Datadog Inc: Unleashing new features (and strong demand) at DASH 2026

研报英文原文证据摘录

Datadog Inc: Unleashing new features (and strong demand) at DASH 2026

Accessible version

Datadog Inc

Unleashing new features (and strong

demand) at DASH 2026

Maintain Rating: BUY | PO: 280.00 USD | Price: 227.63 USD

Positive checks make us more positive 10 June 2026

We come away more positive on Datadog (DDOG) after attending DASH 2026 in New Equity

York City. We evaluated new products and had many customer conversations on demand.

Koji Ikeda, CFA

The conference was packed (attendance likely up y/y), and customer conversations were Research Analyst

bullish overall. Newly launched features, like Bits AI auto-remediation features, were well BofAS +1 415 913 2106

received. Checks pointed to a healthy demand backdrop over the next several quarters, koji.ikeda@bofa.com

making us confident in its ability to keep delivering strong results. On balance, it could George McGreehan

take time to see meaningful revenue upside from Bits AI, as customers may need to find Research Analyst BofAS

new budget, which could take a while. Maintain Buy. +1 415 913 4315

george.mcgreehan@bofa.com

Customers finding value in platform consolidation

After speaking to a dozen customers, we are more confident Datadog can meet or

exceed our revenue estimates because demand sounds strong. Feedback on vendor Stock Data

consolidation was good, with several customers citing interest in migrating to Datadog

Price 227.63 USD

for cloud security and session replay. Another customer migrated from a competitor for

Price Objective 280.00 USD

better observability functionality, and several others stated they are in migration

Date Established 8-Jun-2026

discussions. Overall, customers were excited about Bits AI for agentic observability, but

Investment Opinion C-1-9