Over a week ago
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Citi analyst Fatima…
Citi analyst Fatima Boolani scanned the firm's North America systems software coverage for exposure to SVB Financial (SIVB) following news of the Federal Deposit Insurance Corporation takeover at Silicon Valley Bank. SVB was the lender of choice for most of the high tech and enterprise software complex, the analyst tells investors in a research note. In Citi's initial pass of its coverage universe's filings over the last two years and SVB's documents and materials, it found Crowdstrike (CRWD), Fastly (FSLY), Rapid7 (RPD), Datadog (DDOG), SentinelOne (S), HashiCorp (HCP), and Progress Software (PRGS) as having some financial relationship with SVB. Fortinet (FTNT) noted cash deposit exposure at less than $2M, which is being transitioned out, while Crowdstrike indicated 10% of funds exposed, says Citi. At this point, the firm believes that the exposure of systems software companies "doesn't seem all that concerning."
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03/10/23 Bank of England seeks to place Silicon Valley Bank UK into insolvency 03/10/23 Aptose Biosciences says immaterial financial exposure to Silicon Valley Bank 03/10/23 Paycor says no cash deposits or securities held at Silicon Valley Bank 03/10/23 Oncorus informs investors of holdings with SVB Financial 03/07/23 SentinelOne enters exclusive partnership with Wiz 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 02/13/23 Rapid7, USF partner to establish Rapid7 Cyber Threat Intelligence Lab 02/01/23 Rapid7 trading resumes 02/01/23 Rapid7 trading halted, volatility trading pause 09/22/22 Rapid7 enters multi-year partnership with The Bruins 02/07/23 Progress Software completes acquisition of MarkLogic 01/19/23 Progress Software releases Progress Telerik, Progress Kendo UI 01/03/23 Progress Software to acquire MarkLogic for $355M 09/26/22 Progress Software apponts YuFan Stephanie Wang to CLO 02/23/23 HashiCorp exec sells $1.16M in common stock 02/01/23 PowerSchool appoints Paul Brook as CCO 12/07/22 HashiCorp jumps 10% to $29.43 after Q3 earnings beat and guidance raise 10/19/22 Intel announces new cloud collaboration with HashiCorp 03/07/23 Fortinet announces enhancements to FortiSASE 03/01/23 Fortinet introduces new cybersecurity products, professional services 02/08/23 Fortinet launches Cybercrime Atlas initiative 02/06/23 Fortinet announces FortiSP5 ASIC technology 02/13/23 Fastly rises 27.1% 02/13/23 Fastly rises 19.1% 02/13/23 Fastly rises 11.2% 11/15/22 Fastly director sells $3.93M in common stock 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 03/08/23 Datadog down 2% to $73.21 after Wells highlights major service outage 03/08/23 Datadog says making progress towards recovering all services 03/08/23 Crowdstrike CEO: We have an AI-driven model 01/17/23 Crowdstrike adds two executives to its leadership team 12/29/22 Crowdstrike director Austin buys $2.5M in company shares 12/01/22 Crowdstrike CEO: Most companies would kill for our results 03/08/23 Deutsche Bank Crowdstrike price target raised to $130 from $115 at Deutsche Bank 03/08/23 Wedbush Crowdstrike price target raised to $145 from $135 at Wedbush 03/08/23 Stifel Crowdstrike price target raised to $125 from $110 at Stifel 03/08/23 Stephens Crowdstrike price target raised to $173 from $161 at Stephens 03/12/23 BTIG BTIG finds medical technology stocks with exposure with SVB 03/12/23 Barclays Barclays reveals software names that could be impacted by SVB 03/10/23 Maxim SVB Financial downgraded to Sell from Buy at Maxim 03/10/23 Baird West Coast REITs underperforming on SVB news, says Baird 02/21/23 Citi Fastly price target raised to $8 from $7 at Citi 02/16/23 RBC Capital Fastly price target raised to $9 from $6 at RBC Capital 02/16/23 Piper Sandler Fastly price target raised to $14 from $10 at Piper Sandler 02/16/23 Craig-Hallum Craig-Hallum upgrades Fastly to Buy, sees return of 'beat/raise mode' 02/09/23 Canaccord Rapid7 downgraded to Hold at Canaccord on 'soft' 2023 outlook 02/09/23 Mizuho Rapid7 price target raised to $45 from $40 at Mizuho 02/09/23 Baird Rapid7 price target lowered to $56 from $58 at Baird 02/09/23 Raymond James Rapid7 price target raised to $55 from $50 at Raymond James 03/08/23 Wells Fargo Datadog sustained major service outage today, says Wells Fargo 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 03/06/23 Barclays SentinelOne price target lowered to $17 from $18 at Barclays 02/21/23 Wells Fargo Wells cuts SentinelOne to Equal Weight on concerns of declining demand trends 02/21/23 Wells Fargo SentinelOne downgraded to Equal Weight from Overweight at Wells Fargo 03/10/23 Truist HashiCorp price target raised to $36 from $35 at Truist 03/10/23 TD Cowen HashiCorp price target lowered to $38 from $42 at TD Cowen 03/06/23 Needham Needham upgrades HashiCorp to Buy on conservative 2023 estimates 03/06/23 Needham HashiCorp upgraded to Buy from Hold at Needham 01/23/23 Guggenheim Progress Software assumed with a Buy at Guggenheim 09/29/22 Citi Progress Software price target lowered to $46 from $52 at Citi 09/09/22 Jefferies Progress Software initiated with a Hold at Jefferies 08/11/22 Guggenheim Progress Software initiated with a Buy at Guggenheim 02/14/23 Goldman Sachs Fortinet initiated with a Buy at Goldman Sachs 02/09/23 Loop Capital Fortinet price target raised to $80 from $66 at Loop Capital 02/09/23 Barclays Fortinet price target raised to $68 from $56 at Barclays 02/08/23 Deutsche Bank Fortinet price target raised to $63 from $53 at Deutsche Bank 03/10/23 Compugen considers exposure to SVB Financial as immaterial 01/19/23 SVB Financial reports Q4 EPS $4.62, consensus $5.27 10/20/22 SVB Financial reports Q3 EPS $7.21, consensus $6.95 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 02/08/23 Rapid7 guides initial FY23 EPS 81c-88c, consensus 49c 02/08/23 Rapid7 sees Q1 EPS 7c-10c, consensus 7c 02/08/23 Rapid7 reports Q4 EPS 35c, consensus 18c 11/02/22 Rapid7 sees FY22 EPS 17c-20c, consensus 11c 01/17/23 Progress Software sees FY23 EPS $4.09 - $4.17 , consensus $4.35 01/17/23 Progress Software sees Q1 EPS $1.04 - $1.08, consensus $1.05 01/17/23 Progress Software reports Q4 EPS $1.12, consensus $1.09 09/27/22 Progress Software raises FY22 EPS view to $4.08-$4.12 from $4.05-$4.11 03/09/23 HashiCorp sees FY24 EPS (40c)-(38c), consensus (66c) 03/09/23 HashiCorp sees Q1 EPS (15c)-(13c), consensus (19c) 03/09/23 HashiCorp reports Q4 EPS (7c), consensus (22c) 12/07/22 HashiCorp raises FY23 EPS view to (71c)-(69c) from (97c)-(95c), consensus (96c) 02/07/23 Fortinet sees FY23 EPS $1.39-$1.41, consensus $1.39 02/07/23 Fortinet sees Q1 EPS 27c-29c, consensus 27c 02/07/23 Fortinet reports Q4 EPS 44c, consensus 39c 02/07/23 Notable companies reporting after market close 02/15/23 Fastly sees FY23 EPS (27c)-(21c), consensus (44c) 02/15/23 Fastly sees Q1 EPS (12c)-(8c), consensus (12c) 02/15/23 Fastly reports Q4 EPS (8c), consensus (13c) 02/15/23 Notable companies reporting after market close 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 03/07/23 Crowdstrike sees FY24 EPS $2.21-$2.39, consensus $2.00 03/07/23 Crowdstrike sees Q1 EPS 50c-51c, consensus 43c 03/07/23 Crowdstrike reports Q4 adjusted EPS 47c, consensus 43c 03/07/23 Notable companies reporting after market close
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Datadog stated in a…
Datadog stated in a status update posted to its site: "Logs Management and Network Performance Management are generally working, but some users may see transient errors when querying recent data. Monitors continue to be evaluated correctly since live data has been restored. Unless noted otherwise, all Datadog services are now available and able to receive and query live data. Some customers may still observe gaps in historical data for certain products for parts of the last 24 hours. We are now working on backfilling data and will provide updates every 2 - 3 hours until the backfill effort is complete and the incident is fully resolved." Reference Link
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03/08/23 Datadog expects live data recovery in 'a matter of hours' 03/08/23 Datadog down 2% to $73.21 after Wells highlights major service outage 03/08/23 Datadog says making progress towards recovering all services 02/16/23 Datadog falls 7% to $82.30 after FY23 guidance misses estimates 03/08/23 Wells Fargo Datadog sustained major service outage today, says Wells Fargo 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/21/23 Fly Insider: Roper, Aflac among week's notable insider trades 02/16/23 Fly Intel: Pre-market Movers 02/06/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/17/23 Datadog put volume heavy and directionally bearish 02/16/23 Unusually active option classes on open February 16th 11/03/22 Unusually active option classes on open November 3rd 09/28/22 Datadog call volume above normal and directionally bullish
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Datadog stated in a…
Datadog stated in a status update posted to its site: "At 06:00 UTC on March 8th, 2023 the Datadog platform started experiencing widespread issues across multiple products and regions . The web application was unavailable or intermittently loading, and data ingestion & monitor evaluation were delayed... Our current status is: We identified and mitigated the initial issue, and rebuilt our clusters; We also have recovered a number of our applications and services, including our web portals; We are now working on recovering and catching-up the rest of our data systems for metrics, traces and logs across the regions that are still affected (see region-specific status pages). The recovery work is currently constrained by the number and large scale of the systems involved. We are focusing on bringing back live data for all customers and all products before catching-up on any historical data we may have stored during the outage. We expect live data recovery in a matter of hours (not minutes, and not days). We will continue to issue regular updates as the situation unfolds. We understand how critical Datadog is to your business, we sincerely apologize for the inconvenience and we are working hard to resolve this issue." Reference Link
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03/08/23 Datadog down 2% to $73.21 after Wells highlights major service outage 03/08/23 Datadog says making progress towards recovering all services 02/16/23 Datadog falls 7% to $82.30 after FY23 guidance misses estimates 11/29/22 Datadog announces new integration with Amazon Security Lake 03/08/23 Wells Fargo Datadog sustained major service outage today, says Wells Fargo 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/21/23 Fly Insider: Roper, Aflac among week's notable insider trades 02/16/23 Fly Intel: Pre-market Movers 02/06/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/17/23 Datadog put volume heavy and directionally bearish 02/16/23 Unusually active option classes on open February 16th 11/03/22 Unusually active option classes on open November 3rd 09/28/22 Datadog call volume above normal and directionally bullish
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03/08/23 Datadog says making progress towards recovering all services 02/16/23 Datadog falls 7% to $82.30 after FY23 guidance misses estimates 11/29/22 Datadog announces new integration with Amazon Security Lake 11/09/22 Datadog director buys $50M in common stock 03/08/23 Wells Fargo Datadog sustained major service outage today, says Wells Fargo 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/21/23 Fly Insider: Roper, Aflac among week's notable insider trades 02/16/23 Fly Intel: Pre-market Movers 02/06/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/17/23 Datadog put volume heavy and directionally bearish 02/16/23 Unusually active option classes on open February 16th 11/03/22 Unusually active option classes on open November 3rd 09/28/22 Datadog call volume above normal and directionally bullish
Recommendations
Datadog sustained a major…
Datadog sustained a major service outage this morning that has continued to impact the availability of its services, Wells Fargo analyst Andrew Nowinski tells investors in a research note. The analyst is concerned with the impact to revenue given that Datadog is a consumption-based model. The firm says it has not found any details regarding the cause of the outage. Wells has an Overweight rating on Datadog with a $105 price target.
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03/08/23 Datadog says making progress towards recovering all services 02/16/23 Datadog falls 7% to $82.30 after FY23 guidance misses estimates 11/29/22 Datadog announces new integration with Amazon Security Lake 11/09/22 Datadog director buys $50M in common stock 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 02/17/23 Capital One Datadog initiated with an Overweight at Capital One 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/21/23 Fly Insider: Roper, Aflac among week's notable insider trades 02/16/23 Fly Intel: Pre-market Movers 02/06/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/17/23 Datadog put volume heavy and directionally bearish 02/16/23 Unusually active option classes on open February 16th 11/03/22 Unusually active option classes on open November 3rd 09/28/22 Datadog call volume above normal and directionally bullish
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Datadog said via Twitter:…
Datadog said via Twitter: "We continue progress towards recovering all services. Data ingestion and monitor notifications remain delayed across all data types." Earlier the company said it is "investigating issues causing delayed data ingestion across all data types."
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02/16/23 Datadog falls 7% to $82.30 after FY23 guidance misses estimates 11/29/22 Datadog announces new integration with Amazon Security Lake 11/09/22 Datadog director buys $50M in common stock 11/03/22 Datadog acquires Cloudcraft; terms not disclosed 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 02/17/23 Capital One Datadog initiated with an Overweight at Capital One 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/21/23 Fly Insider: Roper, Aflac among week's notable insider trades 02/16/23 Fly Intel: Pre-market Movers 02/06/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/17/23 Datadog put volume heavy and directionally bearish 02/16/23 Unusually active option classes on open February 16th 11/03/22 Unusually active option classes on open November 3rd 09/28/22 Datadog call volume above normal and directionally bullish
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Welcome to "Fly Insider,"…
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02/17/23 Schwazze opens R. Greenleaf Paseo in New Mexico 01/19/23 Schwazze names Forrest Hoffmaster as new CFO 01/11/23 Schwazze announces executive leadership additions 01/04/23 PowerPlan launches Data Hub APIs 11/23/22 CFO of Roper Technologies Crisci sells $2.6M in company shares 11/15/22 Roper Technologies announces transition plan for CFO 11/10/22 Roper Technologies raises dividend 10% to 68.25c per share 01/17/23 Heritage Insurance authorizes new $10.0M share repurchase plan 10/13/22 Heritage expects to incur $40M of net retained losses due to Hurricane Ian 02/16/23 Datadog falls 7% to $82.30 after FY23 guidance misses estimates 11/29/22 Datadog announces new integration with Amazon Security Lake 11/09/22 Datadog director buys $50M in common stock 11/03/22 Datadog acquires Cloudcraft; terms not disclosed 02/14/23 BorgWarner names executives for proposed spin-off company, Phinia 12/15/22 BorgWarner targets Scope 3 emission reduction of at least 25% by 2031 12/02/22 BorgWarner acquires Drivetek AG for EV CHF 35M 11/16/22 BorgWarner to invest $500M in Wolfspeed 02/09/23 Bark reducing full-time workforce by 12%, or 126 employees 01/03/23 Bark announces Zahir Ibrahim joins as CFO, effective immediately 11/14/22 Bark names Aarti Sharma as Chief People Officer 02/08/23 Agco CEO: The market for our products is extremely strong 02/07/23 Agco sees FY23 EPS $13.50, consensus $13.55 11/10/22 Aflac, Trupanion announce joint venture in Japan 11/08/22 Aflac raises dividend 5%, announces 100M share repurchase program 10/31/22 Aflac declares Q4 dividend of 40c per share 10/28/22 BTIG Schwazze initiated with a Buy at BTIG 10/27/22 Wells Fargo Roper Technologies price target raised to $540 from $500 at Wells Fargo 10/27/22 Barclays Roper Technologies price target raised to $510 from $500 at Barclays 08/16/22 Bernstein Roper Technologies resumed with a Market Perform at Bernstein 07/26/22 TD Cowen Roper Technologies price target lowered to $500 from $545 at Cowen 02/13/23 Piper Sandler Heritage Insurance downgraded to Neutral from Overweight at Piper Sandler 01/10/23 Piper Sandler Heritage Insurance price target raised to $4.30 from $4 at Piper Sandler 10/18/22 JMP Securities Heritage Insurance price target lowered to $4 from $6 at JMP Securities 02/13/23 Citi Bark price target lowered to $2.20 from $2.50 at Citi 02/10/23 Lake Street Bark price target lowered to $4 from $5 at Lake Street 02/10/23 Canaccord Bark price target lowered to $4.00 from $5.00 at Canaccord 01/11/23 Citi Bark price target raised to $2.50 from $2 at Citi 02/06/23 Truist Aflac price target raised to $70 from $65 at Truist 01/06/23 JPMorgan Aflac price target raised to $66 from $62 at JPMorgan 11/18/22 Piper Sandler Aflac price target raised to $80 from $73 at Piper Sandler 11/16/22 Citi Aflac price target raised to $70 from $61 at Citi 01/30/23 OTR Global Farm equipment maker view upgraded to Mixed from Negative at OTR Global 01/18/23 Stifel Agco price target raised to $168 from $150 at Stifel 12/22/22 Credit Suisse Agco price target raised to $174 from $143 at Credit Suisse 12/19/22 Wells Fargo Agco price target raised to $170 from $165 at Wells Fargo 02/14/23 Barclays Barclays starts autos and mobility sector, says Tesla stands out 02/14/23 Barclays BorgWarner initiated with an Overweight at Barclays 02/10/23 Deutsche Bank BorgWarner price target raised to $58 from $53 at Deutsche Bank 02/10/23 Baird BorgWarner price target raised to $56 from $50 at Baird 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 02/17/23 Capital One Datadog initiated with an Overweight at Capital One 01/27/23 Roper Technologies sees Q1 adjusted EPS $3.80-$3.84, consensus $3.82 01/27/23 Roper Technologies sees FY23 adjusted EPS $15.90-$16.20, consensus $15.95 01/27/23 Roper Technologies reports Q4 adjusted EPS $3.92, consensus $3.77 10/26/22 Roper Technologies raises FY22 adj. EPS view to $14.09-$14.13 from $13.46-$13.62 11/08/22 Heritage Insurance reports Q3 EPS ($1.83), consensus (94c) 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/09/23 BorgWarner sees FY23 adjusted EPS $4.50-$5.00, consensus $4.92 02/09/23 BorgWarner reports Q4 adjusted EPS $1.26, consensus $1.08 02/08/23 Notable companies reporting before tomorrow's open 02/09/23 Bark sees Q4 revenue $121M, consensus $146.9M 02/09/23 Bark sees FY23 revenue $530M, down from previous view of $556M 02/09/23 Bark reports Q3 revenue $134.3M, consensus $134.23M 11/09/22 Bark backs FY23 revenue view of $556M, consensus $556.7M 02/07/23 Agco reports Q4 EPS $4.29, consensus $3.90 12/16/22 Agco sees FY23 EPS roughly $13.50, consensus $12.79 11/01/22 Agco sees FY22 adjusted EPS $11.70-$11.90, consensus $11.86 11/01/22 Agco reports Q3 adjusted EPS $3.18, consensus $3.16 02/01/23 Aflac reports Q4 adjusted EPS $1.29, consensus $1.21 02/01/23 Notable companies reporting after market close 10/31/22 Aflac reports Q3 adjusted EPS $1.15, consensus $1.21 10/31/22 Notable companies reporting after market close 11/03/22 American Axle attracting preliminary interest from suitors, Bloomberg reports 11/03/22 American Axle jumps after Bloomberg says attracting interest from suitors 09/12/22 Deere invests billions in smart crop sprayers, self-driving tractors, WSJ says 02/16/23 Fly Intel: Pre-market Movers 02/06/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/15/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/09/23 Fly Intel: Pre-market Movers 11/28/22 What You Missed This Week in EVs and Clean Energy 11/28/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/10/23 What You Missed On Wall Street On Friday 02/10/23 What You Missed On Wall Street This Morning 02/09/23 Fly Intel: After-Hours Movers 12/19/22 What You Missed On Wall Street This Morning 11/21/22 Fly Insider: HireRight, Cummins among week's notable insider trades 11/28/22 Fly Insider: Autoscope, Archer Aviation among week's notable insider trades 10/31/22 Fly Intel: After-Hours Movers 02/17/23 Datadog put volume heavy and directionally bearish 02/16/23 Unusually active option classes on open February 16th 11/03/22 Unusually active option classes on open November 3rd 09/28/22 Datadog call volume above normal and directionally bullish 02/09/23 Early notable gainers among liquid option names on February 9th 02/01/23 AFLAC options imply 2.4% move in share price post-earnings 11/28/22 AFLAC put volume heavy and directionally bearish 10/31/22 AFLAC options imply 2.8% move in share price post-earnings 09/26/22 AFLAC put volume heavy and directionally bearish
Recommendations
Canaccord lowered the…
Canaccord lowered the firm's price target on Datadog to $100 from $110 and keeps a Buy rating on the shares. The analyst said we view guidance as conservative and expect usage in Q1 will recover from the soft linearity seen at the end of December. It is increasingly evident that Datadog is feeling the effects of cloud cost optimization, and our base case is that this will weigh on top-line growth through the better part of 2023.
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02/16/23 Datadog falls 7% to $82.30 after FY23 guidance misses estimates 11/29/22 Datadog announces new integration with Amazon Security Lake 11/09/22 Datadog director buys $50M in common stock 11/03/22 Datadog acquires Cloudcraft; terms not disclosed 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 02/17/23 Capital One Datadog initiated with an Overweight at Capital One 02/16/23 MoffettNathanson Datadog price target lowered to $123 from $140 at MoffettNathanson 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/16/23 Fly Intel: Pre-market Movers 02/06/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/17/23 Datadog put volume heavy and directionally bearish 02/16/23 Unusually active option classes on open February 16th 11/03/22 Unusually active option classes on open November 3rd 09/28/22 Datadog call volume above normal and directionally bullish
Recommendations
BofA analyst Koji Ikeda…
BofA analyst Koji Ikeda lowered the firm's price target on Datadog to $110 from $120 and keeps a Buy rating on the shares after updating the firm's model to reflect Q4 results and guidance. Following talks with investors after the earnings call, the firm believes the key debate on Datadog centers on how much conservatism is embedded in the 2023 revenue growth guidance, adding that it believes the guidance is fairly conservative and that if the macro does not meaningfully deteriorate further, there should be ongoing estimates revisions to the upside.
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02/16/23 Datadog falls 7% to $82.30 after FY23 guidance misses estimates 11/29/22 Datadog announces new integration with Amazon Security Lake 11/09/22 Datadog director buys $50M in common stock 11/03/22 Datadog acquires Cloudcraft; terms not disclosed 02/17/23 Mizuho Datadog price target raised to $94 from $85 at Mizuho 02/17/23 Capital One Datadog initiated with an Overweight at Capital One 02/16/23 MoffettNathanson Datadog price target lowered to $123 from $140 at MoffettNathanson 02/13/23 RBC Capital Datadog price target lowered to $100 from $105 at RBC Capital 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/16/23 Fly Intel: Pre-market Movers 02/06/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/17/23 Datadog put volume heavy and directionally bearish 02/16/23 Unusually active option classes on open February 16th 11/03/22 Unusually active option classes on open November 3rd 09/28/22 Datadog call volume above normal and directionally bullish
