Guggenheim上调Datadog评级至“买入”，预计27%增长将超越市场预期

环球市场播报04-09

Guggenheim周四将Datadog的评级从“中性”上调至“买入”，设定175美元的目标价，意味着较周三收盘价116.50美元约有50% 的上涨空间。分析师Howard Ma认为，市场 consensus 对该公司后端架构和不断扩大的AI原生收入基础显著低估。该股盘前上涨2.45%。　　Ma的核心论点基于市场似乎过度调整的两个因素。Guggenheim认为，Datadog的后端架构构成了抵御...

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