Datadog (DDOG) closed at $235.27 on October 30, down 11.50% with no company announcement behind the drop, a move the article links to AI spending fears after Amazon and Intel results, even though Amazon's cloud unit grew 39.3%. The stock fell 14.1% in October from $273.85 at the end of September, while the next-12-month EPS estimate stayed near $2.65 and the forward P/E dropped from about 103 times to about 89 times. The Street's mean target rose to about $294, and Wells Fargo raised its target to $325 from $295. TechCrunch reported that Upwind walked away from a reported near-$4 billion offer and raised $400 million instead, though neither company has confirmed the talks. Datadog reports third-quarter results on November 4, with revenue guidance of $1.135 billion to $1.145 billion, and the 2027 EPS estimate, now about $2.98, is the figure the article highlights to watch.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Datadog Stock Fell Nearly 12% as AI Spending Fears Hit Cloud Stocks. Its Earnings Estimates Didn’t Move
Read the original on Yahoo Finance ↗
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AMZN
▼ Likely negativeAmazon
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.6T |
| Close on 10/30/2026 | 240.35 |
| Change that session | -1.41% |
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
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MSFT
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Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/30/2026 | 521.91 |
| Change that session | -1.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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