Core Insights - Datadog, Inc. (NASDAQ:DDOG) is viewed positively by hedge funds, with Bernstein reaffirming an Outperform rating and a $180 price target, despite skepticism regarding a potential GitLab acquisition [1] - The company prefers smaller technology acquisitions and is focusing on enhancing its CI Visibility product and Code Security capabilities, indicating a strategy to develop features internally rather than through acquisitions [2] - Stifel upgraded Datadog from Hold to Buy, citing expectations of above-average quarterly performance driven by core expansion and stable OpenAI-related revenue [3] Company Overview - Datadog, Inc. is a software company that offers an observability solution designed for cloud-scale applications, monitoring various components such as servers, databases, tools, and services through its SaaS-based data analytics platform [4]