Datadog

DDOG

Market cap $39.3B

Block's layoffs exacerbated concerns that artificial-intelligence could decimate employee counts and hurt demand for software.

Recently, Zacks.com users have been paying close attention to Datadog (DDOG). This makes it worthwhile to examine what the stock has in store.

Datadog, Inc. (NASDAQ: DDOG), the AI-powered observability and security platform for cloud applications, releases its latest State of DevSecOps Report.

NEW YORK and TOKYO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Datadog , Inc. (NASDAQ: DDOG) the AI-powered observability and security platform for cloud applications, today announced a strategic partnership with Sakana AI, a next-generation AI research lab building advanced foundation models, to collaborate on research, product innovation, and go-to-market initiatives focused on enterprise AI adoption. Through the partnership, Datadog and Sakana AI will work closely across research and engineering teams to explore new approaches to building, deploying, and operating advanced AI systems at scale.

Artificial-intelligence fears have dogged the software sector this year — and the pressure continued on Monday with renewed intensity.

Shares of cybersecurity companies including CrowdStrike and Datadog slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic's new security tool on the industry.

TipRanks names three stocks that analysts believe are set to perform well despite the recent market noise around AI disruption.

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

DDOG rides 29% Q4 revenue jump as AI observability use soars, with 5,500+ AI integrations and a 2026 outlook signaling sustained growth momentum.

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.