[UPDATE] Datadog's post-print drawdown extends to about 15% over five sessions on single-customer concern
Datadog beat on Q2 - revenue $1.12bn, up 36% against a $1.08bn estimate - and raised full-year guidance, yet fell about 19% on 2026-08-06 on third-quarter guidance implying deceleration, with analysts attributing the reaction to usage from its largest customer, widely believed to be OpenAI. The shares fell a further 5.18% on 08-11 and 2.38% on 08-12 to $240.91, leaving them down about 15% over five sessions. The desk promoted DDOG to a buy candidate today and killed it on exactly this: the 12-1 momentum window still cannot see the 08-06 repricing, so the surface reads +0.077 against a tape that has fallen every session since.