Ultragenyx to Participate at Investor Conferences
Digest more
CrowdStrike, Datadog and other cybersecurity stocks slide
Digest more
We came across a bullish thesis on Datadog, Inc. on T K’s Substack. In this article, we will summarize the bulls’ thesis on DDOG. Datadog, Inc.’s share was trading at $111.69 as of February 6th. DDOG’s trailing and forward P/E were 360.
Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) fell 11.6% in the afternoon session after the White House announced plans to raise global tariffs to 15%.
Stocktwits on MSN
Datadog, Zscaler lead fresh software stock selloff as AI fears return, but analysts call it overdone
New AI tools, especially those from Anthropic, are stoking fears of reduced demand for niche software, prompting investors to shift their money to better bets. ・TD Cowen argues AI coding assistants enhance productivity but don’t replace core security platforms.
Fourth quarter revenue grew 29% year-over-year to $953 millionStrong growth of larger customers, with 603 $1 million+ ARR customers, up from 462
Datadog, Inc. (NASDAQ:DDOG) is one the Top 10 AI Stocks in Focus on Wall Street. On February 17, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a $225.00 price target. The firm cited clarity following Investor Day,
Datadog reported Q4 2025 earnings that exceeded expectations across the board. Revenue reached $953 million—representing a 29% growth year-over-year—outperforming the consensus estimate of $916.5 million by 4%.
Datadog, Inc., (NASDAQ: DDOG), the AI-powered observability and security platform for cloud applications, today announced that registration is open for DASH, the company’s ninth annual global conference.
Feb 10 (Reuters) - Datadog beat Wall Street estimates for fourth-quarter results on Tuesday, as rising adoption of artificial intelligence fueled stronger demand for its cloud security products, sending its shares up more than 14%.
Datadog stock surged after strong Q4 earnings, record bookings, and AI-driven growth, but conservative 2026 guidance raises questions about sustainability.
Datadog's revenue surged roughly 29% higher year over year. The business posted a gross profit of $776 million in the period -- representing a gross margin of 81.4%. Meanwhile, adjusted operating income came in at $230 million in the period -- good for a margin of 24%.
Another brutal day gripped Wall Street stocks on Monday. The Dow lost over 800 points after re-pricing the impact of the Supreme Court’s ruling against tariffs. PCE inflation, along with weak GDP data last week,