Datadog, Inc. (NASDAQ: DDOG) is upgraded by Stifel analyst Brad Reback from Hold to Buy with a price target of $160.00 ahead of Q4 2025 earnings report. They anticipate a larger than typical quarterly beat driven by accelerating growth, stable performance, and a growth rate >23% excluding OAI.

Stifel projects DDOG’s 2026 revenue to reach $4.1 billion, assuming OAI revenue remains at $90 million quarterly. The firm notes recent success in sales and marketing efforts and R&D investments, expecting management to guide revenue conservatively above 19% excluding OpenAI, which is relatively attractive at current valuation levels.

Read more at Yahoo Finance: Stifel Upgrades Datadog (DDOG) to Buy Ahead of Earnings, Sees Upside Surprise Potential