Datadog(DDOG)
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Datadog: Deserving Of Its Premium Valuation
Seeking Alpha· 2024-10-22 15:10
I have written about Datadog on Seeking Alpha, which can be found here . Like inDatadog (NASDAQ: DDOG ) has been punished by the market as a result of the weakness we saw in the overall software industry in 2024.Outperforming the MarketOutperforming the Market is focused on helping you outperform the market while having downside protection during volatile markets by providing you with comprehensive deep dive analysis articles, the AI deep dive report, and access to The Barbell Portfolio.The Barbell Portfoli ...
Datadog's State of Cloud Security 2024 Finds Room for Improvement in the Use of Long-Lived Credentials Across All Major Clouds
Prnewswire· 2024-10-22 04:05
The report found that 46% of organizations are using unmanaged users with long-lived credentialsNEW YORK, Oct. 21, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced its new report, the State of Cloud Security 2024. The report found that long-lived credentials continue to be a major risk for organizations across all cloud providers.Long-lived cloud credentials never expire and frequently get leaked in source code, container images, ...
Will Datadog (DDOG) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2024-10-22 01:15
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Datadog (DDOG) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.This data analytics and cloud monitoring company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 26.13%.For the ...
The Investment Opportunity of a Lifetime: 2 AI Stocks Up 160% and 305% in 5 Years to Buy Now
The Motley Fool· 2024-10-21 16:12
文章核心观点 - 人工智能(AI)被认为是历史上最具变革性的技术之一 [1][2] - 人工通用智能(AGI)的出现可能在未来10年内解决大部分疾病、气候变化等问题 [1][2] - 提供AI基础设施和软件服务的公司可能在未来几年内创造大量财富 [2] Alphabet - 谷歌在AI基础设施解决方案和大型语言模型方面处于领先地位 [3] - 谷歌正利用AI专长来巩固其在数字广告领域的领导地位,并增强其在云基础设施和平台服务(CIPS)方面的地位 [3] - 谷歌云平台去年为其机器学习平台Vertex AI添加了500多项更新 [4] - 谷歌的CIPS市场份额在过去一年中增加了1个百分点 [4] - 谷歌在第二季度的财务业绩强劲,收入增长14%,净利润增长31% [4] - 分析师预计未来3年内,谷歌的收益将以17%的年复合增长率增长 [5] Datadog - Datadog提供的可观察性软件有助于企业监控、分析和修复IT基础设施和应用程序的性能问题 [6] - Datadog的产品组合包含人工智能功能,可识别异常、提供见解并自动进行根本原因分析 [6] - 随着计算环境变得越来越复杂,可观察性软件变得更加重要,这为Datadog带来了重大机遇 [7] - Datadog正在利用这一机会推出针对大型语言模型的性能监控产品 [7] - Datadog在第二季度的财务业绩强劲,收入增长27%,非GAAP净收益增长48% [7] - 分析师预计Datadog未来5年内收入将以23%的年复合增长率增长 [8]
AI Software Sales Could Soar 1,080%: 2 Brilliant AI Stocks to Buy Now That Come Highly Rated by Wall Street
The Motley Fool· 2024-10-18 15:33
文章核心观点 - 人工智能软件支出将从目前的1.1万亿美元增长到2030年的13万亿美元,年增长率接近50% [1] - 投资者可以关注Datadog和ServiceNow两家软件公司,它们被华尔街分析师高度评价 [1] Datadog - Datadog提供可观测性软件,帮助企业监控、分析和排查IT基础设施的性能问题 [2] - Datadog的软件产品组合是其关键优势,可以创造交叉销售机会,并且企业更倾向于采用综合平台 [3] - Datadog推出了LLM Observability产品,用于监控大型语言模型和生成式AI应用 [3] - Datadog二季度财报超预期,收入增长27%,非GAAP利润增长48% [3] - Datadog估值合理,市销率为19.7倍,低于过去3年的平均水平 [4] ServiceNow - ServiceNow提供数字化业务流程软件,包括IT、客户服务、人力资源等多个领域 [5] - ServiceNow在IT服务管理、IT资产管理和AI运维软件领域处于市场领导地位 [6] - ServiceNow推出了基于生成式AI的Now Assist产品,可以自动总结信息和起草文字 [5][7] - ServiceNow二季度财报也超预期,收入增长22%,非GAAP利润增长32% [7] - ServiceNow未来几年的调整后收益预计将以20%的年增长率增长,估值略高但仍值得关注 [8]
Datadog Announces Date of Third Quarter Fiscal Year 2024 Earnings Call
Prnewswire· 2024-10-18 04:05
文章核心观点 - 公司Datadog将于2024年11月7日发布第三季度财报 [1] - Datadog是一家提供云应用监控和安全平台的公司 [2] 公司概况 - Datadog提供一个SaaS平台,集成和自动化了基础设施监控、应用性能监控、日志管理、实时用户监控等多种功能,为客户提供统一的实时可观测性和安全性 [2] - Datadog的客户包括各种规模的组织和多个行业,帮助他们实现数字化转型和云迁移、促进开发、运营、安全和业务团队的协作、加快应用上市速度、缩短问题解决时间、保护应用和基础设施、了解用户行为、跟踪关键业务指标 [2]
Datadog (DDOG) Is Up 5.80% in One Week: What You Should Know
ZACKS· 2024-10-18 01:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...
Datadog (DDOG) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2024-10-16 06:51
文章核心观点 - 公司股价在最近一个交易日下跌1.82%,低于标普500指数的0.76%跌幅 [1] - 公司股价在过去一个月内上涨15.91%,超过了计算机和技术板块5.51%的涨幅以及标普500指数4.31%的涨幅 [1] - 公司即将发布财报,预计每股收益将下降13.33%,但收入将同比增长21% [1] - 全年来看,公司预计每股收益和收入将分别同比增长24.24%和23.4% [2] - 分析师对公司的预测有所上调,反映了对公司业务和盈利能力的乐观态度 [2] 公司表现 - 公司股价在最近一个交易日下跌1.82%,低于标普500指数的0.76%跌幅 [1] - 公司股价在过去一个月内上涨15.91%,超过了计算机和技术板块5.51%的涨幅以及标普500指数4.31%的涨幅 [1] 财务表现 - 公司即将发布财报,预计每股收益将下降13.33%,但收入将同比增长21% [1] - 全年来看,公司预计每股收益和收入将分别同比增长24.24%和23.4% [2] 分析师评级 - 分析师对公司的预测有所上调,反映了对公司业务和盈利能力的乐观态度 [2] - 公司目前被评为Zacks Rank 2(买入)评级 [3] 估值 - 公司当前的市盈率为78.73,高于行业平均水平31.73 [3] - 公司的PEG比率为6.04,高于行业平均水平2.02 [3] 行业情况 - 公司所在的互联网软件行业属于计算机和技术板块,目前行业排名在250多个行业中位于前31% [4] - 研究显示,排名靠前的行业相比排名靠后的行业表现要好2倍 [4]
Datadog Rises 15% in a Month: Should Investors Buy the Stock?
ZACKS· 2024-10-16 01:10
In a notable surge over the past month, shares of Datadog (DDOG) have climbed an impressive 15%, outperforming the Zacks Computer and Technology sector's rise of 4.8%, catching the attention of investors and market analysts alike. Datadog's core business model revolves around providing organizations with real-time insights into their cloud infrastructure and application performance. This cloud monitoring and analytics platform has been riding a wave of increased demand for its services as businesses continu ...
Should Investors Avoid Datadog Stock?
The Motley Fool· 2024-10-15 16:25
文章核心观点 - Datadog公司虽然在增长,但增长趋势放缓可能会影响股票表现 [1] - Datadog公司在IT监控仪表板领域处于领先地位,并不断推出新产品 [2] - 但人工智能(AI)的出现可能会给Datadog带来机遇和挑战 [3] - Datadog公司的收入增长率已经大幅放缓,但其股票估值仍然较高 [3][4] 根据相关目录分别进行总结 Datadog公司概况 - Datadog是一家SaaS公司,主要提供IT监控仪表板产品 [2] - 公司不断推出新产品,如无代理扫描、数据安全和代码安全等,帮助客户增加对平台的使用 [2] - 2024年上半年收入近13亿美元,同比增长27% [2] - 运营费用增长放缓,实现了860万美元的利润 [2] Datadog公司面临的挑战 - 人工智能(AI)技术的发展可能会给Datadog带来机遇,但也可能导致客户对Datadog产品需求的质疑 [3] - Datadog公司的收入增长率已经大幅放缓,从2022年的62%和2021年的79%下降到预计2023年和2024年分别为24%和22% [3] - 但公司的股票估值仍然较高,市盈率达到78倍,市销率超过20倍 [4] 投资建议 - 考虑到Datadog公司面临的不确定性,投资者可能应该暂时避开该股票 [5][6] - 如果Datadog能够从人工智能中获益,同时估值下降,投资者可以重新评估该股票 [6] - 但在目前的条件下,投资者可能更好地选择观望 [6]