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DataDog recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion - The Information

Thu, 22 Oct 2026 13:31:16 -0400

(Updated - October 22, 2026 1:31 PM EDT)

DataDog recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion - The Information

Upwind, which hasn’t accepted the offer, is finalizing a $300 million funding round at a roughly $3.8 billion valuation, the report added.

Datadog stock rises on analyst upgrade, AI demand

Wed, 21 Oct 2026 10:16:17 -0400

Datadog Inc shares climbed 6.1% in morning trading Wednesday, reaching $272.07, following a series of analyst upgrades led by Bernstein SocGen Group.

Bernstein analyst Peter Weed upgraded the stock to Outperform and raised his price target to $350. The firm said rapid AI workload growth is driving demand for cloud infrastructure monitoring tools. Alternative data shows a 50% quarter-over-quarter increase in token consumption by large AI labs.

The stock had fallen approximately 14% over the prior week from its 52-week high of $300.68 before the upgrade.

Mizuho raised its price target to $330 from $300, while Barclays lifted its target to $300 from

Bernstein lifts Datadog to buy amid stronger AI-driven tailwinds

Mon, 19 Oct 2026 08:58:00 -0400

Investing.com -- Bernstein has raised its rating for Datadog to Outperform from Market-Perform in a note on Monday, lifting its price target to $350 from $237 per share.

Analyst Peter Weed told investors that demand from AI-native customers is far stronger than he expected.

The analyst previously downgraded the stock ahead of the last quarter. At the time, he was concerned about a roughly $100 million ARR contract downsizing by Datadog’s largest “Born in AI” customer, which Bernstein believes is OpenAI, and about weakness in its traditional customer base, which makes up about 85% of revenue.

Weed said those traditional customer

Bernstein lifts Datadog to buy amid stronger AI-driven tailwinds

Mon, 19 Oct 2026 08:58:00 -0400

Investing.com -- Bernstein has raised its rating for Datadog to Outperform from Market-Perform in a note on Monday, lifting its price target to $350 from $237 per share.

Analyst Peter Weed told investors that demand from AI-native customers is far stronger than he expected.

Weed said those traditional customer

Bernstein SocGen Group Upgrades Datadog (DDOG) to Outperform

Mon, 19 Oct 2026 02:36:59 -0400

Bernstein SocGen Group analyst Peter Weed upgraded Datadog (NASDAQ: DDOG) from Market Perform to Outperform with a price target of $350.00 (from $237.00).

The analyst comments: “Into last quarter, we downgraded Datadog as we worried about investor reaction to the large ~$100MM ARR contract downsizing for their largest “Born in AI” customer (we believe it is OpenAI) plus signals of late year weakness in their traditional customer base that makes up ~85% of their revenue. In fact, the traditional customer base signals ended Q3 even weaker than we predicted at the time (Exhibit 1). But with all of that groundwork, we

Bernstein SocGen Group Upgrades Datadog (DDOG) to Outperform

Mon, 19 Oct 2026 02:36:59 -0400

Bernstein SocGen Group analyst Peter Weed upgraded Datadog (NASDAQ: DDOG) from Market Perform to Outperform with a price target of $350.00 (from $237.00).

Jefferies names top observability stocks as AI agents gain traction