- Entry
- $130.68
- Final
- $261.09 +99.8%
- Target
- —
- Score
- +1.00
Market's been punishing SaaS on fears that AI rewrites the whole software business model. But not all SaaS is equal. Datadog isn't some feature AI can replace overnight, it's an observability platform deeply embedded in production infrastructure. **And more AI running in production just means more things that need monitoring. AI doesn't kill DDOG, it feeds it.** Stock's around $120, down from $133 in February when they reported 29% revenue growth and beat estimates. 603 customers paying $1M+/year, up 30% …
— ORIGINAL POST ·
AI fear is hitting SaaS broadly. DDOG may be one of the names the market is getting wrong.
· r/investing
· Apr 9, 2026