Datadog's AI, Cloud Migration, Expanding Product Adoption Drive Analyst Confidence Despite Growth Volatility Concerns
1. Rosenblatt maintains buy rating but lowers price target to $150. 2. Expecting Q1 2025 revenue of $739.6 million, below consensus. 3. Datadog's adjusted operating income expected at $164.9 million. 4. Company sees broadening product adoption despite macro challenges. 5. AI-driven applications represent 6% of ARR, posing growth volatility risks.