Datadog (DDOG) remains a core holding, with a bullish outlook for 2026 driven by high retention and expanding AI offerings.

Datadog is positioned to benefit from accelerating AI-driven cloud workloads, leveraging rapid product innovation in observability and security. AI revenue for DDOG grew 253% YoY, now representing 11% ...

Things looked good for Datadog in the fourth quarter. Strong quarterly revenue gains helped the data-focused technology company finish 2024 with a 26% rise in annual sales, and adjusted earnings of $0 ...