4 posts
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.
Put $1,000 into DigitalOcean (DOCN) last May and you'd have $5,130 today. AI revenue +221%, FY27 guidance jumped to 50%+, and the stock is up +413% in a year. Here's a beginner-friendly breakdown of what's behind the 5x and whether you can still buy in.
DigitalOcean (DOCN) printed a double beat on revenue (+22%), AI ARR up +221%, and lifted FY27 revenue guidance from ~30% to 50%+, sending the stock +40% in a single session. We assess the legitimacy of the +237% YTD, +413% 1-year run and derive a 12M price target of $185.