Datadog stock fell as investors reacted as if the company had reported disastrous earnings.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Datadogearningssoftwarecloud computing
Open a keyword to see other news on the same topic.
Related news
- Datadog’s stock extends steep declines in the wake of earnings
Datadog's stock continued to fall steeply after its earnings report. The company's revenue forecast failed to top expectations.
- Datadog, Inc. Q3 2026 Earnings Call Summary
- Why Datadog Stock Took a Dive Today
Datadog shares fell sharply on Wednesday, dropping as much as 14.6% and still down 13.8% as of 11:11 a.m. ET, even though third-quarter results beat expectations. Revenue rose 35% year over year to $1.2 billion and adjusted EPS of $0.81 rose 47%, both well above analyst estimates, while customers spending $100,000 or more in ARR grew 20% to 4,060. Datadog raised its full-year 2026 outlook to $4.52 billion in revenue and $2.74 in adjusted EPS, but its fourth-quarter revenue guidance implies growth slowing to roughly 25%. With the stock trading at 76 times forward earnings, that slowdown weighed on sentiment, and the author argues the sell-off may not last because Datadog tends to under-promise and over-deliver.
- Datadog Stock Fell Nearly 12% as AI Spending Fears Hit Cloud Stocks. Its Earnings Estimates Didn't Move
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.
- Datadog Stock Gets an Upgrade as OpenAI Setback May Be Fading
A Bernstein analyst says Datadog's artificial-intelligence customers are spending more than expected. The article also notes the upgrade comes as an OpenAI setback may be fading.
- Why Every IBM Investor Is Looking At This One Number
IBM stock fell 16.5% over the year to November 3, 2026, while the S&P 500 returned 11.9%, even as its software growth accelerated in fiscal Q3 2026. Software revenue rose 9% at constant currency, four points faster than in Q2, and high-value annual recurring revenue grew 8% to $24.9 billion. Management attributed about three-quarters of the speed-up to net new business and the rest to large deals that slipped out of Q2, and said double-digit growth in transaction processing may not hold. Red Hat revenue grew 11% in fiscal Q3, and OpenShift reached a $2.4 billion annual recurring revenue business growing more than 30%. IBM reports results in January 2027, when management has said it will provide 2027 figures.
Related markets
Latest news
- The US Shifts After the Election: Ukraine Gains Hope, Iran Stands at a Crossroads
Democrats won control of both the House and Senate in the midterm elections, which could shift US policy on Iran, Israel and Ukraine. Two sources told Reuters the risk of a new full-scale US attack on Iran after the vote has fallen, though a heavy Republican defeat could make Tehran more confident. On Ukraine, Democrats could propose new aid that might override Trump's veto with a two-thirds majority, though this would be slow to pass. Oil prices fell for three straight days, but low inventories are seen limiting further declines. Analysts also say the election could give some Asian countries reason to delay investment pledges made to avoid tariffs.
- Dow Jones Futures Rise, But Techs Tumble; Apple, Microsoft, Amazon Flash Buy Signals In Postelection Rally
Stocks surged after the elections and a sharp drop in oil prices. Shares across many sectors show buy signals, but the article also points to one area to avoid.
- Why Accel Entertainment Was a Huge Winner on Wednesday
Accel Entertainment (ACEL) shares rose 13.15% on Wednesday after third-quarter results beat analyst estimates. Revenue grew 10% year over year to almost $364 million, and adjusted (non-GAAP) net income rose 12% to more than $18 million, or $0.22 per share, above forecasts of under $357 million and $0.17 per share. Growth came mainly from more gaming machines, which rose 7% to 29,548 across 4,705 locations (up 6%), with strong performance in Georgia, Nebraska and Illinois. The author views the company's business model as straightforward and reliably profitable, with positive cash flow.
- 6-month currency swap: Supporting liquidity, easing interest rate pressure
Mr. Nguyễn Thế Minh, Director of Investment Banking at ABS Securities, views the State Bank of Vietnam's 6-month foreign currency–VND swap operation as a suitable measure to support VND funding for credit institutions as interbank rates have trended upward. Exchange rate pressure has eased significantly compared with last year, creating favorable conditions for the operation. The relatively favorable swap cost could help banks balance liquidity and ease short-term interest rate pressure, while household deposits have recently risen. However, the maximum size of USD 2 billion and the 6-month tenor mainly address temporary liquidity needs and do not solve long-term funding issues.
- Is the AI Bubble Popping?
The Motley Fool podcast discusses fears of an AI bubble and whether AI investments will deliver real returns. Meta's AI agent app Muse reached 10 million downloads and 2.5 million active users but is still barely monetized, while infrastructure and operating costs are high. Speakers say it may take until 2030 or even 2035 to know whether this spending pays off. The episode also covers SpaceX's spending ambitions, weak consumer spending and Netflix's growth challenges, and notes the Nasdaq was heading for a drop of over 5% in two weeks.
- Why are banks cutting staff en masse?
Staffing in the banking sector is diverging: many banks have cut jobs after restructuring, while others are still hiring. KienlongBank's headcount fell by 1,078 to 2,596 in just one quarter as of 30 September, tied to network reorganisation and a shift to multichannel service; Sacombank cut 3,738 staff in the first six months, and Eximbank's headcount fell by 783 from the start of the year to 5,358. By contrast, ACB added 236 staff to reach 12,691. Expert Nguyễn Quang Huy says the adjustments reflect business model transition and changing skill needs rather than a negative layoff wave, while Dr. Châu Đình Linh says digitalisation and automation are accelerating restructuring, with fewer but higher-quality staff.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.