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AI cybersecurity stocks get lift from crowded CrowdStrike rally
DataDog shares are up 88% year to date, but the stock dipped after its Q2 2026 earnings report despite 36% year-over-year revenue growth and strong free cash flow margins.
MarketBeat Ratings highlights how pressure on AI-related technology stocks has not stopped analysts from upgrading cybersecurity exposure, with CrowdStrike described as one of the most-upgraded names while its shares have surged.
The outlet notes that CrowdStrike trades about 13% above a consensus price estimate of $187.91, and it suggests investors looking for AI security exposure beyond direct rivals can consider alternatives such as DataDog.
DataDog is positioned as a cloud observability company that has expanded into cybersecurity-adjacent capabilities through telemetry used in security applications and AI-based tools. MarketBeat Ratings says DataDog stock has risen about 88% year to date, but the shares dipped after its Q2 2026 earnings report, even as results included 36% year-over-year revenue growth and strong free cash flow margins.
MarketBeat Ratings also points to Qualys, noting its TotalAI platform and efforts to integrate AI governance into existing platforms, and it cites analyst support for the group, including a Wall Street view that DataDog’s expected earnings growth could differ from CrowdStrike’s share price trajectory.