In the last week of July, D-Wave Quantum Inc. (NYSE: QBTS) received two new Buy ratings from analysts at Canaccord Genuity and Rosenblatt Securities, as well as a $2 price target boost from B. Riley.
These analyst moves come ahead of D‑Wave’s Q2 earnings, scheduled for August 7, 2025, whi.... |
Good MorningStocks climbed again on optimism about Q2 earnings surprises and fresh share-buyback announcements. While AI giants continue to lead the rally, several beaten-down names surprised investors with stronger-than-expected results, and companies like Deckers Outdoor poured hundreds of millions into buybacks, signaling confidence in their outlooks. Value investors, meanwhile, are eyeing contrarian plays as the broader market pushes off April lows despite trade-war jitters and uneven job data.
On the corporate front, Tesla’s board approved a roughly $29 billion stock grant for Elon Musk, a move that could bolster insider confidence even as the company navigates political backlash. Boeing faces another headwind after more than 3,000 machinists went on strike over its fighter-jet program, adding to a string of labor disputes that have dented its reputation and share performance. U.S. plans to impose tariffs on South African imports also put pressure on exporters and global supply chains. Featured: 100% overnight gains? (Ad) 
| Technology | |
In the last week of July, D-Wave Quantum Inc. (NYSE: QBTS) received two new Buy ratings from analysts at Canaccord Genuity and Rosenblatt Securities, as well as a $2 price target boost from B. Riley.
These analyst moves come ahead of D‑Wave’s Q2 earnings, scheduled for August 7, 2025, whi... Read the Full Story |
| From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
| Consumer Discretionary | |
After being left behind on the broader S&P 500 rally, it seems the real estate sector is now cold enough (and cheap enough) for some Wall Street participants to start considering it again. This time around, spotting unusual call options trading activity can lead investors to where these high c... Read the Full Story |
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Onsemi’s (NASDAQ: ON) FQ2 results left something to be desired, but do not alter the long-term outlook. The results include sequential growth and a forecast for it to continue, a signal that the bottom of the business contraction has been seen and the recovery is underway.
While it may ta... Read the Full Story |
| From Our Partners | | A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years.
While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million.
One company controls the entire supply chain behind this discovery. | | See the ticker behind this Grand Canyon energy breakthrough now |
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Earlier this year, NVIDIA Corp. (NASDAQ: NVDA) became the world’s first $4 trillion company, rising to the top of the Magnificent Seven on the back of a 30% year-to-date (YTD) gain. Few companies have become more synonymous with artificial intelligence than NVIDIA, and investors certainly ... Read the Full Story |
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Insiders sold shares of Strategy (NASDAQ: MSTR), previously called MicroStrategy, in Q3. Their sales increased each quarter and hit a two-year maximum. However, despite outpacing the amount of insider buying, the market does not view them negatively. The sales were done primarily by prearranged se... Read the Full Story |
| From Our Partners | | AI is expanding beyond software into robots, factories, vehicles, and intelligent machines. That shift could create a new group of market leaders before most investors notice.
A complimentary report, 5 Stocks Powering the Physical AI Revolution, identifies five companies positioned at the center of this shift, along with the technologies, growth drivers, and risks to understand. | | Get your free copy before physical AI becomes Wall Street's next crowded trade |
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Who doesn’t love a comeback story? While the most significant stock gains in 2025 have gone to AI hyperscalers, the market has rallied hard off the April lows, and investors are feeling more optimistic despite trade war headwinds and job market uncertainty.
Today, we’ll look at three ... Read the Full Story |
| Industrials | |
In a powerful display of strategic execution, Joby Aviation (NYSE: JOBY) has seen its stock launch to all-time highs as investors have decided on the company's future. During the first days of August, shares surged in high-volume sessions, pushing the company’s market capitalization to wel... Read the Full Story |
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The future is being built today, and a handful of companies are leading the charge across transformative industries like electric vehicles, artificial intelligence, space exploration, cloud computing, and energy. These innovators are not just adapting to change; they’re driving it, positioni... Read the Full Story |
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“High yield," "tech," and “upside” are three terms that investors rarely see together, but they clearly match the description of Texas Instruments (NASDAQ: TXN), Qualcomm (NASDAQ: QCOM), and Analog Devices (NASDAQ: ADI).
According to Wall Street price targets, all three of thes... Read the Full Story |
| Industrials | |
Anything outside of the technology sector in the United States seems to be falling out of favor with investors in terms of attention and capital. This behavior and attention divergence today have led some great companies and brands in the rest of the economy to become “easy wins” for t... Read the Full Story |
| Tuesday's Early Bird Stock Of The Day Datadog, Inc. operates an observability and security platform for cloud applications in North America and internationally. The company's products comprise infrastructure and application performance monitoring, log management, digital experience monitoring, continuous profiler, database monitoring, data streams and universal service monitoring, network monitoring, incident management, workflow automation, observability pipelines, cloud cost and cloud security management, application security management, cloud SIEM, sensitive data scanner, and CI visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York. | Should I Buy Datadog Stock? DDOG Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Datadog was last updated on Thursday, October 15, 2026 at 6:48 PM.
Datadog Bull Case -
The company demonstrated strong fundamental performance in its most recent quarter, reporting earnings per share of $0.65, which exceeded the analyst consensus estimate of $0.58 by $0.07. This beat was accompanied by revenue of $1.12 billion, surpassing the consensus estimate of $1.08 billion and representing a 35.6% year-over-year increase, indicating robust demand for its observability and security platform.
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Wall Street analysts maintain a positive outlook on the stock, with the current consensus rating standing at "Moderate Buy" and an average price target of $277.73. This target price suggests potential upside from the current stock price of $266.25, reflecting confidence in the company's continued growth trajectory and market position.
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Institutional investor interest in the stock has intensified recently, with numerous funds increasing their stakes in the third quarter. For example, State of Alaska Department of Revenue lifted its stake by 94.9%, and Turtle Creek Wealth Advisors LLC increased its position by 636.5%, signaling strong institutional conviction in the company's long-term value.
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The stock has shown significant momentum, trading at a 52-week high of $300.68 and recently hitting a 52-week high trigger price of $292.81 on October 9, 2026. This upward price action, combined with a beta of 1.51, suggests the stock is capturing market growth effectively while maintaining a strong trend relative to the broader market.
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Datadog, Inc. has set aggressive guidance for the full fiscal year 2026, projecting earnings per share between $2.50 and $2.54, which is significantly higher than the consensus estimate of $2.07. This guidance implies continued strong earnings growth and operational efficiency, providing a clear path for future value creation.
Datadog Bear Case -
The stock is trading at a premium valuation with a P/E ratio of 543.38, which is significantly higher than typical market averages. This high multiple means that investors are paying a substantial price for each dollar of earnings, leaving little room for error if growth slows or if the company fails to meet its high expectations.
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There has been significant insider selling activity recently, with insiders selling 991,988 shares worth approximately $241.44 million over the last 90 days. Notably, CEO Olivier Pomel sold 127,141 shares and CTO Alexis Le-Quoc sold 53,912 shares, which may signal that company leadership is taking advantage of the high stock price to reduce their personal exposure.
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The company's net margin is relatively low at 4.48%, indicating that a large portion of its revenue is consumed by operating expenses. While this is common for high-growth technology companies, it suggests that profitability is still developing and that the company may face pressure to improve cost efficiency to sustain its high valuation.
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Short interest in the stock remains notable, with 9,494,166 shares shorted as of the most recent record date. Although the short percentage of float is 2.83%, the presence of a significant short position indicates that some market participants are betting against the stock's future performance, potentially due to concerns about its valuation or competitive landscape.
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The stock has experienced volatility, as evidenced by a recent price decline of $3.08 to $266.25 from the previous close of $269.33. This fluctuation, combined with the high beta of 1.51, suggests that the stock is more volatile than the broader market, which could lead to larger price swings and increased risk for investors.
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