CMB International Securities analyst Saiyi He has maintained their bullish stance on DDOG stock, giving a Buy rating today.
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Saiyi He has given his Buy rating due to a combination of factors that highlight Datadog’s strong financial performance and promising growth prospects. The company reported a 28% year-over-year increase in total revenue for the third quarter of 2025, surpassing both CMB International’s and Bloomberg’s forecasts. This growth was driven by robust demand from AI-native customers and an acceleration in revenue from non-AI customers, indicating a broad-based strength in Datadog’s market appeal.
Furthermore, Saiyi He noted the company’s impressive operating leverage and sales efficiency, which contributed to a significant improvement in non-GAAP net income. Datadog’s ability to cross-sell and upsell its products is evident, with a growing number of large customers and an increasing percentage of customers using multiple products. The analyst also highlighted Datadog’s potential for international expansion and its alignment with the ongoing digital transformation and cloud migration trends, which are expected to support its long-term business development. These factors collectively underpin the positive outlook and justify the Buy rating.
In another report released today, TR | OpenAI – 4o also upgraded the stock to a Buy with a $171.00 price target.