Datadog(US:DDOG) 贝塔投资智库·2025-07-03 03:50Group 1 - S&P Global announced that Datadog will replace Juniper Networks in the S&P 500 index, effective before the market opens on July 9 [1] - Following the announcement, Datadog's stock surged nearly 11% in after-hours trading [1] - HPE completed its acquisition of Juniper Networks for $13.4 billion, and reached a settlement with the U.S. Department of Justice regarding the transaction [1] Group 2 - The technology sector has a significant weight in the S&P 500 index, and its exposure is increasing as tech companies penetrate more areas of society [2] - Datadog went public in 2019 and reported a net profit of $24.6 million and revenue of $761.6 million in Q1 2025 [2] - Competitors of Datadog include Cisco, which acquired Splunk, as well as Elastic and cloud infrastructure providers like Amazon and Microsoft [2] Group 3 - Despite the index inclusion, Datadog's performance has lagged behind the tech sector this year, with a year-to-date decline of 5.5% compared to a 5.6% increase in the Nasdaq index [3] - Datadog's current market capitalization stands at $46.6 billion, significantly above the median level of the index [3]