"Mizuho's channel checks were solid overall, with cloud and consumption data points described as 'generally good' and AI adoption remaining 'very strong.' Cybersecurity demand was the one soft spot, coming in mixed."
"Datadog operates a unified cloud observability and security platform with over 1,000 integrations and a customer base of around 32,700. The company generated $3.43 billion in full-year 2025 revenue, up 28% year-over-year."
"The Q1 bar is clearly defined. Datadog guided for revenue of $951 million to $961 million and non-GAAP EPS of $0.49 to $0.51 for the quarter."
Mizuho analyst Gregg Moskowitz reduced Datadog's price target from $170 to $145 while keeping an Outperform rating. The adjustment reflects routine Q1 preview practices rather than a fundamental reassessment. Overall channel checks indicated solid cloud and consumption data, with AI adoption remaining strong. Cybersecurity demand showed mixed results. Datadog's revenue guidance for Q1 is set between $951 million and $961 million, with non-GAAP EPS expected between $0.49 and $0.51. The company reported $3.43 billion in revenue for 2025, marking a 28% year-over-year increase.
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