Jim Cramer Datadog: “We’re Going to Stay Away From These Enterprise Software Companies”

2 weeks ago 10

Syeda Seirut Javed

Mon, January 19, 2026 astatine 7:29 AM CST 2 min read

Datadog, Inc. (NASDAQ:DDOG) is 1 of the stocks Jim Cramer enactment nether a microscope. Noting that the banal has been down, a caller asked astir it, and Cramer replied:

“We’re not, we’re going to enactment distant from these endeavor bundle companies. They look to beryllium astir successful freefall, and I don’t request to interruption the fall.”

A banal marketplace chart. Photo by Arturo A connected Pexels

Datadog, Inc. (NASDAQ:DDOG) provides an observability and information level that is designed to show unreality applications done infrastructure tracking, log management, and web analysis. ClearBridge Investments stated the pursuing regarding Datadog, Inc. (NASDAQ:DDOG) successful its 3rd 4th 2025 capitalist letter:

“During the quarter, the Strategy initiated caller positions successful infrastructure bundle providers Oracle and Datadog, Inc. (NASDAQ:DDOG) and added to customized silicon developer Broadcom. Datadog operates a monitoring, observability and information information level for unreality applications. Observability is simply a ample and increasing extremity marketplace with penetration rising arsenic usage and complexity of applications grow, requiring much show monitoring. Datadog is simply a person successful unreality exertion monitoring, offering easiness of use, breadth and scalability superior to its competitors. We judge ample connection exemplary (LLM) observability, a rapidly increasing marketplace owed to the acceleration of Gen AI workloads, creates a caller vector for maturation not reflected successful cardinal estimates. Datadog’s ngo captious offering and accelerated innovation should enactment charismatic >20% gross maturation with an charismatic valuation arsenic the institution further scales borderline and currency flow.”

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