DATABRICKS Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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15:00
Aug 28
Aug 28
SaaS companies will monetize via AI routing.
SaaS and enterprise software companies will experience a resurgence by acting as AI model routers, monetizing their proprietary user data by routing queries to cheaper open-source models and capturing the spread, similar to payment for order flow.
MED
21:00
Aug 06
Aug 06
Data partnerships with Databricks enable brands to activate their data, strengthening TTD's data-driven advertising capabilities.
HIGH
12:00
Aug 06
Aug 06
Datadog's integration with Databricks expands its interoperability, potentially making it easier for mutual customers to use both platforms together, though it also signals Databricks' data is a valuable source for observability.
HIGH
09:00
Jul 01
Jul 01
Databricks is a key data infrastructure partner for FactSet's enterprise knowledge graph initiatives.
HIGH
08:00
Jun 18
Jun 18
Accenture's data platform bookings via Databricks are accelerating, underscoring the need for unified data lakes for AI readiness.
HIGH
21:30
Apr 29
Apr 29
Databricks is a major customer running workloads on Microsoft's custom Cobalt CPUs, signaling trust in first-party silicon.
HIGH
14:00
Apr 29
Apr 29
Databricks is one of many expanding AI firms that are leasing space from BXP, contributing to strong occupancy gains.
HIGH
08:00
Apr 23
Apr 23
Databricks gains distribution to Nasdaq's institutional investor data, strengthening its position as a data analytics platform for asset managers.
HIGH
09:00
Mar 31
Mar 31
FactSet partners with Databricks to allow clients to combine FactSet data with their own in a secure cloud environment; could drive incremental usage of Databricks in finance.
HIGH
09:00
Feb 18
Feb 18
Databricks serves as a data and AI platform where Moody's content is consumed, strengthening the data-as-a-service relationship.
HIGH
13:00
Feb 10
Feb 10
Management discusses high growth within the AI-native customer group, which may include Databricks, indicating their platform is being adopted by leading AI companies.
LOW
22:30
Jan 28
Jan 28
Databricks is an early partner integrating with Microsoft's new Agent 365 control plane, indicating a cooperative relationship in the agent ecosystem.
HIGH
21:30
Nov 25
Nov 25
Databricks is positioned as a key partner for Workday's new Data Cloud offering, suggesting continued strategic alignment and potential joint customer wins.
HIGH
About DATABRICKS Analyst Coverage
Buzzberg tracks DATABRICKS across 2 sources. 1 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (8%). 13 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Tarun Chitra, Jeff Green, Olivier Pomel.