PNC Financial Services Group Inc. Boosts Stock Position in Datadog, Inc. $DDOG
PNC Financial Services Group Inc. significantly increased its stake in Datadog, Inc. (NASDAQ:DDOG) by 81.1% in the third quarter, bringing its total holdings to 35,797 shares valued at $5.097 million. This move is part of a broader trend of institutional investment, with 78.29% of Datadog stock owned by hedge funds and other institutional investors. Despite beating quarterly earnings estimates with an EPS of $0.59 and revenue of $953.2M, Datadog's stock traded down 4.1% to $115.66, partly due to its high valuation and mixed analyst ratings, which include a "Moderate Buy" consensus but also a "sell" rating from Goldman Sachs.
Analysts Offer Insights on Technology Companies: Waystar Holding Corp. (WAY) and Datadog (DDOG)
The article highlights bullish analyst sentiments for two technology companies: Waystar Holding Corp. (WAY) and Datadog (DDOG). William Blair maintained a Buy rating for Waystar with a $43.75 average price target, implying a significant upside. Oppenheimer also maintained a Buy rating for Datadog with a $200.00 price target, and the stock received a Strong Buy consensus.
Analysts Offer Insights on Technology Companies: Waystar Holding Corp. (WAY) and Datadog (DDOG)
Analysts have issued bullish sentiments for technology companies Waystar Holding Corp. (WAY) and Datadog (DDOG). Waystar received a Strong Buy consensus with a 99.1% potential upside, while Datadog also garnered a Strong Buy rating with a 45.1% upside from current levels. These recommendations indicate strong confidence in the future performance of both companies by financial experts.
Street Confidence Builds as Autodesk, Inc. (ADSK) Gains Enterprise Traction
Autodesk, Inc. (ADSK) is gaining street confidence, with Berenberg Bank reiterating a Buy rating and JPMorgan upgrading the stock to Overweight due to its strong positioning in design and Building Information Modeling (BIM) software. The company is benefiting from its cloud-native platform, AI integration, and focus on high-growth verticals like data centers and infrastructure, as well as sustainability analytics. Analysts anticipate significant upside potential for ADSK as big names increasingly adopt its solutions for design and compliance.
Analysts Offer Insights on Technology Companies: Datadog (DDOG) and Intuit (INTU)
Two technology companies, Datadog (DDOG) and Intuit (INTU), have received bullish sentiments from analysts. Barclays maintained a Buy rating on Datadog with a $165.00 price target, while Citi maintained a Buy rating on Intuit with an $803.00 price target, suggesting substantial upside potential for both stocks.
Analysts Offer Insights on Technology Companies: Waystar Holding Corp. (WAY) and Datadog (DDOG)
Two analysts have offered bullish sentiments on technology companies Waystar Holding Corp. (WAY) and Datadog (DDOG). William Blair maintained a Buy rating for Waystar with a strong upside potential, while Oppenheimer maintained a Buy rating for Datadog with a price target of $200.00. Both companies have an overall analyst consensus of Strong Buy.
Autodesk, Datadog, Atlassian, C3.ai, and BlackLine Shares Plummet, What You Need To Know
Shares of Autodesk, Datadog, Atlassian, C3.ai, and BlackLine plummeted following investor fears that "agentic AI" tools could disrupt traditional Software-as-a-Service business models. This "AI Panic" led to a broad sell-off across the software sector, reflecting growing concerns about the impact of advanced AI on established companies. C3.ai, in particular, has seen high volatility, with its stock down significantly year-to-date due to these concerns.
ING Groep NV Sells 9,935 Shares of Datadog, Inc. $DDOG
ING Groep NV reduced its stake in Datadog (NASDAQ:DDOG) by 67.9% in Q3, selling 9,935 shares and retaining 4,706 shares valued at approximately $670,000. Additionally, Datadog's CEO and CTO executed significant insider stock sales totaling over $26 million, contributing to a total of 582,023 insider shares sold last quarter. Despite Datadog beating Q4 earnings and revenue estimates and providing strong FY26 guidance, several analysts have lowered their price targets, indicating concerns about slowing growth and valuation, though the stock maintains a "Moderate Buy" consensus rating with a $179.50 target.
Analysts Offer Insights on Technology Companies: Commerce.com (CMRC), Datadog (DDOG) and TaskUs (TASK)
This article provides analyst ratings and price targets for three technology companies: Commerce.com (CMRC), Datadog (DDOG), and TaskUs (TASK). UBS maintained a Hold rating on Commerce.com with a $3.00 price target, while J.P. Morgan maintained a Buy rating on Datadog with a $200.00 price target. Guggenheim maintained a Hold rating on TaskUs.
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
This article details the performance of several information technology stocks during Tuesday's pre-market session. It highlights both gainers, such as Credo Technology Group and Ichor Holdings, and losers, including Iveda Solutions and Infobird Co. The movements are often attributed to recent earnings reports and market capitalization changes.
NASDAQ logs fifth straight weekly loss; Datadog, T-Mobile lead weekly movers
This article reports that the NASDAQ has recorded its fifth consecutive weekly loss. Datadog and T-Mobile are highlighted as the leading weekly movers. The content provided is minimal and doesn't offer further details on the market performance or company specifics.
12 Best Mid Cap AI Stocks to Buy According to Hedge Funds
This article highlights JFrog Ltd. (NASDAQ:FROG) as a key mid-cap AI stock favored by hedge funds, noting its strong growth profile and potential benefits from increased AI adoption. Analysts from Robert W. Baird and Bank of America Securities have reaffirmed Buy ratings, citing the company's role in managing binaries for AI-generated code and its accelerating cloud revenue. JFrog's tools for software supply chain management and risk mitigation position it as a direct beneficiary of the expanding AI market.
Hg-led group to acquire OneStream (OS) and take it private in cash deal
A group led by Hg will acquire OneStream (OS) in an all-cash deal, taking the company private. KKR-affiliated holders, representing approximately 58% of voting power, have already provided written consent for the merger, eliminating the need for a common stockholder vote. In connection with the transaction, OneStream's Class A common stock will be delisted from Nasdaq and deregistered, and a tax receivable agreement will be amended to terminate without change-of-control payments.
Analysts Are Bullish on Top Technology Stocks: Datadog (DDOG), Palo Alto Networks (PANW)
This article highlights bullish analyst ratings for technology stocks Datadog (DDOG), Palo Alto Networks (PANW), and Canaan (CAN). Analysts from BTIG, Citi, and H.C. Wainwright have reiterated Buy ratings, citing significant upside potential for these companies. Each stock has a "Strong Buy" consensus among analysts, with price targets indicating substantial gains from current levels.
Top Infrastructure Monitoring Tools in 2026
This article highlights NetApp's Data Infrastructure Insights as the leading solution for infrastructure monitoring in 2026, emphasizing its AI-powered, unified approach for hybrid environments. It discusses the critical need for effective monitoring tools, outlines key evaluation criteria, and compares top contenders like Datadog and Dynatrace, ultimately positioning NetApp's offering as superior for comprehensive, multi-vendor management and cost optimization.
Stock Market Today, Feb. 10: Markets Slide Lower as December Retail Figures Underwhelm
On February 10th, the stock market saw a mixed performance with the S&P 500 falling 0.36%, Nasdaq Composite sliding 0.59% due to tech softness, and the Dow Jones Industrial Average edging up 0.10% to a new record close despite December's underwhelming retail figures. Datadog's shares spiked 14% on strong Q4 revenue, while S&P Global dropped 10% after missing analyst guidance. The article highlights a potential market rotation back towards lower-risk stocks, noting the recent outperformance of low-volatility ETFs compared to growth-stock ETFs.
Analysts Are Bullish on Top Technology Stocks: Datadog (DDOG), Palo Alto Networks (PANW)
Analysts are showing bullish sentiment towards several technology stocks, including Datadog (DDOG), Palo Alto Networks (PANW), and Canaan (CAN). Datadog and Palo Alto Networks have received "Buy" ratings and strong consensus price targets with significant upside potential. Canaan also has a "Strong Buy" consensus with a high potential upside based on analyst recommendations.
Analysts Are Bullish on These Technology Stocks: Datadog (DDOG), Trimble (TRMB)
Two technology stocks, Datadog (DDOG) and Trimble (TRMB), have received bullish sentiments from analysts. TD Cowen analyst Andrew Sherman reiterated a Buy rating on Datadog with a price target of $215.00, while William Blair's Jonathan Ho maintained a Buy rating on Trimble. Both companies have a "Strong Buy" analyst consensus, implying significant upside potential from their current stock levels.
Analysts Offer Insights on Technology Companies: Cloudflare (NET), Datadog (DDOG) and Lyft (LYFT)
Analysts from Bank of America Securities and UBS have issued new ratings and price targets for Cloudflare (NET), Datadog (DDOG), and Lyft (LYFT). Cloudflare received a Buy rating with a $255.00 price target, Datadog also received a Buy rating with a $215.00 price target, while Lyft was given a Hold rating with a $21.00 price target. These analyses provide insights into the current market sentiment and potential upsides for these technology companies.
Analysts Offer Insights on Technology Companies: Cloudflare (NET), Datadog (DDOG) and Lyft (LYFT)
This article provides an overview of recent analyst ratings for three technology companies: Cloudflare (NET), Datadog (DDOG), and Lyft (LYFT). Bank of America Securities maintained a Buy rating for Cloudflare with a $255.00 price target and reiterated a Buy rating for Datadog with a $215.00 price target. UBS maintained a Hold rating for Lyft with a $21.00 price target.
Analysts Offer Insights on Technology Companies: Cloudflare (NET), Datadog (DDOG) and Lyft (LYFT)
Analysts have provided new ratings for several technology companies. Cloudflare (NET) received a "Buy" rating from Bank of America Securities with a $255.00 price target, and Datadog (DDOG) also received a "Buy" rating from Bank of America Securities with a $215.00 price target. Lyft (LYFT) was maintained at a "Hold" rating by UBS with a $21.00 price target.
Analysts Offer Insights on Technology Companies: Cloudflare (NET), Datadog (DDOG) and Lyft (LYFT)
This article provides an overview of recent analyst ratings for three technology companies: Cloudflare (NET), Datadog (DDOG), and Lyft (LYFT). Cloudflare received a "Moderate Buy" consensus with a price target implying a 29.5% upside, Datadog received a "Strong Buy" with a 45.1% upside potential, and Lyft has a "Hold" consensus with a 38.4% upside from current levels. The report includes specific analyst recommendations and price targets from Bank of America Securities and UBS.
Analysts Are Bullish on These Technology Stocks: Datadog (DDOG), Dynatrace (DT)
Analysts are showing bullish sentiment towards several technology stocks, including Datadog (DDOG), Dynatrace (DT), and Sequans Communications S A (SQNS). Morgan Stanley reiterated a Buy rating on Datadog with a price target of $181.26, Wells Fargo maintained a Buy rating on Dynatrace with a $50.00 price target, and Roth MKM kept a Buy rating on Sequans Communications S A with a $20.00 price target. These ratings suggest significant upside potential for investors in these companies.
Analysts Are Bullish on These Technology Stocks: Gilat (GILT), InterDigital (IDCC)
Three analysts have issued bullish sentiments on technology stocks Gilat (GILT), InterDigital (IDCC), and Datadog (DDOG). William Blair maintained a Buy rating on Gilat and InterDigital, while Rosenblatt Securities also maintained a Buy rating on Datadog. The article details the price targets and analyst consensus for each company, highlighting potential upsides.
T1 Energy’s Strategic Shift Sparks Investor Conversations
T1 Energy Inc.'s stock is down by 10.72% due to concerns about reduced demand, despite strategic initiatives like expansions and new projects that experts believe could improve future earnings. The company faces challenges including negative net income and substantial debts, but is working on cost optimizations, technology integrations, and new partnerships. Analysts are hopeful that these strategic adjustments will lead to a recovery and long-term benefits in a competitive and evolving market.
Top Application Performance Monitoring (APM) Tools in 2026
This article reviews the top Application Performance Monitoring (APM) tools available in 2026, highlighting their strengths, weaknesses, and ideal use cases. It provides a detailed comparison of platforms like CubeAPM, Datadog, New Relic, and others, focusing on features such as OpenTelemetry support, deployment options, and AI capabilities. The guide aims to help engineering leaders, DevOps teams, and CTOs select the best APM solution for their specific performance, cost, and observability goals.
BTIG Adjusts Price Target on Datadog Inc to $170 From $221, Maintains Buy Rating
BTIG has lowered its price target for Datadog Inc. (DDOG) to $170 from $221, while reiterating a Buy rating on the stock. This adjustment comes amidst a flurry of analyst activity surrounding Datadog, with several firms modifying their price targets while generally maintaining Outperform or Buy ratings. The company recently issued a cautious 2026 outlook due to the evolving AI landscape.
Raymond James Adjusts Price Target on Datadog Inc to $170 From $205, Maintains Outperform Rating
Raymond James has adjusted its price target for Datadog Inc (DDOG) from $205 to $170, while reiterating an "Outperform" rating on the stock. This adjustment comes amidst a series of analyst revisions for Datadog, with several firms also modifying their price targets and maintaining various ratings. Datadog specializes in an IT infrastructure and application monitoring platform with approximately 30,000 users at the end of 2024.
Rapid Micro Biosystems COO Wilson sells $17k in stock
Rapid Micro Biosystems COO Wilson sold 4,610 shares of Class A Common Stock worth approximately $17,438 to cover tax obligations from vested restricted stock units. Following the sale, Wilson directly owns 257,768 shares. The company reports strong Q4 2025 revenue growth and anticipates a 20% increase for the full year, despite an InvestingPro analysis suggesting overvaluation and rapid cash burn.
Gladstone Investment prices $100 million notes offering at 7.125% By Investing.com
Gladstone Investment Corporation has priced a public offering of $100 million in 7.125% Notes due 2031, with quarterly interest payments beginning May 1, 2026. The funds will be used to repay existing credit, invest in new opportunities, and for general corporate purposes. This follows a recent third-quarter earnings report where the company missed analyst forecasts for EPS and revenue.
Teradata Reports Strong Q4 2025 Earnings, Exceeding Expectations
Teradata reported strong Q4 2025 earnings with total revenue of $421 million, a 3% year-over-year increase, exceeding market expectations. The company also generated robust free cash flow of $285 million and anticipates 2-4% annual recurring revenue (ARR) growth in 2026, driven by strategic investments in AI and hybrid cloud solutions. Wall Street analysts have an average 1-year price target of $30.11 for TDC, with Citi and RBC Capital maintaining positive ratings and raising price targets due to strong Q4 trends and potential AI tailwinds.
iQIYI notifies holders of convertible notes about repurchase option By Investing.com
iQIYI, Inc. (NASDAQ:IQ) has informed holders of its 6.50% Convertible Senior Notes due 2028 about their right to require the company to repurchase these notes for cash. This repurchase option is active from February 10 to March 12, 2026, with the repurchase price set at 100% of the principal plus accrued interest. The company stated that as of February 9, 2026, $208,059,000 in aggregate principal amount of notes was outstanding, representing a portion of its total debt.
Artificial Intelligence Will Remain a Key Swing Factor, but We Like Datadog's Positioning
This article highlights Datadog's strong positioning in the observability market despite investor concerns about AI's impact on software models. The author believes Datadog's solution for assessing system states via telemetry will be increasingly valuable given the explosion of data in an "agentic world." The report reinforces that AI will remain a critical factor, but Datadog is well-situated.
Regency Centers CEO Palmer sells $1.99 million in stock
Regency Centers President and CEO Lisa Palmer sold 26,000 shares of common stock for $1.99 million on February 10, 2026, and also gifted 6,233 shares. This transaction leaves her with 107,690 shares in the company after the sale and 133,690 after the gift. In other news, the company reported a significant EPS beat for Q4 2025 but missed revenue expectations, and a board member announced retirement.
Why S&P Global (SPGI) Stock Is Trading Lower Today
S&P Global (SPGI) shares fell 9.7% after its Q4 2025 earnings of $4.30 per share missed analyst expectations of $4.34, despite quarterly revenue meeting estimates at $3.92 billion. Although management raised its full-year adjusted EPS guidance, investors focused on the fourth-quarter profit miss. The stock is down 21.8% year-to-date and trading significantly below its 52-week high.
U.S. Markets Ended Tuesday Mixed As Spotify Technology Led, Medpace Holdings Lagged
U.S. stock markets closed mixed on Tuesday, with some indexes showing slight gains and others experiencing declines. Spotify Technology was identified as a leading stock, while Medpace Holdings lagged behind. This broad performance indicates a varied day for the American markets.
DT Q4 Deep Dive: AI Observability Drives Expansion and Platform Momentum
Dynatrace (DT) reported strong Q4 CY2025 results, exceeding revenue and adjusted EPS estimates, driven by the adoption of its AI-powered observability platform and increased customer interest in consolidating monitoring tools. Management raised its full-year Adjusted EPS guidance and anticipates continued demand fueled by AI-driven operations and cloud modernization. The company highlighted robust end-to-end observability, platform differentiation, and growth in its log management solution as key drivers of future performance.
Oracle Stock Rises On AI Rebound Hopes Post-Datadog
Oracle's stock is rising as software names rebound, fueled by renewed Wall Street optimism that the recent AI-driven sell-off was an overreaction. JPMorgan strategists believe the market's pessimism on AI disruption has gone too far, while Morgan Stanley also offers a positive outlook. Datadog's strong Q4 earnings and optimistic guidance further support the sector's recovery.
Altria’s 6.5% Dividend Has Been Raised For 20 Years, But Will it Continue?
Altria (NYSE: MO) offers a high dividend yield of 6.36% and has raised its dividend for over two decades. While its earnings payout ratio is stretched above 100%, the dividend is well-covered by free cash flow, which was $9.07 billion in 2025 against $6.96 billion in dividends, resulting in a 77% free cash flow payout ratio. However, the company faces concerns with $25.7 billion in total debt and negative shareholder equity of -$3.5 billion, leading to a moderate risk assessment for its dividend safety.
Adobe stock price today: ADBE edges higher as retail cash returns after AI selloff
Adobe's stock edged higher as retail investors showed renewed interest in software stocks following an AI-fueled selloff. The company continues to integrate generative AI into its Creative Cloud and recently announced the acquisition of SEO platform Semrush to bolster its marketing software offerings. All eyes are now on upcoming U.S. payrolls and inflation figures, which could impact interest rates and, consequently, the demand for high-multiple software stocks.
TD Cowen Raises Datadog Price Target to $215 From $200
TD Cowen has increased its price target for Datadog (NASDAQ: DDOG) to $215 from $200. This adjustment reflects analysts' updated outlook on the company's financial prospects. The news comes amid a mixed day for US equity indexes, with various analyst firms also adjusting their price targets for Datadog.
Jim Cramer Says “The Street Has Decided That S&P Global Isn’t Worth as Much as We Thought”
Jim Cramer highlighted concerns about S&P Global Inc. (SPGI) as "The Street" devalues it due to AI's potential impact on index creation. Despite Cramer's skepticism about AI fully replacing traditional index services, he advises caution on owning the stock. The article also mentions other companies reporting earnings and promotes undervalued AI stocks.
Jim Cramer on CVS: "I Think It's a Fascinating Time to Own the Stock"
Jim Cramer highlighted CVS Health Corporation (NYSE: CVS) as a compelling stock due to its transformation into a managed care company, praising CEO David Joyner's performance. Despite recent hits to health insurers, Cramer believes CVS is the only one to own, especially after Walgreens went private and Rite Aid closed stores, making CVS the last national drugstore chain. The article suggests that while CVS has potential, certain AI stocks might offer greater upside and less risk.
Intapp stock price jumps as software rebound returns; Feb 25 Investor Day in focus
Intapp (INTA) stock price increased by approximately 8% in morning trading, recovering from a recent software sector selloff. Investors are keenly awaiting Intapp's Investor Day on February 25 for updates on products and AI strategy, especially as concerns over AI disruption in software business models persist. Despite analyst divisions and a trimmed price target from Stifel, Intapp's recent Q2 fiscal results showed strong SaaS revenue and cloud ARR.
The F-150 Saved Ford
The Ford F-150, part of the F-Series line of pickup trucks, significantly contributed to Ford's profitability amid struggles in its EV, EU, and China markets. The F-Series recorded 828,832 unit sales in the US in 2025, up 8.3%, and accounted for 38% of all Ford vehicles sold in the US, maintaining its position as America’s best-selling truck for 49 consecutive years and best-selling vehicle for 44 years. Despite the company's efforts in electric vehicles, the F-Series' strong performance highlights Ford's continued reliance on gas-powered vehicles for the majority of its operating profit.
Wells Fargo & Company Has Lowered Expectations for Dynatrace (NYSE:DT) Stock Price
Wells Fargo & Company has reduced its price target for Dynatrace (NYSE:DT) from $65 to $50, while maintaining an "overweight" rating. Despite this, Dynatrace reported strong Q3 earnings, beating analyst expectations with $0.44 EPS and $515.5M revenue, and raising its FY2026 and Q4 guidance. The company's board also approved a $1.0 billion share buyback program, indicating confidence in its valuation.
Envestnet Asset Management Inc. Lowers Position in Dynatrace, Inc. $DT
Envestnet Asset Management Inc. significantly reduced its stake in Dynatrace, Inc. during the third quarter, selling 329,490 shares to own 1,020,781 shares valued at $49.46 million. Despite this, other major institutional investors increased their holdings, and institutional ownership remains high at 94.28%. Dynatrace recently surpassed Q3 earnings and revenue estimates, raised future guidance, and authorized a $1 billion share buyback, even though its stock currently trades below its 50- and 200-day moving averages.
Cloud stock pullback: Morgan Stanley sees 3 names poised for growth
Morgan Stanley identifies Snowflake (SNOW), MongoDB (MDB), and Datadog (DDOG) as three cloud stocks poised for growth in 2026, despite recent pullbacks. The firm argues that accelerating public-cloud demand, driven by AI workloads and digital transformation, strengthens the outlook for these companies, with hyperscaler expansion accelerating for the third consecutive quarter. Morgan Stanley maintains overweight ratings on all three.
Ecolab narrowly beats Q4 on margin gains, gives in-line outlook
Ecolab (ECL) reported fourth-quarter earnings that slightly exceeded expectations and provided a 2026 profit outlook consistent with estimates. The company's performance was driven by increased sales and margin improvements across most business segments, which helped to counteract weaker demand in specific industrial sectors. Ecolab anticipates continued sales growth and margin expansion in 2026, with an expectation for inventory pressures to normalize and weakness in basic industries to ease.
Datadog Inc (NASDAQ:DDOG) Surges on Strong Q4 Earnings and Upbeat Guidance
Datadog Inc (NASDAQ:DDOG) reported strong fourth-quarter 2025 earnings, surpassing analyst expectations for both revenue and profitability, and provided optimistic guidance for fiscal year 2026. This positive performance and outlook led to a significant surge in its stock during pre-market trading, signaling investor confidence in its cloud observability and security platform. Key highlights include robust growth in large customers, healthy cash generation, and a strong balance sheet, with an Investor Day scheduled to provide further strategic insights.
