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Analysts at Baird and Evercore ISI have initiated coverage on SentinelOne ($S) and Datadog ($DDOG) respectively. Baird assigned an Outperform rating to SentinelOne with a price target of $25, highlighting the company's strong growth trajectory. Evercore ISI gave Datadog an Outperform rating, suggesting it can become a more consistent compounder over the next 12-24 months.
$S Baird We initiate with an Outperform and $25 PT, reflecting favorable risk/reward. Despite a slight FY25 guidance down-revision, S maintains a strong growth trajectory (>30% y/y), and we believe it's poised for continued growth/ profitability with platform fueling 40% of…
$DDOG Evercore ISI initiates Datadog at outperform Evercore said it’s bullish on the cloud scale applications company. “After treading water for two years, we believe DDOG has matured to a point (and grown into its valuation) so that it can become a more consistent compounder…
$DDOG Evercore ISI Starts at Outperform - can become consistent compounder After treading water for two years, we believe DDOG has matured to a point (and grown into its valuation) so that it can become a more consistent compounder over the next 12-24 months. Given DDOG’s…