Datadog Upgrade: AI Token Demand Reaccelerates into 2027

Posted on by Eben@CANSLIM Research

In a report examining why Datadog’s AI tailwinds look stronger than previously assumed, the analysis explains that it had downgraded the stock a quarter earlier on two concerns: investor reaction to a roughly $100m ARR contract downsizing at Datadog’s largest “Born in AI” customer — which the report believes is OpenAI — and signs of late-year weakness in the traditional customer base that accounts for about 85% of revenue. Both effects still look accurate, the report says, with the contract resizing confirmed at Q2 earnings and alternative-data signals showing the traditional base ended Q3 even softer than forecast.

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