Bernstein comments on Datadog (DDOG.US) Q3 earnings: strong performance but guidance "not surprising," lowers AI business revenue expectations

智通财经2026/11/06 03:51

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```htmlAccording to Jinzi Finance APP, Bernstein released a report noting that Datadog (DDOG.US) delivered strong revenue performance in the third quarter of fiscal year 2026, but the magnitude of the company's upward revision to its full-year guidance disappointed investors. At the same time, changes in usage by its largest AI-native customer (suspected to be OpenAI, according to the research report) add subtle uncertainties to its growth outlook. Based on this, Bernstein lowered its 2027-2028 ARR expectations for the AI business by about 25%, and reduced Datadog's target price from $350 to $273, while maintaining an "Outperform" rating.```

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Anthropic plans to publicly offer shares to raise up to 64.4 billions USD, which is lower than the 69.3 billions USD in its previously withdrawn version. The offering price range is set at 70 to 78 USD per share. Seven tech giants, including Alphabet, Nvidia, and AMD, will separately invest a total of 26 billions USD through private placements. Based on the upper offering price of 78 USD, Anthropic's valuation would be around 102 billions USD.

华尔街见闻•2026/11/10 12:07