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Fastly stock carved out one of the sharpest runs in mid-cap software this year, then held an Investor Day that handed sellers exactly the moment they were waiting for. Here is what the peer group's calm tape reveals about where the pressure is really coming from.
Fastly (NASDAQ:FSLY) shares are falling in Wednesday morning trading, a second consecutive decline that began with the company’s own Investor Day. The stock is down 7% and trades at $24.25, giving back part of a run that still leaves the stock up 138% year to date (YTD). That advance dwarfs the broader cloud group. The […]
Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop in premarket trade.
The provider of cloud-based monitoring and analytics solutions reported a notable insider sale amid a rising stock price.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
Snowflake surged 17% on earnings night, then spent Friday giving it back while every benchmark around it barely budged. That split-screen moment raises a pointed question about who is actually selling and why.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head. Datadog (NASDAQ:DDOG) stock is down 22% over the past month and trades at $210.76 […]
Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.
A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.
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.
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...
The provider of monitoring and observability technology reported a notable insider sale amid a 113% one-year total return on its stock.
Datadog (DDOG) sells software that helps companies monitor the performance and security of cloud applications. Its tools track servers, applications, software logs, and other systems behind cloud and artificial intelligence products. Datadog reported second-quarter revenue of $1.12 billion, up 36% ...
Datadog posted 36% revenue growth as AI and non-AI demand accelerated, while guidance was derisked for lower usage at its largest customer.
Datadog raised its annual outlook, but the market demanded faster acceleration after the stock's powerful pre-earnings advance.
Datadog Inc (NASDAQ:DDOG) shares tumbled more than 18% on Thursday even after the software company delivered what analysts called a high-quality quarter, as investors focused on decelerating bookings growth and softer-than-expected third-quarter guidance. Datadog's revenue grew 35.6%...
The stock had more than doubled this year before the results
Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.
Datadog stock plunged on Thursday after the enterprise software maker reported second-quarter earnings and revenue that topped Wall Street estimates while September quarter and full year guidance underwhelmed amid a big run-up in 2026. New York-based Datadog reported earnings before the market open. On the stock market today, Datadog stock dived 17% to 235 in early trading, signaling a gap below a buy point and other key levels.
Cloud monitoring platform Datadog (NASDAQ:DDOG) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 35.6% year on year to $1.12 billion. Guidance for next quarter’s revenue was optimistic at $1.14 billion at the midpoint, 2.9% above analysts’ estimates. Its non-GAAP profit of $0.65 per share was 11.4% above analysts’ consensus estimates.
The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.
The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.
Insider exercised stock options and sold shares under a pre-arranged Rule 10b5-1 trading plan established in March, reducing his equity stake by 35% while retaining nearly 900,000 derivative securities.
Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.
Investing.com -- Wells Fargo downgraded HubSpot to Equal Weight from Overweight and slashed its price target to $225 from $300, arguing that the software company's broad artificial intelligence transition is creating near-term uncertainty despite strengthening its long-term competitive position.
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