DDOG Datadog Inc. Loading... : Bullish and Bearish Analyst Opinions
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14:28
Sep 03
Sep 03
Snowflake rally lifts Datadog, ServiceNow, Salesforce
Snowflake's strong results and 20% rally are lifting software peers including Datadog, ServiceNow, and Salesforce, signaling positive read-through for software names.
LOW
02:39
Sep 01
Sep 01
Agent observability beneficiary watch
Watch Datadog as a beneficiary of observability requirements for autonomous enterprise Agents; research read-through.
MED
00:55
Aug 28
Aug 28
Data platform companies are essential for AI.
Data is the fuel for AI, making data platform companies essential to the ecosystem's growth. Companies like Snowflake, Datadog, and MongoDB are key players to watch. He specifically highlights that any potential price drop in Snowflake following its upcoming earnings would represent a significant buying opportunity, given the long-term structural demand for data infrastructure.
HIGH
09:05
Aug 27
Aug 27
Datadog founders have consistently sold shares in their company since its listing seven years.
Datadog founders have consistently sold shares in their company since its listing seven years ago according to Bloomberg report
17:04
Aug 17
Aug 17
Heavily shorted software names offer contrarian upside.
Software names were heavily shorted by hedge funds as a hedge against long AI stocks, leading to systematic selling. Bought names like DataDog, Wix, ServiceNow, and Snowflake as contrarian bets with strong moats.
HIGH
12:47
Aug 11
Aug 11
Long MDB/TEAM/DDOG as software leaders strengthen
Buy leading software names MDB, TEAM, and DDOG as IGV shows emerging bullish strength; author recommends concentrating in outperforming names within the software sector.
MED
00:53
Aug 11
Aug 11
Data is the ultimate AI beneficiary.
Software and data companies like Datadog and Snowflake are the ultimate beneficiaries of the AI boom, as the massive hardware infrastructure being built will ultimately be used to process and analyze data.
HIGH
03:20
Aug 10
Aug 10
SaaS stocks rebound as AI beneficiaries.
Software (SaaS) stocks were heavily beaten down in the first half of the year but are now showing strong rebounds as they prove to be beneficiaries of AI, utilizing open-weight models to enhance their services.
HIGH
00:53
Aug 10
Aug 10
Buy Datadog and Snowflake on dips
Data‑centric AI names like Datadog and Snowflake sold off after earnings but are now attractive buys on weakness. AI initiatives ultimately require high‑quality data, making these platforms long‑term winners. Accumulate on pullbacks.
MED
01:07
Aug 07
Aug 07
The author provides a detailed earnings review and personal thoughts on Datadog without stating.
The author provides a detailed earnings review and personal thoughts on Datadog without stating a current position or forward-looking trade call.
LOW
23:47
Aug 06
Aug 06
The tweet reports that Datadog cited lower usage from a major AI customer as a potential growth.
The tweet reports that Datadog cited lower usage from a major AI customer as a potential growth headwind, but it is a factual news headline without an explicit author position.
LOW
16:20
Aug 06
Aug 06
DDOG accelerates but OpenAI spend declines
Reports DDOG core business accelerated while OpenAI renewal reduced spend from largest customer. No directional stance.
LOW
12:53
Aug 06
Aug 06
US pre-market movers show sharp declines for SNDK, WDC, DDOG, HUBS, HONA.
US pre-market movers show sharp declines for SNDK, WDC, DDOG, HUBS, HONA, and LZ on disappointing guidance or earnings, while CEG, MRNA, and DASH rise on beats or approvals, with GOOGL slightly down on a bond filing.
12:05
Aug 06
Aug 06
Premarket movers show Mag 7 stocks mostly higher while chip and memory names plunge.
Premarket movers show Mag 7 stocks mostly higher while chip and memory names plunge, with notable earnings-driven gains in Albemarle and Constellation Energy and sharp declines in AppLovin, Celsius, Datadog, Duolingo, Figma, Fiserv, Honeywell Aerospace, and HubSpot.
11:18
Aug 06
Aug 06
Datadog reports strong quarterly earnings with 36% revenue growth and positive operating cash.
Datadog reports strong quarterly earnings with 36% revenue growth and positive operating cash flow, though no directional call is made.
11:04
Aug 06
Aug 06
Datadog shares fell 17% after second quarter results.
Datadog shares fell 17% after second quarter results, though the company guided third quarter revenue above analyst estimates.
09:30
Aug 06
Aug 06
DDOG showed accelerating growth, healthy R&D investment, maintained operating profit, and strong NRR. A 22% pre-market drop on solid fundamentals creates a potential buy-the-dip opportunity. Community sees the selloff as overdone relative to underlying business momentum. No counter-arguments in the thread; the 22% drop may reflect market concerns not captured in the comment.
LOW
13:06
Aug 04
Aug 04
A news wire reports a broad list of price target increases from multiple analysts across dozens.
A news wire reports a broad list of price target increases from multiple analysts across dozens of stocks, with no directional commentary from the account itself.
00:47
Aug 04
Aug 04
Data stocks surge as AI shifts to data phase
AI adoption accelerates and the value shifts from infrastructure to data. Companies that manage, analyze or provide quality data will see surging demand. Snowflake and Datadog are well positioned to benefit, and their earnings growth should support continued stock strength.
MED
16:45
Aug 03
Aug 03
Oversold AI beneficiaries in author's 2026 portfolio
Author includes these tickers in a self-described "full portfolio for 2026" AI beneficiaries bucket — framed as oversold names consolidating at attractive levels with improving fundamentals.
MED
15:26
Aug 03
Aug 03
Author announces upcoming earnings reviews for multiple tickers.
Author announces upcoming earnings reviews for multiple tickers, framing them as informational articles rather than expressing directional positions or trade calls.
LOW
16:44
Aug 02
Aug 02
DDOG strong business but limited upside noted
Author scores Datadog highly on AI observability moat and multi-module lock-in but explicitly flags the stock hasn't pulled back like peers, dampening expected return despite strong business quality.
LOW
18:55
Jul 31
Jul 31
Datadog is reporting earnings this week. Users are projecting a massive 20% upside move following the earnings call. Buy DDOG ahead of earnings to capture the anticipated post-call surge. High expectations could lead to a steep drop if guidance is soft.
LOW
01:50
Jul 31
Jul 31
Flags six software names as potential real-buyer candidates amid hardware/software pair-trade.
Flags six software names as potential real-buyer candidates amid hardware/software pair-trade monitoring; no long or short commitment expressed.
MED
07:48
Jul 29
Jul 29
Author discloses an active long position in DDOG.
Author discloses an active long position in DDOG, explicitly declining to rotate out of software holdings despite the question.
MED
07:47
Jul 29
Jul 29
Already in DDOG; explicit current long.
The author explicitly says they are already in DDOG while discussing software lows, which is a current bullish position under strict semantics.
HIGH
11:10
Jul 28
Jul 28
Speaker identifies these names as structural AI winners across agentic and cybersecurity.
Speaker identifies these names as structural AI winners across agentic and cybersecurity categories but notes upside is already priced in; no buy recommendation made.
LOW
10:18
Jul 28
Jul 28
The author summarizes earnings call takeaways across software sectors.
The author summarizes earnings call takeaways across software sectors, calling vertical and fintech SaaS bullish but noting cybersecurity and platforms are already priced in, without stating personal positions.
10:18
Jul 28
Jul 28
Named as AI disruption winner in earnings call takeaways.
Named as AI disruption winner in earnings call takeaways, but speaker explicitly notes upside is already priced in — no clean directional commitment.
MED
21:45
Jul 27
Jul 27
Named as AI beneficiary in author's active buy list.
Named as AI beneficiary in author's active buy list; AI-driven software proliferation expands the addressable monitoring surface, directly growing Datadog's TAM.
MED
About DDOG Analyst Coverage
Buzzberg tracks DDOG (Datadog Inc.) across 34 sources. 43 bullish vs 1 bearish calls from 42 analysts. Sentiment: predominantly bullish (38%). 112 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Jessica Ettinger, TheValueist, Kim Hyeong-cheol.