Stock Movers Datadog Rises, DoorDash Lower, Duolingo Tank after Weak Earnings Outlook On this episode of Stock Movers:
Nov 6, 2025
Datadog's shares soared after a strong earnings report, raising hopes with an optimistic forecast. Conversely, DoorDash's stock took a hit as the company announced significant future investments, hinting at declining margins. Meanwhile, Duolingo faced a steep drop as analysts reacted to a grim bookings outlook, prioritizing user growth over earnings. The contrasting fortunes of these companies highlight the ups and downs in the market.
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Datadog's Growth Defies AI Uncertainty
- Datadog beat Q3 expectations and raised its full-year forecast, pushing the stock to a four-year high.
- Analysts see its strong revenue growth (~24%) as proof AI-related uncertainty isn't hurting the business.
High Growth Eases Short-Seller Skepticism
- Datadog's expected ~24% revenue growth stands out among large S&P 500 tech companies.
- That pace helped reduce short-seller skepticism and fueled the stock's sharp rally.
DoorDash Plans Heavy Investment, Hits Margins
- DoorDash warned of higher spending and said it will spend several hundred million more in 2026, weighing on margins and EBITDA.
- The company cited investments including Deliveroo and internal platforms as near-term margin drags.