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FINWIRES

最新消息：奥本海默公司称，Datadog已做好充分准备，将在核心需求的驱动下实现持续增长。

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-- Oppenheimer周三发布的一份报告指出，Datadog (DDOG) 有望在2026财年第一季度取得稳健的业绩，其营收有望比市场普遍预期高出约3%，这主要得益于稳定的核心需求和持续的企业级应用。 分析师的营收预期主要基于稳定的核心需求，以及其最大客户OpenAI带来的有限影响。OpenAI的部分工作负载可能转移到竞争对手，这降低了Datadog的营收风险。 分析师强调了Datadog不断扩大的AI原生客户群（约650家），其中包括Anthropic，以及其在国际市场的增长和Flex Logs、Cloud SIEM等领域的新产品。 报告补充道，Datadog的增长前景得益于持续的企业级应用、不断拓展的渠道合作伙伴关系，以及对用于监控系统性能的AI和可观测性解决方案日益增长的需求。此外，新兴的AI工作负载和持续的产品创新也将带来进一步的增长。 Oppenheimer维持对Datadog股票的“跑赢大盘”评级，目标价为200美元。 Datadog的股价在周三的交易中上涨了1.9%。

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

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