Morgan Stanley·2026-11-05CompanyOverweight$300 → $270▼Datadog, Inc. 3Q26 Results Core Acceleration Overshadowed by AI-Native Volatility
Bernstein·2026-11-04CompanyOutperform$350 → $273▼Datadog Inc (DDOG.US) Q3'26: Strong quarter obscured by AI nuance
Bernstein·2026-11-02CompanyOutperform$350Datadog & Cloudflare An unwarranted selloff into Q3 earnings
Bernstein·2026-09-15SectorMarket-Perform$237U.S. Internet & U.S. SMID-Cap Software: AWS Web Metrics Data: Late-Q3'26 update — softness persists
Goldman Sachs·2026-09-10CompanySell$158Datadog Inc. (DDOG.US): Communacopia+Technology 2026—Key Takeaways
Morgan Stanley·2026-11-03SectorSoftware New Stack 3Q26 Hyperscaler Results – AI Pulls Core Higher Pullbacks Make for Better Setups
J.P. Morgan·2026-09-29SectorSoftware OpenAI DevDay: Marketplace Positive for Partners, with Agent and Workspace Push Raising Competitive Intensity
Barclays·2026-09-18SectorU.S. Software Raimo's Roundup: Checking On Software Debt Situation Given Higher Interest Rates
Wedbush Securities·2026-09-10SectorAssuming Coverage of the Cybersecurity Sector; Learning to Fight AI with AI; Add PANW, RBRK to BIL