Datadog(DDOG)
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Why Datadog (DDOG) is a Top Growth Stock for the Long-Term
ZACKS· 2024-09-18 22:50
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Devel ...
Datadog (DDOG) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2024-09-18 06:51
In the latest market close, Datadog (DDOG) reached $111.94, with a +0.48% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.03%. At the same time, the Dow lost 0.04%, and the tech-heavy Nasdaq gained 0.2%. The data analytics and cloud monitoring company's shares have seen a decrease of 4.96% over the last month, not keeping up with the Computer and Technology sector's loss of 1.2% and the S&P 500's gain of 1.54%. The investment community will be closel ...
Datadog (DDOG) Exceeds Market Returns: Some Facts to Consider
ZACKS· 2024-09-12 06:50
In the latest market close, Datadog (DDOG) reached $109.52, with a +1.29% movement compared to the previous day. This change outpaced the S&P 500's 1.07% gain on the day. Elsewhere, the Dow saw an upswing of 0.31%, while the tech-heavy Nasdaq appreciated by 2.17%. Shares of the data analytics and cloud monitoring company have depreciated by 5.46% over the course of the past month, underperforming the Computer and Technology sector's loss of 0.16% and the S&P 500's gain of 2.92%. Investors will be eagerly wa ...
Datadog Inc. (DDOG) Presents at Goldman Sachs Communacopia + Technology Conference Call Transcript
2024-09-11 09:35
会议主要讨论的核心内容 - Datadog 是一家以产品为导向的增长型公司,专注于DevOps领域 [3] - 公司的目标是成为客户日常工作中不可或缺的监控和应用修复平台 [3] - 公司在研发投入方面超过了行业内所有其他公司的总和 [6] - 公司正在不断扩展平台功能,包括向左移位进入开发生命周期、安全和商业分析等领域 [8][9] - 公司正在加强企业端业务,而中小企业端保持稳定 [11][14] - 客户正在签署更长期的合同,体现了对公司的信心和标准化 [16] - 生成式AI为公司带来了机遇,但目前主要体现在基础设施建设和工具公司层面,真正的应用还较为有限 [18][19][30][35] - 公司正在积极利用生成式AI提升内部效率,尤其是在销售和营销方面 [60][67] - 公司通过平台化和持续创新保持了出色的盈利能力和运营效率 [68][69] 问答环节重要的提问和回答 - 分析师询问公司未来5年的发展目标和定义成功的方式,公司表示希望成为客户日常工作中不可或缺的平台 [5][6] - 分析师询问实现目标需要做哪些关键举措,公司表示需要持续创新平台功能、优化销售渠道等 [7][8][9] - 分析师询问中小企业增长放缓的原因,公司认为可能是由于过度扩张和资金环境收紧等因素 [12][13][14] - 分析师询问生成式AI是否会替代云现代化项目,公司表示尚未看到明显替代,两者仍在协同发展 [26][27] - 分析师询问公司在APM和日志管理领域的竞争态势和替代机会,公司表示正在持续投入并获得客户认可 [48][49][53][54] - 分析师询问公司内部使用生成式AI的情况,公司表示主要应用于提升员工生产力,尚未考虑用于裁员 [60][67]
Datadog Announces the General Availability of Datadog Monitoring for Oracle Cloud Infrastructure
Prnewswire· 2024-09-10 21:00
Datadog provides visibility into Oracle Cloud Infrastructure, on-premises and other cloud environments NEW YORK, Sept. 10, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications and a member of Oracle PartnerNetwork, today announced the general availability of Datadog Monitoring for Oracle Cloud Infrastructure (OCI), which enables Oracle customers to monitor enterprise cloud-native and traditional workloads on OCI with telemetry in context across their ...
Datadog: This Dog Is Best Of Breed
Seeking Alpha· 2024-09-09 21:39
Nevena1987/E+ via Getty Images I reviewed Datadog nearly a year ago and gave the company a "Strong Buy" rating. I liked that the company was founder-led, with a sticky platform that was getting their customers to use more and more of their products. Since that article, the stock is up 17%. In 2024, Datadog is currently trailing the S&P 500 and the stock is down over 10% YTD. Let's dig into current events and the company's recent financial performance. I'll explain why I'm still bullish on the business and w ...
Top 5 Cloud Computing Stocks Set to Provide Sparkling Returns
ZACKS· 2024-09-05 22:10
Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics and intelligence over the Internet (the cloud) on a pay-per-use pricing model. It marks a paradigm shift from traditional on-premises infrastructure storage to remote cloud-based storage facilities and relies heavily on virtualization and automation technologies. Instead of buying, owning and maintaining physical data centers and servers, organizations access a ...
Datadog Inc (DDOG) Citi's 2024 Global TMT Conference (Transcript)
2024-09-05 06:19
会议主要讨论的核心内容 - 公司在过去几年中大幅扩展了其观测平台 [4][5] - 公司的基础设施监控产品已超过10亿美元 ARR,APM和日志产品也超过5亿美元 ARR [4] - 公司最近推出的数字体验产品RUM和Synthetics也已超过1亿美元 ARR [4][25] - 公司还扩展到了左移测试、安全套件和服务管理等领域 [5] - 公司的产品策略是为了满足客户对更多数据点和自动化的需求 [5] 问答环节重要的提问和回答 - 公司在疫情期间和经济波动期间观察到客户消费模式的变化 [6][7][8][9][10][11] - 公司采取了一些措施来增加客户使用的透明度和灵活性,帮助客户合理管理消费 [29][30] - 公司在APM和安全领域的发展情况 [23][24][39][40][41][42][43][44][45][46] - 公司产品架构的高效性使得公司能够保持较高的利润率 [48][49][50][51] - 公司未来5年内实现50亿美元ARR的策略 [52][53][54]
How Much Upside is Left in Datadog (DDOG)? Wall Street Analysts Think 29.06%
ZACKS· 2024-09-04 22:56
Shares of Datadog (DDOG) have gained 5.7% over the past four weeks to close the last trading session at $111.48, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $143.88 indicates a potential upside of 29.1%. The mean estimate comprises 33 short-term price targets with a standard deviation of $13.80. While the lowest estimate of $98 indicates a 12.1% decline from the current pric ...
Earnings Estimates Moving Higher for Datadog (DDOG): Time to Buy?
ZACKS· 2024-09-03 01:20
Datadog (DDOG) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. Analysts' growing optimism on the earnings prospects of this data analytics and cloud monitoring company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revi ...