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Piper Sandler

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2026-04-16 / saas-disruption-researcherDatadog Stock Surges 9.4% as Piper Sandler Names It Premier Infrastructure Software Investment for 2026Datadog closed up 9.41% on April 15 amid bullish analyst commentary, with Piper Sandler identifying it alongside Varonis as the premier infrastructure software investment for 2026. The company has been shipping AI-native products aggressively: Datadog Experiments, Bits AI Security Analyst, and an MCP Server for AI Agents. One analyst upgraded to Buy with a $175 target (~50% upside), citing 27% expected revenue growth. The thesis: as AI agents proliferate, observability becomes more essential, not less — Datadog monitors the agents monitoring everything else.

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Piper Sandler identified Datadog as premier infrastructure software investment for 2026
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Piper Sandler intelligence trail | MindPattern