Wall Street Analysts See Long-Term Upside in Datadog, Nvidia and SpaceX

What happened

Analysts at Bank of America, Morgan Stanley and Needham reiterated buy ratings on Datadog, Nvidia and SpaceX, respectively, with price targets of $335, $300 and $250. Their comments cited software and AI demand, Nvidia’s supply constraints, and SpaceX’s reported revenue and subscriber growth.

Confirmed

Global impact / market context

The ratings express analysts’ expectations, not guaranteed results. If demand and growth continue, they could support revenue expectations for Datadog and SpaceX, while Nvidia’s supply limits could restrict how much demand becomes sales. Investors may weigh those growth prospects against execution and supply risks.

Analyst inference

The article presents three different drivers: Datadog’s infrastructure software demand, Nvidia’s access to advanced chip supply, and SpaceX’s AI revenue and connectivity subscribers. These are company-specific claims; the article gives no broader market data or evidence of investor reaction.

Analyst inference

What to watch

1. For Datadog, watch whether reported revenue growth approaches the Street consensus of 29.1%, since the analyst’s Q3 FY26 estimate was 28.7% and demand was cited as a driver. Analyst inference
2. For Nvidia, watch whether TSMC 3 nm wafer supply eases; the article identifies it as the company’s biggest challenge, which could constrain the ability to meet demand. Analyst inference
3. For SpaceX, watch whether AI revenue and connectivity subscribers continue to grow; the article reports $7.56 billion in AI revenue and 13.6 million subscribers. Analyst inference

Evidence

• binance.com