Datadog, Inc. Aktie News

All eyes are on the artificial intelligence (AI) space right now, as hundreds of America's publicly traded companies report their latest quarterly results. Datadog and Workiva aren't pure-play AI companies, but they are having a lot of success integrating this technology into their legacy businesses.

Datadog Inc (NASDAQ:DDOG) shares scored an upgrade from Stifel to "buy" from "hold" this morning, which is triggering a 5.3% move higher to $130.04, at last check.

A meltdown in software stocks has left several high-growth names trading at bargain prices, according to some on Wall Street.

Datadog, Inc. stock has corrected ~40% from its all-time high, creating a compelling intermediate and long-term buying opportunity. DDOG consistently beats consensus estimates, with 28%+ YoY revenue growth and robust guidance, supporting a bullish outlook. Recent multiple compression in software and AI sectors has made DDOG's forward valuation more attractive, with a 2027 P/E near 38.

Datadog (DDOG) fell 7.6% on heavy trading volume after a Truist Securities downgrade to ‘Hold' accompanied by a significant price target cut. This shift marked a sharp and aggressive retreat from recent peaks, driven by a wider market rotation away from high-growth technology stocks.

Datadog stock price has suffered a big reversal in the past few months, moving from the key level at $200 in November to the current $130. It has dropped to the lowest level since September.

Analyst trends are a critical factor for investors to watch, as they lead investment dollars to and from individual stocks. Analysts' trends in the stocks on this list, which include tech stocks crucial to AI and the global data center industry, are bullish and strengthened in Q4 of calendar year 2025.

The Nasdaq Composite recently entered a new bull market, and the index has returned 31% annually during bull markets since 1990. Meta Platforms is strengthening its advertising business with artificial intelligence tools, and the median target price on Wall Street implies 29% upside.