Datadog +39%: The Quarter That Killed AI-Dependence Doubts
Datadog beat revenue by 32%, lifted FY26 guidance from 19% to 26%, and re-accelerated non-AI customers. What it does, and whether to buy now.
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Datadog +31%: AI-Dependence Fears Shattered in One Print
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A 32% revenue beat, FY26 guidance raised 7 points, and a re-accelerating non-AI cohort drove a 31% single-session surge. How we get to a $230 target.