文章核心观点 - 科技行业股票大多处于历史高位,但仍有少数公司股价滞后,存在投资机会 [1] - 文章推荐了3只滞后的软件股票:Datadog、HubSpot和Microsoft,分别进行了分析 [1] Datadog - Datadog是一家提供可观测性产品的企业级公司,其软件可帮助IT团队监控和优化复杂的计算机网络 [2][3] - Datadog的收入增长预计将在2023年达到22%,利润也将同步增长 [3] - 尽管股价估值较高,但公司的财务表现可能更重要 [4] HubSpot - HubSpot是一家客户关系管理(CRM)软件公司,正在挑战行业巨头Salesforce [5][6] - HubSpot的CRM平台被认为是最能满足客户需求的,尽管Salesforce的收入更高 [6] - HubSpot的收入和利润增长保持良好,股价近期表现不佳存在投资机会 [7] Microsoft - Microsoft在人工智能(AI)领域曾有优势,但现已被竞争对手赶超 [8] - 但AI并非Microsoft的唯一收入来源,云计算业务仍在快速增长 [9] - 整体来看,Microsoft的收入和利润增长稳健,股价仍有上涨空间 [9][11][12][13]

文章核心观点 - 数据分析和云监控公司Datadog被评级为Zacks Rank 1(强烈买入),这主要反映了其盈利预测呈上升趋势,这是影响股价的最强大力量之一 [1][2][3] - 盈利预测的变化是影响股价短期走势的强大因素,Zacks评级系统能有效利用这一点,为投资者提供有价值的决策依据 [3][4] - Datadog的盈利预测上升意味着其基本面有所改善,投资者应该通过推高股价来表示对这一积极趋势的认可 [3] 公司情况总结 - Datadog预计2024财年每股收益为1.64美元,同比增长24.2% [5] - 分析师过去3个月一直在上调Datadog的盈利预测,预测值增加了32.2% [5] 行业情况总结 - Zacks评级系统在市场环境中保持买入和卖出评级的均衡,只有top 5%的股票获得"强烈买入"评级,这意味着Datadog的估值修正能力较强,未来股价有望超越大盘 [6][7]

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文章核心观点 - 文章介绍了3家具有强劲上涨潜力的网络安全公司:Datadog Inc.、Palo Alto Networks Inc.和CyberArk Software Ltd. [2] - 这些公司受益于数字化转型和云计算的加速,以及网络安全需求的不断增长 [3] - 分析师预计这些公司在2024年将实现22%至25%的收入和利润增长 [5][7][9] - 分析师给出的目标价格较当前股价有12.4%至17.8%的上涨空间 [6][8][10] 公司分析 Datadog Inc. [5][6] - 受益于新客户的增加和云监控分析平台的广泛采用 - 合作伙伴关系和新产品的推出是公司的主要增长动力 - 预计2024年收入和利润将分别增长23.4%和24.2% Palo Alto Networks Inc. [7][8] - 受益于混合办公环境和安全需求的增加 - 产品创新、订阅模式转型和销售策略投资推动了业绩增长 - 预计2024年收入和利润将分别增长13.7%和10.4% CyberArk Software Ltd. [9][10] - 受益于网络安全和特权访问安全解决方案的需求增加 - 业务转向软件即服务和订阅模式推动了收入增长 - 预计2024年收入和利润将分别增长24.9%和超过100% 行业分析 - 网络安全行业具有广阔的增长前景 [3] - 行业规模预计将从目前的1900-2100亿美元增长到2028-2030年的3000-3750亿美元 [3] - 行业需求增长的主要驱动因素包括人工智能、物联网和数字化转型等 [3]

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文章核心观点 - 软件和服务行业ETF保持在重要支撑位上方,显示相对强势,有望突破 [1] - Datadog公司股价突破基础模式,呈现持续上升趋势,近期涨幅超过7% [1] - 微软公司股价表现相对整体市场较为疲弱,过去6个月下跌2.68% [1] 行业分析 - 软件和服务行业ETF今年上涨3.92%,虽然最近下跌1.30% [1] - Datadog公司过去5天上涨7.73%,同比去年同期上涨35.67%,最近略有0.29%的增长 [1] - BTIG给予Datadog公司143美元的目标价格,当前股价为123美元 [1] 公司分析 - Datadog是一家提供服务器和数据库监控服务的SaaS公司,提供一体化的云应用监控和安全平台 [2] - Datadog的平台增强了开发、运营、安全和业务团队之间的协作,广泛应用于数字化转型和云迁移 [2]

Datadog Today | --- | --- | --- | --- | --- | |----------------------|-------|-------|-------|-------| | | | | | | | | | | | | | DDOG | | | | | | Datadog | | | | | | $122.52 | | | | | | -0.17 (-0.14%) | | | | | | 52-Week Range $77.81 | | | | | | ▼ | | | | | | $138.61 | | | | | | P/E Ratio 382.88 | | | | | | Price Target $140.85 | | | | | | | | | | | Add to Watchlist Datadog Inc. NASDAQ: DDOG provides a cloud-based security information and events management (SIEM) observability platform, enabling developers, ...

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In the digital era, companies are increasingly relying on cloud computing to improve efficiency, smooth functioning, scalability and flexibility in their operations. The growing acceptance of cloud computing has made it one of the most in-demand avenues in the tech industry. Cloud computing companies have been performing exceptionally well since 2023 as tech stocks have been driving the broader market rally. The Federal Reserve's jumbo rate cut of 50 basis points should further help growth stocks including ...

Datadog (DDOG) has caught the attention of investors with its impressive 23% stock price surge over the past year, underperforming the Zacks Computer and Technology sector's rise of 35.1%. However, savvy investors are looking beyond this short-term gain to identify more substantial reasons for considering Datadog as a longterm investment. Datadog's continued ability to capture market share in the growing observability and application performance monitoring sectors is noteworthy. The company's commitment to ...