#DDOG

Datadog (DDOG) beat revenue by +32%, jumped its FY26 guide from 19% to 26%, and even non-AI customers re-accelerated to +25%, driving a cumulative +39% surge. We explain what the company does, why it surged, and whether you should buy now in plain English.

Datadog (DDOG) posted a +32% revenue beat, raised FY26 guide by +7pt (19→26%), and re-accelerated its non-AI cohort, driving a +31% single-session surge (+39% cumulative). Fundamentals 11/11 green; here's how we get to a 12M PT of $230.