Citi Initiates Upside Catalyst Watch on Datadog
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 09 2025
0mins
Should l Buy DDOG?
Datadog Inc's stock price fell by 5.00% as it crossed below the 5-day SMA, reflecting broader concerns in the software sector amid AI disruption fears.
Citi analyst Fatima Boolani highlighted that Datadog's upcoming earnings and DASH conference are likely to catalyze stock price appreciation, as expectations for AI-native customer optimization and growth appear overly conservative, prompting a potential reevaluation of its value by investors. Boolani noted that Datadog's revenue run rates are showing parabolic growth based on leading frontier models and the broader AI-native ISV ecosystem, indicating strong spending growth potential that is expected to drive the company's future performance. Recent partner checks indicate robust enterprise demand for observability, providing a favorable market backdrop for Datadog and further supporting its business expansion.
The analyst's optimism suggests that despite the current price decline, there is potential for recovery as market conditions improve and Datadog's growth strategies take effect.
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Analyst Views on DDOG
Wall Street analysts forecast DDOG stock price to rise
33 Analyst Rating
30 Buy
3 Hold
0 Sell
Strong Buy
Current: 131.550
Low
140.00
Averages
207.39
High
255.00
Current: 131.550
Low
140.00
Averages
207.39
High
255.00
About DDOG
Datadog, Inc. provides an observability and security platform for cloud applications. The Company’s SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for its customers’ entire technology stack. Its platform consists of products that can be used individually or as a unified solution and includes a marketplace where customers can access products built by its partners on top of the Datadog platform. Its products include Infrastructure Monitoring, Application Performance Monitoring, Log Management, Digital Experience Monitoring, Continuous Profiler, Database Monitoring, Data Observability, Universal Service Monitoring, Network Monitoring and others. It owns Metaplane, an end-to-end data observability platform that provides advanced machine learning-powered monitoring and column-level lineage.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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