Schwab Network on $DDOG

Channel profile →Sources cited by the channel: BFA and JP Morgan, Baird, Bank of America, Barclays, Berenberg, Bernstein, with a Jefferies target cut noted, Bird (analyst firm), CEO, CEO Joe Dominguez, Caner, Citi, Citigroup, Citizens, Daiwa, Dan Deming and Michael Monahan, Dan Ives, Deutsche Bank, Erit Research, Evercore ISI, Evercore ISI; Dan Ives, Goldman Sachs, JP Morgan Chase, JPMorgan, JPMorgan Chase, Jefferies, Jefferies, UBS and Citigroup, Jensen Huang; Dan Ives, Loop Capital, Mattie Natsson, Michael Saylor, Milius (analyst), Morgan Stanley, Northrop, Oppenheimer, Oppenheimer, Freedom Broker, Oracle, Reddit CEO, Rothschild Redburn, SK Hynix, Seth, Tim Bigham, Tim and KG, Truist, UBS, Wall Street Journal, Wedbush, Wells Fargo, analysts3 entries

Schwab Network has discussed $DDOG in 3 videos since 2026-10-19. The latest, on 2026-11-06, was bullish.

2026-11-06Bullish

“Rob Luna on "Delayed" Tech Sell-Off, NVDA Cheaper Than SPX & RKLB Buy Opportunity”

AI summary · DataDog is among the cybersecurity names the speaker recommends buying and is comfortable buying at this valuation; he expects cybersecurity spending to persist rather than be cut, because companies would not make clients' data more vulnerable—the opposite is likely.

all the cybersecurity companies, like CrowdStrike or DataDog — these are the ones you should choose. These are companies that I think everyone should buy.

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2026-11-04Bearish

“Congress Flips Blue as AMD Falls, ANET Rallies Following Strong Earnings”

AI summary · DDOG beat (EPS 81 cents vs 64 expected; revenue 1.2 billion vs 1.15 billion, up 35% y/y) and raised FY2026 EPS and revenue guidance, but current-quarter guidance was roughly in line (EPS 69 to 71 cents vs 64 expected; revenue midpoint 1.195 billion vs 1.2 billion). With shares up 62% in 2026 and 26% below last month's highs, the speaker calls the premarket drop a sell-the-news event, with expectations and the prior move built in.

All right, and let's cross over to data dog. Those shares getting hit hard right now in the pre-market down double digits. Yeah, you just look at the uh you know top and bottom lines.

It was a beat, right? Earnings came in at about uh what 81 cents versus 64 cents anticipated. Revenue came in at 1.2 billion. That was above the uh near 1.15 billion. Uh they expected revenue grew 35% on a year-over-year basis. Operating cash flow came in about $290 million.

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2026-10-19Bullish

Monday's First Moves: AMZN PT Hike, DDOG Upgrade, CLF Earnings Beat

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