Datadog Stock Gains Attention After Analyst Upgrade On AI Demand

Datadog has been upgraded to Outperform by Bernstein after the broker highlighted stronger demand from artificial intelligence customers and upcoming third quarter fiscal 2026 results as key checkpoints for how AI heavy workloads are affecting the observability and security platform. The research points to rapidly growing AI token consumption at large labs and raises the question of whether Datadog can convert this usage into broader multi product adoption that offsets softer demand from...