Bernstein's analysis suggests the second half of the year might see "nice acceleration in base revenue ex-AI," while market sentiment indicates that "the worst case OpenAI churn scenario seems unlikely in the near term." Based on web metric analysis, the firm has increased its growth projections for Datadog's non-AI business components for the second half of 2025 and fiscal years 2026-2027, while making only slight adjustments to AI-related growth estimates. The new price target was calculated using a combination of rule of 40-based multiples regression (approximately 15x Price to NTM revenue, up from about 14x) and discounted cash flow analysis with an 11% weighted average cost of capital and 3% terminal growth rate. In other recent news, Datadog has reached a significant milestone by achieving 1,000 integrations on its monitoring platform, enhancing its coverage across various technologies, including AI infrastructure.