Databases, monitoring and orchestration — the layer AI applications are actually built on.
Sorted by one-month move. “Vs target” compares the current price with the mean analyst price target — a figure from analysts, not from us.
| Company | Price · todayThe latest closing price, and how far it moved from the previous close in dollars and percent. | 1 MonthPrice change since the last close on or before the same date one month ago — a calendar month, not 21 trading days. | 1 YearPrice change since the last close on or before the same date one year ago. | Vs targetHow far the price sits below the average of analysts’ published 12-month price targets. Negative means the price has already risen past that average.Analysts’ figures, not ours. Not a forecast we make or endorse. |
|---|---|---|---|---|
| DDOGDatadog | $269.65+$11.90 (+4.62%) | ▲ 7.2% | ▲ 72% | ▲ 9%$158 … $350 |
| SNOWSnowflake | $325.43+$11.47 (+3.65%) | ▼ 2.8% | ▲ 29% | ▲ 31%$110 … $525 |
| NETCloudflare | $325.73+$22.12 (+7.29%) | ▼ 7.5% | ▲ 50% | ▲ 5%$160 … $430 |
| MDBMongoDB | $371.09+$8.85 (+2.44%) | ▼ 13.4% | ▲ 12% | ▲ 22%$335 … $565 |
As of close, Oct 23, 2026 · prices from Yahoo Finance
Data: daily close · Reporting, not recommendations · Not financial advice.
Above the hardware sits the software layer AI applications are actually built on: databases, data pipelines, monitoring and orchestration. It is the plumbing that makes accelerators useful to a business.
The revenue model differs from hardware. These are largely subscription businesses with usage-based components, so growth compounds more steadily but is also more exposed to customers optimising their spending.
What moves it: consumption growth, net retention, and how much AI workloads add to existing usage.
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Models need data prepared, stored, served and monitored. Without that layer, accelerators have nothing useful to run against.
A measure of whether existing customers spend more or less over time, after churn. Above 100% means the existing base is growing on its own.
This sector sells the underlying platform other companies build on, rather than a finished end-user product.