Datadog, Inc. News
Datadog, Inc. operates an observability and security platform for cloud applications in North America and internationally. The company's products include infrastructure and application performance monitoring, log management, digital experience monitoring, continuous profiler, database monitoring, network monitoring, incident management, observability pipelines, cloud cost management, universal service monitoring, cloud security management, application security management. cloud SIEM, sensitive data scanner, and CI Visibility. The company was incorporated in 2010 and is headquartered in New York, New York.
see moreDatadog, Inc. Market News
5d
Datadog Slides After Downgrades, OpenAI Exit Risk.
- Datadog (DDOG) saw a sharp sentiment shift this week after successive analyst downgrades and growing evidence that OpenAI is moving observability work in-house. Despite a strong recent quarter, cautious FY2025 guidance and insider sales intensified the pullback. This article explains the catalysts, examines the revenue and customer-concentration risks, and highlights the near-term metrics and catalysts investors should track.
12d
Datadog Rally: Analyst Upgrades Ignite Price Surge
Datadog (NASDAQ: DDOG) jumped after a wave of analyst upgrades—led by Stifel and Morgan Stanley—citing expectations of a stronger-than-typical Q4 print and higher revenue momentum. The convergence of bullish ratings, elevated price targets (from $160 to as high as $218.72 average), and recent sector volatility creates a near-term catalyst for shares while highlighting the company’s resilience in observability and cloud security.
19d
Datadog Insider Selloff: $196M, Shares Slip Retail
Datadog (DDOG) saw roughly $196M in insider sales over the past three months while insiders' ownership fell to 8.7%. At the same time, media coverage and retail attention spiked—33 articles this week, searches up 114%, and watchlist adds up 370%—a mix that may increase near-term volatility for the Nasdaq-100 name.
26d
Datadog Faces Insider Sales, Palo Alto Threats Now
Significant insider selling and Morgan Stanley caution over OpenAI exposure, combined with Palo Alto Networks' $3.35B acquisition of Chronosphere, have created tangible near-term headwinds for Datadog (DDOG) in the Nasdaq-100. This article summarizes the concrete developments and their implications for investors and product strategy.
02 Jan at 10:10
Datadog DDOG: OpenAI Renewal Narrows Upside Ahead!
Datadog recently beat Q3 estimates and raised Q4 guidance, but a Stifel downgrade tied to OpenAI's optimized contract renewal and margin concerns has introduced near-term caution. With a key Q4 earnings print expected in early February, investor focus is on revenue sustainability and customer spend trends.
26 Dec at 10:08
Datadog Pressure Rises: Snowflake Eyes Observe Now
Last week brought concrete developments shaping Datadog (DDOG) sentiment: reported Snowflake talks to acquire Observe, analyst target cuts from Wolfe Research, sizable insider and institutional selling, and a product-level win as Datadog integrated Contrast Security into its Cloud SIEM. These events tighten competition while reinforcing Datadog’s security positioning—key factors for near-term stock performance.
19 Dec at 10:08
Palo Alto Chronosphere Deal Pressures Datadog DDOG
Palo Alto Networks' $3.35B acquisition of Chronosphere has generated measurable investor concern for Datadog (DDOG). Immediate stock dips and clarified competitive overlap make near-term earnings and customer retention key watchpoints for shareholders.