Datadog Faces Analyst Warning As OpenAI Spending Risks Threaten Future Growth
1. DDOG reported 28% year-over-year revenue growth to $826.76 million. 2. Analysts maintained positive ratings with price forecasts between $165-$175. 3. AI-native customers contributed significantly to revenue growth, now at 11%. 4. Concerns about OpenAI spending could impact future growth prospects. 5. Management raised 2025 revenue guidance by $92 million, exceeding estimates.