Datadog Inc: Acquires Adaptive ML, accelerating its AI strategy

研报英文原文证据摘录

Datadog Inc: Acquires Adaptive ML, accelerating its AI strategy

Accessible version

Datadog Inc

Acquires Adaptive ML, accelerating its AI

strategy

Maintain Rating: BUY | PO: 280.00 USD | Price: 260.36 USD

Adding more fuel to its AI Research strategy 01 July 2026

After the close on 6/30/26, Datadog announced the acquisition of Adaptive ML, an AI Equity

start up that developed a Reinforcement Learning Operations (RLOps) platform. The

Koji Ikeda, CFA

plan is to weave Adaptive ML into its AI Research strategy that “focuses on fundamental Research Analyst

technical problems and collaborates with Datadog's product and engineering teams to BofAS +1 415 913 2106

translate research advances into products.” From a high level, RLOps are tools that build, koji.ikeda@bofa.com

run, and manage AI systems that learn from actions and improve decisions over time. George McGreehan

We think the addition of Adaptive ML will accelerate its strategy in building proprietary Research Analyst BofAS

models and agents like Bits SRE, Bits Code, and Bits Security Analyst. As their agentic +1 415 913 4315

offerings get even better, we think they can become good drivers of platform usage. george.mcgreehan@bofa.com

Post acquisition news, we are incrementally more positive on Datadog’s ability to at

least achieve and potentially beat its near-term targets, and drive durable long-term

growth. No change to estimates. Maintain Buy. Stock Data

Who is Adaptive ML? Price 260.36 USD

Price Objective 280.00 USD

Adaptive ML is based in New York City, and has a research team based in Paris, France.

Date Established 8-Jun-2026

The company was founded in 2023 by a group of former HuggingFace engineers. We

Investment Opinion C-1-9

estimate the company has 50-60 employees. According to Adaptive ML’s website, it