Datadog (DDOG) remains a core holding, with a bullish outlook for 2026 driven by high retention and expanding AI offerings. DDOG's platform is sticky, boasting a net revenue retention rate of 120% and ...
Datadog topped expectations in Q4 with 25% sales growth year over year as well as solid earnings and free cash flow numbers. Yet Datadog's guidance for 2025 suggested slower sales growth ahead along ...