Datadog, Inc. (DDOG)

Datadog, Inc. (NASDAQ:DDOG) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, KeyBanc analyst Eric Heath lowered the price target on the stock to $155.00 (from $170.00) while maintaining an Overweight rating. The firm believes in DDOG’s positioning but needs clarity on 2026 guide. The firm noted how DDOG needs […]

Investors are questioning whether new AI-powered autonomous agents from Anthropic and OpenAI could replace parts of Datadog’s monitoring and observability platform. This emerging AI replacement narrative has triggered a sector-wide reassessment of software business models and recurring revenue durability. Sentiment around Datadog, ticker NasdaqGS:DDOG, has weakened as the market reassesses the potential impact of next generation AI tools on traditional software platforms. Datadog’s share...

Wondering if Datadog is fairly priced after its recent swings, or if the current share price might be offering you a better entry point than the headlines suggest? Datadog shares last closed at US$111.69, with returns of a 13.6% decline over 7 days, a 21.0% decline over 30 days, a 16.5% decline year to date, a 21.7% decline over 1 year and a 38.7% return over 3 years, while the 5-year return sits at a 1.0% decline. Recent commentary around Datadog has focused on how investors are reassessing...

Investing.com -- Bank of America said the 25% year-to-date slide in the software sector has created selective opportunities, highlighting key stocks as the first names likely to rebound.

An artificial intelligence-driven shakeout in the heavyweight technology sector is set to keep stock investors on edge in the coming week while a barrage of data could shift focus to the health of the economy. A deepening rout among software stocks has commanded Wall Street's ​attention this week, as investors worried about the extent to which AI would upend business models throughout the industry. Further weakness in the tech sector, which holds massive ‌weights in the major U.S. equity indexes, dragged the benchmark S&P 500 lower, erasing its gains for 2026.

Tech stocks kept falling, continuing the rout that started Tuesday. A broad array of AI-exposed companies saw their shares decline, including software companies, data-service firms, hyperscalers, and fund managers that invest in software companies. Thomson Reuters on its Thursday earnings call argued that its legal-research business can't be replaced by general-purpose AI models.

GitLab Inc. (NASDAQ:GTLB) is one of Cathie Wood’s 10 stock picks with huge upside potential. On January 23, 2026, TipRanks reported that speculation around potential technology-sector consolidation is emerging. Citing Barron’s column by Jacob Sonenshine, the source cited a batch of software companies that could emerge as buyout candidates. With investors looking for opportunities to […]