Datadog Poised to Report 'Solid' Q4 Results With Upside to Consensus, Oppenheimer Says

MT Newswires Live02-03 00:14

Datadog (DDOG) is poised to report "solid" Q4 results with upside to consensus estimates of $917.7 million in revenue and $0.55 in earnings per share by roughly 3% to 4%, Oppenheimer said in a Monday note.

The brokerage said that recent checks suggests a steady environment, aided by growing sales capacity and productivity, and maturing platform-selling motion.

Looking ahead to 2026, Oppenheimer said it expects fiscal year revenue guidance to be slightly below consensus, consistent with management's track-record conservatively discounting consumption and expansion trends.

Oppenheimer said it believes that the company providing transparency on core compared with artificial intelligence-native expectations could potentially neutralize OpenAI as a headwind and focus investor attention on strong core fundamentals.

"We're positive on the health of Datadog's core business, seeing a path to 20%+ growth in 2026-2027," Oppenheimer analysts further said.

Datadog is scheduled to report its Q4 earnings on Feb 10.

Oppenheimer maintained its outperform rating with a $225 price target.

Price: 129.42, Change: +0.10, Percent Change: +0.08

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2608958418?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-03 00:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608958418","market":"sh","top_or_hot":-1,"title":"Datadog Poised to Report 'Solid' Q4 Results With Upside to Consensus, Oppenheimer Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/DDOG\">Datadog</a> (DDOG) is poised to report \"solid\" Q4 results with upside to consensus estimates of $917.7 million in revenue and $0.55 in earnings per share by roughly 3% to 4%, Oppenheimer said in a Monday note.</p><p>The brokerage said that recent checks suggests a steady environment, aided by growing sales capacity and productivity, and maturing platform-selling motion.</p><p>Looking ahead to 2026, Oppenheimer said it expects fiscal year revenue guidance to be slightly below consensus, consistent with management's track-record conservatively discounting consumption and expansion trends.</p><p>Oppenheimer said it believes that the company providing transparency on core compared with artificial intelligence-native expectations could potentially neutralize OpenAI as a headwind and focus investor attention on strong core fundamentals.</p><p>\"We're positive on the health of Datadog's core business, seeing a path to 20%+ growth in 2026-2027,\" Oppenheimer analysts further said.</p><p>Datadog is scheduled to report its Q4 earnings on Feb 10.</p><p>Oppenheimer maintained its outperform rating with a $225 price target.</p><p>Price: 129.42, Change: +0.10, Percent Change: +0.08</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Datadog Poised to Report 'Solid' Q4 Results With Upside to Consensus, Oppenheimer Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDatadog Poised to Report 'Solid' Q4 Results With Upside to Consensus, Oppenheimer Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-02-03 00:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/DDOG\">Datadog</a> (DDOG) is poised to report \"solid\" Q4 results with upside to consensus estimates of $917.7 million in revenue and $0.55 in earnings per share by roughly 3% to 4%, Oppenheimer said in a Monday note.</p><p>The brokerage said that recent checks suggests a steady environment, aided by growing sales capacity and productivity, and maturing platform-selling motion.</p><p>Looking ahead to 2026, Oppenheimer said it expects fiscal year revenue guidance to be slightly below consensus, consistent with management's track-record conservatively discounting consumption and expansion trends.</p><p>Oppenheimer said it believes that the company providing transparency on core compared with artificial intelligence-native expectations could potentially neutralize OpenAI as a headwind and focus investor attention on strong core fundamentals.</p><p>\"We're positive on the health of Datadog's core business, seeing a path to 20%+ growth in 2026-2027,\" Oppenheimer analysts further said.</p><p>Datadog is scheduled to report its Q4 earnings on Feb 10.</p><p>Oppenheimer maintained its outperform rating with a $225 price target.</p><p>Price: 129.42, Change: +0.10, Percent Change: +0.08</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4023","symbol_name":"应用软件","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2608958418","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608958418","pubTimestamp":1770048886,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Datadog  is poised to report \"solid\" Q4 results with upside to consensus estimates of $917.7 million in revenue and $0.55 in earnings per share by roughly 3% to 4%, Oppenheimer said in a Monday note.The brokerage said that recent checks suggests a steady environment, aided by growing sales capacity and productivity, and maturing platform-selling motion.Looking ahead to 2026, Oppenheimer said it expects fiscal year revenue guidance to be slightly below consensus, consistent with management's track-record conservatively discounting consumption and expansion trends.Oppenheimer said it believes that the company providing transparency on core compared with artificial intelligence-native expectations could potentially neutralize OpenAI as a headwind and focus investor attention on strong core fundamentals.\"We're positive on the health of Datadog's core business, seeing a path to 20%+ growth in 2026-2027,\" Oppenheimer analysts further said.Datadog is scheduled to report its Q4 earnings on Feb","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4023":"应用软件","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4585":"ETF&股票定投概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","OPY":"奥本海默控股","BK4127":"投资银行业与经纪业","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4528":"SaaS概念","BK4613":"AI应用软件","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4535":"淡马锡持仓","DDOG":"Datadog","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4551":"寇图资本持仓","BK4607":"DeepSeek概念股","LU1548497426.USD":"安联环球人工智能AT Acc","BK4561":"索罗斯持仓"},"translate_title":"奥本海默表示，Datadog准备报告“稳健”的第四季度业绩，超出共识","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OPY":1.5,"DDOG":1.5},"content_text":"Datadog (DDOG) is poised to report \"solid\" Q4 results with upside to consensus estimates of $917.7 million in revenue and $0.55 in earnings per share by roughly 3% to 4%, Oppenheimer said in a Monday note.The brokerage said that recent checks suggests a steady environment, aided by growing sales capacity and productivity, and maturing platform-selling motion.Looking ahead to 2026, Oppenheimer said it expects fiscal year revenue guidance to be slightly below consensus, consistent with management's track-record conservatively discounting consumption and expansion trends.Oppenheimer said it believes that the company providing transparency on core compared with artificial intelligence-native expectations could potentially neutralize OpenAI as a headwind and focus investor attention on strong core fundamentals.\"We're positive on the health of Datadog's core business, seeing a path to 20%+ growth in 2026-2027,\" Oppenheimer analysts further said.Datadog is scheduled to report its Q4 earnings on Feb 10.Oppenheimer maintained its outperform rating with a $225 price target.Price: 129.42, Change: +0.10, Percent Change: +0.08","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608958418","isCrawlerRequest":true}