#Surge Analysis

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.

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.

A $1,000 stake in DigitalOcean last May is worth $5,130 today. AI revenue up 221%, FY27 guidance above 50%. What drove the 5x, and can you still buy?

DigitalOcean double-beat, AI ARR rose 221%, and FY27 guidance jumped from 30% to over 50%, sending shares up 40% in a session. Our $185 target.