Datadog is upgraded to a "Buy" rating after a strong Q3 beat-and-raise and resilient demand momentum. DDOG demonstrates robust land-and-expand dynamics, with net revenue retention at ~120% and near-30% revenue growth despite IT budget moderation. Multiproduct adoption and AI/non-AI customer expansion drive sustained growth; cloud security TAM is growing at a 17% CAGR.
Datadog, Inc. (DDOG) Presents at UBS Global Technology and AI Conference 2025 Transcript
Datadog (DDOG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
It's fine to stay heavily invested in some of the mega-cap tech titans that are now quite well represented at the top of popular indices such as the Nasdaq 100 or even the S&P 500.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Recently, Zacks.com users have been paying close attention to Datadog (DDOG). This makes it worthwhile to examine what the stock has in store.
Five AI-focused Internet Software stocks, PLTR, SNOW, DDOG, TEAM and ZM, are set to capitalize on digital transformation momentum heading into 2026.
The headline numbers for Datadog (DDOG) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
DDOG's Q3 results top estimates with double-digit gains in earnings and revenues, fueled by rising customer adoption and multi-product use.
Datadog delivered a standout Q3, beating revenue and EPS expectations, with backlog growth surging 53% year-over-year. The company's robust demand, especially in AI-native products, and strong usage growth from both new and existing customers signal accelerating platform adoption. Management raised adjusted operating margin guidance and maintains a strong capital structure, supporting higher confidence in future earnings growth.
Datadog (DDOG) shares soared Thursday after the cloud-based monitoring and security platform posted quarterly results that topped analysts' estimates and raised its outlook.
Datadog (DDOG) shares soared Thursday after the cloud-based monitoring and security platform posted quarterly results that topped analysts' estimates and raised its outlook.