Top 10 Buzzing Stocks to Watch as Analysts Predict AI-Led Bull Market Will Continue

4. Datadog Inc (NASDAQ:DDOG)

Number of Hedge Funds Investors: 103

D.A. Davidson’s Gil Luria explained in a latest program on CNBC how AI is helping companies like Datadog Inc (NASDAQ:DDOG). Here is what the analyst said:

“This is a technology that’s actually not a great fit for business software. Business software is very precise. It’s very integrated. There’s workflows, permissions, connections. So it’s going to take time until new AI software startups are going to disrupt the application software companies in spite of the narratives. But there are places in software where the benefit is very clear. You have to have the data all in one place — that benefits Snowflake. You have to observe all the applications — that benefits Datadog Inc (NASDAQ:DDOG). You’re developing a lot more code.”

D.A. Davidson has a Buy rating on Datadog Inc (NASDAQ:DDOG) with an $180 price target.

ClearBridge Large Cap Growth Strategy 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.”