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

According to CNBC, 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. Bank of America’s Koji Ikeda raised his Datadog target from $305, citing stronger infrastructure software demand and AI-driven growth; he estimated Q3 FY26 revenue growth of 28.7%, compared with the Street consensus of 29.1%. Morgan Stanley’s Joseph Moore said Nvidia is navigating supply constraints and has growing advantages heading into 2027, while identifying TSMC 3 nm wafer supply as its biggest challenge. Needham’s Ryan Koontz cited SpaceX’s Q3 2026 revenue growth of 161% year over year and a 195.2% sequential increase in AI revenue. SpaceX’s AI revenue rose to $7.56 billion from $813 million in the prior-year quarter, and its Connectivity segment’s subscriber count reached 13.6 million.