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BofA crowns monitoring platform top software pick before earnings
TheStreet2d agoneutral
BofA crowns monitoring platform top software pick before earnings

Bank of America (BAC) just told clients which software stock it wants to own going into earnings season. The pick is Datadog (DDOG), the cloud monitoring company that reports second-quarter results on August 6. BofA named Datadog its top software pick and kept its Buy rating. That call matters ...

Is Datadog (DDOG) Fully Priced As Earnings Expectations Build?
Simply Wall St.13d agoneutral
Is Datadog (DDOG) Fully Priced As Earnings Expectations Build?

Upcoming Earnings Put Datadog in Focus Datadog (DDOG) is back on investors’ radar ahead of its August 6, 2026 earnings report, with the market watching forecasts for EPS and revenue growth and weighing those expectations against the stock’s recent volatility. See our latest analysis for Datadog. The recent 1 day share price decline of 3.2% to US$254.79 comes after a strong 90 day share price return of 92.82% and a 1 year total shareholder return of 75.85%. This suggests momentum has been...

The Top 5 Analyst Questions From Datadog’s Q1 Earnings Call
StockStory80d agoneutral
The Top 5 Analyst Questions From Datadog’s Q1 Earnings Call

Datadog’s first quarter results were shaped by broad-based customer demand across both AI-native and traditional enterprise clients. Management attributed the 32% year-over-year revenue acceleration to increased multi-product adoption and the rapid onboarding of large enterprise customers, particularly in AI research and hyperscale technology sectors. CEO Olivier Pomel highlighted that Datadog’s platform is becoming increasingly mission-critical, emphasizing low customer churn and deeper engagem

Dynatrace Earnings Beat Estimates. The Software Stock Is Falling Anyway.
Barrons.com84d agobearish
Dynatrace Earnings Beat Estimates. The Software Stock Is Falling Anyway.

FEATURE Dynatrace stock was falling following the software company’s latest earnings report as an earnings beat failed to reverse an extensive slide in the stock price. Dynatrace which operates a cloud observability platform, posted fiscal fourth-quarter earnings of 41 cents a share, ahead of the 39 cents analysts had anticipated.

Software Shines With Booming Earnings Season Thundering Along
The Wall Street Journal89d agoneutral
Software Shines With Booming Earnings Season Thundering Along

A wave of blockbuster earnings in tech is catching a couple software companies, too. Shares in Datadog jumped 31% on Thursday after the company reported 32% year-over-year revenue growth. Cybersecurity provider Fortinet added 20%, after it said it was seeing higher demand for its offerings because of artificial intelligence.