Datadog is trading 4.97% up at $259.40, with Bernstein’s upgrade citing stronger-than-expected demand from AI-native customers and rising AI-agent usage. - Bernstein upgraded the stock from Market Perform to Outperform on October 19. - Its price target rose from $237 to $350. - AI-related shares are also rebounding as oil prices and Treasury yields ease; the company-specific upgrade is the clearest catalyst for Datadog’s gain.