[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-datadog-rose-nearly-7-as-buyers-return-heres-where-the-stock-could-go-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":344},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},127228,"Datadog Rose Nearly 7% as Buyers Return. Here’s Where the Stock Could Go","2026-08-28T10:50:00","2026-08-28T10:42:57","\u003Cp>Datadog is climbing again after cratering on a beat-and-raise quarter, helped by a sector rally and a report that Palo Alto once tried to buy it. Here’s what the recovery is really pricing in.\u003C\u002Fp>\n","\n\u003Ch3 id=\"h-k-ey-stats-for-datadog-stock\" class=\"wp-block-heading\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>Datadog Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $242.93\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$745\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target:\u003C\u002Fstrong> ~$285\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~207%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~29% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Datadog (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=134521275&tid=634751265&?ref=tikrblog\">\u003Cstrong>DDOG\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> rose 6.70% on August 27 to close at $242.93, riding a broad software rally that lifted the sector that day. The move capped a steady recovery off the lows it hit after a brutal post-earnings drop. The stock fell roughly 17% on August 6 after a quarter it mostly won, and the sessions since have looked like the market slowly reconsidering that verdict. Shares are now well off those lows, though still short of the pre-print level near $288.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The reconsideration got a specific push the day before. On August 26, The Information reported that Palo Alto Networks tried to buy Datadog last year. Shares jumped as much as 5% intraday on the news before closing that Wednesday up about 2%. Thursday’s larger gain came on the sector’s back, not the report, but both fit the same shift: buyers returning to a name they abandoned in a single day.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>A Rival Tried to Buy It at Half Today’s Valuation\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The takeover report was Wednesday’s catalyst, and it cuts against the bearish read. Palo Alto CEO Nikesh Arora reportedly approached Datadog CEO Olivier Pomel in spring 2025 about an acquisition when Datadog was valued at above $40 billion. This was an informal approach, not a formal offer. Pomel was reportedly unreceptive, and no bid was ever tabled. Datadog’s market cap has since roughly doubled to more than $80 billion, which makes a deal far less likely now.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The signal is that a sophisticated acquirer wanted this observability platform badly enough to open talks, at a valuation the stock has since left far behind.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-quarter-was-broader-than-one-customer\" class=\"wp-block-heading\">\u003Cstrong>The Quarter Was Broader Than One Customer\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The selloff turned on a single disclosure: Datadog’s largest customer, widely reported as OpenAI though the company did not name it, renewed its contract but cut its usage, pulling Q3 guidance down to 28% to 29% growth from 36%. Because Datadog charges by consumption, that one account was enough to spook a stock priced for perfection.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">On the\u003Ca href=\"https:\u002F\u002Fwww.theglobeandmail.com\u002Finvesting\u002Fmarkets\u002Fstocks\u002FDDOG\u002Fpressreleases\u002F3829705\u002Fdatadog-ddog-q2-2026-earnings-call-transcript\u002F\"> earnings call\u003C\u002Fa>, Pomel said non-AI revenue growth “accelerated again this quarter to the high 20s percent year-over-year, up from the mid-20s last quarter and 18% in the year ago quarter.” That cohort is the enterprise base of banks, insurers, and industrials, and it is speeding up. Product adoption backs the trend: 58% of customers now use four or more products, up from 52% a year ago, and 13% use ten or more, up from 7%. New-logo enterprise bookings more than doubled year over year.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1787913659\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87.webp?_i=AA\" alt=\"\" class=\"wp-post-127228 wp-image-127266\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1787913659\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1787913659\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787913659\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1787913659\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1787913659\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1787913659\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87\u002FTIKR.com_Datadog-Inc.-DDOG-Drawdowns-2_127266ccf87.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Datadog Drawdowns \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for Datadog stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-the-platform-keeps-widening-its-lead\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>Why the Platform Keeps Widening Its Lead\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">That adoption curve is the real engine, and CFO David Obstler explained the mechanism at Canaccord Genuity’s Growth Conference on August 12. Datadog lands a customer, then expands as rival contracts lapse: “when those other contracts come up for renewal, to use more Datadog products.” Each year the company widens what counts as full adoption, “and then we tend to fill it up pretty fast.”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">His forward-looking argument was about the product roadmap. Obstler described a push toward “self-remediation,” where the platform diagnoses and fixes issues with less human involvement, a direction he said would “deepen the moat.” A model trained on Datadog’s own observability data, he argued, is an advantage rivals cannot easily copy, and it is where the company is steering its AI investment.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Datadog trades at roughly 66 times\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\"> NTM EV\u002FEBITDA\u003C\u002Fa> and about 92 times forward earnings, against a peer mean near 38 times forward EBITDA. Dynatrace, its closest observability comparison, trades under 20 times; only CrowdStrike, above 100 times, is more expensive. The premium buys faster growth and heavy cash conversion, but it means any deceleration costs multiple and earnings together, which is exactly what August 6 showed. The Street’s mean target sits near $285, above today’s price yet below the pre-print peak, with coverage at 31 Buys, 10 Outperforms, 4 Holds, 1 Underperform, and 1 Sell.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1787913669\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9.webp?_i=AA\" alt=\"\" class=\"wp-post-127228 wp-image-127267\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1787913669\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1787913669\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787913669\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1787913669\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1787913669\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1787913669\u002Fimages\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9\u002FTIKR.com_Datadog-Inc.-DDOG-NTM-Total-Enterprise-Value-_-EBITDA-1_12726782fd9.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Datadog NTM EV \u002F EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how Datadog performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $242.93\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$745\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~207%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~29% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FDDOG_valuation_model-3_1272680d4f8\u002FDDOG_valuation_model-3_1272680d4f8.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1787913684\u002Fimages\u002FDDOG_valuation_model-3_1272680d4f8\u002FDDOG_valuation_model-3_1272680d4f8.webp?_i=AA\" alt=\"\" class=\"wp-post-127228 wp-image-127268\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1787913684\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1787913684\u002Fimages\u002FDDOG_valuation_model-3_1272680d4f8\u002FDDOG_valuation_model-3_1272680d4f8.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1787913684\u002Fimages\u002FDDOG_valuation_model-3_1272680d4f8\u002FDDOG_valuation_model-3_1272680d4f8.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1151,c_scale\u002Ff_webp,q_auto\u002Fv1787913684\u002Fimages\u002FDDOG_valuation_model-3_1272680d4f8\u002FDDOG_valuation_model-3_1272680d4f8.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_247,c_scale\u002Ff_webp,q_auto\u002Fv1787913684\u002Fimages\u002FDDOG_valuation_model-3_1272680d4f8\u002FDDOG_valuation_model-3_1272680d4f8.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Datadog Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for Datadog stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The mid-case values Datadog around $745 by December 2030, a total return near 207%, or roughly 29% annualized over 4.3 years. Two revenue drivers carry it:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Enterprise expansion:\u003C\u002Fstrong> net retention holds in the low 120s as customers adopt more of the platform.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>AI-native adoption:\u003C\u002Fstrong> the cohort now exceeds 750 customers, including all ten of the largest AI companies.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The margin driver is operating leverage, with net income margin modeled toward the high 20s by 2030 as revenue outgrows the cost base. The scenario assumes around 22% revenue growth, well below the 36% just posted.\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Upside:\u003C\u002Fstrong> the non-AI base keeps accelerating, and the largest customer cut proves a one-time reset.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Downside:\u003C\u002Fstrong> AI usage normalizes across several accounts at once, deceleration compounds, and the multiple compresses toward the peer mean.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The rebound has retraced the panic, but not the pre-print high, and that gap is the test. For the recovery to complete, the stock needs to reclaim the high $280s it held before the print, which requires the Q3 report, expected in early November, to show the non-AI cohort still running in the high 20s. Clear that bar, and the takeover approach starts to look prescient. Fall short, and Datadog spends the rest of 2026 caught between a premium multiple and a growth rate that no longer plainly earns it.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-datadog\" class=\"wp-block-heading\">Should You Invest in Datadog?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Pull up \u003Cstrong>Datadog\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">You can build a free watchlist to track \u003Cstrong>\u003Cstrong>Datadog\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze Datadog on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1240,"en","\u002Fblog\u002Fdatadog-rose-nearly-7-as-buyers-return-heres-where-the-stock-could-go","datadog-rose-nearly-7-as-buyers-return-heres-where-the-stock-could-go","images\u002F3-19_127247f8230\u002F3-19_127247f8230","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787913242\u002Fimages\u002F3-19_127247f8230\u002F3-19_127247f8230.png?_i=AA",{"altText":237,"imageCredit":238},"Datadog Rose Nearly 7% as Buyers Return. Here’s Where the Stock Could Go","@Angelo Dee from ภาพของSakorn Sukkasemsakorn via Canva, @metamorworks from Getty Images via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Datadog is climbing again after cratering on a beat-and-raise quarter, helped by a sector rally and a report that Palo Alto once tried to buy it. Here’s what the recovery is really pricing in.",{"title":225,"description":260,"twitterTitle":225,"twitterDescription":260,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":225,"ogDescription":260,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Datadog is climbing again after cratering on a beat-and-raise quarter, helped by a sector rally and a report that Palo Alto once tried to buy it. Here’s what the recovery is really pricing in.","TIKR.com","Est. reading time","8 minutes",1200,630,[267,282,299,314,329],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":279,"relatedPosts":281},"Adobe Has Rebounded 52% Off Its June Low. Here's Where the Stock Could Go in 2026","2026-08-28 10:45:00","Adobe has clawed back more than half its 2026 losses, and the June low now looks like the moment the AI-disruption fear peaked. The record Q2, the freemium pivot, and the TIKR model all point somewhere.",1349,"\u002Fblog\u002Fadobe-has-rebounded-52-off-its-june-low-heres-where-the-stock-could-go-in-2026","adobe-has-rebounded-52-off-its-june-low-heres-where-the-stock-could-go-in-2026","images\u002F2-19_1272466091c\u002F2-19_1272466091c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787913236\u002Fimages\u002F2-19_1272466091c\u002F2-19_1272466091c.png?_i=AA",{"altText":268},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":278},[],[280],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":292,"categories":296,"relatedPosts":298},"Dollar General Stock Jumps 10% This Week After a Blowout Earnings Beat","2026-08-28 09:30:00","Here's why Dollar General jumped this week after crushing earnings and raising guidance twice in one quarter.",1115,"\u002Fblog\u002Fdollar-general-stock-jumps-10-this-week-after-a-blowout-earnings-beat","dollar-general-stock-jumps-10-this-week-after-a-blowout-earnings-beat","images\u002FDG-stock_12720218251\u002FDG-stock_12720218251","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787898705\u002Fimages\u002FDG-stock_12720218251\u002FDG-stock_12720218251.png?_i=AA",{"altText":283},{"name":293,"slug":294,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":295},"Rexielyn Diaz","rexietikr",[],[297],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":300,"date":301,"excerpt":302,"wordCount":303,"uri":304,"slug":305,"cloudinaryAssetId":306,"featuredImageOriginalUrl":307,"featuredImageMetadata":308,"author":309,"categories":311,"relatedPosts":313},"Colgate-Palmolive Stock: North America Volumes Fall 3.9% Even as EPS Beats","2026-08-28 09:20:00","Here's why pricing carried Colgate-Palmolive's quarter while North America volumes kept sliding.",1030,"\u002Fblog\u002Fcolgate-palmolive-stock-north-america-volumes-fall-3-9-even-as-eps-beats","colgate-palmolive-stock-north-america-volumes-fall-3-9-even-as-eps-beats","images\u002FCL-stock_127201f4523\u002FCL-stock_127201f4523","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787898591\u002Fimages\u002FCL-stock_127201f4523\u002FCL-stock_127201f4523.png?_i=AA",{"altText":300},{"name":293,"slug":294,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":310},[],[312],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":315,"date":316,"excerpt":317,"wordCount":318,"uri":319,"slug":320,"cloudinaryAssetId":321,"featuredImageOriginalUrl":322,"featuredImageMetadata":323,"author":324,"categories":326,"relatedPosts":328},"Zillow Stock: Mortgage Revenue Jumps 75% as the Company Cuts 500 Jobs","2026-08-28 09:15:00","Here's why an FTC settlement and 500 job cuts hit Zillow the same month mortgage revenue jumped 75%.",1094,"\u002Fblog\u002Fzillow-stock-mortgage-revenue-jumps-75-as-the-company-cuts-500-jobs","zillow-stock-mortgage-revenue-jumps-75-as-the-company-cuts-500-jobs","images\u002FZG-stock_12720014ab0\u002FZG-stock_12720014ab0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787898342\u002Fimages\u002FZG-stock_12720014ab0\u002FZG-stock_12720014ab0.png?_i=AA",{"altText":315},{"name":293,"slug":294,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":325},[],[327],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":330,"date":331,"excerpt":332,"wordCount":333,"uri":334,"slug":335,"cloudinaryAssetId":336,"featuredImageOriginalUrl":337,"featuredImageMetadata":338,"author":339,"categories":341,"relatedPosts":343},"Bright Horizons Stock Forecast: 14.3% Annualized Return as Guidance Gets Raised","2026-08-28 09:10:00","Here's why back-up care revenue jumped 19% even as one-time charges dragged down Bright Horizons' bottom line.",1098,"\u002Fblog\u002Fbright-horizons-stock-forecast-14-3-annualized-return-as-guidance-gets-raised","bright-horizons-stock-forecast-14-3-annualized-return-as-guidance-gets-raised","images\u002FBFAM-stock\u002FBFAM-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787898223\u002Fimages\u002FBFAM-stock\u002FBFAM-stock.png?_i=AA",{"altText":330},{"name":293,"slug":294,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":340},[],[342],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[345,364,378,393,408,423,440,454,471,486,501,518],{"id":255,"title":346,"date":347,"excerpt":348,"wordCount":349,"uri":350,"slug":351,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":352,"featuredImageMetadata":353,"author":354,"categories":358,"relatedPosts":363},"JFrog Stock Jumped 12% Yesterday. Its New Security Tool Is Why.","2026-08-28 10:30:27","JFrog stock jumped 12% in a single day on one product launch, and the Street's $112 mean target still hasn't fully caught up to the new close.",1133,"\u002Fblog\u002Fjfrog-stock-jumped-12-yesterday-its-new-security-tool-is-why","jfrog-stock-jumped-12-yesterday-its-new-security-tool-is-why","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F08\u002FFEATURED-IMAGE-MAKER-1463-600x360.png",{"altText":346},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":357},"Gian Estrada","giantikr",[],[359],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":365,"date":284,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"SailPoint Stock Surged 12% Yesterday. Here's What Actually Moved It.","No earnings, no deal, no downgrade. SailPoint stock still climbed 12% yesterday, and the real driver was building well before Thursday's close.",1211,"\u002Fblog\u002Fsailpoint-stock-surged-12-yesterday-heres-what-actually-moved-it","sailpoint-stock-surged-12-yesterday-heres-what-actually-moved-it","images\u002FFEATURED-IMAGE-MAKER-1462\u002FFEATURED-IMAGE-MAKER-1462","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1787895775\u002Fimages\u002FFEATURED-IMAGE-MAKER-1462\u002FFEATURED-IMAGE-MAKER-1462.png?_i=AA",{"altText":365},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":374},[],[376],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":379,"date":380,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":390,"relatedPosts":392},"Here's Why Figma Stock Surged 13% Yesterday.","2026-08-28 09:00:00","Figma stock jumped 13% in a day, erasing a year of target cuts as Wall Street's AI-cost fears flipped into an AI-monetization story overnight.",1097,"\u002Fblog\u002Fheres-why-figma-stock-surged-13-yesterday","heres-why-figma-stock-surged-13-yesterday","images\u002FFEATURED-IMAGE-MAKER-1461\u002FFEATURED-IMAGE-MAKER-1461","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1787894024\u002Fimages\u002FFEATURED-IMAGE-MAKER-1461\u002FFEATURED-IMAGE-MAKER-1461.png?_i=AA",{"altText":379},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":389},[],[391],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":394,"date":395,"excerpt":396,"wordCount":397,"uri":398,"slug":399,"cloudinaryAssetId":400,"featuredImageOriginalUrl":401,"featuredImageMetadata":402,"author":403,"categories":405,"relatedPosts":407},"Is Hormel Foods Stock a Buy After Its 10% Earnings-Day Drop?","2026-08-28 08:30:00","Hormel Foods stock sank 10% on Thursday after a sales miss and a trimmed full-year outlook buried an earnings beat that topped estimates by two cents.",1198,"\u002Fblog\u002Fis-hormel-foods-stock-a-buy-after-its-10-earnings-day-drop","is-hormel-foods-stock-a-buy-after-its-10-earnings-day-drop","images\u002FFEATURED-IMAGE-MAKER-1460\u002FFEATURED-IMAGE-MAKER-1460","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1787893066\u002Fimages\u002FFEATURED-IMAGE-MAKER-1460\u002FFEATURED-IMAGE-MAKER-1460.png?_i=AA",{"altText":394},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":404},[],[406],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":409,"date":410,"excerpt":411,"wordCount":412,"uri":413,"slug":414,"cloudinaryAssetId":415,"featuredImageOriginalUrl":416,"featuredImageMetadata":417,"author":418,"categories":420,"relatedPosts":422},"HealthEquity Stock Fell 11% After Its Full-Year Forecast Matched Wall Street, Not Beat It","2026-08-28 08:00:00","HealthEquity stock fell 11% straight after beating on both revenue and EPS. The guidance raise only matched what Wall Street already expected.",1204,"\u002Fblog\u002Fhealthequity-stock-fell-11-after-its-full-year-forecast-matched-wall-street-not-beat-it","healthequity-stock-fell-11-after-its-full-year-forecast-matched-wall-street-not-beat-it","images\u002FFEATURED-IMAGE-MAKER-1459\u002FFEATURED-IMAGE-MAKER-1459","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1787892248\u002Fimages\u002FFEATURED-IMAGE-MAKER-1459\u002FFEATURED-IMAGE-MAKER-1459.png?_i=AA",{"altText":409},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":419},[],[421],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":424,"date":425,"excerpt":426,"wordCount":427,"uri":428,"slug":429,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":430,"featuredImageMetadata":431,"author":432,"categories":434,"relatedPosts":439},"Everpure Nearly Doubled Its Growth Guide on Q2 Earnings. Cash Flow Didn't Follow. Here's What Investors Need to Know.","2026-08-27 14:42:59","Everpure's Q2 earnings nearly doubled its growth guide. Here's why cash flow didn't come along.",1055,"\u002Fblog\u002Feverpure-nearly-doubled-its-growth-guide-on-q2-earnings-cash-flow-didnt-follow-heres-what-investors-need-to-know","everpure-nearly-doubled-its-growth-guide-on-q2-earnings-cash-flow-didnt-follow-heres-what-investors-need-to-know","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F08\u002FFEATURED-IMAGE-MAKER-1458-600x360.png",{"altText":424},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":433},[],[435],{"name":436,"slug":437,"uri":438,"description":243,"postsCount":255},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":441,"date":442,"excerpt":443,"wordCount":444,"uri":445,"slug":446,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":447,"featuredImageMetadata":448,"author":449,"categories":451,"relatedPosts":453},"Okta's Q2 Earnings Beat Every Estimate. AI Still Isn't Driving the Numbers.","2026-08-27 13:39:56","One Okta customer's Claude agent count went from 50 to 1,500 in weeks. Here's what that Q2 earnings detail means for the stock.",1060,"\u002Fblog\u002Foktas-q2-earnings-beat-every-estimate-ai-still-isnt-driving-the-numbers","oktas-q2-earnings-beat-every-estimate-ai-still-isnt-driving-the-numbers","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F08\u002FFEATURED-IMAGE-MAKER-1453-600x360.png",{"altText":441},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":450},[],[452],{"name":436,"slug":437,"uri":438,"description":243,"postsCount":255},[],{"id":255,"title":455,"date":456,"excerpt":457,"wordCount":458,"uri":459,"slug":460,"cloudinaryAssetId":461,"featuredImageOriginalUrl":462,"featuredImageMetadata":463,"author":464,"categories":468,"relatedPosts":470},"Best Buy Stock Rises 5% As Strong Laptop Sales Drive Q2 Beat","2026-08-27 13:21:06","Best Buy stock rose after a Q2 earnings beat driven by strong laptop sales, prompting the company to raise its full-year outlook.",812,"\u002Fblog\u002Fbest-buy-stock-q2-earnings-beat-laptop-sales-guidance-raise","best-buy-stock-q2-earnings-beat-laptop-sales-guidance-raise","images\u002FBBY-stock_126924d0545\u002FBBY-stock_126924d0545","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787832979\u002Fimages\u002FBBY-stock_126924d0545\u002FBBY-stock_126924d0545.png?_i=AA",{"altText":455},{"name":465,"slug":466,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":467},"Aditya Raghunath","adityatikr",[],[469],{"name":436,"slug":437,"uri":438,"description":243,"postsCount":255},[],{"id":255,"title":472,"date":473,"excerpt":474,"wordCount":475,"uri":476,"slug":477,"cloudinaryAssetId":478,"featuredImageOriginalUrl":479,"featuredImageMetadata":480,"author":481,"categories":483,"relatedPosts":485},"HP's Q3 Earnings Beat on Revenue and EPS. PC Margins Tell a Different Story.","2026-08-27 11:00:00","HP posted record $15.7 billion Q3 revenue and a 20% EPS beat, but PC margins just hit 4.6%.",1116,"\u002Fblog\u002Fhps-q3-earnings-beat-on-revenue-and-eps-pc-margins-tell-a-different-story","hps-q3-earnings-beat-on-revenue-and-eps-pc-margins-tell-a-different-story","images\u002FFEATURED-IMAGE-MAKER-1452\u002FFEATURED-IMAGE-MAKER-1452","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1787821999\u002Fimages\u002FFEATURED-IMAGE-MAKER-1452\u002FFEATURED-IMAGE-MAKER-1452.png?_i=AA",{"altText":472},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":482},[],[484],{"name":436,"slug":437,"uri":438,"description":243,"postsCount":255},[],{"id":255,"title":487,"date":488,"excerpt":489,"wordCount":490,"uri":491,"slug":492,"cloudinaryAssetId":493,"featuredImageOriginalUrl":494,"featuredImageMetadata":495,"author":496,"categories":498,"relatedPosts":500},"Veeva Systems Grew Revenue 18% in Q2 Earnings. CRM Win Backs Are Only Half the Story.","2026-08-27 10:00:00","Biogen and Regeneron just picked Veeva over Salesforce as revenue grew 18% YoY. Only 2 top 20 holdouts remain, and Veeva likes its odds.",1013,"\u002Fblog\u002Fveeva-systems-grew-revenue-18-in-q2-earnings-crm-win-backs-are-only-half-the-story","veeva-systems-grew-revenue-18-in-q2-earnings-crm-win-backs-are-only-half-the-story","images\u002FFEATURED-IMAGE-MAKER-1451\u002FFEATURED-IMAGE-MAKER-1451","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1787817395\u002Fimages\u002FFEATURED-IMAGE-MAKER-1451\u002FFEATURED-IMAGE-MAKER-1451.png?_i=AA",{"altText":487},{"name":355,"slug":356,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":497},[],[499],{"name":436,"slug":437,"uri":438,"description":243,"postsCount":255},[],{"id":255,"title":502,"date":503,"excerpt":504,"wordCount":505,"uri":506,"slug":507,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":508,"featuredImageMetadata":509,"author":510,"categories":512,"relatedPosts":517},"Constellation Energy vs Vistra: Why Power Is the Constraint That Decides AI's Winners","2026-08-27 09:51:00","Constellation Energy and Vistra both sell power to AI data centers, but their nuclear-heavy and diversified strategies price out very differently.",1262,"\u002Fblog\u002Fconstellation-energy-vst-vistra-ai-power-stocks","constellation-energy-vst-vistra-ai-power-stocks","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F08\u002FAVGO-stock-1-600x400.png",{"altText":502},{"name":465,"slug":466,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":511},[],[513],{"name":514,"slug":515,"uri":516,"description":243,"postsCount":255},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":519,"date":520,"excerpt":521,"wordCount":522,"uri":523,"slug":524,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":508,"featuredImageMetadata":525,"author":526,"categories":528,"relatedPosts":530},"How Vertiv and Eaton Get Paid Nearly Every Time a Data Center Gets Built","2026-08-27 09:31:00","Vertiv and Eaton sell the power and cooling gear every data center needs. Here's how their backlogs and earnings show the AI buildout in numbers.",1167,"\u002Fblog\u002Fvertiv-eaton-data-center-power-cooling-picks-shovels-stocks","vertiv-eaton-data-center-power-cooling-picks-shovels-stocks",{"altText":519},{"name":465,"slug":466,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":527},[],[529],{"name":514,"slug":515,"uri":516,"description":243,"postsCount":255},[]]