花旗表示买入下跌，数据多格成为众人瞩目的焦点

2026-08-07 22:49

Datadog (DDOG) was in the spotlight on Friday as Citi said investors should buy the dip after it reported better-than-expected results and guidance.
“DDOG commendably delivered against a high/raised bar with revs profitably-accelerating 36% YoY on broad-based/balanced strength, as AI-natives (CitiE ~97% YoY) and non-AI-natives (CitiE ~28% YoY) equally prove-out structurally upsurging observability demand,” Citi analyst Fatima Boolani wrote in a note to clients. “AINs accelerating ~28pts QoQ even excluding DDOG's largest 9-figure customer impressed, validating cohort breadth/diversity. Yet, QoQ RPO $-compression, mega customer usage-reduction, and their likely flattish commit-renewal (CitiE) will foment some angst (loosely implying spend tracking ~50% of C2Q's ~$90-95M high-watermark per CitiE). However, we'd emphasize that like C1Q, DDOG only embedding minimum contracted-revs in guide + mgmt's confidence on de-minimis DIY/insourcing risk means heavy prudence with upside usage volatility, offering sustained mid-30+ growth optionality, as GTM/product cadence demonstrably fires on all cylinders business-wide. DDOG is cementing strategic value to consequential AI companies and 'classic' enterprises' AI adoption/modernization initiatives alike—and this unique nexus justifies premium valuation, reinforcing our Buy.”
In addition to the reiterated Buy rating, Boolani also raised her price target on Datadog to $305 from $300.

More on Datadog