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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 ...

Investing.com15d agoneutral
Jefferies downgrades Datadog after 94% YTD rally

Investing.com -- Jefferies cut Datadog to Hold from Buy on Tuesday, citing valuation concerns after the stock's sharp rally this year, even as the firm maintained its fundamental view of the company as an AI beneficiary.

Bloomberg15d agoneutral
UBS Trading Desk Says Buy Momentum Stocks as Selloff Nears End

(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck

Investing.com48d agoneutral
Street Calls of the Week

Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Datadog What happened? On Monday, Truist upgraded Datadog Inc (NASDAQ:DDOG) to Buy with a $300 price target. *TLDR: AI urgency drives Truist’s $300 price target. What’s the full story? The consensus likes the stock, but they’re missing the engine under the hood. Truist did the fieldwork, and t

Datadog CEO issues blunt 2-word message on AI race
TheStreet89d agoneutral
Datadog CEO issues blunt 2-word message on AI race

Datadog (DDOG) jumped 30% after earnings because investors saw it as more than just another AI winner. The quarter pointed to a business benefiting from what CEO Olivier Pomel effectively described as an enterprise AI race, where companies “can’t afford to be late” in deploying and monitoring ...

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.

Datadog (DDOG) Q1 2026 Earnings Transcript
Motley Fool89d agoneutral
Datadog (DDOG) Q1 2026 Earnings Transcript

During this call, we will make forward-looking statements, including statements related to our future financial performance, our outlook for the second quarter and the fiscal year 2026 and related notes and assumptions, our product capabilities and our ability to capitalize on market opportunities. Additional information will be made available in our upcoming Form 10-Q for the fiscal quarter ending March 31, 2026, and other filings with the SEC. With that, I'd like to turn the call over to Olivier.

Datadog Q1 Earnings Call Highlights
MarketBeat90d agoneutral
Datadog Q1 Earnings Call Highlights

Datadog (NASDAQ:DDOG) reported first-quarter 2026 results that management described as a “very strong start to 2026,” highlighted by accelerating revenue growth, record new-logo activity, and expanding product adoption tied to both AI and traditional observability demand. Q1 results show accelerati

Why DataDog Is an Investor’s Best Friend Today
The Wall Street Journal90d agoneutral
Why DataDog Is an Investor’s Best Friend Today

Shares in DataDog jumped about 30% Thursday morning after the company reported 32% year-over-year revenue growth and projected full-year revenue of $4.3 billion. The monitoring-and-security platform for cloud applications is the best performer in the S&P 500, a sign that investors are finding buying opportunities amid concerns that artificial intelligence will displace legacy software business.