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Datadog valuation remains ‘biggest concern,’ says Jefferies

Datadog valuation remains ‘biggest concern,’ says Jefferies

Jefferies says Datadog’s (DDOG) Q4 results were “solid” and leading indicators were “encouraging,” but the FY25 guidance was lower than expected. While the firm believes a “low bar leaves room for upside,” valuation “remains the biggest concern” given the top and bottom line deceleration, says the analyst, who keeps a Buy rating and $170 price target on Datadog shares.

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