Analysts Raise Targets for Datadog, Vertiv, Arista
Get the Finance newsletter
Daily finance — markets, central banks, M&A, the prints that move money. Free.
- William Power reiterated a buy rating for Datadog with a $180 price target, noting solid demand for its observability platform and AI opportunities, and a target adjusted operating margin over 25%.
- William Power highlighted that Datadog's security segment currently accounts for only 2% of total ARR among its large customers, indicating a large expansion opportunity.
- Andrew Obin reiterated a buy rating for Vertiv Holdings, raising his price target to $277, citing 252% organic order growth in Q4 2025 and a pipeline not depleted despite large orders.
- Andrew Obin projected Vertiv's 2026 orders to grow 5% to $18.6 bn, adding $5 bn to backlog and a 33% YoY backlog increase.
- Ryan Koontz reiterated a buy rating for Arista Networks, raising his price target to $185, stating the Nvidia‑Meta deal will have little to no impact on Arista's supplier position with Meta.
- Ryan Koontz noted that Meta accounts for 16% of Arista's 2025 revenue and that Nvidia's networking sales to Meta are NICs that bridge to ANET's spine.
Why it matters: Investors can act on the analysts' high price targets and buy ratings, which reflect upside for Datadog, Vertiv, and Arista as they leverage AI growth, expand margins, and secure large order backlogs, while their enterprise customers gain broader security and networking capabilities.
Ask SkimNews
