Datadog, Inc. Stock News

Businesses that are operating in large and growing industries can make the most rewarding investments. Growth stocks can be volatile, but the long-term gains of patiently holding shares of a company experiencing growing demand for its products can lead to monster gains down the road.

Shares of Datadog (DDOG 0.92%) have jumped an impressive 36% in the past two months, well beyond the broad recovery stocks have seen as President Trump put a pause on his most aggressive trade policies. As a cloud observability and security solutions provider, the company has been growing at a robust pace thanks to a sizable addressable market and the rapid adoption of artificial intelligence (...

Datadog, Inc. (NASDAQ:DDOG ) Bank of America Global Technology Conference June 3, 2025 3:30 PM ET Company Participants Dave Obstler - Chief Financial Officer Conference Call Participants Koji Ikeda - Bank of America Koji Ikeda So, thanks, everybody. This is the lunchtime keynote at the BofA Technology Conference 2025?

Artificial intelligence (AI) stocks have had a forgettable 2025 so far, as some investors book profits in companies benefiting from the adoption of this technology following a couple of terrific years in 2023 and 2024.

Growth stocks have had an up-and-down year so far. Despite bullish projections heading into 2025, President Donald Trump's global trade reset has weighed on markets, with the benchmark S&P 500 close to flat year to date, despite a recent marketwide trend reversal.

The tech-focused Nasdaq-100 is home to some of the most innovative and fastest-growing companies around. As of May 14, most of the stocks in the index are up year to date.

Datadog (DDOG -1.58%), a cloud observability and security solutions provider, had a torrid run on the stock market in the first three months of the year. It then hit a 52-week low on April 7, but the stock has made a remarkable comeback since then.

Strong performance from Bajaj Finance and MercadoLibre drove quarterly gains, supported by robust growth, solid earnings, and management continuity. Cloudflare remains a high-conviction holding due to durable top-line growth, expanding product offerings, and a unique edge network for AI applications. Nvidia's stock correction was driven by AI adoption concerns, but we maintain high conviction g...