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奧本海默公司稱,Datadog已做好充分準備,將在核心需求的驅動下實現持續成長。

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-- Oppenheimer週三發布的一份報告指出,Datadog (DDOG) 預計在2026財年第一季取得穩健的業績,其營收有望比市場普遍預期高出約3%,這主要得益於穩定的核心需求和持續的企業級應用。 分析師的營收預期主要基於穩定的核心需求,以及其最大客戶OpenAI帶來的有限影響,降低了部分工作負載轉移至競爭對手的風險。 分析師強調了Datadog不斷擴大的AI原生客戶群(約650家),其中包括Anthropic,以及其在國際市場的成長和Flex Logs、Cloud SIEM等領域的新產品。 報告補充道,Datadog的成長前景得益於持續的企業級應用、不斷拓展的通路合作夥伴關係,以及對用於監控系統性能的AI和可觀測性解決方案日益增長的需求。此外,新興的AI工作負載和持續的產品創新也將帶來進一步的成長。 Oppenheimer維持對該股的「跑贏大盤」評級,目標價為200美元。 Datadog的股價在周三的交易中上漲了1.9%。

Price: $130.72, Change: $+1.43, Percent Change: +1.11%

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