NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Is Datadog’s (DDOG) Analyst Split Repricing Its AI Edge or Its Valuation Risk?

In recent days, Datadog has been at the center of mixed analyst reactions, with several firms reaffirming positive ratings while others downgraded the stock or removed it from preferred lists, all against a backdrop of sector rotation away from high-growth technology names. This divergence highlights how the same fundamentals, such as Datadog’s role in cloud observability and AI-related workloads, are being interpreted very differently, revealing a split view on competitive risks and...