Datadog
Observability Outlook 2026: Goldman and Morgan Stanley Clash Over Datadog’s Future
The enterprise software sector witnessed a rare and dramatic divergence in analyst sentiment today as two of Wall Street’s most influential firms took diametrically opposed stances on Datadog, Inc. (NASDAQ: DDOG). On January 12, 2026, Goldman Sachs (NYSE: GS) shocked the market by downgrading the observability giant to a