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Datadog edges out ServiceNow as faster growth, stronger earnings surprises and expanding AI opportunities help support its premium valuation.

DDOG's rising multi-product adoption is deepening customer relationships, with larger deployments and newer offerings opening more revenue opportunities.

Pomel exercised stock options under a pre-arranged Rule 10b5-1 trading plan, reducing his direct holdings by 7% while retaining over 612,000 shares and 8.7 million derivative securities.

A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.

Snowflake, Okta, Datadog, CrowdStrike and Palo Alto Networks lead MarketBeat's most-upgraded stocks list, as analysts raise price targets on software firms benefiting from AI adoption.

Datadog (DDOG) shares recently closed at US$235.62, prompting fresh attention from investors assessing the stock after a strong year to date and solid multi year total return performance. See our latest analysis for Datadog. Recent trading in Datadog reflects this mixed picture, with a 1-day share price return of 1.32% following a softer 7-day move and 30-day share price return. The 90-day share price return of 5.98% sits alongside strong long term total shareholder returns, suggesting...

Datadog's growing portfolio of artificial intelligence products is experiencing high demand, but its stock is expensive.

Dynatrace (NYSE:DT) said it plans to acquire AI observability company Arize for total consideration of $915 million, consisting of approximately $815 million in cash and replacement equity awards for Arize employees who join Dynatrace. The transaction is expected to close by the end of September or

A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence increased following a Bloomberg report that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter,

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 101 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Up

With CrowdStrike shares trading above analyst targets, DataDog, Qualys, and Guidewire offer AI cybersecurity exposure with strong earnings, guidance increases, and analyst support.

After a torturous series of mixed-to-poor tech earnings that shook software values, fears over AI disruption and slowing enterprise software demand, dubbed the “SaaSpocalypse” at Wall Street, hit a fever pitch. Disappointing outlooks and post earnings-reactions from companies like Datadog, Figma, and HubSpot led investors to question whether corporate IT budgets had begun to shrink. […]

Datadog’s Q2 results were met with a significant negative market reaction, despite the company delivering revenue and non-GAAP profit above Wall Street’s expectations. Leadership pointed to continued acceleration in both AI-native and traditional customer segments, as well as broad product adoption, as the main drivers of quarterly performance. CEO Olivier Pomel noted, “We continue to see healthy trends in customer demand,” emphasizing that the platform’s usage is expanding across a wide range o

We believe that Middleby leadership is at the end of a long series of actions to simplify into a commercial food-services, or CFS, business. The team has gone back to the original business sector that made Middleby a great stock. As a stand-alone business, the restaurant customer base, business model, balance sheet, and cash flow suggest that the company can get back to profitable growth trends.

Datadog, Inc. (NASDAQ:DDOG) is a cloud infrastructure and application monitoring platform. Its shares are up by 102% over the past year and by 88% year-to-date. The shares closed a stunning 19% lower on August 6th after Datadog, Inc. (NASDAQ:DDOG) reported its second quarter earnings. On that same day, Cramer commented on the stock as the […]

Datadog stock is coming off a powerful three year run, with long term holders seeing a 179.4% return. However, the current valuation checks send mixed messages, as an intrinsic value estimate based on a Discounted Cash Flow (DCF) model points to upside, while market based multiples lean expensive. Over the past three years, Datadog has returned 179.4%, which puts extra focus on whether the current share price still leaves room for a reasonable margin of safety. Recent investment activity in...

Datadog has posted eight straight quarters of sequential revenue growth, while The Trade Desk's results swing with seasonal patterns — a divergence that could reshape investor preferences.

The best growth stocks promise to generate significant returns for your portfolio. But what are growth stocks, and how do you find the best ones?

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

DDOG's large customers are growing fast, driving 91% of ARR as enterprise bookings, AI adoption and platform expansion strengthen revenue momentum.

Revenue hit $1.12 billion as AI adoption accelerates across enterprise customers.

Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions.

The company will spend the capital on international expansion, research and development of its code review tools.

Datadog (NASDAQ:DDOG) Chief Financial Officer David Obstler said the company’s recent growth has been supported by a broader product platform, market-share gains and expanding demand across customer sizes and geographies. In a conference discussion with Canaccord Genuity technology analyst Kingsley

Western Digital, Caterpillar and Datadog rank among top momentum picks using Driehaus' "buy high and sell higher" strategy.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

Based on the average brokerage recommendation (ABR), Datadog (DDOG) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?