These 3 Stocks Just Fell After Strong Earnings. Here’s the One I’d Buy Right Now

Shopify, Datadog, and Palantir all reported better-than-expected earnings but saw their stocks decline anyway. The selling was driven by forward-looking concerns: Shopify's GMV growth slowed, Datadog's guidance showed an unusual revenue pause, and Palantir's bookings growth disappointed. Of the three, Shopify presents the most attractive buying opportunity due to its smaller miss and improved valuation.

11/09/2026, 8:51 AM • The Motley Fool

1 Growth Stock Down 40% to Buy Hand Over Fist in November, According to Wall Street

Datadog stock has declined 40% from its record high amid deteriorating AI sentiment, but Wall Street analysts remain bullish with an average price target implying 41% upside. The observability platform company serves 33,500 customers with growing demand for its AI products, posting 35% revenue growth and 249% net income growth in Q3 2026. However, its P/S ratio of 16.1 significantly exceeds the Nasdaq-100's 5.8, suggesting valuation may limit near-term gains despite long-term potential.

11/09/2026, 7:13 AM • The Motley Fool

AI Stocks Crashed by Blue Wave: What Comes Next?

AI stocks experienced a significant sell-off this week following post-election concerns about the AI infrastructure buildout. The article discusses implications for major semiconductor and security companies, with experts analyzing what may happen next in the AI sector.

11/08/2026, 10:35 AM • The Motley Fool

Datadog vs. Docusign: Which Technology Stock Is a Better Buy for 2027?

Datadog and Docusign represent different investment profiles in cloud software. Datadog offers high-growth cloud observability with 27.7% revenue growth and a $64B market cap, but trades at a premium valuation (P/E 250.93). Docusign provides steady cash flow with 8.2% revenue growth and lower valuation (P/E 47.21), but faces slower growth prospects. The article recommends Datadog for 2027 despite its higher valuation, citing strong customer demand and growth trajectory.

11/07/2026, 10:07 AM • The Motley Fool

Datadog: 3 Key Takeaways for Long-Term Investors

Datadog reported Q3 2026 revenue of $1.2 billion with 35% year-over-year growth. Key highlights include accelerating non-AI customer revenue growth for five consecutive quarters in the high-20s percent, infrastructure monitoring suite exceeding $2 billion in annual recurring revenue, and new customers accounting for 30% of revenue growth. The company serves all 15 top AI leaders and over 850 AI customers, positioning it well for long-term enterprise spending.

11/04/2026, 9:13 PM • The Motley Fool

Datadog Guides Q4 Sales Flat After 35% Growth: Rapid Earnings Reaction

Datadog reported strong Q3 revenue growth of 35% to $1.2 billion and achieved GAAP operating profitability, but shares fell 12% in pre-market trading after the company guided Q4 revenue to remain flat compared to Q3. The flat outlook suggests slowing usage growth, and adjusted operating margins are expected to decline, while free cash flow growth lagged revenue growth at only 17%.

11/04/2026, 9:29 AM • The Motley Fool

Breakfast News: Apple’s Record Quarter Has a Catch

Apple reported record Q4 revenue of $114.5B with 12% growth and strong iPhone/Mac sales, but shares fell as gross margins are expected to compress to 45.5% due to unprecedented memory chip costs. Meanwhile, Palantir beat earnings but fell on slowing commercial contract growth, BBB Foods swung to profitability and surged 6%, and Vertex met expectations with modest gains. Election Day historically shows weak correlation to market returns, with the real drivers being company earnings and valuations.

11/03/2026, 7:30 AM • The Motley Fool

Is Anthropic a SaaS Stock? Here's How It Stacks Up With the Other Top Software Players

Anthropic released its S-1 filing targeting a $2 trillion valuation ahead of its IPO. While not officially calling itself a SaaS company, Anthropic operates like one with subscription-based products and uses SaaS metrics. At a P/S ratio of 30, it appears attractively valued compared to peers, though it carries unique risks from massive cloud spending commitments. The company's rapid 50% sequential revenue growth and profitability on an adjusted basis support the valuation.

10/27/2026, 11:30 PM • The Motley Fool

Anthropic IPO: 3 Numbers Investors Should Focus on and 1 To Ignore

Anthropic's S-1 filing reveals strong fundamentals ahead of its reported $2 trillion IPO valuation. The company demonstrated rapid growth with 11,900 customers earning $100k+ ARR, improved compute efficiency (2.08x revenue-to-compute ratio), and $3.5 billion in free cash flow for H1. However, the widely-reported $80.7 billion net loss is misleading, driven primarily by accounting adjustments from rising valuation rather than operational losses.

10/27/2026, 8:30 PM • The Motley Fool

Adobe vs. Datadog: Which Technology Stock Is a Better Buy in 2026?

Adobe and Datadog represent two different investment approaches in cloud software: Adobe offers established profitability with a 30% net margin and $9.9B free cash flow at an 11.1x forward P/E, while Datadog delivers rapid 27.7% revenue growth but trades at a premium 101.7x forward P/E with minimal profitability. Adobe suits value-focused investors prioritizing profits and affordability, while Datadog appeals to growth-oriented investors willing to pay for expansion potential.

10/26/2026, 10:30 AM • The Motley Fool

Arista Networks vs. Datadog: Which Technology Stock Is a Better Buy in 2026?

Comparing two AI infrastructure leaders: Arista Networks, which provides physical networking switches for data centers, and Datadog, which offers cloud monitoring software. Arista shows stronger profitability (39% net margin vs. 3.1%) and lower valuation (44.5x forward P/E vs. 102.7x), while Datadog has higher gross margins (79.48% vs. 63%) and strong revenue growth. The author recommends Arista Networks for its essential role in AI infrastructure scaling, though both companies are solid performers in their respective niches.

10/21/2026, 10:20 AM • The Motley Fool

The AI Boom Is Entering a New Phase: 2 Stocks to Buy Now, According to Wall Street Analysts

Morgan Stanley analysts believe the AI boom is shifting from semiconductor and infrastructure companies to software companies and AI adopters. Amazon is leveraging AI and robotics to improve retail efficiency with expanding operating margins, while Datadog provides observability software supporting AI infrastructure. Both stocks are positioned to benefit as the AI trade broadens beyond chipmakers.

10/19/2026, 4:48 AM • The Motley Fool

CloudBees Opens Denver Office as a Major U.S. Hiring Hub

CloudBees announced the opening of a new office in downtown Denver to serve as a hiring hub for engineering, product, and go-to-market roles. The expansion is part of CEO Moritz Plassnig's strategy to grow the company in key tech hubs globally. Denver's tech workforce is projected to grow 2.2% in 2026, and the city ranks 4th nationally for tech worker concentration.

10/06/2026, 10:00 AM • GlobeNewswire

If a Stock Market Crash Is Coming, These 2 Growth Stocks Might Be Worth Selling

With the S&P 500 trading at historically high valuations (CAPE ratio of 41.8), the article identifies SpaceX and Datadog as two growth stocks that could be vulnerable to sharp corrections if market turmoil occurs. SpaceX trades at a P/S ratio of 83 despite strong AI business potential, while Datadog's P/S ratio of 21.8 is elevated compared to peers, making both susceptible to downside risk in a market downturn.

09/01/2026, 7:20 AM • The Motley Fool

Datadog Stock: Buy or Sell?

An analysis of whether investors should buy or sell Datadog stock. The article examines the company's recent performance and provides investment guidance, with the author noting a potentially surprising conclusion about the stock's investment merit.

08/28/2026, 1:15 PM • The Motley Fool