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Datadog has found a lucrative niche with its platform for businesses to monitor and secure their information technology systems.

The cybersecurity company's earnings were so good the stock is set to join the exclusive club of S&P 500 names to double in 2026.

The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.

Datadog stock has surged over 85% in 2026, amid high, artificial intelligence-driven expectations ahead of the software maker's Q2 earnings.

Datadog is poised to release its second-quarter results in August, and analysts predict a triple-digit surge in the company’s bottom-line figure.

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

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.

According to TheFly, Jefferies downgraded Datadog to ‘Hold’ from ‘Buy’ while raising its price target to $280 from $210.

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Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

Investing.com -- Brokerage Bernstein downgraded cloud monitoring software company Datadog to "Market-Perform" from "Outperform" on Monday, saying the stock's recent rally has outpaced its improving fundamentals even as the company stands to benefit from growing artificial intelligence adoption.

Palantir stock extended gains on Thursay after an upgrade at DA Davidson.

Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.

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

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

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.

Dynatrace stock fell amid fiscal Q4 earnings and revenue that topped estimates while a key metric met expectations.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

This option trade on Nvidia offers a healthy annualized return and multiple ways to make it a success.

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

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 ...

The cloud monitoring company's revenue crossed $1 billion for the first time, driven by new customers at major AI research labs

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.

Moby summary of Datadog, Inc.'s Q1 2026 earnings call

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.

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.

AI and cloud demand fuel major growth

Datadog lifted its full-year revenue forecast to $4.3 billion to $4.34 billion, above Wall Street's $4.09 billion estimate.

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