Weekly Recap: Datadog R&D shifts to AI/GPUs and Wedbush raises target $275

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Datadog (DDOG) is allocating approximately 30% of its revenue to R&D, shifting costs toward token usage, GPUs, and model training while expanding internal AI and engineering capabilities. Concurrently, Wedbush raised its price target for DDOG to $275 from $260, maintaining an Outperform rating.

Datadog, Inc. Class A (NASDAQ:DDOG) is plowing roughly 30% of revenue into R&D—shifting costs to token usage, GPUs and model training while expanding engineering and internal AI to bolster products and security—and Wedbush raised its price target to $275 (from $260) while keeping an Outperform view.

Previous Week Recap

  • Datadog, Inc. Class A R&D Spend Shift: Datadog (DDOG) spends ~30% of revenue on R&D, shifting costs to token usage, GPUs and model training; investing in internal AI and expanding engineering to boost products and target security. MarketBeat
  • Wedbush DDOG Price Target Raised: Wedbush raised Datadog (DDOG) price target to $275 from $260 and kept an Outperform rating; firm later clarified it corrected wording to reflect a target raise, not a new rating. Dow Jones Newswires
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