the stock is expected to see adjusted earnings growth of 13% annually through 2026, making its current valuation of 15 times earnings appear attractive [6][7] Group 2: Datadog - Datadog is also considered undervalued, with a median target price of $180 per share, suggesting a 50% upside from its current price of $120 [15] - The company develops observability and security software that integrates signals from various enterprise technology components, featuring an AI engine for anomaly detection and incident management [11][12] - Datadog has been recognized as a leader in its market segments, with significant growth potential projected at approximately 16% annually for digital experience monitoring and 15% for AI in IT operations through 2030 [12][13] - The company reported a 20% growth in adjusted earnings in the fourth quarter, although its current valuation of 60 times earnings is considered high; however, ongoing investments in R&D may lead to accelerated earnings growth in the future [14]