Datadog (DDOG)

Hold Recap: Q2 2026

The Customer We Flagged in November Finally Showed Up: Datadog's Best Quarter Ever Loses 19% to One Account

Hold Recap: Q1 2026

Best Quarter in Years, Worst Entry Point in Months: Downgrading Datadog to Hold on a 31% Session

Outperform Recap: Q4 2025

The Core Accelerated Again While the Multiple Halved: Upgrading Datadog to Outperform

Hold Recap: Q3 2025

The Boring Half Woke Up: Non-AI Growth Accelerates to 20% and the Stock Reprices 23% in a Session