FINWIRES · TerminalLIVE
FINWIRES

最新情報：オッペンハイマー氏によると、データドッグは中核需要に牽引され、持続的な成長に向けて有利な立場にある。

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-- オッペンハイマーは水曜日のレポートで、Datadog（DDOG）は堅調なコア需要と継続的な企業導入に支えられ、2026年度第1四半期の売上高は市場予想を約3%上回る見込みだと述べた。 アナリストの売上高予想は、安定したコア需要と、最大の顧客であるOpenAIからの影響が限定的であることに基づいている。これは、OpenAIのワークロードの一部が競合他社に移行した場合のリスクを軽減する。 アナリストは、Anthropicを含む約650社のAIネイティブ顧客基盤の拡大、国際的な成長、Flex LogsやCloud SIEMなどの分野における新製品開発をDatadogの強みとして挙げた。 レポートによると、Datadogの成長見通しは、継続的な企業導入、チャネルパートナーシップの拡大、システムパフォーマンスを監視するAIおよびオブザーバビリティソリューションへの需要の高まりに支えられており、新たなAIワークロードと継続的な製品イノベーションによってさらなる成長が見込まれる。 オッペンハイマーは、目標株価200ドルで「アウトパフォーム」の投資判断を維持した。 データドッグの株価は水曜日の取引で1.9％上昇した。

Price: $130.77, Change: $+1.47, Percent Change: +1.14%

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