-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將DDOG的目標股價從161美元上調至231美元，基於2027年52.16億美元的銷售額預測，其企業價值/銷售額（EV/S）為16倍，高於DDOG過去三年的平均水準。我們將2026年每股盈餘（EPS）預測從2.28美元上調至2.42美元，並將2027年EPS預測從2.81美元下調至2.80美元。 DDOG公佈了強勁的2026年第一季業績，營收達10.1億美元（年增32%），較2025年第四季的29%增速加快，環比營收成長6%，創下自2022年以來第一季最佳表現。隨著客戶越來越多地在其統一平台上整合解決方案以提高成本效益並獲得更佳效果，DDOG的需求已超越其人工智慧原生應用市場。管理層也強調，隨著人工智慧訓練工作負載的日益普及，服務此類工作負載的機會也不斷增長。非GAAP毛利率為80.2%，營業利潤率為22%，與去年同期持平，但低於2025年第四季的24%，原因是公司正在加大投資以尋求長期成長機會。
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