Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View

4 days ago 4

Ghazal Ahmed

Wed, February 11, 2026 astatine 10:46 AM CST 2 min read

Datadog, Inc. (NASDAQ:DDOG) is 1 of the 10 Trending AI Stocks According to Analysts. Despite guidance striking a cautious chromatic for Datadog, Rosenblatt sees robust execution and AI tailwinds for the cyber information company. On February 9, steadfast expert Blair Abernethy reiterated a Buy standing and $185.00 terms target. Strong Q4 beat, AI-native lawsuit momentum, and ample woody wins has reinforced firm’s assurance successful the stock.

The steadfast noted however DDOG posted robust results, highlighting Q4 gross maturation of 29% which exceeded some guidance and statement expectations. Robust operating margins of 24.1%, the gross maturation for the institution was mostly driven by expanding request of unreality migration and integer translation backed by maturation successful lawsuit usage.

The steadfast highlighted that full customers number grew by 700 to 32.7k successful Q4. Cloud migration and integer translation initiatives proceed to enactment demand, alongside increasing contributions from AI-native customers.

Large woody activities successful the 4th besides led to a surge successful its bookings, the steadfast noted. While management’s FY26 gross maturation guidance of 18.5% to 19.6% seems blimpish compared to expectations, the steadfast has expressed assurance successful DDOG’s trajectory, marketplace enlargement efforts, and aboriginal momentum successful FY26.

Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View

Datadog’s (DDOG) Cautious Outlook Doesn’t Shake Rosenblatt’s Bullish View

Datadog, Inc. (NASDAQ:DDOG) offers a cloud-based SaaS level for monitoring and analytics, specializing successful unreality computing and AI-powered cybersecurity products.

While we admit the imaginable of DDOG arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double successful 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This nonfiction is primitively published at Insider Monkey.


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