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ADSK's cloud expansion, AI push and resilient subscription model support long-term growth despite execution risks and YTD stock weakness.

Datadog and Dynatrace are two key names in the AI observability arena. One is hitting all-time highs, while the other remains down in the dumps.

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

If you are wondering whether Datadog at around US$202.84 is still offering value, or if the easy money has already been made, this breakdown will help you frame that question clearly. The stock has recently shown strong momentum, with returns of 7.5% over the past week, 83.4% over the past month, 51.6% year to date, 73.2% over 1 year, 114.6% over 3 years and 130.2% over 5 years. Recent coverage has focused on Datadog's position in software infrastructure and how its platform fits into trends...

Watch Fortinet Fireside Chat Below: IPO Edge hosted a fireside chat with Fortinet, Inc. (Nasdaq: FTNT) Chief Operating Officer John Whittle, moderated by Editor-at-Large Jarrett Banks in a video session lasting […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.40%, and June E-mini Nasdaq futures...

The market was pleased with the recent earnings report from Datadog, Inc. ( NASDAQ:DDOG ), despite the profit numbers...

While Nvidia still rules the roost, investors are moving downstream to the next generation of AI winners.

Datadog's growing portfolio of artificial intelligence products is experiencing explosive demand.

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. […]

Several stocks - Circle Internet Group, Datadog, and Atlassian - continue to draw significant investor attention, with recent earnings results prompting many to tune in. Were the results good or bad?

Datadog has outperformed the broader market considerably over the past year, and analysts are highly optimistic about the stock’s prospects.

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.

Wall Street is becoming enthusiastic about DDOG stock after the company released Q1 earnings.

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...

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

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...

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.

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’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 […]

By Karen Roman Backblaze, Inc. (Nasdaq: BLZE) said it will present at the AI & Big Data Expo North America 2026 taking place on May 18-19, at the San Jose […]

<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>

Investors may have panicked over the “SaaSpocalypse,” but turns out AI demand is fueling Datadog’s growth engine, with the Street once again upbeat on DDOG stock.

Datadog (DDOG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Datadog, Inc. (NASDAQ:DDOG) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the stock’s rally after the company posted its earnings, as he stated: You can’t really teach an old dog new tricks unless it’s a Datadog… Today, Datadog […]

Datadog, Inc. ( NASDAQ:DDOG ) investors will be delighted, with the company turning in some strong numbers with its...

The Standard & Poor's 500 index rose 2.3% this week to another round of new highs as the technology

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

Datadog (DDOG) sees continued broad-based strength across both artificial intelligence-native and no