$DDOG mention timeline

Datadog. Every tracked FinTwit mention of $DDOG, newest first. 94 mentions since the first on Jul 21, 2025. See the price chart.

July 2026 · 8 mentions

Jul 15
Mike Investing — Billionaires and politicians are quietly loading software names… Over the next 4-6 months the software theme will outpace the general markets. Focus on: 1. $DDOG ~ Datadog 2. $PL…↗
Jul 9
Midas — Software: $NOW, $MSFT, $DDOG↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain? SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade. Anthropic is tracki…↗
Jul 9
InvestmentGuru — 15 Stocks Worth Watching Right Now $IBRX — Commercial-stage oncology player inflecting toward positive cash flow $QURE — Gene therapy name with multiple near-term pipeline catal…↗
Jul 7
Mike Investing — The rotation back into software names has officially begun… Playing this move right can make you generational wealth. Here are the 5 software names to buy, & their upside targets…↗
Jul 6
Alphatica — LARGE / MID-CAP DARK POOL | July 6, 2026 Large / mid-cap dark pool. +$130M net buy. $MRNA +$123M zero sells. $CRWV +$59M zero sells. 34 off-exchange prints. 248 names tracked. $2…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48 Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering: • $META building “Meta Compute” to se…↗
Jul 1
Midas — Here are the companies I found using @asymmetrix_xyz: Robotics: $TSLA, $OUST, $BB AI: $NBIS, $CIFR, $IREN Space: $RKLB, $ASTS, $SPCX Energy: $BE, $TE, $IMSR Software: $NOW, $M…↗

June 2026 · 7 mentions

Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors… 1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM 2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN 3. Sp…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors… 1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM 2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN 3. Sp…↗
Jun 7
Shay Boloor — SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (1…↗
Jun 6
Shay Boloor

May 2026 · 32 mentions

May 31
Tradable Astronaut — Top ranked software names on the Aion Index right now: $SNOW 100 $TEAM 94 $GTLB 92 $NOW 90 $APP 88 $DDOG 87 But the real opportunity might be in the names sitting in the mid…↗
May 31
amit — $IGV Okay, let’s talk about software… Here’s my question: are software stocks actually ready to breakout or is this move legit? If it is legit, then it may be time to buy the br…↗
May 29
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80. It's probably going to 20x-40x in 2 years. Remember, CEO $NVDA Jensen Huang and President Trump said buy it. It's playing out exact…↗
May 29
InvestmentGuru

April 2026 · 5 mentions

Apr 12
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Popular software names right now: • $NET ~4.7x •…↗
Apr 11
Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40-49%) | $ADBE, $ZS, $DDOG, $TEAM, $CRM, $…↗
Apr 11
Evergreen Capital — I don't think we're anywhere near a floor for software. We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…↗
Apr 10
Evergreen Capital

March 2026 · 6 mentions

Mar 29
Shay Boloor — 2026 has been a fever dream for software. YTD drawdowns: • $DDOG −16% • $PLTR −20% • $CRWD −21% • $ZETA −29% • $SNOW −30% • $SHOP −31% • $FROG −31% • $CRM −32% • $ADBE −33% • $PA…↗
Mar 22
Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM,…↗
Mar 15
Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every c…↗
Mar 4
Shay Boloor

February 2026 · 16 mentions

Feb 26
Black Panther Capital — Is SaaS dead? Here’s what’s actually happening. SaaS stocks have dropped 20–30% since late 2025. $CRM (Salesforce) $NOW (ServiceNow) $WDAY (Workday) $DDOG (Datadog) $SNOW (Snowf…↗
Feb 25
Alphatica — $SNOW Q4 FY2026 EARNINGS PREVIEW REPORTS: Today Post-Market THE SETUP: Street EPS: ($0.65) Street Revenue: $1.25B ALPHATICA ESTIMATES: EPS: ($0.60) Revenue: $1.26B INITIAL STOC…↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal: • $DDOG −15% •…↗
Feb 22
The Future Investors

January 2026 · 9 mentions

Jan 29
Shay Boloor — Nobody wants to live on SaaS Ave in 2026 • $TEAM -13% • $NOW -9% • $HUBS -9% • $WDAY -8% • $SNOW -7% • $MNDY -6% • $DOCU -6% • $CRM -6% • $ESTC -6% • $DDOG -5% • $CRWD -5% • $RBR…↗
Jan 17
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH 1. $ADBE embedding AI directly into the creative & digital content workflow 2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering: • $TSM earnings reactions • Space Economy : $RKLB, $ASTS • The Claude cowork effect: $NOW, $MND…↗
Jan 16
The Future Investors

December 2025 · 5 mentions

Dec 30
TheValueist — I'm long $AMZN $SNOW $AVGO and comfortable holding as we progress into 2026. I hear the competition is fierce for $DDOG and margins will compress. I'm staying clear of $NOW and ent…↗
Dec 30
InvestmentGuru — Morgan Stanley’s 2026 Playbook: Bull Market Continues. Morgan Stanley is laying out a strongly bullish outlook for 2026, with the S&P 500 projected around ~7,800 (base case) and…↗
Dec 29
Shay Boloor — SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10.…↗
Dec 28
Shay Boloor

October 2025 · 1 mention

Oct 17
The Future Investors — $GTLB $DDOG Datadog is reportedly teaming up with Morgan Stanley to explore a takeover of GitLab, possibly for more than $60 per share. 👀 Would this be a smart move for Datadog?…↗

July 2025 · 4 mentions

Jul 21
Tech Fund — UBS on OpenAI potentially moving away from $DDOG: We understand that OpenAI has at least two observability platforms, including a custom-built one for model monitoring and Datado…↗
Jul 13
Tech Fund — More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observa…↗
Jul 13
Tech Fund — $DDOG is losing its largest customer, OpenAI. From Guggenheim: We are downgrading shares of DDOG from Neutral to Sell and introducing a PT of $105 ahead of potential significant o…↗
Jul 7
IvanaSPEAR — Cybersecurity stocks are on fire this year 🔥 Join us for a Webinar to find out what is behind the move and how to pick the winners! Here is what you will learn: ▪️ How are cybe…

June 2025 · 1 mention

Jun 26
IvanaSPEAR — For the first time in history, the #1 hacker in the US is AI …but as the threats have been evolving, so have the solutions. Over the past year, the focus for all major players ha…↗

— One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives. S…

Jun 1

Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗

Jun 1

Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already. It's going to triple by 2027 and Trump's favorite stock too. Right now, these 10 SaaS plays have 1000% potential: 1. $NOW targe…↗

Jun 1

InvestmentGuru — SaaS Sector Scan — Green Across the Board Every name on the SaaS watchlist closed green last week . No exceptions. $NOW was the standout mover of the session — volume confirmed t…↗

— SaaS is back in full send mode yesterday. → $SNOW +38.80% — that’s not a typo → $RDDT +7.35% → $SHOP +7.80% → $NOW +7.68% → $PLTR +7.95% → $ZETA +4.37% → $DDOG +2.96% → $IGV +3.0…

May 29

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗

May 28

InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market Here’s the full sector-by-sector breakdown of what it means and what to watch DATA INFRASTRUCTURE — Di…↗

May 27

Puru Saxena — $SNOW just announced Q1 results... stock +29%! For months, we've maintained that quality infrastructure stocks were unfairly punished by the market. $DDOG and $SNOW results have…↗

May 25

Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated: “You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗

May 23

Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives. So…↗

May 18

シバイヌおやびん（投資系VTuber） — $DDOG データドッグサーバー監視ソフトウェア。AIモデル企業2社が採用。（多分OpenAIとAnthoropic）下がってくれないというね https://t.co/UFrW14WfpW↗

May 17

Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new series on the FE YouTube channel where I share 5-10 minute earnings breakdowns.…↗

May 17

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NE…↗

May 17

Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power: • $PENG: +158% • $INTC: +151% • $SNDK: +131% • $…↗

May 12

Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom: Data Centers - $IREN, $NBIS, $CRWV Software - $NOW, $ADBE, $DDOG If you misse…↗

May 12

Shay Boloor — $DDOG fits into agentic AI stack because AI makes infrastructure much more complex across models, managing GPU fleets, monitoring token costs and production workflows. That create…↗

May 11

Shay Boloor — @cvpayne Hey @jsmith68abq! Here are my takeaways on $NOW, $CRWD and $SNOW: Crowdstrike is AI security layer because AI makes attacks faster and more automated which makes endpoin…↗

May 11

シバイヌおやびん（投資系VTuber） — 配信始めるよー！半導体記録的上昇！でもあえてソフト銘柄に注目 $PLTR $APP $DDOG $FTNT https://t.co/lAcJKezzHU @YouTubeより↗

May 11

シバイヌおやびん（投資系VTuber） — 21時からYouTube配信するよ～！半導体記録的上昇！でもあえてソフト銘柄に注目 $PLTR $APP $DDOG $FTNT https://t.co/oD8kDPCCTf @YouTubeより↗

May 9

シバイヌおやびん（投資系VTuber） — 「ある大企業が、自社のサーバー・システムをAIエージェントの攻撃から守りたいと想定。どう各社製品を組み合わせる？」 $NET $PANW $FTNT $ZS $CRWD $RBRK $OKTA $DDOG https://t.co/MEr8A9vxnP↗

May 8

Alphatica — ROTATION SCANNER | May 8, 2026 | 12:12 PM ET Semis rip +3.9%. Value surges +3.3%. Tech leadership returns. Leader: $SOXX (Semiconductors) +3.9% Laggard: $XLV (Healthcare) -0.6% S…↗

May 7

amit — Software stocks today: $NOW +5.7% $DDOG +28.2% $IGV +3.6% $ADBE +2.8% $MSFT +2.4% $PLTR +2.7% $MSFT +2.8% $CRM +3.2% Semiconductor stocks today: $MU -3.8% $SNDK -7.1% $AAOI -14%…↗

May 7

Shay Boloor — My full $DDOG earnings takeaway can be found here: https://t.co/2op5ILulC5↗

May 7

Shay Boloor — @FuturumEquities $DDOG is becoming one of the clearest software picks-and-shovels plays in the AI economy and I think the AI tailwind here is still underappreciated.↗

May 7

Shay Boloor — $DDOG delivered one of the strongest software quarters in a while with NRR reaccelerating to 121% and reminding the market that software isn't dead. Agentic AI is making infrastru…↗

May 7

Shay Boloor — $DDOG up over 30% today after it reminds the market that software isn't dead 🙃 https://t.co/i43D9Aa12e↗

May 7

InvestmentGuru — $DDOG can bring some momentum in $SNOW $ESTC $MDB $CSCO $PLTR↗

May 7

InvestmentGuru — $DDOG is the canary in the coal mine for enterprise AI adoption. When it runs like this, it’s telling you AI workloads are going live at scale — and companies are paying to watch t…↗

May 7

Puru Saxena — "Software is dead" - really? $DDOG beats estimates + raises FY revenue guidance Stock +23% pre-market Infrastructure software + cybersecurity stocks on the bargain table and…↗

May 7

Shay Boloor — $DDOG CRUSHED THEIR Q1 EARNINGS • Revenue $1.01B vs Est. $958M • EPS $0.60 vs Est. $0.52 • FCF $289M vs Est. $153M • $100K+ ARR Customers: 5K (+21% YoY) Q2 Guidance • Revenue $1.…↗

May 4

InvestmentGuru — Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD…↗

May 3

Shay Boloor — GROWTH EARNINGS START NEXT WEEK • Monday | $PLTR, $DUOL, $GRAB, $TWST, $ON, $BWXT • Tuesday | $AMD, $DOCN, $CIFR, $PYPL, $SHOP, $CCJ, $ANET, $TEM, $ALAB, $SMCI, $NVTS, $TMDX, $JOB…↗

May 2

The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀 Monday: $PLTR, $DUOL Tuesday: $SHOP, $AMD, $ANET, $TMDX Wednesday: $NVO, $ADYEN, $UBER, $AXON Thursday: $CRWV…↗

— As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…

Apr 1

Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗

— BOUNCE-BACK DAY ACROSS GROWTH • $COIN +15% • $WIX +14% • $ASTS +12% • $IREN +12% • $NBIS +11% • $EOSE +10% • $BMNR +9% • $CIFR +9% • $OSCR +9% • $CRWV +8% • $HOOD +8% • $APP +7% •…

Mar 3

KaizenInvestor — Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%. I remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS↗

Mar 3

Jason Luongo — The complete data center stock map. Every layer. Every name worth watching. OPERATORS + BUILDERS $EQIX $CRWV $NBIS $IREN $APLD $CIFR CHIPS $NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗

— The AI value chain from chips to applications 🤖🔥 AI isn’t just ChatGPT. It’s an entire stack 👇 ⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲 The physical backbone. Without compute, no AI. $NVDA $AMD $…

Feb 21

Shay Boloor — THE AGENTIC AI SECURITY CHEAT SHEET The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…↗

Feb 13

KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal. Here’s a breakdown of the sectors and stocks that should be…↗

Feb 12

The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀 1. $PATH | UiPath - 0.47 2. $WDAY | Work…↗

Feb 11

Daave “3 and 30” Tepper — $ddog sounds like a promising one! 15x sales generates no cash continuously issues net shares lower↗

Feb 10

TheValueist — $DDOG EXECUTIVE CALL SUMMARY: Datadog Inc (02/10/26) Q4 2025 results reflected a meaningful top-line acceleration, strong large-deal activity, and sustained cash generation, while…↗

Feb 10

Shay Boloor — $DDOG Q4 EARNINGS • Revenue $953M vs Est. $917M • EPS $0.59 vs Est. $0.55 • $1M+ ARR Customers: 603 (+30% YoY) • $100K+ ARR Customers: 4,310 (+19% YoY) FY26 Guidance • Revenue $4…↗

Feb 10

KaizenInvestor — $DDOG surges 7.5% after an impressive double beat. Datadog is shifting from a simple watchdog to the brain that runs the cloud. Their latest results show that the world’s largest…↗

Feb 7

Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026: Rule of 40 scores • Unicorn (60%+) | $PLTR • Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS • Great (4…↗

Feb 7

The Future Investors — Next week multiple interesting companies will report their Q4 numbers 📊 👇 Tuesday: $SPOT $DDOG $HOOD Wednesday: $ALAB $SHOP $APP Thursday: $NBIS $ANET $COIN Which ones are you…↗

Feb 4

amit — $GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies, we are seeing massive token usage - Many companies are incorporating Gem…↗

Feb 4

Shay Boloor — IS SOFTWARE DEAD? | IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $CIFR, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $DDOG, $G…↗

Feb 4

Shay Boloor — SaaSpocalypse 2026 Drawdown from highs: • $FIG −83% • $HUBS −71% • $MNDY −70% • $TEAM −68% • $ESTC −56% • $NOW −53% • $RBRK −50% • $CRM −47% • $APP −47% • $ZS −46% • $WDAY −45% •…↗

— Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇 $FIG | Figma -77.9% $DUOL | Duolingo -71.7% $HUBS | HubSpot -62.6% $MNDY | Monday com…

Jan 16

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27 Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET. We’ll be covering: • $TSM earnings reac…↗

Jan 15

Serenity — @soulbiri1 Pochita = dog. Logic checks out for $DDOG↗

Jan 14

Tradable Astronaut — $DDOG back to the gulag if this doesn't hold https://t.co/VnMnhQBfhZ↗

Jan 4

Shay Boloor — ESTIMATED FCF GROWTH OVER THE NEXT 3 YEARS • $AMZN +405% • $HOOD +320% • $BABA +265% • $AMD +260% • $NVDA +230% • $NET +220% • $CRWD +200% • $ASML +199% • $AVGO +189% • $PLTR +185…↗

Jan 3

Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS AI Utility • $IREN -- $33 • $NBIS -- $87 • $CIFR -- $15 • $WULF -- $11 • $GLXY -- $22 AI Power • $EOSE -- $12 • $VST -- $140 • $NVTS -- $7…↗

— HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The…

Dec 19

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24 Join Daniel & me live on YouTube today at 1PM EST as we talk about: • AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗