Core Points - Datadog, Inc. will report its third quarter fiscal year 2025 financial results on November 6, 2025, before U.S. markets open [1] - A conference call to discuss the financial results and guidance will take place on the same day at 8:00 a.m. Eastern Time [2] - Datadog provides a comprehensive observability and security platform for cloud applications, integrating various monitoring and management capabilities [3] Company Overview - Datadog's SaaS platform automates infrastructure monitoring, application performance monitoring, log management, and real-user monitoring [3] - The platform is designed to support organizations in digital transformation and cloud migration, enhancing collaboration among teams and improving application deployment speed [3] - Datadog's services help in securing applications and infrastructure, understanding user behavior, and tracking key business metrics [3]

Core Insights - ClearBridge Investments reported strong performance in the third quarter of 2025, with the S&P 500 Index rising 8.1% and the Nasdaq Composite increasing 11.2%, driven by positive economic factors and strong corporate earnings, particularly in technology [1] - The ClearBridge Large Cap Growth Strategy underperformed the benchmark due to underexposure to AI stocks and holding companies perceived as AI losers [1] Company Highlights - Datadog, Inc. (NASDAQ:DDOG) is highlighted as a key stock, with a one-month return of 5.76% and a 52-week gain of 22.53%, closing at $151.82 per share with a market capitalization of $52.946 billion [2] - The strategy initiated new positions in Datadog and other infrastructure software providers, emphasizing Datadog's leadership in cloud application monitoring and its potential for over 20% revenue growth due to the growing market for large language model observability [3] Financial Performance - Datadog reported revenue of $827 million in Q2 2025, reflecting a 28% year-over-year increase [4] - Despite its growth potential, Datadog is not among the top 30 most popular stocks among hedge funds, with 103 hedge fund portfolios holding its stock at the end of Q2 2025, up from 84 in the previous quarter [4]

Group 1 - Datadog (NASDAQ:DDOG) received an Overweight rating from Wells Fargo as the bank initiated coverage of the observability and security platform provider for cloud applications [5] - Wells Fargo set a price target of $190 on Datadog's stock [5] - Shares of Datadog increased by 4.5% during Wednesday's trading session [5]

Core Insights - The Brown Capital Management Small Company Fund experienced an 8.59% return in Q2 2025, underperforming compared to the Russell 2000® Growth index's 11.97% return [1] - The underperformance was noted particularly in the last few weeks of the quarter [1] Fund Performance - The small-cap US stocks rebounded in Q2 2025 after a challenging first quarter [1] - The fund's top five holdings were highlighted as key picks for 2025 [1] Notable Stocks - Datadog, Inc. (NASDAQ:DDOG) was mentioned as a significant contributor to the fund's performance in Q2 2025 [3] - Datadog, Inc. had a one-month return of 5.76% and a 52-week gain of 22.53% [2] - As of September 12, 2025, Datadog, Inc. closed at $136.50 per share with a market capitalization of $47.604 billion [2]