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Is Datadog, Inc. (DDOG) A Good Stock To Buy Now?
Insider Monkey92d agobullish
Is Datadog, Inc. (DDOG) A Good Stock To Buy Now?

Is DDOG a good stock to buy? We came across a bullish thesis on Datadog, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on DDOG. Datadog, Inc.’s share was trading at $146.69 as of May 4th. DDOG’s trailing and forward P/E were 453.32 and 65.79 respectively according to Yahoo Finance. Datadog, Inc. […]

Dynatrace Earnings Beat Estimates. The Software Stock Is Falling Anyway.
Barrons.com92d 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.

AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
24/7 Wall St.93d agobullish
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

Datadog (DDOG) Is Up 37.9% After First Billion-Dollar Quarter And Raised 2026 Revenue Outlook – Has The Bull Case Changed?
Simply Wall St.93d agoneutral
Datadog (DDOG) Is Up 37.9% After First Billion-Dollar Quarter And Raised 2026 Revenue Outlook – Has The Bull Case Changed?

In the first quarter of 2026, Datadog, Inc. reported revenue of US$1,006.43 million and net income of US$52.57 million, with diluted EPS rising to US$0.15, and issued guidance calling for second-quarter revenue of US$1.07 billion–US$1.08 billion and full-year 2026 revenue of US$4.30 billion–US$4.34 billion. Beyond the headline figures, management’s raised outlook and commentary on accelerating AI-driven demand and new product adoption highlighted how Datadog is increasingly positioning its...

1 Mooning  Stock on Our Buy List and 2 We Question
StockStory93d agobullish
1 Mooning Stock on Our Buy List and 2 We Question

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
StockStory93d agoneutral
DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth

Cloud monitoring platform Datadog (NASDAQ:DDOG) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 32.2% year on year to $1.01 billion. On top of that, next quarter’s revenue guidance ($1.08 billion at the midpoint) was surprisingly good and 8.3% above what analysts were expecting. Its non-GAAP profit of $0.60 per share was 18.3% above analysts’ consensus estimates.

Datadog (DDOG) Sees AI Deal Momentum as DA Davidson Reiterates Buy Rating
Insider Monkey93d agobullish
Datadog (DDOG) Sees AI Deal Momentum as DA Davidson Reiterates Buy Rating

Datadog’s leadership position is seen to be strengthening as analyst firms point to accelerating growth and AI-driven deal momentum post earnings. This has earned it a place on our list of 12 AI Stocks Wall Street Is Watching Now. On May 8, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a […]

CIO says software infrastructure stocks still attractive
Reuters Videos93d agoneutralVIDEO
CIO says software infrastructure stocks still attractive

<body><p>STORY: "Software as a whole sold off massively in the first quarter. We went on record in the first quarter saying that was the biggest opportunity of 2026. We loaded up on on names and the key distinction being if the software business had a subscription based revenue model or usage based revenue model," he said.</p><p>Hegener also pointed to Datadog and cloud-based data platform Snowflake as names to watch.</p></body>

Datadog CEO issues blunt 2-word message on AI race
TheStreet97d 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 ...

Investing.com97d agoneutral
Wall Street just turned bullish on Datadog again — Here’s why

Investing.com -- Cloud monitoring company Datadog received a major vote of confidence from analysts at Citizens JMP Securities, who upgraded the stock to “Market Outperform” and raised their price target to $225 following stronger-than-expected first-quarter 2026 results.

Wall Street Just Piled Into Datadog: KeyBanc Hikes Price Target to $225 as AI Customer Wins Accelerate
24/7 Wall St.97d agobullish
Wall Street Just Piled Into Datadog: KeyBanc Hikes Price Target to $225 as AI Customer Wins Accelerate

Datadog (NASDAQ:DDOG) stock picked up an aggressive round of price target hikes on May 8 after a beat-and-raise Q1 2026 quarter that reignited the bull case for cloud observability. KeyBanc raised its price target on Datadog to $225 from $155, keeping an Overweight rating, while Canaccord lifted its target to $225 from $185 with a ... Wall Street Just Piled Into Datadog: KeyBanc Hikes Price Target to $225 as AI Customer Wins Accelerate