Datadog’s (DDOG) AI Positioning in Focus as RBC Maintains Outperform Rating

“Thinking done Datadog’s net study and expert day; Next week volition beryllium engaged for Datadog with net connected 2/10 and an expert time connected 2/12.”

According to expert Matthew Hedberg, DDOG is apt to study robust Q4 results but apt a blimpish gross and borderline guidance that whitethorn measurement connected shares “but enactment arsenic a clearing event.”

Following earnings, Hedberg believes that DDOG’s expert time volition apt beryllium focused connected DDOG’s positioning successful an agentic/AI world, evolving competitory environment, security, GTM strategy, and borderline commentary.

However, the steadfast doesn’t expect DDOG to supply immoderate semipermanent fiscal targets during the expert event.

“Maintain OP standing and trim PT to $150 from $175 connected peer-multiple compression.”

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.

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