Datadog's AI Cohort Continues to Grow Rapidly, Oppenheimer Says

MT Newswires Live08-08

Datadog's (DDOG) artificial intelligence cohort continues to grow rapidly and is diversifying, including 750 and more AI-native customers, all 10 of the largest AI companies, with eight spending $10 million and more annually, Oppenheimer said in a Thursday research note.

Oppenheimer said that the company's guidance for the full year appears to be fully derisked after its largest customer OpenAI renewed in Q3 with lower usage expected, allowing better clarity on the overall business performance.

The brokerage also said that the difference between the company's raised guidance for 2026 and investor expectations reflects the company's measured approach.

Oppenheimer maintained the company's outperform rating with a $300 price target.

Price: 235.35, Change: +6.06, Percent Change: +2.64

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2657623593?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-08 02:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2657623593","market":"us","top_or_hot":-1,"title":"Datadog's AI Cohort Continues to Grow Rapidly, Oppenheimer Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/DDOG\">Datadog</a>'s (DDOG) artificial intelligence cohort continues to grow rapidly and is diversifying, including 750 and more AI-native customers, all 10 of the largest AI companies, with eight spending $10 million and more annually, Oppenheimer said in a Thursday research note.</p><p>Oppenheimer said that the company's guidance for the full year appears to be fully derisked after its largest customer OpenAI renewed in Q3 with lower usage expected, allowing better clarity on the overall business performance.</p><p>The brokerage also said that the difference between the company's raised guidance for 2026 and investor expectations reflects the company's measured approach.</p><p>Oppenheimer maintained the company's outperform rating with a $300 price target.</p><p>Price: 235.35, Change: +6.06, Percent Change: +2.64</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Datadog's AI Cohort Continues to Grow Rapidly, Oppenheimer Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDatadog's AI Cohort Continues to Grow Rapidly, Oppenheimer Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-08-08 02:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/DDOG\">Datadog</a>'s (DDOG) artificial intelligence cohort continues to grow rapidly and is diversifying, including 750 and more AI-native customers, all 10 of the largest AI companies, with eight spending $10 million and more annually, Oppenheimer said in a Thursday research note.</p><p>Oppenheimer said that the company's guidance for the full year appears to be fully derisked after its largest customer OpenAI renewed in Q3 with lower usage expected, allowing better clarity on the overall business performance.</p><p>The brokerage also said that the difference between the company's raised guidance for 2026 and investor expectations reflects the company's measured approach.</p><p>Oppenheimer maintained the company's outperform rating with a $300 price target.</p><p>Price: 235.35, Change: +6.06, Percent Change: +2.64</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"QTOC","symbol_name":"Innovator Growth Accelerated Plus ETF - October","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2657623593","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2657623593","pubTimestamp":1786127578,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Datadog's (DDOG) artificial intelligence cohort continues to grow rapidly and is diversifying, including 750 and more AI-native customers, all 10 of the largest AI companies, with eight spending $10 m","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"QTOC":"Innovator Growth Accelerated Plus ETF - October","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4127":"投资银行业与经纪业","WCBR":"WisdomTree Cybersecurity Fund","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4528":"SaaS概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4613":"AI应用软件","VTHR":"Vanguard Russell 3000 ETF","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4535":"淡马锡持仓","DOGD":"2倍做多DDOG ETF-Tradr","OPY":"奥本海默控股","DDOG":"Datadog","DAT":"ProShares Big Data Refiners ETF","CLOU":"Global X Cloud Computing ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","EYES":"Corgi Data & Surveillance ETF","BK4588":"碎股","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4548":"巴美列捷福持仓","AIPO":"Defiance AI and Power Infrastructure ETF","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4551":"寇图资本持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4607":"DeepSeek概念股","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4561":"索罗斯持仓","AGIX":"通用人工智能 ETF-AGIX","BK4023":"应用软件","ARTY":"ISHARES FUTURE AI & TECH ETF"},"translate_title":"奥本海默表示，Datadog 的人工智能队列继续快速增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DDOG":1.5,"EYES":0.6,"QTOC":1.5,"CLOU":0.6,"DAT":0.6,"CHAT":1.5,"AIPO":1.5,"OPY":1.5,"VTHR":1.5,"AGIX":1.5,"WCBR":0.6,"ARTY":1.5,"DOGD":0.6},"content_text":"Datadog's (DDOG) artificial intelligence cohort continues to grow rapidly and is diversifying, including 750 and more AI-native customers, all 10 of the largest AI companies, with eight spending $10 million and more annually, Oppenheimer said in a Thursday research note.Oppenheimer said that the company's guidance for the full year appears to be fully derisked after its largest customer OpenAI renewed in Q3 with lower usage expected, allowing better clarity on the overall business performance.The brokerage also said that the difference between the company's raised guidance for 2026 and investor expectations reflects the company's measured approach.Oppenheimer maintained the company's outperform rating with a $300 price target.Price: 235.35, Change: +6.06, Percent Change: +2.64","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2657623593","isCrawlerRequest":true}