Actualités

Upcoming Earnings Put Datadog in Focus Datadog (DDOG) is back on investors’ radar ahead of its August 6, 2026 earnings report, with the market watching forecasts for EPS and revenue growth and weighing those expectations against the stock’s recent volatility. See our latest analysis for Datadog. The recent 1 day share price decline of 3.2% to US$254.79 comes after a strong 90 day share price return of 92.82% and a 1 year total shareholder return of 75.85%. This suggests momentum has been...

First it was IBM and now Pegasystems is also reporting that customers are changing purchasing decisions as the AI market evolves.

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 company wants to bring agentic AI to aerospace, energy, logistics, and manufacturing.

Shares of search AI platform provider Elastic (NYSE:ESTC) fell 4.4% in the afternoon session after Morgan Stanley downgraded the company's stock rating from "Overweight" to "Equal Weight" and lowered its price target from $73 to $66. The firm noted that Elastic's artificial intelligence-driven search business was taking longer than expected to grow, while rival data infrastructure companies were already showing AI-related benefits. Analysts originally expected Elastic's search capabilities to dr

Datadog (DDOG) concluded the recent trading session at $254.79, signifying a -3.2% move from its prior day's close.

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

Check out the companies making headlines yesterday:

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

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.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

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

NZS shifts capital toward AI infrastructure and healthcare leaders

Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks got slashed and which ones earned surprise upgrades.

(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

Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) jumped 2.1% in the afternoon session after JMP Securities raised its price target on the stock to $311 from $225. The firm maintained its Market Outperform rating, highlighting that the infrastructure software sector was in a much stronger position than applications. Analysts noted Datadog stood out as a top performer in their coverage, with the cloud monitoring platform returning 90% year-to-date. The positive sentiment was further suppo

Investing.com -- Wells Fargo downgraded HubSpot to Equal Weight from Overweight and slashed its price target to $225 from $300, arguing that the software company's broad artificial intelligence transition is creating near-term uncertainty despite strengthening its long-term competitive position.

Penguin's faster growth, AI infrastructure momentum and steep valuation discount make it the stronger buy over Datadog.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

With the stock beaten down by fears of AI disruption, one number reveals a surprising foundation of long-term customer commitment that the market seems to be overlooking.

Pomel exercised vested stock options under a pre-established trading plan, reducing direct holdings by 17% while maintaining ~9 million derivative securities.

Datadog has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Observability Platforms. This is the sixth consecutive year Gartner has placed Datadog in the Leader quadrant. Gartner highlighted Datadog's work in AI and LLM powered application monitoring as part of this recognition. Datadog, traded as NasdaqGS:DDOG, enters this latest recognition with the stock at $264.46 and recent price momentum, up 13.5% over the past 30 days and 97.7% year to date. The company is also up...

In the closing of the recent trading day, Datadog (DDOG) stood at $264.46, denoting a -2.32% move from the preceding trading day.

Datadog's enterprise software is in demand, and that's driven its stock closer to a buy point and outperformance of the S&P 500.

Datadog's revenue lead is widening, but both cloud players have posted unbroken quarterly growth over eight quarters.

The company's weaker revenue outlook raised fresh concerns about enterprise technology spending.

IBM Miss Rattles Wall Street, Sending Tech Stocks Sharply Lower

Dow Jones leader Apple stock is trying to break out past its latest buy point. Datadog and Match Group are near buy zones.

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.