Datadog Tumbles 11% Despite Earnings Beat as Soft Revenue Outlook Weighs; MongoDB Slides 3%, Snowflake Dips
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Datadog beat estimates and raised its full-year forecast, yet traders punished the stock anyway. The reason buried in management's Q4 guidance reveals something unsettling about where AI spending may be heading.
Directly affected
- DDOG Datadog-12.4% 30d
Named in this report.
- MDB MongoDB+0.2% 30d
Named in this report.
- SNOW Snowflake
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-0.1% 17d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-17.2% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com+0.5% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-16.6% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| DDOG | +26.41% | +6.84% | base | -13.37% | after close | after close | after close |
| MDB | +17.36% | +5.24% | base | +0.58% | after close | after close | after close |
| SNOW | +15.16% | +3.51% | base | -0.27% | after close | after close | after close |
| QQQ | +5.88% | +0.76% | base | +1.20% | after close | after close | after close |
| AIQ | +8.17% | +0.96% | base | +1.01% | after close | after close | after close |
| MSFT | +2.19% | +0.22% | base | +6.13% | after close | after close | after close |
| GOOGL | +16.24% | -0.00% | base | +5.05% | after close | after close | after close |
| AMZN | +1.58% | -4.14% | base | +7.53% | after close | after close | after close |
| META | -1.33% | -0.97% | base | +2.41% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Datadog Tumbles 11% Despite Earnings Beat as Soft Revenue Outlook Weighs; MongoDB Slides 3%, Snowflake Dips 24/7 Wall St.
Source: 24/7 Wall St.
This story
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | that day | +1.01% | still updating |
| AIQ | three days earlier | +0.96% | final price |
| AIQ | five days earlier | +8.17% | final price |
| AMZN | that day | +7.53% | still updating |
| AMZN | three days earlier | -4.14% | final price |
| AMZN | five days earlier | +1.58% | final price |
| DDOG | that day | -13.37% | still updating |
| DDOG | three days earlier | +6.84% | final price |
| DDOG | five days earlier | +26.41% | final price |
| GOOGL | that day | +5.05% | still updating |
| GOOGL | three days earlier | -0.00% | final price |
| GOOGL | five days earlier | +16.24% | final price |
| MDB | that day | +0.58% | still updating |
| MDB | three days earlier | +5.24% | final price |
| MDB | five days earlier | +17.36% | final price |
| META | that day | +2.41% | still updating |
| META | three days earlier | -0.97% | final price |
| META | five days earlier | -1.33% | final price |
| MSFT | that day | +6.13% | still updating |
| MSFT | three days earlier | +0.22% | final price |
| MSFT | five days earlier | +2.19% | final price |
| QQQ | that day | +1.20% | still updating |
| QQQ | three days earlier | +0.76% | final price |
| QQQ | five days earlier | +5.88% | final price |
| SNOW | that day | -0.27% | still updating |
| SNOW | three days earlier | +3.51% | final price |
| SNOW | five days earlier | +15.16% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Jonathan Jackson bought Datadog (DDOG) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 37 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Datadog (DDOG), worth $1,001 - $15,000 on 24 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Datadog (DDOG), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Snowflake (SNOW), worth $1,001 - $15,000 on 24 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Snowflake (SNOW), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Snowflake (SNOW), worth $15,001 - $50,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 35 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 37 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 51 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 69 days before publication. Filed 12 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Datadog Tumbles 11% Despite Earnings Beat as Soft Revenue Outlook Weighs; MongoDB Slides 3%, Snowflake Dips” scores 12 out of 100. The score uses 1 sources. The price is not final yet.