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Trade Ideas (41)
Date Ticker Price Dir Speaker Thesis Source
Feb 18 $121.78
$121.78 -0.0%
N/A Finnhub News Finnhub - DDOG
Datadog’s AI Deals And Q4 Strength Versus Lof...
Feb 18 $121.78
$121.78 -0.0%
N/A Finnhub News Finnhub - DDOG
Datadog Announces DASH 2026: the AI and Obser...
Feb 18 $121.78
$121.78 -0.0%
LONG Gil Luria
Technology Strategist at D.A. Davidson
Software stocks have underperformed the broader market by the widest margin since 2000. Luria notes MSFT, NOW, SNOW, and DDOG are trading at attractive valuations relative to growth. Newman highlights CRM and NOW are proving AI is an accelerator, not a displacer. The market is pricing in "obsolescence risk" (AI replacing software), but the counter-narrative is that AI is a "labor enhancer." These companies provide the essential infrastructure for AI (MSFT/SNOW) or the "rules and rails" of business (CRM/NOW) that cannot be easily replaced by LLMs. LONG. The sell-off is a tactical opportunity to buy high-quality compounders at depressed multiples. If "Agentic AI" actually begins replacing seat-based SaaS licenses faster than anticipated. Bloomberg Markets
Bloomberg Surveillance 2/18/2026
Feb 18 $121.78
$121.78 -0.0%
N/A Finnhub News Finnhub - DDOG
2 Undervalued AI Stocks to Buy Before They So...
Feb 17 $122.56
$121.78 -0.6%
N/A Finnhub News Finnhub - DDOG
Datadog, Inc. (DDOG) Analyst/Investor Day Tra...
Feb 17 $122.56
$121.78 -0.6%
N/A Finnhub News Finnhub - DDOG
DA Davidson Maintains Buy on Datadog, Maintai...
Feb 17 $122.56
$121.78 -0.6%
N/A Finnhub News Finnhub - DDOG
Cantor Fitzgerald Reduces PT on Datadog, Inc....
Feb 17 $122.56
$121.78 -0.6%
N/A Finnhub News Finnhub - DDOG
5 Revealing Analyst Questions From Datadog’s ...
Feb 16 $125.20
$121.78 -2.7%
N/A Finnhub News Finnhub - DDOG
Datadog, Inc. (DDOG) Is a Trending Stock: Fac...
Feb 13 $125.20
$121.78 -2.7%
N/A Finnhub News Finnhub - DDOG
Datadog's AI Roadmap, Security Push Signal Up...
Feb 13 $125.20
$121.78 -2.7%
N/A Finnhub News Finnhub - DDOG
Datadog, Inc. (DDOG) Analyst/Investor Day - S...
Feb 13 $125.20
$121.78 -2.7%
N/A Finnhub News Finnhub - DDOG
Datadog (DDOG) Valuation Check After Strong Q...
Feb 13 $125.20
$121.78 -2.7%
N/A Finnhub News Finnhub - DDOG
Datadog Investor Day 2026: AI Agents Fuel “Ra...
Feb 13 $125.20
$121.78 -2.7%
N/A Finnhub News Finnhub - DDOG
1 Growth Stock Down 32% to Buy Hand Over Fist...
Feb 13 $125.20
$121.78 -2.7%
LONG Finnhub News Wedbush reaffirms its positive "Outperform" rating for Datadog and keeps its $190 price target. Finnhub - DDOG
Wedbush Reiterates Outperform on Datadog, Mai...
Feb 13 $125.20
$121.78 -2.7%
N/A Finnhub News Finnhub - DDOG
BTIG Reiterates Buy on Datadog, Maintains $17...
Feb 13 $125.20
$121.78 -2.7%
N/A Finnhub News Finnhub - DDOG
Datadog’s Bits AI And FedRAMP Progress Raise ...
Feb 12 $126.13
$121.78 -3.4%
N/A Finnhub News Finnhub - DDOG
Is Datadog Stock a Buy, Sell, or Hold in Febr...
Feb 12 $126.13
$121.78 -3.4%
N/A Finnhub News Finnhub - DDOG
MongoDB vs. Datadog: Which Cloud Software Sto...
Feb 12 $126.13
$121.78 -3.4%
N/A Finnhub News Finnhub - DDOG
Datadog Inc.’s (DDOG) Strong Q4 Reinforces AI...
Feb 12 $126.13
$121.78 -3.4%
N/A Finnhub News Finnhub - DDOG
3 Reasons to Stay Away From Datadog Stock Des...
Feb 12 $126.13
$121.78 -3.4%
N/A Finnhub News Finnhub - DDOG
Wall Street Analysts Think Datadog (DDOG) Is ...
Feb 12 $126.13
$121.78 -3.4%
N/A Finnhub News Finnhub - DDOG
Looking Into Datadog Inc's Recent Short Inter...
Feb 12 $126.13
$121.78 -3.4%
N/A Finnhub News Finnhub - DDOG
Datadog: AI Isn't The Main Problem
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Why Datadog (DDOG) Is Up 8.4% After Strong Q4...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Datadog Inc. (DDOG) Climbs 13.7% on Earnings ...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Datadog’s (DDOG) Cautious Outlook Doesn’t Sha...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Datadog Q4 Earnings & Revenues Surpass Estima...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Macquarie Maintains Outperform on Datadog, Lo...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Stocks making big moves yesterday: Datadog, S...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
The 8.4% return this week takes Datadog's (NA...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Datadog Posts Fastest Revenue Growth In 11 Qu...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
RBC Capital Maintains Outperform on Datadog, ...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Wedbush Maintains Outperform on Datadog, Lowe...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Citizens Reiterates Market Perform on Datadog...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Barclays Maintains Overweight on Datadog, Low...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Scotiabank Maintains Sector Outperform on Dat...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Rosenblatt Maintains Buy on Datadog, Maintain...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Walmart To Rally More Than 10%? Here Are 10 T...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
Raymond James Maintains Outperform on Datadog...
Feb 11 $127.33
$121.78 -4.4%
N/A Finnhub News Finnhub - DDOG
DDOG Q4 Deep Dive: AI Adoption and Platform E...