Datadog (DDOG) is poised to report "solid" Q4 results with upside to consensus estimates of $917.7 million in revenue and $0.55 in earnings per share by roughly 3% to 4%, Oppenheimer said in a Monday note.

The brokerage said that recent checks suggests a steady environment, aided by growing sales capacity and productivity, and maturing platform-selling motion.

Looking ahead to 2026, Oppenheimer said it expects fiscal year revenue guidance to be slightly below consensus, consistent with management's track-record conservatively discounting consumption and expansion trends.

Oppenheimer said it believes that the company providing transparency on core compared with artificial intelligence-native expectations could potentially neutralize OpenAI as a headwind and focus investor attention on strong core fundamentals.

"We're positive on the health of Datadog's core business, seeing a path to 20%+ growth in 2026-2027," Oppenheimer analysts further said.

Datadog is scheduled to report its Q4 earnings on Feb 10.

Oppenheimer maintained its outperform rating with a $225 price target.

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