Bernstein comments on Datadog (DDOG.US) Q3 earnings: strong performance but guidance "not surprising," lowers AI business revenue expectations

```htmlAccording to Jinzi Finance APP, Bernstein released a report noting that Datadog (DDOG.US) delivered strong revenue performance in the third quarter of fiscal year 2026, but the magnitude of the company's upward revision to its full-year guidance disappointed investors. At the same time, changes in usage by its largest AI-native customer (suspected to be OpenAI, according to the research report) add subtle uncertainties to its growth outlook. Based on this, Bernstein lowered its 2027-2028 ARR expectations for the AI business by about 25%, and reduced Datadog's target price from $350 to $273, while maintaining an "Outperform" rating.```