Scotiabank cuts Datadog's PT, adjusts for OpenAI exposure

Datadog

27/01/2026 12:47

** 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))