DDOG has the most significant assumed jump in growth rates between the second half of this year and 2024 across the analyst's Cloud Data coverage. DDOG possesses the broadest observability platform, with security and other areas still in the early stages, the analyst points out. It also generates solid adjusted profitability and cash flow. The previously noted July improvements could be more impactful than realized. And while Power expects the company to benefit from generative AI, that could generate more upside next year than forecasted. Power projects Q3 revenue of $522.87 million vs. consensus $543.39 million and EPS of $0.34 vs. consensus $0.35. Price Action: DDOG shares traded lower by 1.40% at $80.54 on the last check Monday.