随着Stifel升级“有吸引力”的风险回报，Datadog崛起

2026-01-22 21:22

Datadog (DDOG) shares rose 3.4% in premarket trading on Thursday after investment firm Stifel upgraded the technology company, citing an “attractive” risk-reward profile.
“We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (~4%+) beat in 4Q driven by accelerating core growth, continued strong gains within the non-OAI genAI cohort and Q/Q OAI stability,” analyst Brad Reback wrote in a note to clients. “The net result is we believe DDOG's 4Q growth rate, excluding OAI, should be [more than] 23%.”
Reback, who raised his rating to Buy from Hold, but cut his price target to $160 from $205, added that the company is seeing an acceleration in its core business, citing recent commentary from Datadog management at an investor conference.
“Further, while still early, we believe that newer products (CloudPrem, DEX, Security, Service Management, Bits AI), a broadening of the genAI customer cohort, as well as newer GTM initiatives around Enterprise, Channel and International, should begin to supplement Datadog's existing revenue base as they gain scale in coming quarters/years,” Reback added.

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