• At the recently announced Zip Forward 2025 conference, Datadog was featured alongside OpenAI, T-Mobile, and other industry leaders to discuss AI adoption, economic uncertainty, and enterprise transformation in San Francisco this October.

• Datadog’s inclusion highlights its increasing prominence as enterprises look to its observability platform for navigating accelerating AI and cloud migration trends.

• We’ll explore how Datadog’s focus on AI-driven innovation and product expansion could impact its investment narrative moving forward.

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To be a shareholder in Datadog, you need to believe in the company’s central role as enterprises accelerate cloud and AI adoption, driving robust demand for unified observability platforms. The Zip Forward 2025 conference spotlights Datadog’s relevance among digital leaders, but this event does not materially change the near-term focus on sustained enterprise revenue growth or the ongoing risk of heightened revenue concentration among key AI-native customers.

Of the latest company updates, Datadog’s move toward acquiring Upwind Security for up to US$1 billion stands out for expanding its cybersecurity capabilities. This directly supports its platform’s growth catalysts by widening its security suite and could strengthen customer retention and contract values as organizations seek comprehensive observability and protection. However, for all its promise, investors should also consider how quickly revenue can shift if major customers reduce…

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Datadog’s projections are set at $5.2 billion in revenue and $406.8 million in earnings by 2028. This outlook is based on a forecasted annual revenue growth rate of 19.9% and requires a $282.2 million earnings increase from current earnings of $124.6 million.

Uncover how Datadog’s forecasts yield a $159.93 fair value, a 15% upside to its current price.

Simply Wall St Community members have posted 11 fair value estimates for Datadog ranging from US$112.84 to US$190.35 per share. While optimism about cloud and AI adoption is strong, opinions differ widely on how Datadog’s recurring revenue can offset customer concentration risk over time, explore these varied viewpoints to inform your own outlook.

Explore 11 other fair value estimates on Datadog – why the stock might be worth as much as 37% more than the current price!