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DDOG trade ideas

11/6/24 - $ddog - probably a buy given HQ B2B is beating/raising11/6/24 :: VROCKSTAR :: NASDAQ:DDOG probably a buy given HQ B2B is beating... raising... - while 60x PE looks expensive, this is really such a HQ name that unless they guide poorly i'd expect a pretty big reaction to the upside - part of me just cringes at these multiples. but 2% fcf yield for a 20-25% grower isn't "awful" - honestly i don't see an alternative to this name in the market - unclear if i'll be putting more on the line into print, but it's also a "US" and non Tariff related name, so i like that angle too - thoughts? V
NASDAQ:DDOGLong
by VROCKSTAR
$DDOG Wedging / Volatility Contraction Pattern (VCP)NASDAQ:DDOG gets an upgrade this morning from DA Davidson to “Buy” driven by strong cloud solutions and expanding security management. That could be a fundamental driver. On the technical side, NASDAQ:DDOG has been basing for about 10 months and has now formed a VCP or Wedging pattern. That is the positive thing on the chart. The negative on the chart is it is below the 40-week MA in yellow and there is a downward sloping 50 DMA, red. Taking all these things into consideration I have an alert set on the upper downward sloping trendline. If it can break that I will look for an entry with a tight stop below the most recent low and just under the 50 DMA. All TBD.
NASDAQ:DDOGLong
by jaxdog
Unleashing Momentum: DDOG Targets $170 with Eyes on $200Datadog (DDOG) is showing strong bullish momentum, positioning the stock to break through the critical $135 resistance level and push toward the $170 target. This momentum is backed by Datadog’s consistent growth in cloud monitoring and observability services, which continue to gain traction as enterprises accelerate digital transformation and cloud adoption. A $99 stop-loss ensures risk management while taking advantage of this momentum. In the longer term, Datadog has even greater growth potential, with a target of $200 on the horizon. The company’s expanding product suite, including enhanced AI-driven monitoring solutions, and its deep integration into cloud ecosystems make it a key player in the growing cloud infrastructure space. For investors aiming at long-term gains, the $99 stop-loss remains a strategic level to hold positions, protecting downside risk while capturing upside potential. With Datadog’s strong positioning in a high-growth sector and clear bullish momentum, the stock offers an attractive opportunity for both short-term gains and long-term growth. NASDAQ:DDOG
NASDAQ:DDOGLong
by The_Trading_Mechanic
looking for $DDOG's supports via Fibonacci channels## Datadog's Role in the AI Market **Datadog is positioning itself as a key player in the AI market by providing essential tools to monitor and manage AI systems.** Here's how: * ** LLM Observability: ** Datadog has developed software to monitor the performance of large language models (LLMs), the backbone of generative AI applications. This helps organizations ensure the reliability and efficiency of their AI models. * ** AI-Powered Troubleshooting: ** Datadog's Bits AI is a generative AI assistant that automates parts of the incident investigation and response process, improving troubleshooting efficiency. * ** Data Platform Foundation: ** Datadog's core platform, which collects and analyzes data from various systems, provides a strong foundation for building and managing AI applications. **In essence, Datadog is helping organizations harness the power of AI while ensuring its reliability and performance.** By offering tools to monitor, troubleshoot, and optimize AI systems, Datadog is becoming an increasingly important partner for businesses embracing AI. Datadog has positioned itself as a strong contender in the AI market, especially with its focus on observability and monitoring of AI systems. However, the competitive landscape is dynamic, and other players are also making significant strides. Key Competitors and Their Focus New Relic: While also a strong player in observability, New Relic's focus on AI is more centered around using AI to enhance its existing platform features, rather than providing dedicated AI monitoring tools. Splunk: Primarily known for its data platform, Splunk is expanding into AI with a focus on data ingestion and analysis, but its AI monitoring capabilities are still evolving. Dynatrace: Similar to Datadog, Dynatrace is investing in AI-powered observability, but their specific focus areas and product offerings may differ. Specialized AI Monitoring Tools: Companies like Arize AI, Weights & Biases, and Comet ML are emerging as strong competitors with a deep focus on AI-specific metrics and experimentation tracking. Datadog's Competitive Advantages Broad Platform: Datadog's extensive platform covers various IT operations, providing a comprehensive view of the technology stack, including AI systems. Early Mover Advantage: Datadog has been actively investing in AI and machine learning for several years, giving it a head start in developing AI-specific monitoring solutions. Strong Customer Base: With a large customer base across industries, Datadog has a wealth of data to refine its AI capabilities. Areas for Improvement AI-Specific Features: While Datadog offers valuable AI monitoring tools, it could further differentiate itself by offering more specialized features tailored to specific AI workloads (e.g., deep learning, natural language processing). Integration with AI Frameworks: Deeper integration with popular AI frameworks (TensorFlow, PyTorch) can enhance the user experience.
NASDAQ:DDOGLong
by KhanhC.Hoang
Datadog Beat Earnings Estimates President Steps DownDatadog ( NASDAQ:DDOG ), a monitoring and security platform for cloud applications, reported strong first-quarter earnings and revenue that exceeded expectations. The company's guidance was influenced by views, with Amit Agarwal being announced as the company's new president at the end of 2024. Datadog's ( NASDAQ:DDOG ) earnings for the March quarter were 44 cents per share, up 29% from the previous year. Revenue jumped 27% to $611 million, slightly accelerating for a second straight quarter. Analysts expected Datadog to report profit of 34 cents a share on revenue of $590 million. However, Datadog forecasted earnings of 35 cents versus estimates of 34 cents. For the current quarter ending in June, Datadog ( NASDAQ:DDOG ) said it expects revenue of $622 million at the midpoint of guidance. Wall Street analysts predicted Q2 sales of $617 million. Datadog forecast earnings of 35 cents versus estimates of 34 cents. The company has a partnership with Amazon Web Services, the cloud computing unit of Amazon.com (AMZN). Datadog's ( NASDAQ:DDOG ) financial results for the first quarter ended March 31, 2024, showed a 27% year-over-year revenue growth and continued product innovation across its platform. The company had about 3,340 customers with an ARR of $100,000 or more as of March 31, 2024. Amit Agarwal will be stepping down as President, remaining in his role until the end of 2024 to ensure continuity and a successful transition. After his departure, Agarwal is expected to join the Datadog Board of Directors. Datadog ( NASDAQ:DDOG ) has also announced the general availability of IT Event Management, an addition to its suite of AIOps capabilities. With Event Management, Datadog intelligently consolidates, correlates, and enriches event alerts from Datadog and third-party tools into one consistent view so teams can proactively discover, understand, and resolve issues. The company has also published its annual State of DevSecOps 2024 report, which found that a surprising amount of organizations are not embracing automation when it comes to securing cloud deployments. Datadog ( NASDAQ:DDOG ) has received the Google Cloud Technology Partner of the Year awards for AppDev - CloudOps and Marketplace - Infrastructure for the second consecutive year. The company has also announced the return of DASH, its annual user conference, to New York City. Datadog's guidance for the second quarter and full year 2024 is as follows: revenue between $620 million and $624 million, non-GAAP operating income between $134 million and $138 million, and non-GAAP net income per share between $0.34 and $0.36. Technical Outlook Despite the Earnings Beat, Datadog ( NASDAQ:DDOG ) plummeted 11.88% in early market trading forming a downward gap. The stock's Relative Strength Index (RSI) is 34.25 which is down from 51.
NASDAQ:DDOG
by DEXWireNews
5/6/24 - $ddog - only a dip buyer in tmr's AM print5/6/24 - vrockstar - hard to fade this sector winner. 15x sales is defn expensive esp if any miss/ guide lower. i do see potential for follow thru, however, on a beat so don't see the merit to a. shorting and/or b. selling any size into the print. i'm a v interested buyer here, would be looking for a guide to spook ppl a la other b2b names and target the low 100s region. hard to also ignore the gap at 80$/ which is only addressable in a total whiff and in that case, you'd probably need to wait a few days for the pods to unwind risk mgmt and we can be buyers on friday, not later tmr/ tues or wed. playing wait and see.
NASDAQ:DDOG
by VROCKSTAR
Datadog's Earnings Report: Navigating Through the Guidance DipDatadog ( NASDAQ:DDOG ), the New York-based software maker renowned for its monitoring and analytics platform, recently unveiled its fourth-quarter earnings, sending ripples through the investment community. While the company showcased robust performance in both earnings and revenue, its 2024 guidance fell short of expectations, triggering a temporary dip in NASDAQ:DDOG stock. Let's delve deeper into Datadog's financial narrative and decipher the implications of its guidance miss. Earnings Triumph Amidst Guidance Headwinds: Datadog's ( NASDAQ:DDOG ) fourth-quarter earnings painted a picture of resilience and growth. With earnings per share surging 70% year-over-year to 44 cents on an adjusted basis and revenue climbing 26% to $589.6 million, the company outpaced analyst projections. This stellar performance underscored Datadog's ( NASDAQ:DDOG ) prowess in catering to the evolving needs of software developers and IT departments. Guidance Disappointment: However, the spotlight swiftly shifted to Datadog's ( NASDAQ:DDOG ) 2024 guidance, which failed to meet Wall Street's expectations. While the company forecasted a profit of $1.41 per share at the midpoint, analysts had anticipated $1.77 per share. Similarly, Datadog's ( NASDAQ:DDOG ) revenue outlook of $2.565 billion fell short of the $2.586 billion projected by analysts. This deviation from consensus estimates injected a dose of uncertainty into the market, causing NASDAQ:DDOG stock to initially slide by 9%. Analyzing the Numbers: Despite the guidance miss, Datadog's ( NASDAQ:DDOG ) projected revenue for 2024 represents a healthy 23% year-over-year increase. This growth trajectory, albeit slightly below expectations, underscores the company's resilience and potential for sustained expansion. Moreover, Datadog's partnership with Amazon Web Services positions it strategically within the burgeoning cloud computing landscape, providing a solid foundation for future growth. Investor Sentiment and Road Ahead: As Datadog ( NASDAQ:DDOG ) gears up for its investor day on February 15th, all eyes will be on the company's strategic roadmap and initiatives to capitalize on emerging opportunities. While the guidance miss may have sparked short-term volatility, long-term investors may view this as an opportune moment to accumulate shares in a company poised for continued innovation and market leadership. Conclusion: Datadog's ( NASDAQ:DDOG ) recent earnings report encapsulates the dichotomy of triumph and challenge in the dynamic world of technology stocks. While the company's stellar performance in Q4 underscores its underlying strength, the guidance miss serves as a reminder of the inherent volatility in the market. As investors await further insights from Datadog's ( NASDAQ:DDOG ) upcoming investor day, the company remains poised to navigate through headwinds and chart a course towards sustainable growth and value creation.
NASDAQ:DDOGLong
by DEXWireNews