BUZZ-Scotiabank cuts Datadog's PT, adjusts for OpenAI exposure

Reuters

Yesterday

BUZZ-Scotiabank cuts <a href="https://laohu8.com/S/DDOG">Datadog</a>'s PT, adjusts for OpenAI exposure

** Scotiabank cuts PT on cloud security firm Datadog DDOG.O to $180 from $217, to reflect co's revenue exposure to OpenAI

** New PT still implies an upside of 31.7% to stock's last close

** "We estimate OpenAI currently contributes ~$310M revenue run rate" - Brokerage

** Datadog's cloud security services allow companies to track, manage and secure their adoption of AI models

** Average rating of 42 analysts is "buy," their median PT is $200 - data compiled by LSEG

** In 2025, stock fell 4.8%

(Reporting by Anhata Rooprai in Bengaluru)

((Anhata.Rooprai@thomsonreuters.com))

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Brokerage</p><p>** Datadog's cloud security services allow companies to track, manage and secure their adoption of AI models</p><p>** Average rating of 42 analysts is \"buy,\" their median PT is $200 - data compiled by LSEG</p><p>** In 2025, stock fell 4.8%</p><p> (Reporting by Anhata Rooprai in Bengaluru)</p><p> ((Anhata.Rooprai@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260127:nL6N3YS0T2:1","article_id":"2606781088","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2606781088","pubTimestamp":1769518056,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Scotiabank cuts Datadog's PT, adjusts for OpenAI exposure** Scotiabank cuts PT on cloud security firm Datadog DDOG.O to $180 from $217, to reflect co's revenue exposure to OpenAI** New PT still implies an upside of 31.7% to stock's last close** \"We estimate OpenAI currently contributes ~$310M revenue run rate\" - Brokerage** Datadog's cloud security services allow companies to track, manage and secure their adoption of AI models** Average rating of 42 analysts is \"buy,\" their median PT is $200 - data compiled by LSEG** In 2025, stock fell 4.8%  ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4551":"寇图资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4607":"DeepSeek概念股","BK4561":"索罗斯持仓","BK4023":"应用软件","DDOG":"Datadog","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4528":"SaaS概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4613":"AI应用软件","BK4535":"淡马锡持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"translate_title":"BUZZ-丰业银行削减Datadog的PT，调整OpenAI敞口","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DDOG":0.9},"content_text":"BUZZ-Scotiabank cuts Datadog's PT, adjusts for OpenAI exposure** Scotiabank cuts PT on cloud security firm Datadog DDOG.O to $180 from $217, to reflect co's revenue exposure to OpenAI** New PT still implies an upside of 31.7% to stock's last close** \"We estimate OpenAI currently contributes ~$310M revenue run rate\" - Brokerage** Datadog's cloud security services allow companies to track, manage and secure their adoption of AI models** Average rating of 42 analysts is \"buy,\" their median PT is $200 - data compiled by LSEG** In 2025, stock fell 4.8% (Reporting by Anhata Rooprai in Bengaluru) ((Anhata.Rooprai@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}