Rosenblatt Stays Constructive on Datadog, Inc. (DDOG) Growth Outlook Despite Target Cut

We precocious published an nonfiction titled 13 High Growth Cloud Stocks to Buy. 

Datadog, Inc. (NASDAQ:DDOG) is among the high-growth unreality stocks to buy, adjacent arsenic near-term macro pressures measurement connected valuation multiples crossed the sector. On January 30, Rosenblatt lowered its terms people connected the shares to $185 from $200 portion reiterating a Buy rating, citing comparable aggregate compression and ongoing macro uncertainty impacting endeavor IT spending. Importantly, the steadfast continues to expect Datadog to present an in-line to incrementally amended fourth-quarter performance, underscoring assurance successful the company’s underlying fundamentals contempt the much cautious marketplace backdrop.

During its Q3 2025 net call, Datadog, Inc. (NASDAQ:DDOG) reported grounds caller logo annualized bookings, much than doubling twelvemonth implicit year, highlighting sustained request for its observability platform. The 4th was marked by respective ample endeavor wins, including aggregate seven-figure deals with a starring European telecommunications supplier and a Fortune 500 exertion hardware company. These deals bespeak Datadog’s increasing relevance among large, analyzable organizations that necessitate scalable, real-time visibility crossed progressively hybrid and multi-cloud environments.

Datadog, Inc. (NASDAQ:DDOG) continues to payment from secular tailwinds tied to unreality migration, distributed systems, and the rising complexity of modern exertion stacks. As enterprises follow AI workloads and containerized architectures, the request for unified monitoring, security, and analytics platforms becomes much critical. Datadog’s expanding merchandise suite, beardown cross-sell capabilities, and land-and-expand question presumption it good to seizure a larger stock of lawsuit walk implicit time, adjacent if near-term budgets stay constrained.

Founded successful 2010 and headquartered successful New York City, Datadog, Inc. (NASDAQ:DDOG) provides a SaaS-based observability level that monitors servers, databases, applications, and unreality services. While macro concerns whitethorn proceed to power sentiment successful the endeavor bundle space, Datadog’s accelerating endeavor adoption, grounds bookings growth, and vulnerability to semipermanent unreality and AI trends enactment the presumption that the institution remains a high-quality maturation banal with charismatic upside arsenic spending conditions normalize.

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.