Stifel and Bernstein Stay Bullish on Datadog, Inc. (DDOG) After Investor Day

Datadog, Inc. (NASDAQ:DDOG) is one of the 15 AI Stocks With Explosive Growth Potential.

Datadog, Inc. (NASDAQ:DDOG) is one of the best AI stocks with explosive growth potential. On February 17, Stifel reiterated a Buy rating on Datadog, Inc. (NASDAQ:DDOG) with a price target of $160. This update comes after the company’s Investor Day event on February 12.

Stifel pointed to management’s presentation of growing opportunities in newer products and selling motions focused on user-first monitoring. Datadog, Inc.’s (NASDAQ:DDOG) leadership team also discussed expanding the idea of “closing the loop” from production to the software development life cycle. Other key topics included bring-your-own-cloud offerings and the use of AI to speed up remediation and increase autonomy across the platform.

Earlier, on February 12, Bernstein SocGen Group also reiterated its Outperform rating on Datadog, Inc. (NASDAQ:DDOG) with a price target of $180 after the company’s Investor Day event.

Bernstein analyst Peter Weed highlighted three main factors that support the firm’s long-term confidence in the company. He pointed to Datadog, Inc.’s (NASDAQ:DDOG) position in Bits.ai and the opportunity for the platform to accelerate pull-through.

The research firm also noted that the company’s on-premise offering could lower full-churn risk among its largest customers and also create opportunities to win new customers. Bernstein also highlighted Datadog, Inc.’s (NASDAQ:DDOG) aim to become a line-of-business software instead of focusing only on end-user productivity tools.

Datadog, Inc. (NASDAQ:DDOG) offers an AI-powered observability and security SaaS platform for cloud applications. It supports infrastructure monitoring, application performance monitoring, log management, user experience monitoring, and cloud security.

While we acknowledge the potential of DDOG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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