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US Markets

Datadog Raises Full-Year Outlook After First-Quarter Beat; Shares Jump

Datadog (DDOG) raised its full-year outlook on Thursday after the software maker posted first-quarter results that topped Wall Street expectations.The company lifted its 2026 adjusted earnings forecast to $2.36 to $2.44 a share on revenue of $4.3 billion to $4.34 billion. The previous outlook was EPS of $2.08 to $2.16 on revenue of $4.06 billion to $4.1 billion. Analysts surveyed by FactSet expect non-GAAP EPS of $2.16 on revenue of $4.4 billion.The stock jumped 31% in Thursday trading. The shares have climbed 38% this year."There is no change to our overall view that digital transformation and cloud migration are long-term secular growth drivers for our business, but we now have an additional secular growth driver with AI," CEO Olivier Pomel said on the earnings call, according to a FactSet transcript.In the first quarter, adjusted EPS rose to $0.60 from $0.46, beating the consensus estimate of $0.51. Revenue in the three months ended March 31 climbed 32% to $1.01 billion, ahead of expectations for $960.1 million.Billings advanced 37% to $1.03 billion, and remaining performance obligations surged 51% to $3.48 billion, Chief Financial Officer David Obstler said on the call."Our growth accelerated in each month of Q1, and we see a continuation of these healthy growth trends in April," Obstler said.In the second quarter, Datadog expects adjusted EPS of $0.57 to $0.59 on revenue of $1.07 billion to $1.08 billion. Analysts project non-GAAP EPS of $0.50 on revenue of $1.02 billion.Price: $187.61, Change: $+43.90, Percent Change: +30.54%

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Research

Research Alert: Ddog Crushes Expectations As Growth Continues To Accelerate

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DDOG crushed Q1 expectations with revenue of $1.006B (+32% Y/Y), beating guidance and consensus by approximately $50M, while non-GAAP EPS of $0.60 exceeded Street estimates by $0.09. Large customer growth meaningfully reaccelerated with $100K+ ARR customers growing 21% Y/Y to approximately 4,550, up from 19% in Q4, validating the platform consolidation thesis as enterprises increasingly consolidate observability and security workloads. Management substantially raised FY 26 guidance with revenue now expected at $4.30B-4.34B (vs. prior $4.06B-4.10B and consensus $4.12B), representing 25% growth at midpoint. We believe the strong operational leverage is evident with non-GAAP operating margin expanding 30 bps to 22% despite heavy AI investments. The company's robust $4.8B cash position provides substantial firepower for strategic investments in the rapidly evolving AI infrastructure landscape, while 29% FCF margin demonstrates efficient scaling capabilities.

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US Markets

Stocks Rise Pre-Bell as Traders Monitor Developments on Potential US-Iran Peace Deal

US equity markets were moving higher before the opening bell Thursday as investors monitor the latest developments over a potential peace deal between the US and Iran.The S&P 500 and the Dow Jones Industrial Average were up 0.1% each, while the Nasdaq was slightly in the green in premarket activity. The indexes finished Wednesday trading higher, with the S&P 500 and the Nasdaq recording their highest close ever and biggest one-day percentage gains since April 8.President Donald Trump told reporters on Wednesday that the US has had "very good talks" with Iran over the past 24 hours, but said there's no deadline on when he expects Tehran to respond to a US proposal to end the war, according to CNN.American and Iranian officials are closing in on a one-page memorandum of understanding to end the war and establish a framework for nuclear negotiations, Axios reported Wednesday, citing sources.In a separate social media post on Wednesday, Trump said US operations against Iran will be "at an end" if Tehran agrees to US demands. "If they don't agree, the bombing starts, and it will be, sadly, at a much higher level and intensity than it was before," Trump said.Iran is expected to give mediators its response to the proposal on Thursday, a regional source told CNN.West Texas Intermediate crude oil dropped 2.2% to $93.03 a barrel before the open, while Brent decreased 2.1% to $99.14."A deal announcement would move futures further immediately, in fact even the potential of a deal is already triggering a decline in oil prices," Rystad Energy Chief Oil Analyst Paola Rodriguez-Masiu said in remarks emailed to. The physical market's recovery won't be as quick as the futures market predicts, Rodriguez-Masiu said, pointing to a six-to-eight-week lag between the strait reopening and oil flows normalizing.Treasury yields were down in premarket action, with the two-year rate retreating 2.3 basis points to 3.85% and the 10-year rate off 2 basis points to 4.33%.Shares of DoorDash (DASH) jumped 10% pre-bell after the food delivery company reported first-quarter earnings ahead of Wall Street's estimates. Warner Bros. Discovery (WBD) nudged 0.5% lower, while Snap (SNAP) fell 10% following their latest quarterly results.McDonald's (MCD), Sempra (SRE), Vistra (VST), Datadog (DDOG), Becton Dickinson (BDX), Tapestry (TPR) and US Foods (USFD) report their latest financial results before the bell, among others. Gilead Sciences (GILD), McKesson (MCK), Cloudflare (NET), Airbnb (ABNB), Monster Beverage (MNST) and CoreWeave (CRWV) are scheduled to announce their earnings after the markets close.Employers in the US announced 83,387 layoffs last month, up 38% from March, Challenger, Gray & Christmas said Thursday.Thursday's economic calendar also has the weekly jobless claims bulletin at 8:30 am.On Wednesday, ADP data showed that employment in the US private sector grew at its fastest pace in more than a year in April. The government's nonfarm payrolls report is out on Friday.Federal Reserve Bank of Minneapolis President Neel Kashkari is slated to speak at 1 pm, while Cleveland Fed President Beth Hammack speaks at 2:05 pm. New York Fed President John Williams' remarks are due at 3:30 pm.Gold increased 1% to $4,740 per troy ounce, while bitcoin declined 0.7% to $80,844.

Dow JonesNasdaq CompositeS&P 500$ABNB$BDX$CRWV$DASH$DDOG$GILD$MCD$MCK$MNST$NET$SNAP$SRE$TPR$USFD$VST$WBD
Insider Trading

Datadog Insider Sold Shares Worth $7,868,434, According to a Recent SEC Filing

Alexis Le-Quoc, Director, Chief Technology Officer, on May 04, 2026, sold 53,912 shares in Datadog (DDOG) for $7,868,434. Following the Form 4 filing with the SEC, Le-Quoc has control over a total of 531,480 Class A common shares of the company, with 531,311 shares held directly and 169 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000126/xslF345X05/wk-form4_1778097719.xml

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Insider Trading

Datadog Insider Sold Shares Worth $2,894,938, According to a Recent SEC Filing

Amit Agarwal, Director, on May 04, 2026, sold 20,000 shares in Datadog (DDOG) for $2,894,938. Following the Form 4 filing with the SEC, Agarwal has control over a total of 36,180 Class A common shares of the company, with 27,999 shares held directly and 8,181 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000127/xslF345X05/wk-form4_1778097730.xml

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Research

Rothschild & Co Redburn Initiates Datadog at Buy With $169.96 Price Target

Datadog (DDOG) has an average rating of buy and mean price target of $176.39, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$DDOG
Research

Rothschild & Redburn Co Initiates Datadog at Buy With $169.96 Price Target

Datadog Inc (DDOG) has an average rating of buy and mean price target of $176.39, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Insider Trading

Datadog Insider Sold Shares Worth $2,519,524, According to a Recent SEC Filing

Amit Agarwal, Director, on April 20, 2026, sold 20,000 shares in Datadog (DDOG) for $2,519,524. Following the Form 4 filing with the SEC, Agarwal has control over a total of 36,180 Class A common shares of the company, with 27,999 shares held directly and 8,181 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000118/xslF345X05/wk-form4_1776888237.xml

$DDOG
Sectors

Sector Update: Tech Stocks Gain in Afternoon Trading

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.9% and the State Street SPDR S&P Semiconductor ETF (XSD) up 1.3%.The Philadelphia Semiconductor index climbed up 2.3%.In sector news, Texas Attorney General Ken Paxton launched an investigation into streaming platforms, including Spotify (SPOT), Apple's (AAPL) Apple Music, Amazon's (AMZN) Amazon Music and Alphabet's (GOOGL) YouTube Music over an alleged scheme in which the platforms accept bribes to artificially promote certain artists, songs or content, according to a statement from Paxton's office.In corporate news, Microsoft (MSFT) has appointed Daniel Shapero to become the chief executive of LinkedIn, the company's executive vice president Ryan Roslansky said in a LinkedIn post Wednesday. Microsoft shares were up 1.8%.Alphabet's (GOOGL) Google Cloud is launching a $750 million fund to help consulting firms such as Accenture (ACN), McKinsey, and Deloitte to get clients to use agentic AI software, Bloomberg reported. Alphabet shares added 1.5%.Datadog (DDOG) is positioned for solid fiscal Q1 results, with about 3% upside to consensus revenue estimates driven by steady core demand and continued enterprise adoption, Oppenheimer said in a note. Datadog shares rose 1%.

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Wire

Update: Datadog Well Positioned for Sustained Growth Driven by Core Demand, Oppenheimer Says

Datadog (DDOG) is positioned for solid fiscal Q1 2026 results, with about 3% upside to consensus revenue estimates driven by steady core demand and continued enterprise adoption, Oppenheimer said in a Wednesday note.The analysts' revenue expectation is driven by steady core demand and only a modest impact from its largest customer, OpenAI, which lessens the risk if some of that workload is shifted to competitors.The analysts highlighted Datadog's expanding base of around 650 AI-native customers, including Anthropic, alongside international growth and new products in areas such as Flex Logs and Cloud SIEM.Datadog's growth outlook is underpinned by ongoing enterprise adoption, expanding channel partnerships, and rising demand for AI and observability solutions that monitor system performance, with further upside expected from emerging AI workloads and continued product innovation, the report added.Oppenheimer maintained its outperform rating on the stock with a price target of $200.Shares of Datadog were up 1.9% in Wednesday trading.Price: $130.77, Change: $+1.47, Percent Change: +1.14%

$DDOG
Wire

Datadog Well Positioned for Sustained Growth Driven by Core Demand, Oppenheimer Says

Datadog (DDOG) is positioned for solid fiscal Q1 2026 results, with about 3% upside to consensus revenue estimates driven by steady core demand and continued enterprise adoption, Oppenheimer said in a Wednesday note.The analysts' revenue expectation is driven by steady core demand and only a modest impact from its largest customer, OpenAI, which lessons the risk if some of that workload is shifted to competitors.The analysts highlighted Datadog's expanding base of around 650 AI-native customers, including Anthropic, alongside international growth and new products in areas such as Flex Logs and Cloud SIEM.Datadog's growth outlook is underpinned by ongoing enterprise adoption, expanding channel partnerships, and rising demand for AI and observability solutions that monitor system performance, with further upside expected from emerging AI workloads and continued product innovation, the report added.Oppenheimer maintained its outperform rating on the stock with a price target of $200.Shares of Datadog were up 1.9% in Wednesday trading.Price: $130.72, Change: $+1.43, Percent Change: +1.11%

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Wire

Bernstein Adjusts Datadog Price Target to $167 From $180, Maintains Outperform Rating

Datadog (DDOG) has an average rating of Buy and mean price target of $176.55, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $130.66, Change: $+1.37, Percent Change: +1.06%

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Wire

Datadog Rolls Out GPU Monitoring Product to Address Rising AI Costs

Datadog (DDOG) said Wednesday it has made its GPU Monitoring product generally available, aiming to help organizations manage rising artificial intelligence costs and improve visibility across the AI stack.The offering provides a unified view of GPU fleet health, cost and performance, linking resource usage directly to workloads to enable faster troubleshooting and more efficient operations, Datadog said.Price: $130.67, Change: $+1.38, Percent Change: +1.07%

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Wire

BofA Securities Adjusts Price Target on Datadog to $170 From $215, Maintains Buy Rating

Datadog (DDOG) has an average rating of buy and mean price target of $176.55, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $130.68, Change: $+1.39, Percent Change: +1.08%

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Insider Trading

Datadog Insider Sold Shares Worth $949,920, According to a Recent SEC Filing

Shardul Shah, Director, on April 15, 2026, sold 7,916 shares in Datadog (DDOG) for $949,920. Following the Form 4 filing with the SEC, Shah has control over a total of 319,059 Class A common shares of the company, with 2,106 shares held directly and 316,953 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000115/xslF345X05/wk-form4_1776456270.xml

$DDOG
Wire

Capital One Adjusts Price Target on Datadog to $135 From $157, Maintains Overweight Rating

Datadog Inc (DDOG) has an average rating of buy and mean price target of $178.93, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $126.05, Change: $+4.99, Percent Change: +4.12%

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Insider Trading

Datadog Insider Sold Shares Worth $4,717,074, According to a Recent SEC Filing

Olivier Pomel, Director, Chief Executive Officer, on April 09, 2026, sold 42,443 shares in Datadog (DDOG) for $4,717,074. Following the Form 4 filing with the SEC, Pomel has control over a total of 835,679 Class A common shares of the company, with 835,679 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000114/xslF345X05/wk-form4_1776110617.xml

$DDOG
Insider Trading

Datadog Insider Sold Shares Worth $2,445,600, According to a Recent SEC Filing

Amit Agarwal, Director, on April 08, 2026, sold 20,000 shares in Datadog (DDOG) for $2,445,600. Following the Form 4 filing with the SEC, Agarwal has control over a total of 36,180 Class A common shares of the company, with 27,999 shares held directly and 8,181 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1561550/000156155026000112/xslF345X05/wk-form4_1775851265.xml

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