Jim Cramer Put These 17 Stocks Under a Microscope

13. Datadog, Inc. (NASDAQ:DDOG)

Number of Hedge Fund Holders: 72

Datadog, Inc. (NASDAQ:DDOG) is one of the stocks Jim Cramer put under a microscope. Noting that the stock has been down, a caller asked about it, and Cramer replied:

“We’re not, we’re going to stay away from these enterprise software companies. They seem to be almost in freefall, and I don’t need to break the fall.”

Datadog, Inc. (NASDAQ:DDOG) provides an observability and security platform that is designed to monitor cloud applications through infrastructure tracking, log management, and network analysis. ClearBridge Investments stated the following regarding Datadog, Inc. (NASDAQ:DDOG) in its third quarter 2025 investor letter:

“During the quarter, the Strategy initiated new positions in infrastructure software providers Oracle and Datadog, Inc. (NASDAQ:DDOG) and added to custom silicon developer Broadcom. Datadog operates a monitoring, observability and data security platform for cloud applications. Observability is a large and growing end market with penetration rising as use and complexity of applications grow, requiring more performance monitoring. Datadog is a leader in cloud application monitoring, offering ease of use, breadth and scalability superior to its competitors. We believe large language model (LLM) observability, a rapidly growing market due to the acceleration of Gen AI workloads, creates a new vector for growth not reflected in fundamental estimates. Datadog’s mission critical offering and rapid innovation should support attractive >20% revenue growth with an attractive valuation as the company further scales margin and cash flow.”