MarketBeat
03 Jun 2026, 13:47 UTC · 1h ago
3 Most Upgraded Stocks Last Month According to MarketBeat
MarketBeat
03 Jun 2026, 13:47 UTC · 1h ago
Story key points
6 claims · impact-rated
Datadog substantially increased its full-year sales guidance to a midpoint of $4.32 billion, representing approximately 25% year-over-year growth. — Significant upward guidance revisions combined with strong earnings beats typically drive aggressive price appreciation in growth stocks.
+0.80Marvell Technology raised its sales guidance by $500 million for FY2027 and $1.5 billion for FY2028. — Multi-year guidance hikes indicate strong sustained demand for AI hardware and custom chips.
+0.70Snowflake raised its full-year sales guidance to $5.84 billion and committed $6 billion to Amazon for Graviton chip access. — The massive capital commitment to infrastructure signals high confidence in future scaling and AI application growth.
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The AI trade is broadening from hardware to include software players like Datadog and Snowflake. — Market rotation into AI applications suggests a maturing ecosystem and expands the number of potential beneficiaries in the sector.
+0.60Datadog received FedRAMP High certification, enabling it to serve U.S. federal government customers with highly sensitive workloads. — This opens a new, high-barrier-to-entry revenue stream within the government sector.
+0.40MarketBeat consensus price targets for Datadog ($220) and Marvell ($212) imply potential downside despite recent rallies. — A gap between current trading prices and analyst targets suggests the stocks may be overextended in the short term.
-0.30Ticker attribution
Model heads
The company saw its best monthly return ever, beat Q1 earnings expectations, increased full-year guidance, and received FedRAMP High certification.
Experienced its largest monthly gain ever following a Q1 beat, raised full-year guidance, and expanded infrastructure spending.
Shares gained significantly due to AI hardware demand and the company substantially raised its revenue guidance for FY2027 and FY2028.
Benefiting from a $6 billion allocation from Snowflake to access its Graviton chips.
Mentioned positively in the context of its CEO's announcements driving spotlight and interest in the AI sector.
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