Core Insights - Datadog, Inc. (NASDAQ:DDOG) is identified as one of the software stocks with significant upside potential, with recent analyst updates indicating varying price targets and ratings [1][2] Analyst Updates - Truist Financial analyst Miller Jump reduced the price target for Datadog from $195 to $140 while maintaining a Hold rating, suggesting a 14.5% upside from current levels as of January 10 [1] - RBC Capital analyst Matthew Hedberg lowered the price target from $216 to $175 but kept a Buy rating, indicating a potential 43% upside from current levels [2] Market Position and Outlook - BTIG analysts included Datadog in their 2026 list of favored names in security and infrastructure software, highlighting a positive outlook for the observability space and the benefits from vendor consolidation and AI workload proliferation [3] - Datadog operates a security and observability platform for cloud applications, offering products such as log management, database monitoring, and digital experience monitoring [3]

Core Insights - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is recognized as a top high-growth stock, with DA Davidson maintaining a Buy rating and a price target of $580 following strong fiscal third-quarter results [1] Financial Performance - The company reported a 23% year-over-year growth in annual recurring revenue (ARR), an increase from 20% in the previous quarter [1] - Net new ARR for the quarter reached $265 million, surpassing consensus estimates of $238 million [1] - For the fourth quarter, CrowdStrike anticipates net new ARR of approximately $301 million, exceeding the average estimate of $290 million, indicating a 23% year-over-year increase [2] Future Guidance - CrowdStrike's guidance suggests a more than 50% increase in net new ARR for the second half of fiscal year 2026 and over 20% growth in fiscal year 2027 from a higher base [2] - The company reaffirmed its fiscal year 2027 goals, targeting a year-over-year net new ARR increase of more than 20% [3] Market Reaction - Despite the strong financial results, CRWD shares experienced a modest decline in after-hours trading, attributed to "very high expectations" [3] Company Overview - CrowdStrike provides cybersecurity services and products aimed at preventing breaches, including cloud-delivered protection across endpoints, threat hunting, managed security services, IT operations management, and log management [3]