Latest news with #DDOG
Yahoo
2 days ago
- Business
- Yahoo
Why Datadog Stock Cruised to a More Than 4% Gain Today
An analyst flagged it as a top segment pick. He also raised his price target on the shares. 10 stocks we like better than Datadog › A bullish new analyst note was the news item rallying Datadog (NASDAQ: DDOG) stock on hump day. The stock ended the trading session more than 4% higher in price as a result, which looked especially good when placed against the S&P 500 index's marginal decline. Wednesday morning, Bank of America Securities pundit Koji Ikeda flagged Datadog as being the bank's top pick in the observability software segment. To emphasize this he raised his price target on the stock to $150 per share from his previous $138. He also reiterated his existing buy recommendation. According to reports, Ikeda expressed confidence that Datadog can deliver 20%-plus revenue growth and free-cash-flow (FCF) margins over a long-term tenure. Customers are eager to use the company's solutions, the analyst surmised from a proprietary survey given to clients, and that sentiment should underpin the continuing improvements. Ikeda also waxed bullish about Datadog's embrace of artificial intelligence (AI) functionalities to bolster its offerings. He pointed out that the company's take from "AI natives," the AI solutions Datadog has developed, is already significant, comprising nearly 9% of annual recurring revenue (ARR). I'd generally agree with Ikeda's take. Datadog seems to have its finger on the pulse of what its customers want and demand, and has been quite assertive with innovating its products (hence the hearty push into AI). I think the analyst's prediction of continued double-digit gains is realistic, and I'd consider this stock a good one to own. Before you buy stock in Datadog, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Datadog wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $658,297!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $883,386!* Now, it's worth noting Stock Advisor's total average return is 992% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Bank of America is an advertising partner of Motley Fool Money. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bank of America and Datadog. The Motley Fool has a disclosure policy. Why Datadog Stock Cruised to a More Than 4% Gain Today was originally published by The Motley Fool Sign in to access your portfolio
Globe and Mail
3 days ago
- Business
- Globe and Mail
Why Datadog Stock Cruised to a More Than 4% Gain Today
A bullish new analyst note was the news item rallying Datadog (NASDAQ: DDOG) stock on hump day. The stock ended the trading session more than 4% higher in price as a result, which looked especially good when placed against the S&P 500 index's marginal decline. Top of its class Wednesday morning, Bank of America Securities pundit Koji Ikeda flagged Datadog as being the bank's top pick in the observability software segment. To emphasize this he raised his price target on the stock to $150 per share from his previous $138. He also reiterated his existing buy recommendation. According to reports, Ikeda expressed confidence that Datadog can deliver 20%-plus revenue growth and free-cash-flow (FCF) margins over a long-term tenure. Customers are eager to use the company's solutions, the analyst surmised from a proprietary survey given to clients, and that sentiment should underpin the continuing improvements. Ikeda also waxed bullish about Datadog's embrace of artificial intelligence (AI) functionalities to bolster its offerings. He pointed out that the company's take from "AI natives," the AI solutions Datadog has developed, is already significant, comprising nearly 9% of annual recurring revenue (ARR). Jumps in the fundamentals expected I'd generally agree with Ikeda's take. Datadog seems to have its finger on the pulse of what its customers want and demand, and has been quite assertive with innovating its products (hence the hearty push into AI). I think the analyst's prediction of continued double-digit gains is realistic, and I'd consider this stock a good one to own. Should you invest $1,000 in Datadog right now? Before you buy stock in Datadog, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Datadog wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $658,297!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $883,386!* Now, it's worth noting Stock Advisor 's total average return is992% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
Yahoo
13-06-2025
- Business
- Yahoo
Datadog (DDOG) Launches Powerful New Tools to Secure AI Workloads
Datadog, Inc. (NASDAQ:) is one of the . On June 10, the company unveiled new capabilities for detecting and remediating critical security risks across customers' AI environments. Extending investment to secure its customers' cloud and AI applications, the need for new capabilities has arisen out of AI workloads fostering new attack surfaces. Microservices now come with capabilities that can spin up autonomous agents for revealing secrets, shipping code, and even calling external APIs without any human intervention. To avoid developers who rely on third-party code repositories being exposed to poisoned code and hidden vulnerabilities, the company has introduced Datadog Code Security. Now generally available, it empowers developers and security teams to detect and prioritize vulnerabilities in first-party code and open source libraries, leveraging AI to solve complex issues in both AI and traditional applications. Another capability unveiled by the company is Datadog LLM Observability. Now generally available, the LLM Observability monitors AI models and looks for harmful behavior across prompts and responses within an organization's AI applications. The company has also introduced Bits AI Security Analyst, a new AI agent that automatically triages security signals and performs detailed investigations of potential threats. Lastly, Datadog's Workload Protection will allow customers to monitor the interaction between LLMs and their host environment, allowing production AI models to stay secure. 'AI has exponentially increased the ever-expanding backlog of security risks and vulnerabilities organizations deal with. This is because AI-native apps are not deterministic; they're more of a black box and have an increased surface area that leaves them open to vulnerabilities like prompt or code injection. The latest additions to Datadog's Security Platform provide preventative and responsive measures—powered by continuous runtime visibility—to strengthen the security posture of AI workloads, from development to production.' -Prashant Prahlad, VP of Products, Security at Datadog. Datadog, Inc. (NASDAQ:DDOG) offers a cloud-based SaaS platform for monitoring and analytics, specializing in cloud computing and AI-powered cybersecurity products. While we acknowledge the potential of DDOG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Sign in to access your portfolio
CNBC
12-06-2025
- Business
- CNBC
Wolfe Research upgrades this cloud computing stock on AI growth opportunities
DataDog could be the latest beneficiary of the growth opportunity in artificial intelligence, according to Wolfe Research. The investment firm upgraded the cloud computing stock to an outperform rating from peer perform. Analyst Alex Zukin also set a price target of $150. Shares of DataDog have slumped 17% this year and 24% in the last three months alone, but Zukin's forecast implies a roughly 26% upside ahead. DDOG YTD mountain DDOG YTD chart Zukin wrote that he first downgraded DataDog in February after the company shared underwhelming growth expectations for its fiscal year 2025. However, he grew more optimistic after attending Datadog's 2025 DASH conference in New York City, where he surveyed more than 150 of the company's customers. "Well, after attending DASH in NYC where the vibes were sky-high with AI announcements aplenty, we are here to say that we believe those turbulent times are in the rearview and this dog isn't just hunting again, it's feasting!" he wrote. "We walked away from our time at DASH more confident in the near-term growth opportunity around AI and remain confident in DDOG's market leading products driving long-term success." Specifically, fears around the concentrated AI cohort "dissipated" after a key renewal, with at least 17 of the top 50 AI companies now DataDog customers. The analyst added that customers seem to have growing traction around DataDog's security offerings. "We now view DDOG as one of the best positioned names in our coverage to benefit from AI adoption from both an adjacent (more workloads to be observed) and direct (new AI offerings) point of view and with shares trading at 10x CY26 sales, we are upgrading to an Outperform rating with a $150 PT," Zukin added.
Yahoo
31-05-2025
- Business
- Yahoo
Datadog, Inc. (DDOG): A Bull Case Theory
We came across a bullish thesis on Datadog, Inc. (DDOG) on @bigbullcap on X (Twitter). In this article, we will summarize the bulls' thesis on DDOG. Datadog, Inc. (DDOG)'s share was trading at $114.46 as of 23rd May. DDOG's trailing and forward P/E were 243.53 and 60.61 respectively according to Yahoo Finance. A computer engineer developing a secure cloud infrastructure solution. Datadog (DDOG) continues to distinguish itself within the observability space through its consistent ability to innovate and scale across a growing suite of product offerings. According to Bank of America, one of Datadog's most compelling attributes is its multi-product engine, which allows the company to layer new capabilities on top of its core infrastructure monitoring platform. While management does not disclose precise annual recurring revenue (ARR) figures for each category, the firm has provided enough commentary over time to piece together a detailed breakdown across key areas including infrastructure monitoring, application performance monitoring (APM), log analytics, security, and emerging products. BofA's granular analysis of these segments reveals a strong and diverse foundation of ARR contributors, suggesting that Datadog is less reliant on any single revenue stream and has multiple growth levers it can activate. Importantly, this product expansion has enabled deeper penetration across customer accounts, increasing net retention and stickiness. The firm believes this diversified growth profile supports a bullish outlook, particularly with potential upside to the company's 2025 revenue guidance. In refining its model, BofA notes that underlying trends in product attach rates and adoption trajectories for security and logs provide further confidence in acceleration potential. Given this backdrop and Datadog's continued execution in delivering value across its observability and security portfolios, BofA reiterates its Buy rating and raises its conviction in the $170 price target. The path to upside is paved with incremental product adoption, operational leverage, and a robust innovation pipeline, reinforcing DDOG as a high-quality compounder in enterprise software. Previously, we have covered Datadog, Inc. (DDOG) in November 2024 wherein we summarized a bearish thesis by Elliot on Substack. Since then, the stock is down 26%. However, the stock is expected give a turnaround and is already up 21.02% since April 2025. Datadog, Inc. (DDOG) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held DDOG at the end of the fourth quarter which was 71 in the previous quarter. While we acknowledge the risk and potential of DDOG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than DDOG but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
