From ‘Hold’ to ‘Buy’: Here Is Why Truist Just Changed Its Mind on DDOG Stock

Datadog (DDOG) is a New York City-based cloud observability, security, and AI monitoring platform that has quietly become one of the most indispensable software companies in the global AI infrastructure stack. Founded in 2010 and led by CEO Olivier Pomel, Datadog serves over 32,000 customers — from AI-native startups to the world's largest enterprises — with a unified platform spanning infrastructure monitoring, application performance management, log analytics, cloud security, and large language model (LLM) observability.

What makes Datadog an increasingly compelling AI candidate is its unique position as the intelligence layer of the AI era. Every AI model, GPU cluster, and agentic workflow deployed in the cloud needs to be monitored, secured, and optimized in real time. Datadog is the platform that does exactly that, with LLM observability usage growing tenfold in just six months and MCP Server call volume surging elevenfold in the fourth quarter of 2025 alone.