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2026-10-23 00:41 3d ago
2026-10-22 19:16 3d ago
Dynatrace (DT) Falls More Steeply Than Broader Market: What Investors Need to Know
DT Dynatrace
FMP Stock News
Original source text
In the latest close session, Dynatrace (DT - Free Report) was down 2.18% at $63.37. The stock fell short of the S&P 500, which registered a loss of 1.21% for the day. Meanwhile, the Dow gained 0.02%, and the Nasdaq, a tech-heavy index, lost 2.6%.

The software intellegence company's stock has climbed by 10.72% in the past month, exceeding the Computer and Technology sector's loss of 3.87% and the S&P 500's loss of 0.03%.

Analysts and investors alike will be keeping a close eye on the performance of Dynatrace in its upcoming earnings disclosure. The company's earnings report is set to go public on November 3, 2026. The company is forecasted to report an EPS of $0.49, showcasing a 11.36% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $568.12 million, up 15.04% from the year-ago period.

For the full year, the Zacks Consensus Estimates are projecting earnings of $1.95 per share and revenue of $2.32 billion, which would represent changes of +14.71% and +14.98%, respectively, from the prior year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Dynatrace. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.12% higher. As of now, Dynatrace holds a Zacks Rank of #3 (Hold).

Looking at its valuation, Dynatrace is holding a Forward P/E ratio of 33.18. This indicates a premium in contrast to its industry's Forward P/E of 15.6.

Also, we should mention that DT has a PEG ratio of 2.26. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Computers - IT Services industry currently had an average PEG ratio of 1.31 as of yesterday's close.

The Computers - IT Services industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 99, finds itself in the top 41% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
2026-10-22 17:08 3d ago
2026-10-22 12:41 4d ago
FJTSY or DT: Which Is the Better Value Stock Right Now?
DT Dynatrace
FMP Stock News
Original source text
Investors interested in stocks from the Computers - IT Services sector have probably already heard of Fujitsu Ltd. (FJTSY) and Dynatrace (DT).
2026-10-20 15:10 6d ago
2026-10-20 09:56 6d ago
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
DT Dynatrace
FMP Stock News
Original source text
Quarterly financial reports play a vital role on Wall Street, as they help investors see how a company has performed and what might be coming down the road in the near-term. And out of all of the metrics and results to consider, earnings is one of the most important.

The earnings figure itself is key, of course, but a beat or miss on the bottom line can sometimes be just as, if not more, important. Therefore, investors should consider paying close attention to these earnings surprises, as a big beat can help a stock climb and vice versa.

The ability to identify stocks that are likely to top quarterly earnings expectations can be profitable, but it's no simple task. Here at Zacks, our Earnings ESP filter helps make things easier.

The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP is more formally known as the Expected Surprise Prediction, and it aims to grab the inside track on the latest analyst estimate revisions ahead of a company's report. The idea is relatively intuitive as a newer projection might be based on more complete information.

The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.

Bringing together a positive earnings ESP alongside a Zacks Rank #3 (Hold) or better has helped stocks report a positive earnings surprise 70% of the time. Furthermore, by using these parameters, investors have seen 28.3% annual returns on average, according to our 10 year backtest.

Stocks with a #3 (Hold) ranking, which is most stocks covered at 60%, are expected to perform in-line with the broader market. But stocks that fall into the #2 (Buy) and #1 (Strong Buy) ranking, or the top 15% and top 5% of stocks, respectively, should outperform the market. Strong Buy stocks should outperform more than any other rank.

Should You Consider Microsoft?The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. Microsoft (MSFT - Free Report) holds a #3 (Hold) at the moment and its Most Accurate Estimate comes in at $4.72 a share eight days away from its upcoming earnings release on October 28, 2026.

Microsoft's Earnings ESP sits at +0.29%, which, as explained above, is calculated by taking the percentage difference between the $4.72 Most Accurate Estimate and the Zacks Consensus Estimate of $4.71. MSFT is also part of a large group of stocks that boast a positive ESP. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

MSFT is just one of a large group of Computer and Technology stocks with a positive ESP figure. Dynatrace (DT - Free Report) is another qualifying stock you may want to consider.

Slated to report earnings on November 4, 2026, Dynatrace holds a #3 (Hold) ranking on the Zacks Rank, and its Most Accurate Estimate is $0.50 a share 15 days from its next quarterly update.

The Zacks Consensus Estimate for Dynatrace is $0.49, and when you take the percentage difference between that number and its Most Accurate Estimate, you get the Earnings ESP figure of +1.83%.

MSFT and DT's positive ESP figures tell us that both stocks have a good chance at beating analyst expectations in their next earnings report.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
2026-10-17 01:06 9d ago
2026-10-16 19:15 9d ago
Dynatrace (DT) Suffers a Larger Drop Than the General Market: Key Insights
DT Dynatrace
FMP Stock News
Original source text
Dynatrace (DT - Free Report) closed the most recent trading day at $61.07, moving -4.17% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 1.09% for the day. Meanwhile, the Dow experienced a drop of 0.34%, and the technology-dominated Nasdaq saw a decrease of 2.15%.

The stock of software intellegence company has risen by 14.15% in the past month, leading the Computer and Technology sector's gain of 1.99% and the S&P 500's gain of 2.44%.

Market participants will be closely following the financial results of Dynatrace in its upcoming release. It is anticipated that the company will report an EPS of $0.49, marking a 11.36% rise compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $568.12 million, showing a 15.04% escalation compared to the year-ago quarter.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.95 per share and revenue of $2.32 billion, indicating changes of +14.71% and +14.98%, respectively, compared to the previous year.

Investors might also notice recent changes to analyst estimates for Dynatrace. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.12% higher. Dynatrace is holding a Zacks Rank of #4 (Sell) right now.

Investors should also note Dynatrace's current valuation metrics, including its Forward P/E ratio of 32.64. This signifies a premium in comparison to the average Forward P/E of 14.61 for its industry.

One should further note that DT currently holds a PEG ratio of 2.22. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Computers - IT Services industry stood at 1.32 at the close of the market yesterday.

The Computers - IT Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 148, placing it within the bottom 40% of over 250 industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
2026-10-15 17:06 10d ago
2026-10-15 12:00 11d ago
Dynatrace Names Carahsoft Public Sector Distributor of the Year for 2026
DT Dynatrace
FMP Stock News
Original source text
RESTON, Va., Oct. 15, 2026 (GLOBE NEWSWIRE) -- Carahsoft Technology Corp., The Trusted Government IT Solutions Provider®, today announced that it has been named 2026 Public Sector Distributor of the Year by Dynatrace, (NYSE: DT), a leading AI-powered observability platform. The award was presented directly to Craig P. Abod, Carahsoft President, at the Carahsoft Conference & Collaboration Center in Reston, VA, and recognizes Carahsoft’s exceptional contributions to growing Dynatrace’s Public Sector partner ecosystem.

"Carahsoft has been an exceptional partner in helping Dynatrace expand our Public Sector presence and strengthen our partner ecosystem," said Mike DeLuca, VP of NORAM Partner Sales, at Dynatrace. "Over the past year, their ability to connect us with key reseller and systems integrator partners, execute collaborative demand generation campaigns and invest in partner enablement has significantly expanded our reach across the Public Sector market. We are pleased to recognize Carahsoft as our 2026 Public Sector Distributor of the Year and look forward to continuing our collaboration in helping Public Sector organizations modernize and secure their mission-critical environments."

As Dynatrace’s Public Sector distributor since 2023, Carahsoft has continuously worked to expand Dynatrace's Public Sector partner ecosystem and drive demand for its offerings. In 2026, Carahsoft successfully enabled reseller and systems integrator partners, supported strategic go-to-market initiatives and accelerated the adoption of Dynatrace's observability and security solutions across Federal, State and Local Government agencies.

Throughout the year, Carahsoft supported Dynatrace with a broad range of impactful sales and marketing initiatives. These efforts included integrated event series focused on Dynatrace’s solutions for Log Management and AI Observability, as well as their strategic technology alliance with ServiceNow. Carahsoft was also a sponsor of Dynatrace's flagship PERFORM conference, while Dynatrace participated as the premier sponsor of Carahsoft's Public Sector Reception at ServiceNow Knowledge and returned as an exhibitor sponsor at Carahsoft's DevSecOps Conference for the fourth consecutive year.

"We are honored to be recognized by Dynatrace as its 2026 Public Sector Distributor of the Year," said Natalie Gregory, Vice President, managing DevSecOps solutions at Carahsoft. "This award reflects the strength of our partnership and the dedication of our teams to expanding Dynatrace's Public Sector ecosystem through partner enablement, strategic collaboration and innovative go-to-market programs. Together with our reseller partners, Carahsoft and Dynatrace have helped Government agencies gain access to cutting-edge observability and security solutions that support their evolving mission requirements. We look forward to building on this momentum and continuing to deliver value to Dynatrace and our joint customers."

Dynatrace’s solutions are available through Carahsoft’s GSA Schedule No. 47QSWA18D008F, SEWP V contracts NNG15SC03B and NNG15SC27B, ITES-SW2 Contract W52P1J-20-D-0042, NASPO ValuePoint Master Agreement #AR2472 and OMNIA Partners Contract #R240303. For more information, contact the Carahsoft Team at (571) 591-6250 or [email protected]. Explore Dynatrace’s solutions here.

About Carahsoft
Carahsoft Technology Corp. is The Trusted Government IT Solutions Provider, supporting Public Sector organizations across Federal, State and Local Government agencies and Education and Healthcare markets. As the Master Government Aggregator® for our vendor partners, we deliver solutions for Artificial Intelligence, Cybersecurity, MultiCloud, DevSecOps, Customer Experience and Engagement, Open Source and more. Working with resellers, systems integrators and consultants, our sales and marketing teams provide industry leading IT products, services and training through hundreds of contract vehicles. Visit us at www.carahsoft.com.

Contact
Mary Lange
(703) 230-7434
[email protected]
2026-10-14 18:58 11d ago
2026-10-14 13:19 12d ago
Dynatrace Shares Boosted by Institutions Ahead of Earnings Report
DT Dynatrace
FMP Stock News
Original source text
Digital transformation company Dynatrace, Inc. (DT) up 49% in 2026 as Big Money buys.

DT’s AI-driven technology platform monitors enterprise cloud environments across the world in order to optimize overall application performance and security. The company’s first-quarter 2027 report showed $2.14 billion in annual recurring revenue (a 17% year-over-year gain), total revenue of $554.5 million (a 15% jump), non-GAAP net income of $0.48 per share (exceeding guidance of $0.03 per share), and offered second-quarter revenue and full-year non-GAAP operating margin guidance of up to $570 million and 29.75%, respectively. DT reports again on Nov. 4.

It’s no wonder DT shares are up 49% this year – and they could rise more. MoneyFlows data shows how Big Money investors are once again betting heavily on the forward picture of the stock.

Dynatrace Attracting Big Money
Institutional volumes reveal plenty. For most of 2026, DT has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in DT shares. They reflect our proprietary inflow signal, pushing the stock higher:

DT shares have attracted 19 institutional inflow signals in 2026, boosting shares by 49% so far. Source: www.moneyflows.com
Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Dynatrace.

Dynatrace Fundamental Analysis
Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, DT has had strong sales and earnings growth:

3-year sales growth rate (+20.3%)
3-year EPS growth rate (+60.6%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +14.9%.

Now it makes sense why the stock has been generating Big Money interest again. DT has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

Dynatrace has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made the rare Outlier 20 report six times this year and 33 times since 2015. The blue bars below show when DT was a top pick in 2026…institutions keep buying:

Institutions bought DT shares in big ways six times so far in 2026 – the company has attracted 33 outlier inflow signals overall. Source: www.moneyflows.com
Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Dynatrace Price Prediction
The DT revival isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in DT at the time of publication.

If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level. MoneyFlows created 11 Frontiers indexes to help serious investors capture AI-driven themes and learn the leading stocks in each Frontier. Get started here.
2026-10-12 17:34 13d ago
2026-10-12 11:00 14d ago
Dynatrace Achieves FedRAMP Class D (High) "Initial Implementation" Status to Support Federal Government Customers' Most Sensitive Workloads
DT Dynatrace
FMP Stock News
Original source text
Dynatrace (NYSE: DT), the leading AI-powered observability platform, today announced it has achieved "Initial Implementation" status for Federal Risk and Authorization Management Program (FedRAMP) Class D (High) certification. "Initial Implementation" means Dynatrace is currently in the implementation stage of its FedRAMP journey for the Class D (High) baseline, ahead of full certification. Once complete, the certification will enable federal agencies to leverage Dynatrace’s full platform to monitor, secure, and optimize mission-critical applications and infrastructure at the highest level of federal cloud security and compliance.

Federal agencies are adopting hybrid cloud architectures and accelerating AI adoption at the same time threat actors are using AI to accelerate the pace of attacks. Dynatrace's AI-powered observability platform is designed to scale across security baselines without requiring agencies to rearchitect infrastructure or switch vendors.

“The agencies running the nation's most critical missions face a compounding challenge: accelerating AI adoption and cloud modernization, all while meeting the government’s most stringent security requirements,” said Steve Tack, Chief Product Officer at Dynatrace. “Advancing to Class D (High) 'Initial Implementation’ status means federal agencies can start planning to bring Dynatrace's full AI-powered platform to their most sensitive and mission-critical workloads.”

Federal agencies across civilian, defense, and intelligence sectors have run mission-critical workloads on the Dynatrace platform for years, many in air-gapped environments. Advancing to Class D (High) positions Dynatrace among a small group of observability platforms pursuing FedRAMP's highest impact level, which requires nearly 420 security controls under NIST SP 800-53, roughly 30% more than the Class C (Moderate) baseline. FedRAMP High is reserved for the government's most sensitive unclassified data, covering workloads that support the nation's most essential operations.

Once full Class D (High) certification is achieved, agencies will gain access to Dynatrace's AI-powered observability platform at the highest federal security tier, including Grail®, Dynatrace's purpose-built data lakehouse for unified observability, security, and analytics; AI-powered anomaly detection and predictive analytics; and integrated application security monitoring from code to production, all deployable within agency-defined operational boundaries. Dynatrace is building Class D's (High) compliance requirements into its newest platform generation now, to help minimize the gap between certification and functionality.

To learn more, please visit the Dynatrace blog. For federal agencies interested in discussing Dynatrace's public sector roadmap, compliance capabilities, and observability solutions, please visit Dynatrace for U.S. Government.

Cautionary Language Concerning Forward-Looking Statements
This press release includes certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding Dynatrace’s plan and objectives to pursue FedRAMP Class D (High) certification and other public sector security certifications and the impact and expected future benefits to organizations if Dynatrace achieves FedRAMP Class D (High) certification and other public sector security certifications. These forward-looking statements include all statements that are not historical facts and statements identified by words such as “will,” “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” and words of similar meaning. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies, and prospects, which are based on the information currently available to us and on assumptions we have made. Although we believe that our plans, intentions, expectations, strategies, and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans, intentions, expectations, or strategies will be attained or achieved. Actual results may differ materially from those described in the forward-looking statements and will be affected by a variety of risks and factors that are beyond our control, including the risks set forth under the caption “Risk Factors” in our Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q, and our other SEC filings. We assume no obligation to update any forward-looking statements contained in this document because of new information, future events, or otherwise.

About Dynatrace
Dynatrace is advancing observability for today’s digital businesses, helping to transform the complexity of modern digital ecosystems into powerful business assets. By leveraging AI-powered insights, Dynatrace enables organizations to analyze, automate, and innovate faster to drive their business forward. Learn more at www.dynatrace.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261012079552/en/
2026-10-12 15:07 14d ago
2026-10-12 09:00 14d ago
Dynatrace Achieves FedRAMP Class D (High) "Initial Implementation" Status to Support Federal Government Customers' Most Sensitive Workloads
DT Dynatrace
FMP Stock News
Original source text
BOSTON--(BUSINESS WIRE)--Dynatrace (NYSE: DT), the leading AI-powered observability platform, today announced it has achieved "Initial Implementation" status for Federal Risk and Authorization Management Program (FedRAMP) Class D (High) certification. "Initial Implementation" means Dynatrace is currently in the implementation stage of its FedRAMP journey for the Class D (High) baseline, ahead of full certification. Once complete, the certification will enable federal agencies to leverage Dynatr.
2026-10-06 19:07 19d ago
2026-10-06 12:41 20d ago
FJTSY or DT: Which Is the Better Value Stock Right Now?
DT Dynatrace
FMP Stock News
Original source text
Investors looking for stocks in the Computers - IT Services sector might want to consider either Fujitsu Ltd. (FJTSY) or Dynatrace (DT).
2026-10-06 19:07 19d ago
2026-10-06 13:11 20d ago
Will Dynatrace (DT) Beat Estimates Again in Its Next Earnings Report?
DT Dynatrace
FMP Stock News
Original source text
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Dynatrace (DT - Free Report) , which belongs to the Zacks Computers - IT Services industry.

When looking at the last two reports, this software intellegence company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 5.90%, on average, in the last two quarters.

For the last reported quarter, Dynatrace came out with earnings of $0.48 per share versus the Zacks Consensus Estimate of $0.45 per share, representing a surprise of 6.67%. For the previous quarter, the company was expected to post earnings of $0.39 per share and it actually produced earnings of $0.41 per share, delivering a surprise of 5.13%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Dynatrace. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Dynatrace currently has an Earnings ESP of +0.41%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
2026-10-05 21:04 20d ago
2026-10-05 13:07 21d ago
Argent Capital Management LLC Makes New Investment in Dynatrace, Inc. $DT
DT Dynatrace
FMP Stock News
Original source text
Argent Capital Management LLC purchased a new position in Dynatrace, Inc. (NYSE:DT – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 378,739 shares of the company’s stock, valued at approximately $21,868,000. Argent Capital Management LLC owned approximately 0.13% of Dynatrace at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of DT. Hsbc Holdings PLC grew its position in Dynatrace by 12.0% during the 4th quarter. Hsbc Holdings PLC now owns 243,259 shares of the company’s stock worth $10,568,000 after purchasing an additional 26,129 shares in the last quarter. Wellington Management Group LLP lifted its holdings in shares of Dynatrace by 23.5% in the second quarter. Wellington Management Group LLP now owns 11,528,792 shares of the company’s stock valued at $506,229,000 after purchasing an additional 2,191,497 shares in the last quarter. Fox Run Management L.L.C. boosted its position in shares of Dynatrace by 98.4% in the fourth quarter. Fox Run Management L.L.C. now owns 53,422 shares of the company’s stock worth $2,315,000 after buying an additional 26,494 shares during the period. Eminence Capital LP boosted its position in shares of Dynatrace by 33.0% in the fourth quarter. Eminence Capital LP now owns 4,527,266 shares of the company’s stock worth $196,212,000 after buying an additional 1,122,855 shares during the period. Finally, American Capital Management Inc. purchased a new position in shares of Dynatrace during the first quarter valued at $38,987,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Dynatrace Price Performance DT traded up $0.79 during midday trading on Monday, hitting $60.11. 1,499,033 shares of the company’s stock traded hands, compared to its average volume of 6,440,724. The company has a market cap of $17.37 billion, a PE ratio of 120.23, a price-to-earnings-growth ratio of 3.67 and a beta of 0.77. The stock’s fifty day simple moving average is $51.70 and its 200-day simple moving average is $44.03. Dynatrace, Inc. has a one year low of $31.64 and a one year high of $60.68.

Dynatrace (NYSE:DT – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.48 EPS for the quarter, topping the consensus estimate of $0.45 by $0.03. The company had revenue of $554.55 million for the quarter, compared to analyst estimates of $550.01 million. Dynatrace had a net margin of 7.22% and a return on equity of 11.07%. Dynatrace’s quarterly revenue was up 16.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.42 EPS. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. On average, research analysts expect that Dynatrace, Inc. will post 1.1 EPS for the current year. Analyst Upgrades and Downgrades A number of equities research analysts have commented on DT shares. Citigroup raised their price objective on Dynatrace from $62.00 to $65.00 and gave the stock a “buy” rating in a research report on Tuesday, August 18th. Royal Bank Of Canada upped their target price on Dynatrace from $50.00 to $59.00 and gave the company an “outperform” rating in a report on Thursday, August 6th. Canaccord Genuity Group increased their price target on shares of Dynatrace from $46.00 to $60.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. BTIG Research restated a “buy” rating and set a $62.00 price target on shares of Dynatrace in a report on Tuesday, September 15th. Finally, KeyCorp boosted their price objective on shares of Dynatrace from $53.00 to $61.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Twenty-three investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $56.89.

Check Out Our Latest Research Report on Dynatrace

Insider Buying and Selling at Dynatrace In other Dynatrace news, EVP Bernd Greifeneder sold 50,000 shares of the company’s stock in a transaction that occurred on Friday, September 18th. The stock was sold at an average price of $57.21, for a total transaction of $2,860,500.00. Following the completion of the sale, the executive vice president owned 904,846 shares of the company’s stock, valued at $51,766,239.66. This represents a 5.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.69% of the stock is owned by corporate insiders.

Dynatrace Profile (Free Report)

Dynatrace, Inc is a software company that provides an observability and application security platform for organizations operating complex cloud, hybrid, and enterprise technology environments. Its platform is designed to help businesses monitor applications, infrastructure, user experiences, logs, and digital services from a unified interface.

The company’s products support application and infrastructure performance monitoring, digital experience monitoring, log management, cloud automation, application security, and artificial intelligence-assisted operations.

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2026-10-02 00:03 24d ago
2026-10-01 19:15 24d ago
Dynatrace (DT) Beats Stock Market Upswing: What Investors Need to Know
DT Dynatrace
FMP Stock News
Original source text
In the latest trading session, Dynatrace (DT - Free Report) closed at $59.26, marking a +2.63% move from the previous day. The stock outpaced the S&P 500's daily gain of 0.2%. Meanwhile, the Dow experienced a rise of 0.04%, and the technology-dominated Nasdaq saw an increase of 0.04%.

The software intellegence company's shares have seen an increase of 13.51% over the last month, surpassing the Computer and Technology sector's gain of 4.78% and the S&P 500's loss of 0.35%.

The upcoming earnings release of Dynatrace will be of great interest to investors. The company is forecasted to report an EPS of $0.49, showcasing a 11.36% upward movement from the corresponding quarter of the prior year. Simultaneously, our latest consensus estimate expects the revenue to be $567.79 million, showing a 14.97% escalation compared to the year-ago quarter.

DT's full-year Zacks Consensus Estimates are calling for earnings of $1.95 per share and revenue of $2.32 billion. These results would represent year-over-year changes of +14.71% and +14.99%, respectively.

Investors might also notice recent changes to analyst estimates for Dynatrace. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 1.34% lower. Dynatrace presently features a Zacks Rank of #3 (Hold).

Looking at valuation, Dynatrace is presently trading at a Forward P/E ratio of 29.69. This indicates a premium in contrast to its industry's Forward P/E of 12.53.

Meanwhile, DT's PEG ratio is currently 2.02. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. By the end of yesterday's trading, the Computers - IT Services industry had an average PEG ratio of 1.35.

The Computers - IT Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 57, placing it within the top 24% of over 250 industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
2026-10-01 21:35 24d ago
2026-10-01 16:05 25d ago
Dynatrace Completes Acquisition of Arize, Extending AI Observability Across the Full Development Lifecycle
DT Dynatrace
FMP Stock News
Original source text
BOSTON & SAN FRANCISCO--(BUSINESS WIRE)--Dynatrace (NYSE: DT), the leading AI-powered observability platform, today announced that it has completed its acquisition of Arize, an AI observability and evaluation platform delivering continual learning for agents. The rise of AI models and agents demands a new kind of observability. Dynatrace's acquisition of Arize brings evaluation and observability together, so teams can test AI applications before launch and keep them dependable once they're live.
2026-09-25 23:40 1mo ago
2026-09-25 19:15 1mo ago
Dynatrace (DT) Stock Slides as Market Rises: Facts to Know Before You Trade
DT Dynatrace
FMP Stock News
Original source text
Dynatrace (DT - Free Report) closed the most recent trading day at $57.95, moving -1.24% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.51% for the day. On the other hand, the Dow registered a gain of 0.93%, and the technology-centric Nasdaq increased by 0.48%.

Prior to today's trading, shares of the software intellegence company had gained 9.83% outpaced the Computer and Technology sector's gain of 6.54% and the S&P 500's gain of 0.74%.

Market participants will be closely following the financial results of Dynatrace in its upcoming release. The company is expected to report EPS of $0.49, up 11.36% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $567.79 million, indicating a 14.97% increase compared to the same quarter of the previous year.

For the full year, the Zacks Consensus Estimates project earnings of $1.95 per share and a revenue of $2.32 billion, demonstrating changes of +14.71% and +14.99%, respectively, from the preceding year.

Investors should also note any recent changes to analyst estimates for Dynatrace. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.81% decrease. Dynatrace is currently a Zacks Rank #3 (Hold).

With respect to valuation, Dynatrace is currently being traded at a Forward P/E ratio of 30.11. This expresses a premium compared to the average Forward P/E of 12.92 of its industry.

Also, we should mention that DT has a PEG ratio of 2.05. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Computers - IT Services industry had an average PEG ratio of 1.38 as trading concluded yesterday.

The Computers - IT Services industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 101, this industry ranks in the top 42% of all industries, numbering over 250.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
2026-09-21 11:42 1mo ago
2026-09-21 07:26 1mo ago
3 Software Stocks Rebounding as AI Fears Give Way to Growth
DT Dynatrace
FMP Stock News
Original source text
Early in 2026, markets saw software stocks as among the biggest losers from AI adoption. The advent of “vibe coding" largely drove this, as it significantly increased software development productivity. This led to fears that traditional software companies would face intense competition going forward, eroding their businesses.

While this claim is neither entirely correct nor entirely incorrect, many key software companies are demonstrating their ability to benefit from enterprise AI adoption rather than suffer from it. Several have rebounded sharply as investors reassess those risks.

Get Atlassian alerts:

Atlassian Rises From the AshesAtlassian Stock Forecast Today12-Month Stock Price Forecast:
$186.41
-2.92% Downside

Moderate Buy
Based on 30 Analyst Ratings

Current Price$192.02High Forecast$295.00Average Forecast$186.41Low Forecast$95.00Atlassian Stock Forecast Details

Productivity software company Atlassian NASDAQ: TEAM has arguably seen the most dramatic shift in sentiment among any software stock in the market. Notably, through mid-April 2026, shares were down more than 60% year-to-date (YTD).

One factor behind this was the idea that AI coding tools would reduce employment among software engineers. This could hurt demand for Atlassian’s key products, like Jira, which helps manage software development and charges based on the number of licenses a company buys.

However, it seems that AI adoption is actually increasing the demand for Atlassian’s products as companies need more help coordinating across teams to implement AI. In its latest quarter, the company signed a record number of $1 million, $3 million, and $5 million deals.

Its Rovo AI assistant is also gaining significant traction. The company notes that over 80% of Fortune 500 companies use Rovo. Additionally, Rovo-assisted actions increased by 50% in just one quarter, and Rovo adopters increased their annual recurring revenue (ARR) commitments more than twice as fast as non-Rovo adopters. Amid this success, shares have rebounded sharply from their spring lows.

Salesforce New Order Value Growth Hits 4-Year HighSalesforce Stock Forecast Today12-Month Stock Price Forecast:
$275.14
15.82% Upside

Moderate Buy
Based on 50 Analyst Ratings

Current Price$237.56High Forecast$400.00Average Forecast$275.14Low Forecast$160.00Salesforce Stock Forecast Details

The tide has also turned in a big way for software giant Salesforce NYSE: CRM. Through June 2026, Salesforce shares were down by approximately 40%, driven by fears that AI would disrupt its seat-based model. However, Salesforce’s latest earnings strongly pushed back against this idea, and shares have recovered much of their earlier 2026 losses.

Last quarter, the company noted that its net new annual order value (NNAOV) growth is now its strongest in four years. NNAOV measures the annual contract value from customers who entered subscriptions during the period. Thus, the company is saying that the size of new commitments is rising at a pace not seen in years. This contradicts the idea that AI would hurt demand for Salesforce’s products.

Meanwhile, the company is finding ways to drive AI growth. Notably, its Agentforce offering saw ARR hit $1.5 billion last quarter, up 240% year-over-year (YOY). The company also announced Claudeforce, its product collaboration with Anthropic, indicating that AI models and Salesforce's products can be complementary.

Dynatrace Is Winning on AI Observability DemandDynatrace Stock Forecast Today12-Month Stock Price Forecast:
$56.07
1.62% Upside

Moderate Buy
Based on 30 Analyst Ratings

Current Price$55.18High Forecast$68.00Average Forecast$56.07Low Forecast$40.00Dynatrace Stock Forecast Details

Last up is Dynatrace NYSE: DT. The stock fell considerably less than TEAM and CRM earlier in 2026, being down around 25% through mid-April. However, shares have rallied sharply from their mid-April lows.

Dynatrace is a key player in the observability market, which is rapidly expanding as enterprises implement AI. Using AI agents means that enterprises must be able to monitor and correct their performance; a need that Dynatrace’s observability platform addresses. Dynatrace says that 1,000 customers used its platform to observe AI and LLM workloads in production last quarter, up 17.6% in one quarter.

Amid this, the company achieved record new customer growth, also called logo growth, of 160% last quarter. Looking ahead, Dynatrace expects the AI observability market to exceed $10 billion by 2030, growing by more than 50% annually. This is just a portion of the $92 billion total addressable market Dynatrace sees, which includes core observability and application security.

Watch Items Across Atlassian, Salesforce, and DynatraceIncreased adoption of Rovo will be an important indicator for Atlassian going forward. Given that Rovo adopters are increasing their spending twice as fast as non-adopters, this would reflect favorably on Atlassian’s future growth potential.

For Salesforce, a key watch item will be how Claudeforce adoption affects the company’s growth, as it is unclear how Salesforce and Anthropic share the resulting revenue. If users grow strongly but Salesforce’s revenue receives a limited uplift, it would suggest that Anthropic is benefiting disproportionately.

Dynatrace’s net revenue retention rate (NRR) is another key metric to watch. It stood at 110% last quarter, meaning existing customers spent 10% more year over year. Management expects NRR to improve in the second half of fiscal year 2027. If it does, that would signal stronger expansion among existing customers as Dynatrace capitalizes on rising AI observability demand.

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2026-09-18 00:37 1mo ago
2026-09-17 19:15 1mo ago
Dynatrace (DT) Exceeds Market Returns: Some Facts to Consider
DT Dynatrace
FMP Stock News
Original source text
Dynatrace (DT - Free Report) closed the most recent trading day at $55.83, moving +1.16% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 1.14%. On the other hand, the Dow registered a gain of 0.61%, and the technology-centric Nasdaq increased by 1.69%.

Shares of the software intellegence company have appreciated by 11.27% over the course of the past month, outperforming the Computer and Technology sector's loss of 1.69%, and the S&P 500's loss of 2.85%.

The investment community will be closely monitoring the performance of Dynatrace in its forthcoming earnings report. The company is expected to report EPS of $0.49, up 11.36% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $567.79 million, showing a 14.97% escalation compared to the year-ago quarter.

DT's full-year Zacks Consensus Estimates are calling for earnings of $1.95 per share and revenue of $2.32 billion. These results would represent year-over-year changes of +14.71% and +14.99%, respectively.

Investors should also take note of any recent adjustments to analyst estimates for Dynatrace. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 2.3% lower. Dynatrace is holding a Zacks Rank of #3 (Hold) right now.

Looking at its valuation, Dynatrace is holding a Forward P/E ratio of 28.31. This denotes a premium relative to the industry average Forward P/E of 14.

Also, we should mention that DT has a PEG ratio of 1.93. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Computers - IT Services industry had an average PEG ratio of 1.43 as trading concluded yesterday.

The Computers - IT Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 100, placing it within the top 41% of over 250 industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
2026-09-17 17:19 1mo ago
2026-09-17 12:41 1mo ago
FJTSY or DT: Which Is the Better Value Stock Right Now?
DT Dynatrace
FMP Stock News
Original source text
Investors with an interest in Computers - IT Services stocks have likely encountered both Fujitsu Ltd. (FJTSY) and Dynatrace (DT).
2026-09-16 09:29 1mo ago
2026-09-16 01:21 1mo ago
Dynatrace (NYSE:DT) Hits New 52-Week High After Analyst Upgrade
DT Dynatrace
FMP Stock News
Original source text
Shares of Dynatrace, Inc. (NYSE:DT – Get Free Report) reached a new 52-week high during trading on Tuesday after BMO Capital Markets raised their price target on the stock from $60.00 to $62.00. BMO Capital Markets currently has an outperform rating on the stock. Dynatrace traded as high as $54.99 and last traded at $55.1050, with a volume of 1954735 shares changing hands. The stock had previously closed at $53.34.

A number of other equities research analysts have also recently commented on the stock. Barclays increased their target price on shares of Dynatrace from $48.00 to $60.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. UBS Group reaffirmed a “buy” rating and issued a $65.00 price target on shares of Dynatrace in a report on Monday, August 24th. Weiss Ratings raised Dynatrace from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, July 9th. William Blair assumed coverage on Dynatrace in a research report on Thursday, May 21st. They set an “outperform” rating on the stock. Finally, Truist Financial increased their price objective on Dynatrace from $55.00 to $60.00 and gave the company a “buy” rating in a report on Friday, August 14th. Twenty-two investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $55.50.

Check Out Our Latest Research Report on DT

Institutional Trading of Dynatrace Several large investors have recently bought and sold shares of the stock. Sequoia Financial Advisors LLC raised its holdings in shares of Dynatrace by 25.2% in the second quarter. Sequoia Financial Advisors LLC now owns 100,563 shares of the company’s stock worth $4,416,000 after buying an additional 20,222 shares during the last quarter. Tidal Investments LLC lifted its stake in shares of Dynatrace by 8.6% during the second quarter. Tidal Investments LLC now owns 65,002 shares of the company’s stock worth $2,854,000 after buying an additional 5,136 shares during the period. Engineers Gate Manager LP grew its holdings in shares of Dynatrace by 709.8% during the second quarter. Engineers Gate Manager LP now owns 365,333 shares of the company’s stock valued at $16,042,000 after buying an additional 320,219 shares during the last quarter. Integrated Wealth Concepts LLC purchased a new stake in shares of Dynatrace during the second quarter valued at $292,000. Finally, NewEdge Advisors LLC increased its position in shares of Dynatrace by 116.4% in the 2nd quarter. NewEdge Advisors LLC now owns 31,127 shares of the company’s stock valued at $1,367,000 after acquiring an additional 16,746 shares during the period. Hedge funds and other institutional investors own 94.28% of the company’s stock. Dynatrace Trading Up 3.5% The stock has a market capitalization of $15.95 billion, a price-to-earnings ratio of 110.39, a P/E/G ratio of 3.28 and a beta of 0.74. The firm has a 50-day moving average of $48.12 and a 200-day moving average of $42.24.

Dynatrace (NYSE:DT – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $0.48 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.03. The company had revenue of $554.55 million during the quarter, compared to analysts’ expectations of $550.01 million. Dynatrace had a return on equity of 11.07% and a net margin of 7.22%.The firm’s revenue was up 16.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.42 EPS. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. On average, equities research analysts anticipate that Dynatrace, Inc. will post 1.11 EPS for the current year.

Dynatrace Company Profile (Get Free Report)

Dynatrace, Inc is a software company that provides an observability and application security platform for organizations operating cloud, hybrid, and multicloud environments. Its platform is designed to help businesses monitor the performance, availability, and security of applications, infrastructure, networks, and user experiences from a unified environment.

The company’s offerings include application performance monitoring, infrastructure and cloud monitoring, log and analytics capabilities, digital experience monitoring, application security, and software delivery insights.

See Also Five stocks we like better than Dynatrace Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky Receive News & Ratings for Dynatrace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dynatrace and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-15 13:53 1mo ago
2026-09-15 04:50 1mo ago
Dynatrace, Inc. $DT Shares Sold by Corient Private Wealth LP
DT Dynatrace
FMP Stock News
Original source text
Corient Private Wealth LP trimmed its position in Dynatrace, Inc. (NYSE:DT – Free Report) by 12.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 373,226 shares of the company’s stock after selling 55,269 shares during the period. Corient Private Wealth LP owned approximately 0.13% of Dynatrace worth $16,388,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Forsta AP Fonden lifted its holdings in shares of Dynatrace by 60.4% in the fourth quarter. Forsta AP Fonden now owns 200,400 shares of the company’s stock valued at $8,685,000 after buying an additional 75,500 shares during the period. AXQ Capital LP grew its holdings in Dynatrace by 651.7% during the fourth quarter. AXQ Capital LP now owns 34,548 shares of the company’s stock worth $1,497,000 after acquiring an additional 29,952 shares during the period. Hsbc Holdings PLC grew its holdings in Dynatrace by 12.0% during the fourth quarter. Hsbc Holdings PLC now owns 243,259 shares of the company’s stock worth $10,568,000 after acquiring an additional 26,129 shares during the period. Northwestern Mutual Wealth Management Co. raised its position in Dynatrace by 123,910.9% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,881,245 shares of the company’s stock worth $81,533,000 after acquiring an additional 1,879,728 shares in the last quarter. Finally, Fox Run Management L.L.C. raised its position in Dynatrace by 98.4% in the fourth quarter. Fox Run Management L.L.C. now owns 53,422 shares of the company’s stock worth $2,315,000 after acquiring an additional 26,494 shares in the last quarter. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In Several equities analysts have recently weighed in on DT shares. Morgan Stanley upgraded shares of Dynatrace from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $58.00 to $65.00 in a research report on Tuesday, August 25th. TD Cowen boosted their target price on shares of Dynatrace from $45.00 to $50.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Royal Bank Of Canada increased their target price on shares of Dynatrace from $50.00 to $59.00 and gave the company an “outperform” rating in a research note on Thursday, August 6th. UBS Group restated a “buy” rating and set a $65.00 target price on shares of Dynatrace in a report on Monday, August 24th. Finally, Scotiabank restated an “outperform” rating and issued a $61.00 price target on shares of Dynatrace in a research report on Thursday, August 6th. Twenty-two investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $55.04.

Read Our Latest Research Report on DT Dynatrace Stock Up 4.3% Shares of Dynatrace stock opened at $53.26 on Tuesday. Dynatrace, Inc. has a 12 month low of $31.64 and a 12 month high of $54.83. The stock has a market cap of $15.39 billion, a PE ratio of 106.53, a price-to-earnings-growth ratio of 3.21 and a beta of 0.74. The business has a fifty day simple moving average of $47.92 and a 200-day simple moving average of $42.10.

Dynatrace (NYSE:DT – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.03. Dynatrace had a return on equity of 11.07% and a net margin of 7.22%.The firm had revenue of $554.55 million for the quarter, compared to analyst estimates of $550.01 million. During the same period in the previous year, the firm earned $0.42 earnings per share. Dynatrace’s quarterly revenue was up 16.3% on a year-over-year basis. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. Analysts expect that Dynatrace, Inc. will post 1.08 EPS for the current fiscal year.

About Dynatrace (Free Report)

Dynatrace, Inc is a software company that provides an observability and application security platform for organizations operating cloud, hybrid, and multicloud environments. Its platform is designed to help businesses monitor the performance, availability, and security of applications, infrastructure, networks, and user experiences from a unified environment.

The company’s offerings include application performance monitoring, infrastructure and cloud monitoring, log and analytics capabilities, digital experience monitoring, application security, and software delivery insights.

Read More Five stocks we like better than Dynatrace Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down

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2026-09-15 11:26 1mo ago
2026-09-15 03:18 1mo ago
California State Teachers Retirement System Purchases 13,596,525 Shares of Dynatrace, Inc. $DT
DT Dynatrace
FMP Stock News
Original source text
California State Teachers Retirement System increased its position in shares of Dynatrace, Inc. (NYSE:DT – Free Report) by 3,827.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,951,788 shares of the company’s stock after acquiring an additional 13,596,525 shares during the period. California State Teachers Retirement System owned about 4.83% of Dynatrace worth $612,623,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in DT. Forsta AP Fonden lifted its holdings in shares of Dynatrace by 60.4% in the fourth quarter. Forsta AP Fonden now owns 200,400 shares of the company’s stock worth $8,685,000 after acquiring an additional 75,500 shares during the last quarter. AXQ Capital LP grew its holdings in shares of Dynatrace by 651.7% during the 4th quarter. AXQ Capital LP now owns 34,548 shares of the company’s stock valued at $1,497,000 after purchasing an additional 29,952 shares during the last quarter. Hsbc Holdings PLC increased its position in Dynatrace by 12.0% during the 4th quarter. Hsbc Holdings PLC now owns 243,259 shares of the company’s stock worth $10,568,000 after purchasing an additional 26,129 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its position in Dynatrace by 123,910.9% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,881,245 shares of the company’s stock worth $81,533,000 after purchasing an additional 1,879,728 shares in the last quarter. Finally, Fox Run Management L.L.C. lifted its stake in Dynatrace by 98.4% in the 4th quarter. Fox Run Management L.L.C. now owns 53,422 shares of the company’s stock valued at $2,315,000 after purchasing an additional 26,494 shares during the last quarter. 94.28% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth DT has been the topic of a number of research reports. Truist Financial boosted their target price on shares of Dynatrace from $55.00 to $60.00 and gave the stock a “buy” rating in a research note on Friday, August 14th. William Blair started coverage on Dynatrace in a research note on Thursday, May 21st. They issued an “outperform” rating for the company. Jefferies Financial Group reissued a “buy” rating on shares of Dynatrace in a report on Wednesday, August 5th. The Goldman Sachs Group boosted their price objective on Dynatrace from $45.00 to $50.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. Finally, KeyCorp upped their target price on Dynatrace from $53.00 to $61.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Twenty-two analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $55.04.

Get Our Latest Analysis on Dynatrace Dynatrace Stock Up 4.3% Shares of NYSE:DT opened at $53.26 on Tuesday. The firm has a market cap of $15.39 billion, a P/E ratio of 106.53, a P/E/G ratio of 3.21 and a beta of 0.74. Dynatrace, Inc. has a 12-month low of $31.64 and a 12-month high of $54.83. The business has a fifty day simple moving average of $47.92 and a 200 day simple moving average of $42.10.

Dynatrace (NYSE:DT – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.48 EPS for the quarter, beating analysts’ consensus estimates of $0.45 by $0.03. The firm had revenue of $554.55 million for the quarter, compared to analyst estimates of $550.01 million. Dynatrace had a return on equity of 11.07% and a net margin of 7.22%.The business’s revenue was up 16.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.42 EPS. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. As a group, equities research analysts expect that Dynatrace, Inc. will post 1.08 EPS for the current year.

Dynatrace Profile (Free Report)

Dynatrace, Inc is a software company that provides an observability and application security platform for organizations operating cloud, hybrid, and multicloud environments. Its platform is designed to help businesses monitor the performance, availability, and security of applications, infrastructure, networks, and user experiences from a unified environment.

The company’s offerings include application performance monitoring, infrastructure and cloud monitoring, log and analytics capabilities, digital experience monitoring, application security, and software delivery insights.

Further Reading Five stocks we like better than Dynatrace Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down Want to see what other hedge funds are holding DT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dynatrace, Inc. (NYSE:DT – Free Report).

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2026-09-11 00:15 1mo ago
2026-09-10 19:15 1mo ago
Dynatrace (DT) Rises As Market Takes a Dip: Key Facts
DT Dynatrace
FMP Stock News
Original source text
Dynatrace (DT - Free Report) closed the most recent trading day at $51.42, moving +1.62% from the previous trading session. The stock exceeded the S&P 500, which registered a loss of 0.59% for the day. Elsewhere, the Dow lost 0.6%, while the tech-heavy Nasdaq lost 0.65%.

The software intellegence company's stock has climbed by 2.1% in the past month, exceeding the Computer and Technology sector's loss of 0.02% and the S&P 500's loss of 1.37%.

Market participants will be closely following the financial results of Dynatrace in its upcoming release. The company's earnings per share (EPS) are projected to be $0.49, reflecting a 11.36% increase from the same quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $568.32 million, indicating a 15.08% upward movement from the same quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $1.95 per share and a revenue of $2.32 billion, indicating changes of +14.71% and +15.05%, respectively, from the former year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Dynatrace. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 2.59% lower within the past month. Right now, Dynatrace possesses a Zacks Rank of #3 (Hold).

With respect to valuation, Dynatrace is currently being traded at a Forward P/E ratio of 26. This signifies a premium in comparison to the average Forward P/E of 13.32 for its industry.

We can also see that DT currently has a PEG ratio of 1.77. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Computers - IT Services industry currently had an average PEG ratio of 1.31 as of yesterday's close.

The Computers - IT Services industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 157, finds itself in the bottom 37% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
2026-09-09 18:59 1mo ago
2026-09-09 13:47 1mo ago
Dynatrace, Inc. (DT) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
DT Dynatrace
FMP Stock News
Original source text
Dynatrace, Inc. (DT) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
2026-09-09 08:55 1mo ago
2026-09-08 18:59 1mo ago
Dynatrace Inc (DT) Shares Fall 3.1% -- What GF Score of 91 Tells Investors
DT Dynatrace
FMP Stock News
Original source text
Valuation Assessment of Dynatrace Inc DTOn September 08, 2026, Dynatrace Inc (DT) shares fell 3.1% to a current price of $50.29, navigating a 52-week range between $31.64 and $54.84. This recent decline comes amid a year-to-date increase of 16.0% and a modest annual performance of 0.7%.

GF Value™ verdict: Currently priced at $50.29, DT is estimated to be 27.8% undervalued compared to its GF Value™ of $69.62. GF Score™: With a score of 91/100, DT is categorized as a strong investment opportunity based on various fundamental metrics. Notable signal: Insider activity shows a net selling of $5.5M over the past 12 months, indicating cautious sentiment among company insiders.Is DT Overvalued or Undervalued?Currently, Dynatrace Inc DT is trading at $50.29, which is significantly lower than its GF Value™ estimate of $69.62. This presents a margin of safety of 27.8%, suggesting that the stock may offer a compelling buying opportunity for those looking to capitalize on undervalued assets. The GF Valuation label indicates that DT is "Modestly Undervalued," which aligns with the notion that there may be upside potential if the market corrects itself to reflect intrinsic values more accurately. GF Value™ is GuruFocus' proprietary assessment that calculates a stock's intrinsic value based on historical trading multiples, past growth trends, and future performance projections. As such, DT's current valuation suggests a favorable position for potential growth.

How Does DT's Valuation Compare to Its History?Metric Current Historical P/E (TTM) 100.6x 95.3x Forward P/E 25.7x N/ADynatrace's current P/E ratio of 100.6x is notably higher than its 5-year median P/E of 95.3x, indicating that the stock is trading at a premium compared to its historical valuation levels. However, the forward P/E of 25.7x suggests that the company may be expected to grow, which could justify a higher valuation in the future. This P/E analysis generally agrees with the GF Value™ verdict, as the elevated current P/E ratio may imply that the stock is at risk of being overvalued in the short term, despite the long-term potential suggested by the GF Value™ assessment.

What Does DT's GF Score™ Tell Us?The GF Score™ is a composite score that evaluates a stock based on several key financial metrics, including financial strength, profitability, growth, valuation, and momentum. With a GF Score™ of 91/100, Dynatrace stands out as a strong candidate in the software industry, particularly due to its high growth rank of 10/10. However, its weakest area is the Piotroski F-Score of 4, indicating some financial vulnerabilities.

Metric Rating GF Score™ 91/100 Financial Strength 7/10 Profitability 7/10 Growth 10/10 Valuation 8/10 Momentum 8/10The combination of a strong GF Score™ and high growth rank suggests that Dynatrace is well-positioned for future success. However, the financial strength and profitability ratings indicate that there may be areas for improvement, particularly in maintaining robust fundamentals amid a fluctuating market. Overall, the scores reflect a balanced view of Dynatrace's current standing and potential for growth.

What Are Gurus and Insiders Doing with DT?Currently, eight gurus hold positions in Dynatrace Inc, with four adding to their stakes and five trimming their holdings in recent quarters. This mixed signal from the guru community suggests a cautious but engaged interest in the stock. In terms of insider activity, over the past 12 months, insiders have bought $0.1M worth of shares while selling $5.6M, resulting in a net selling of $5.5M. This trend of net selling raises questions about insider confidence in the company's short-term prospects, potentially indicating that insiders are capitalizing on their holdings rather than signaling strong future performance.

What This Means for InvestorsIn summary, Dynatrace Inc DT is currently undervalued according to the GF Value™ assessment, which suggests that the stock has a significant upside potential. However, the recent insider selling and elevated P/E ratio compared to historical levels warrant caution. Investors should keep these factors in mind when evaluating their positions in the stock. For further details on Dynatrace's performance and metrics, visit the Dynatrace Inc (DT) stock page.

Frequently Asked QuestionsWhat is DT's GF Score™?

DT's GF Score™ is 91/100, indicating a strong investment opportunity based on various fundamental metrics.

Is DT overvalued or undervalued?

DT is currently undervalued with a GF Value™ of $69.62 compared to its price of $50.29, suggesting a 27.8% upside potential.

What is DT's P/E ratio?

DT's P/E (TTM) is 100.6x, which is higher than its 5-year median P/E of 95.3x, indicating the stock is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
2026-09-07 14:04 1mo ago
2026-09-07 07:31 1mo ago
3 Earnings Season Winners That Analysts Can't Stop Upgrading
DT Dynatrace
FMP Stock News
Original source text
Earnings season isn’t just when companies report their quarterly results. It’s also when most stock analysts update their ratings and price targets in response to the new data released from the firms they cover. Ratings like Buy, Sell, or Hold are simple heuristics that stand in for deeper fundamental analysis, and it’s hard to hide poor performance from scrutinizing analysts. They aren’t infallible, and reasonable analysts at top firms often have different outlooks on the same companies. But when analysts begin upping their ratings and price targets in unison, it’s time for investors to pay closer attention.

That’s the theme connecting the three stocks on our list today; all recently reported earnings and received a wave of price target boosts or rating upgrades following their conference calls. If you’re looking for stocks with more upside after a post-earnings pop, you may want to give a closer look at the following three companies.

Get Elastic alerts:

Elastic: Guidance Well Above Expectations Leads to Target Boost BarrageAmsterdam-based data analytics firm Elastic NV NYSE: ESTC was an under-the-radar earnings-season winner. Its stock has erased all its 2026 losses, jumping almost 20% following its fiscal Q1 2027 earnings report released on Aug. 27, and it's not hard to see why the market got excited.

Elastic Today

$91.74 -0.07 (-0.08%)

As of 09/4/2026 03:58 PM Eastern

$42.05▼

$108.0025.70

$94.12

Revenue and earnings per share (EPS) both surpassed expectations, with sales growing more than 15% year over year (YOY).

Operating margin also expanded ahead of company projections to 16.2%, and 80 new customers with $100,000 contracts were added in the quarter.

However, it was guidance that drove the stock's immediate move. Fiscal 2027 revenue guidance was boosted to a range of $1.998 billion to $2.01 billion, and operating margin is now projected at 19.2%, implying second-half acceleration from Q1’s 16.2% figure.

Zack’s Research immediately upgraded the stock from Hold to Strong Buy following the report, a rare double upgrade.

Target boosts also came fast and furious: 13 firms raised price estimates on ESTC, including a new Street-high target of $128 from Citigroup. The average of the 13 new price targets is $108, implying more than 25% upside from current levels.

The stock has pulled back since earnings, but all the hallmarks of a long-term uptrend remain in place. A common bullish signal, the Golden Cross, preceded the earnings release as the 50-day moving average moved above the 200-day moving average. A breakout on the MACD confirmed the uptrend, and a bullish cross of the MACD and signal lines now hints that profit-taking will soon subside.

John Deere: Strong Margins and Ag Cycle Rebound Behind Baird UpgradeJohn Deere and Company Inc. NYSE: DE reported its results weeks ago, but Baird's upgrade last week renewed its stock rally.

Deere & Company Today

DE

Deere & Company

$692.68 -0.85 (-0.12%)

As of 09/4/2026 03:58 PM Eastern

$433.00▼

$705.880.94%

38.48

$680.73

Deere reported its fiscal Q3 2026 results back on Aug. 20, beating EPS estimates by 8.7% and revenue estimates by 16.7%. Operating margin grew to 14.4%, and management boosted fiscal 2026 income guidance to a range of $4.75 billion to $5 billion (previous low end $4.5 billion).

The stock received a series of price target boosts following earnings, but the upgrades didn’t roll in until more than a week later.

On Aug. 31, Baird upgraded the stock from Neutral to Overweight with a new price target of $800. But it also upgraded AGCO Corp. NYSE: AGCO, a competing agricultural machinery manufacturer that missed Q2 2026 earnings expectations back in July.

Baird analyst Mircea Dobre is calling a bottom in the agricultural cycle, not necessarily making a company-specific prediction. Evercore followed on Sept. 2 with an upgrade to Outperform and a new $813 price target, reaffirming the ag outlook.

It may have been a sector-wide call, but the latest upgrade sent DE shares to a new all-time high. The stock has finally retaken its February peak after months of range-bound trading along the 50-moving average, and the Relative Strength Index (RSI) has yet to trip an Overbought alarm, so this rally may have more room to run.

Dynatrace: Morgan Stanley Moves to Overweight on Healthy DemandDynatrace Today

DT

Dynatrace

$51.93 +0.03 (+0.06%)

As of 09/4/2026 03:58 PM Eastern

$31.64▼

$54.83103.86

$54.81

Dynatrace Inc. NASDAQ: DT reported earnings back on Aug. 5, yet Morgan Stanley waited until Aug. 25 to upgrade the stock from Equalweight to Overweight, boosting its price target from $58 to $65.

Analyst Sanjit Singh cited public cloud growth and enterprise AI deployment as signs of increased demand observability, and the numbers from the report back up this assessment.

Annual recurring revenue (ARR) was up 17% YOY in fiscal Q1 2027, and management boosted the high end of its operating margin guidance to 29.75%.

The rally in DT shares began back in May when the RSI dipped below 30 into Oversold territory. Momentum strengthened as the MACD lines pushed above the histogram, and DT is now trading in a tight uptrending price channel.

The RSI above 70 has typically been the sell signal on this run, with a bullish MACD cross acting as a corresponding buy indicator. Keep these levels in mind as you watch the stock over the next few weeks.

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Should You Invest $1,000 in Elastic Right Now?Before you consider Elastic, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Elastic wasn't on the list.

While Elastic currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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2026-09-04 20:29 1mo ago
2026-09-04 14:59 1mo ago
Dynatrace Stock Rapidly Approaches Buy Point After Earnings Gap-Up
DT Dynatrace
FMP Stock News
Original source text
Information in Investor’s Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, or suitability, including with respect to information that appears in closed captioning. Historical investment performances are no indication or guarantee of future success or performance. Authors/presenters may own the stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use.

*Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet.

IBD, IBD Digital, IBD Live, IBD Weekly, Investor's Business Daily, Leaderboard, MarketDiem, MarketSurge and other marks are trademarks owned by Investor's Business Daily, LLC.

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2026-09-04 18:03 1mo ago
2026-09-04 12:36 1mo ago
Why Is Dynatrace (DT) Up 8% Since Last Earnings Report?
DT Dynatrace
FMP Stock News
Original source text
A SPECIAL WELCOME GIFT FROM ZACKS.COM Zacks' 7 Strongest Buys for September, 2026 See our "best of the best" short-term stocks. Hand-picked from 220 new Strong Buys, they could be the most profitable stocks you own over the next 90 days. Recent picks have climbed as much as +97.3% within 30 days. Our new recommendations may soar just as high.

A SPECIAL WELCOME GIFT FROM ZACKS.COM Zacks' 7 Strongest Buys for September, 2026 See our "best of the best" short-term stocks. Hand-picked from 220 new Strong Buys, they could be the most profitable stocks you own over the next 90 days. Recent picks have climbed as much as +97.3% within 30 days. Our new recommendations may soar just as high. Today's market dip makes now an ideal time to get in.

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2026-09-04 13:08 1mo ago
2026-09-04 08:16 1mo ago
Dynatrace Gaining on Strong Earnings, Raised Guidance
DT Dynatrace
FMP Stock News
Original source text
$52.76

+3.72%

Software company Dynatrace, Inc. (DT) up 22% in 2026 thanks to institutional inflows.

In this article:DT

+3.72%

DT offers an AI-enabled technology platform that monitors enterprise cloud environments across geographical regions to optimize application performance and security. The company’s first-quarter 2027 report showed $2.14 billion in annual recurring revenue (a 17% year-over-year gain), total revenue of $554.5 million (a 15% jump), non-GAAP net income of $0.48 per share (exceeding guidance of $0.03 per share), and offered second-quarter revenue and full-year non-GAAP operating margin guidance of up to $570 million and 29.75%, respectively.

It’s no wonder DT shares are up 22% this year – and they could rise more. MoneyFlows data shows how Big Money investors are once again betting heavily on the forward picture of the stock.

Institutions Back for Dynatrace Institutional volumes reveal plenty. So far in 2026, DT has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in DT shares. They reflect our proprietary inflow signal, pushing the stock higher:

Institutional inflows are again boosting DT shares, with inflows beginning in June helping send shares up 22% so far in 2026. Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Dynatrace.

Dynatrace Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, DT has had strong sales and earnings growth:

3-year sales growth rate (+20.3%) 3-year EPS growth rate (+60.6%) Source: FactSet

Also, EPS is estimated to ramp higher this year by +14.6%.

Now it makes sense why the stock has been generating Big Money interest again. DT has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

Dynatrace has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made the rare Outlier 20 report twice this year and 29 times since 2015. The blue bars below show when DT was a top pick in 2026…institutions remain buyers:

Two outlier inflows kept DT shares gaining – there have been 29 total outlier signals since 2015. Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Dynatrace Price Prediction The DT revival isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in DT at the time of publication.

If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level. MoneyFlows created 11 Frontiers indexes to help serious investors capture AI-driven themes and learn the leading stocks in each Frontier. Get started here.

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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

Latest news and analysis
2026-08-31 19:04 1mo ago
2026-08-31 12:41 1mo ago
G vs. DT: Which Stock Is the Better Value Option?
DT Dynatrace
FMP Stock News
Original source text
Investors looking for stocks in the Computers - IT Services sector might want to consider either Genpact (G - Free Report) or Dynatrace (DT - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.

The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Currently, Genpact has a Zacks Rank of #2 (Buy), while Dynatrace has a Zacks Rank of #3 (Hold). Investors should feel comfortable knowing that G likely has seen a stronger improvement to its earnings outlook than DT has recently. But this is only part of the picture for value investors.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.

G currently has a forward P/E ratio of 9.24, while DT has a forward P/E of 27.57. We also note that G has a PEG ratio of 0.90. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. DT currently has a PEG ratio of 1.88.

Another notable valuation metric for G is its P/B ratio of 2.47. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, DT has a P/B of 6.36.

Based on these metrics and many more, G holds a Value grade of A, while DT has a Value grade of F.

G has seen stronger estimate revision activity and sports more attractive valuation metrics than DT, so it seems like value investors will conclude that G is the superior option right now.
2026-08-31 10:53 1mo ago
2026-08-25 09:00 2mo ago
As AI Scales Across Enterprises, Breaking Points Emerge
DT Dynatrace
FMP Stock News
Original source text
BOSTON--(BUSINESS WIRE)--Dynatrace (NYSE: DT), the leading AI-powered observability platform, today released findings from The State of SRE and Platform Engineering 2026, a study examining how enterprises are orchestrating observability, automation, and AI to scale site reliability engineering (SRE) and platform engineering in large enterprises. The global survey of 919 IT leaders concludes that rapid AI adoption and the unique ways AI workloads operate is redefining the scope and structure of.
2026-08-31 10:53 1mo ago
2026-08-27 04:08 1mo ago
American Capital Management Inc. Purchases Shares of 1,332,429 Dynatrace, Inc. $DT
DT Dynatrace
FMP Stock News
Original source text
American Capital Management Inc. acquired a new stake in Dynatrace, Inc. (NYSE:DT – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,332,429 shares of the company’s stock, valued at approximately $58,507,000. Dynatrace makes up 2.6% of American Capital Management Inc.’s investment portfolio, making the stock its 14th biggest position. American Capital Management Inc. owned approximately 0.46% of Dynatrace at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of DT. Forsta AP Fonden increased its position in shares of Dynatrace by 60.4% in the 4th quarter. Forsta AP Fonden now owns 200,400 shares of the company’s stock worth $8,685,000 after purchasing an additional 75,500 shares during the last quarter. UNIVEST FINANCIAL Corp acquired a new stake in shares of Dynatrace in the 4th quarter valued at about $1,212,000. AXQ Capital LP lifted its position in shares of Dynatrace by 651.7% during the fourth quarter. AXQ Capital LP now owns 34,548 shares of the company’s stock worth $1,497,000 after purchasing an additional 29,952 shares during the last quarter. Hsbc Holdings PLC lifted its position in shares of Dynatrace by 12.0% during the fourth quarter. Hsbc Holdings PLC now owns 243,259 shares of the company’s stock worth $10,568,000 after purchasing an additional 26,129 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in Dynatrace by 123,910.9% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,881,245 shares of the company’s stock worth $81,533,000 after purchasing an additional 1,879,728 shares in the last quarter. 94.28% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In Several research firms recently issued reports on DT. JPMorgan Chase & Co. dropped their price target on Dynatrace from $50.00 to $45.00 and set an “overweight” rating on the stock in a research report on Thursday, May 14th. Barclays boosted their target price on shares of Dynatrace from $48.00 to $60.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. DA Davidson increased their target price on shares of Dynatrace from $60.00 to $65.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. BTIG Research lifted their price target on shares of Dynatrace from $47.00 to $62.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Finally, William Blair began coverage on shares of Dynatrace in a research report on Thursday, May 21st. They set an “outperform” rating for the company. Twenty-three analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, Dynatrace currently has an average rating of “Moderate Buy” and an average price target of $54.81.

Read Our Latest Research Report on DT Dynatrace Trading Up 3.2% DT stock opened at $51.69 on Thursday. The company has a market capitalization of $14.94 billion, a price-to-earnings ratio of 103.38, a price-to-earnings-growth ratio of 3.03 and a beta of 0.72. Dynatrace, Inc. has a 52 week low of $31.64 and a 52 week high of $53.28. The firm’s 50-day moving average is $45.47 and its two-hundred day moving average is $40.61.

Dynatrace (NYSE:DT – Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $0.48 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.03. The company had revenue of $554.55 million for the quarter, compared to the consensus estimate of $550.01 million. Dynatrace had a return on equity of 11.07% and a net margin of 7.22%.The company’s quarterly revenue was up 16.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.42 EPS. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. On average, equities research analysts predict that Dynatrace, Inc. will post 1.12 earnings per share for the current year.

Dynatrace Company Profile (Free Report)

Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company’s engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.

See Also Five stocks we like better than Dynatrace Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise Alcoa’s Gallium Project Opens a New Door Beyond Aluminum Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech Can Tesla’s Flying Roadster Distract From Its Real Risks?

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2026-08-22 14:36 2mo ago
2026-08-22 03:33 2mo ago
Dynatrace Buys Arize for $915M to Expand AI Observability Reach
DT Dynatrace
FMP Stock News
Original source text
Dynatrace (NYSE:DT) said it plans to acquire AI observability company Arize for total consideration of $915 million, consisting of approximately $815 million in cash and replacement equity awards for Arize employees who join Dynatrace.

The transaction is expected to close by the end of September or in early October, subject to customary closing conditions and regulatory approvals. Dynatrace said it has sufficient cash on hand and access to its existing credit facility to fund the acquisition, and said its plans for share repurchases are unchanged.

Chief Executive Officer Rick McConnell described Arize as a category leader in AI observability and said the deal is intended to expand Dynatrace’s position in a market the company expects to exceed $10 billion by 2030. AI observability encompasses evaluation of AI-powered applications before and after release, as well as monitoring how large language models, agents and orchestration layers perform in production. Broader AI observability portfolio McConnell said enterprises need to assess whether AI systems are functioning, whether their outputs are accurate and trustworthy, and whether agentic systems are delivering their intended outcomes. He said AI systems can fail differently than traditional software, including through plausible but incorrect, biased or factually wrong outputs that may not generate conventional infrastructure alerts.

Arize adds capabilities in AI and agent evaluation, experimentation and agentic workflow optimization across development and production, according to Dynatrace. Those capabilities are intended to complement Dynatrace’s existing offerings in application and infrastructure observability, model performance, AI usage and cost, and business impact.

“This is not a point solution,” McConnell said. “It is a portfolio expansion that positions Dynatrace to better capture a greater share of AI spending in this rapidly emerging category.”

Dynatrace said it had already been investing internally in AI observability for roughly 18 months. McConnell said the acquisition would accelerate its roadmap by adding areas where Arize has developed deeper capabilities, including LLM experimentation, evaluations and observability for issues such as model drift and hallucinations.

Developer reach and open-source strategy A central element of the deal is Arize’s reach among AI developers through its open-source Phoenix platform. McConnell said Phoenix has millions of monthly downloads and is used for LLM evaluations. Arize also has an open-source standard called OpenInference, Dynatrace said.

Dynatrace expects the acquisition to extend its reach into developer-led buying motions and AI-native workloads. McConnell said the company views developers as increasingly influential in observability decisions as organizations move observability earlier in the software development cycle.

Arize currently has roughly 200 customers, with approximately 20% to 30% overlap with Dynatrace customers, Chief Financial Officer Jim Benson said. The companies already have shared customers across industries including automotive, communications, e-commerce and financial services, according to Dynatrace.

Dynatrace intends initially to let Arize operate with substantial independence rather than immediately fully integrating its technology. McConnell said the near-term priority is to preserve Arize’s growth and product-development velocity while integrating go-to-market efforts. Arize co-founder Jason is expected to join Dynatrace’s leadership team and lead Arize as a business unit, while Arize’s sales organization will have a dotted-line relationship to Dynatrace Chief Revenue Officer Dan Zugelder.

Dynatrace said it expects to eventually integrate Arize into its Dynatrace Platform Subscription, or DPS, offering, though Benson said that will not occur on day one. He added that Arize’s revenue-recognition model is similar to Dynatrace’s: annual contracts, ratable revenue recognition and advance billing.

Expected financial impact Benson said Arize is a small but rapidly growing business. Dynatrace expects the acquisition to be immediately accretive to annual recurring revenue growth and to contribute approximately 200 basis points to Dynatrace’s ARR growth rate in fiscal 2027, or roughly $40 million.

Dynatrace previously guided for fiscal 2027 ARR growth of 15.5% to 16.5%, Benson said. The company plans to provide additional information on Arize’s growth profile following the transaction close and during its second-quarter earnings call in early November.

On profitability, Dynatrace expects Arize to dilute non-GAAP operating margin by about 175 basis points in fiscal 2027. However, Benson said anticipated synergies should drive incremental operating-margin expansion from fiscal 2027 levels in fiscal 2028 and beyond.

The company does not expect a material impact on its second-quarter guidance because of the anticipated close timing. Dynatrace executives said the acquisition is designed to create cross-sell and upsell opportunities in both customer bases while adding access to AI-native companies and the broader developer community.

About Dynatrace (NYSE:DT) Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company’s engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.
2026-08-21 07:02 2mo ago
2026-08-21 02:11 2mo ago
Dynatrace: Q1 Growth Reacceleration And Planned Arize Acquisition Strengthen Bull Stance
DT Dynatrace
FMP Stock News
Original source text
Dynatrace is evolving from observability to a comprehensive AI operations platform, driving resilient ARR and strong profitability. DT consistently delivers 16% constant-currency ARR growth, mid-80% gross margins, and robust free cash flow, supporting a premium valuation. Management prioritizes sustainable growth and disciplined execution over aggressive AI-driven forecasts, reinforcing long-term credibility.
2026-08-20 21:24 2mo ago
2026-08-20 17:02 2mo ago
Dynatrace Buys Arize for $915M to Expand AI Observability Reach
DT Dynatrace
FMP Stock News
Original source text
Datadog Soars, Dynatrace Slumps: Gap Widens in AI Agent StocksDynatrace NYSE: DT said it plans to acquire AI observability company Arize for total consideration of $915 million, consisting of approximately $815 million in cash and replacement equity awards for Arize employees who join Dynatrace.

The transaction is expected to close by the end of September or in early October, subject to customary closing conditions and regulatory approvals. Dynatrace said it has sufficient cash on hand and access to its existing credit facility to fund the acquisition, and said its plans for share repurchases are unchanged.

Get Dynatrace alerts:

3 Stocks Flashing Rare Buy Signals After the Market's Wildest MonthChief Executive Officer Rick McConnell described Arize as a category leader in AI observability and said the deal is intended to expand Dynatrace's position in a market the company expects to exceed $10 billion by 2030. AI observability encompasses evaluation of AI-powered applications before and after release, as well as monitoring how large language models, agents and orchestration layers perform in production.

Broader AI observability portfolio McConnell said enterprises need to assess whether AI systems are functioning, whether their outputs are accurate and trustworthy, and whether agentic systems are delivering their intended outcomes. He said AI systems can fail differently than traditional software, including through plausible but incorrect, biased or factually wrong outputs that may not generate conventional infrastructure alerts.

DTE’s Stargate Deal Turns Power Into ProfitsArize adds capabilities in AI and agent evaluation, experimentation and agentic workflow optimization across development and production, according to Dynatrace. Those capabilities are intended to complement Dynatrace's existing offerings in application and infrastructure observability, model performance, AI usage and cost, and business impact.

“This is not a point solution,” McConnell said. “It is a portfolio expansion that positions Dynatrace to better capture a greater share of AI spending in this rapidly emerging category.”

Dynatrace said it had already been investing internally in AI observability for roughly 18 months. McConnell said the acquisition would accelerate its roadmap by adding areas where Arize has developed deeper capabilities, including LLM experimentation, evaluations and observability for issues such as model drift and hallucinations.

Developer reach and open-source strategy A central element of the deal is Arize's reach among AI developers through its open-source Phoenix platform. McConnell said Phoenix has millions of monthly downloads and is used for LLM evaluations. Arize also has an open-source standard called OpenInference, Dynatrace said.

Dynatrace expects the acquisition to extend its reach into developer-led buying motions and AI-native workloads. McConnell said the company views developers as increasingly influential in observability decisions as organizations move observability earlier in the software development cycle.

Arize currently has roughly 200 customers, with approximately 20% to 30% overlap with Dynatrace customers, Chief Financial Officer Jim Benson said. The companies already have shared customers across industries including automotive, communications, e-commerce and financial services, according to Dynatrace.

Dynatrace intends initially to let Arize operate with substantial independence rather than immediately fully integrating its technology. McConnell said the near-term priority is to preserve Arize's growth and product-development velocity while integrating go-to-market efforts. Arize co-founder Jason is expected to join Dynatrace's leadership team and lead Arize as a business unit, while Arize's sales organization will have a dotted-line relationship to Dynatrace Chief Revenue Officer Dan Zugelder.

Dynatrace said it expects to eventually integrate Arize into its Dynatrace Platform Subscription, or DPS, offering, though Benson said that will not occur on day one. He added that Arize's revenue-recognition model is similar to Dynatrace's: annual contracts, ratable revenue recognition and advance billing.

Expected financial impact Benson said Arize is a small but rapidly growing business. Dynatrace expects the acquisition to be immediately accretive to annual recurring revenue growth and to contribute approximately 200 basis points to Dynatrace's ARR growth rate in fiscal 2027, or roughly $40 million.

Dynatrace previously guided for fiscal 2027 ARR growth of 15.5% to 16.5%, Benson said. The company plans to provide additional information on Arize's growth profile following the transaction close and during its second-quarter earnings call in early November.

On profitability, Dynatrace expects Arize to dilute non-GAAP operating margin by about 175 basis points in fiscal 2027. However, Benson said anticipated synergies should drive incremental operating-margin expansion from fiscal 2027 levels in fiscal 2028 and beyond.

The company does not expect a material impact on its second-quarter guidance because of the anticipated close timing. Dynatrace executives said the acquisition is designed to create cross-sell and upsell opportunities in both customer bases while adding access to AI-native companies and the broader developer community.

About Dynatrace (NYSE:DT)Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company's engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Should You Invest $1,000 in Dynatrace Right Now?Before you consider Dynatrace, you'll want to hear this.

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2026-08-20 16:33 2mo ago
2026-08-20 10:46 2mo ago
Why Dynatrace (DT) is a Top Growth Stock for the Long-Term
DT Dynatrace
FMP Stock News
Original source text
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Dynatrace (DT - Free Report) Dynatrace provides an AI-powered observability and application security platform that unifies data, context, and automation to help enterprises monitor, secure, and optimize modern software environments. The platform integrates with hyperscalers (AWS, Azure, Google Cloud) and supports hybrid/on-premises systems, including mainframes. Customers primarily use SaaS, with an optional self-managed Dynatrace Managed for data sovereignty. 

DT is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. DT has a Growth Style Score of B, forecasting year-over-year earnings growth of 15.3% for the current fiscal year.

Seven analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.01 to $1.96 per share. DT also boasts an average earnings surprise of +6.6%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, DT should be on investors' short list.
2026-08-18 11:13 2mo ago
2026-08-18 06:30 2mo ago
Dynatrace Announces Pricing of Private Placement of $1.25 Billion of Exchangeable Senior Notes
DT Dynatrace
FMP Stock News
Original source text
BOSTON--(BUSINESS WIRE)--Dynatrace, Inc. (“Dynatrace”) (NYSE: DT), the leading AI-powered observability platform, today announced that its indirect wholly-owned subsidiary, Dynatrace LLC (the “Issuer”), priced its offering of $1.25 billion aggregate principal amount of its 0.00% Exchangeable Senior Notes due 2031 (the “notes”) in a private placement (the “offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as ame.
2026-08-18 01:36 2mo ago
2026-08-17 18:42 2mo ago
Dynatrace Inc (DT) Shares Fall 3.1% -- What GF Score of 87 Tells Investors
DT Dynatrace
FMP Stock News
Original source text
On August 17, 2026, Dynatrace Inc (DT) shares fell 3.1%, bringing the current price to $47.61. This price movement comes as DT has experienced a 52-week range o
2026-08-17 15:54 2mo ago
2026-08-17 10:51 2mo ago
Why Dynatrace (DT) is a Top Momentum Stock for the Long-Term
DT Dynatrace
FMP Stock News
Original source text
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Dynatrace (DT - Free Report) Dynatrace provides an AI-powered observability and application security platform that unifies data, context, and automation to help enterprises monitor, secure, and optimize modern software environments. The platform integrates with hyperscalers (AWS, Azure, Google Cloud) and supports hybrid/on-premises systems, including mainframes. Customers primarily use SaaS, with an optional self-managed Dynatrace Managed for data sovereignty. 

DT is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Computer and Technology stock. DT has a Momentum Style Score of A, and shares are up 10.7% over the past four weeks.

Nine analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.03 to $1.98 per share. DT also boasts an average earnings surprise of +6.6%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, DT should be on investors' short list.
2026-08-17 13:27 2mo ago
2026-08-17 07:00 2mo ago
Dynatrace Announces Proposed Private Placement of $1.25 Billion of Exchangeable Senior Notes
DT Dynatrace
FMP Stock News
Original source text
BOSTON--(BUSINESS WIRE)--Dynatrace, Inc. (“Dynatrace”) (NYSE: DT), the leading AI-powered observability platform, today announced that its indirect wholly-owned subsidiary, Dynatrace LLC (the “Issuer”), intends to offer, subject to market conditions and other factors, $1.25 billion aggregate principal amount of its Exchangeable Senior Notes due 2031 (the “notes”) in a private placement (the “offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A und.
2026-08-14 01:11 2mo ago
2026-08-13 20:47 2mo ago
Dynatrace, Inc. (DT) M&A Call Transcript
DT Dynatrace
FMP Stock News
Original source text
Dynatrace, Inc. (DT) M&A Call Transcript
2026-08-13 13:09 2mo ago
2026-08-13 07:00 2mo ago
Dynatrace to Acquire AI Observability Leader Arize
DT Dynatrace
FMP Stock News
Original source text
[url="]Dynatrace (NYSE: DT)[/url], the leading AI-powered observability platform, has signed a definitive agreement to acquire [url="]Arize[/url] in a cash and
2026-08-13 10:44 2mo ago
2026-08-13 06:00 2mo ago
Dynatrace to Acquire AI Observability Leader Arize
DT Dynatrace
FMP Stock News
Original source text
BOSTON & SAN FRANCISCO--(BUSINESS WIRE)--Dynatrace (NYSE: DT), the leading AI-powered observability platform, has signed a definitive agreement to acquire Arize in a cash and stock transaction valued at $915 million. Together, Dynatrace and Arize will enable customers to evaluate, operate, and continuously improve AI applications from development through production at scale. AI Observability spans the full lifecycle of an AI application, from experimentation and evaluation before release, to tr.
2026-08-12 17:54 2mo ago
2026-08-12 12:00 2mo ago
Dynatrace Recognizes Carahsoft With Rising Star for North America Award for 2026
DT Dynatrace
FMP Stock News
Original source text
RESTON, Va., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Carahsoft Technology Corp., The Trusted Government IT Solutions Provider®, today announced that it has been named the Rising Star for North America by Dynatrace, (NYSE: DT), a leading AI-powered observability platform. The award was announced at the Dynatrace Amplify 2026 Partner Sales Kick-off event and celebrates Carahsoft's success in driving demand for Dynatrace's solutions in 2025.
2026-08-12 17:54 2mo ago
2026-08-12 12:41 2mo ago
SNX or DT: Which Is the Better Value Stock Right Now?
DT Dynatrace
FMP Stock News
Original source text
Investors interested in Computers - IT Services stocks are likely familiar with TD SYNNEX (SNX) and Dynatrace (DT). But which of these two stocks is more attractive to value investors?
2026-08-11 10:36 2mo ago
2026-08-11 04:35 2mo ago
Dynatrace Says AI Workloads Fuel Observability Demand, Consumption Growth
DT Dynatrace
FMP Stock News
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Dynatrace (NYSE:DT) CEO Rick McConnell said the observability market is entering a new phase as artificial intelligence workloads increase the need for monitoring, analysis and automation across enterprise technology environments.

Speaking at the KeyBank Technology Leadership Forum, McConnell said AI is not affecting all software categories equally, but he views observability as an “AI winner” because AI workloads require more oversight rather than less. Traditional observability has focused on business resilience, including whether software is running and meeting expected requirements. AI observability adds questions around whether an AI system’s outputs are accurate and based on the right information, he said.

AI Raises the Importance of End-to-End Observability McConnell said application performance management, or APM, is particularly relevant for AI observability because tracing is important for use cases such as large-language-model evaluation and experimentation. However, he said organizations also need a broader, integrated platform that combines traces, metrics, logs, real-user data and security-related information.

“The way to have confidence in your answers is by having the collection of all these domains using all data types,” McConnell said. He argued that enterprises can no longer effectively rely on separate vendors for APM, infrastructure monitoring, user monitoring, security and log management.

According to McConnell, integrated data can support increasingly automated operations. He described a process in which the Dynatrace platform identifies an incident, analyzes the cause, determines a triage plan and uses agents to execute actions. Organizations may choose to retain human review before agents act, he said.

McConnell added that the eventual goal is autonomous operations, particularly as AI agents are increasingly used to write code and enterprises manage a growing number of applications and infrastructure components.

Company Cites ARR, Log and Customer Acquisition Momentum McConnell characterized Dynatrace’s first-quarter performance as strong across the business. He said the company reported 41% organic net-new annual recurring revenue, or ARR, growth, exceeding the high end of its guidance across metrics.

While he cautioned that the company does not expect to deliver more than 40% net-new ARR growth every quarter, McConnell said the quarter supported Dynatrace’s outlook for ARR reacceleration. He described fiscal 2026 as a year focused on stabilizing ARR growth and fiscal 2027 as a year aimed at reaccelerating it.

McConnell identified three themes behind the quarter’s results:

Growing demand associated with AI workloads and AI-generated code. Rapid growth in log-management consumption. A record increase in new-logo ARR, which rose more than 160% year over year. On logs, McConnell said Dynatrace had previously targeted $100 million in log consumption during fiscal 2026. The company reached that level a few quarters ago and has since surpassed $200 million in log consumption, meaning consumption doubled within two quarters.

He said customers are often considering Dynatrace for existing, rather than new, logging workloads. Cost is a major driver, according to McConnell, who said enterprises have raised concerns over rapidly rising log costs. He also cited Dynatrace’s Bindplane acquisition, which he said enables inbound log filtering and can reduce the volume of logs that must be ingested and stored.

Platform Subscription Model Supports Broader Adoption McConnell said Dynatrace’s Platform Subscription, or DPS, has helped customers adopt the platform more broadly. Under the model, customers make an overall spending commitment and draw down that commitment based on their changing use of Dynatrace capabilities, rather than purchasing separate product-specific stock-keeping units.

DPS now represents 75% of Dynatrace ARR and is used by more than two-thirds of customers, McConnell said. He said the model can be particularly useful for customers whose usage varies by season, such as e-commerce companies that may need more observability during November and December.

As three-year DPS agreements come up for renewal, the company expects customer contract commitments to increasingly reflect consumption growth. McConnell said platform consumption continues to grow by more than 20%, compared with the company’s indicated 17% ARR growth inclusive of the Bindplane acquisition. He said the renewal cycle could support improved net revenue retention, particularly in the second half of the year.

Early AI Adoption Producing Higher Consumption McConnell said AI deployment remains in the “early innings,” but Dynatrace is already observing AI workloads for more than 1,000 customers. The company has deployed Dynatrace agents for actions such as automatic remediation and triage at more than 800 customers, he said.

Customers using Dynatrace for AI-related workloads are consuming the platform at a rate roughly 1.5 times that of non-AI cohorts, McConnell said, partly because AI systems generate substantial telemetry data.

He said Dynatrace sees several potential AI-related monetization avenues, including increased platform consumption, AI-observability capabilities and charges associated with agent actions. However, McConnell said the company has not incorporated those incremental monetization layers into its guidance because it is still unclear how quickly they will develop.

McConnell estimated that AI observability represents a $10 billion incremental category within an approximately $80 billion overall observability market, adding that the AI-observability segment is growing at an estimated 40% to 50% rate.

About Dynatrace (NYSE:DT) Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company’s engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.
2026-08-11 08:11 2mo ago
2026-08-11 04:03 2mo ago
Dynatrace Says AI Workloads Fuel Observability Demand, Consumption Growth
DT Dynatrace
FMP Stock News
Original source text
Datadog Soars, Dynatrace Slumps: Gap Widens in AI Agent StocksDynatrace NYSE: DT CEO Rick McConnell said the observability market is entering a new phase as artificial intelligence workloads increase the need for monitoring, analysis and automation across enterprise technology environments.

Speaking at the KeyBank Technology Leadership Forum, McConnell said AI is not affecting all software categories equally, but he views observability as an “AI winner” because AI workloads require more oversight rather than less. Traditional observability has focused on business resilience, including whether software is running and meeting expected requirements. AI observability adds questions around whether an AI system’s outputs are accurate and based on the right information, he said.

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AI Raises the Importance of End-to-End Observability 3 Stocks Flashing Rare Buy Signals After the Market's Wildest MonthMcConnell said application performance management, or APM, is particularly relevant for AI observability because tracing is important for use cases such as large-language-model evaluation and experimentation. However, he said organizations also need a broader, integrated platform that combines traces, metrics, logs, real-user data and security-related information.

“The way to have confidence in your answers is by having the collection of all these domains using all data types,” McConnell said. He argued that enterprises can no longer effectively rely on separate vendors for APM, infrastructure monitoring, user monitoring, security and log management.

DTE’s Stargate Deal Turns Power Into ProfitsAccording to McConnell, integrated data can support increasingly automated operations. He described a process in which the Dynatrace platform identifies an incident, analyzes the cause, determines a triage plan and uses agents to execute actions. Organizations may choose to retain human review before agents act, he said.

McConnell added that the eventual goal is autonomous operations, particularly as AI agents are increasingly used to write code and enterprises manage a growing number of applications and infrastructure components.

Company Cites ARR, Log and Customer Acquisition Momentum McConnell characterized Dynatrace’s first-quarter performance as strong across the business. He said the company reported 41% organic net-new annual recurring revenue, or ARR, growth, exceeding the high end of its guidance across metrics.

While he cautioned that the company does not expect to deliver more than 40% net-new ARR growth every quarter, McConnell said the quarter supported Dynatrace’s outlook for ARR reacceleration. He described fiscal 2026 as a year focused on stabilizing ARR growth and fiscal 2027 as a year aimed at reaccelerating it.

McConnell identified three themes behind the quarter’s results:

Growing demand associated with AI workloads and AI-generated code. Rapid growth in log-management consumption. A record increase in new-logo ARR, which rose more than 160% year over year. On logs, McConnell said Dynatrace had previously targeted $100 million in log consumption during fiscal 2026. The company reached that level a few quarters ago and has since surpassed $200 million in log consumption, meaning consumption doubled within two quarters.

He said customers are often considering Dynatrace for existing, rather than new, logging workloads. Cost is a major driver, according to McConnell, who said enterprises have raised concerns over rapidly rising log costs. He also cited Dynatrace’s Bindplane acquisition, which he said enables inbound log filtering and can reduce the volume of logs that must be ingested and stored.

Platform Subscription Model Supports Broader Adoption McConnell said Dynatrace’s Platform Subscription, or DPS, has helped customers adopt the platform more broadly. Under the model, customers make an overall spending commitment and draw down that commitment based on their changing use of Dynatrace capabilities, rather than purchasing separate product-specific stock-keeping units.

DPS now represents 75% of Dynatrace ARR and is used by more than two-thirds of customers, McConnell said. He said the model can be particularly useful for customers whose usage varies by season, such as e-commerce companies that may need more observability during November and December.

As three-year DPS agreements come up for renewal, the company expects customer contract commitments to increasingly reflect consumption growth. McConnell said platform consumption continues to grow by more than 20%, compared with the company’s indicated 17% ARR growth inclusive of the Bindplane acquisition. He said the renewal cycle could support improved net revenue retention, particularly in the second half of the year.

Early AI Adoption Producing Higher Consumption McConnell said AI deployment remains in the “early innings,” but Dynatrace is already observing AI workloads for more than 1,000 customers. The company has deployed Dynatrace agents for actions such as automatic remediation and triage at more than 800 customers, he said.

Customers using Dynatrace for AI-related workloads are consuming the platform at a rate roughly 1.5 times that of non-AI cohorts, McConnell said, partly because AI systems generate substantial telemetry data.

He said Dynatrace sees several potential AI-related monetization avenues, including increased platform consumption, AI-observability capabilities and charges associated with agent actions. However, McConnell said the company has not incorporated those incremental monetization layers into its guidance because it is still unclear how quickly they will develop.

McConnell estimated that AI observability represents a $10 billion incremental category within an approximately $80 billion overall observability market, adding that the AI-observability segment is growing at an estimated 40% to 50% rate.

About Dynatrace (NYSE:DT)Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company's engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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2026-08-10 17:45 2mo ago
2026-08-10 13:38 2mo ago
Dynatrace, Inc. (DT) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
DT Dynatrace
FMP Stock News
Original source text
Dynatrace, Inc. (DT) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
2026-08-08 05:36 2mo ago
2026-08-08 01:04 2mo ago
Dynatrace Q1 Earnings Call Highlights
DT Dynatrace
FMP Stock News
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Datadog Soars, Dynatrace Slumps: Gap Widens in AI Agent StocksDynatrace NYSE: DT said its first-quarter fiscal 2027 results exceeded the high end of its guidance, supported by record new-logo growth, expanding platform consumption and continued demand for observability tools as enterprises deploy more artificial intelligence workloads.

Total annual recurring revenue, or ARR, reached $2.14 billion, up 17% year over year in constant currency. Net new ARR was $85 million, an increase of 66% from the prior-year quarter. Excluding the $13 million contribution from the BindPlane acquisition, organic net new ARR was $73 million, representing 41% growth.

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3 Stocks Flashing Rare Buy Signals After the Market's Wildest MonthChief Executive Officer Rick McConnell said the quarter reinforced management’s confidence that Dynatrace can accelerate ARR growth during fiscal 2027. The company cited enterprise demand for end-to-end observability, improving go-to-market execution and increasing complexity in customer technology environments as contributors to the performance.

Revenue, profitability and customer additions Total revenue was $555 million, while subscription revenue was $530 million. Both measures increased 15% year over year in constant currency and were 100 basis points above the high end of Dynatrace’s guidance, according to Chief Financial Officer Jim Benson.

DTE’s Stargate Deal Turns Power Into ProfitsNon-GAAP operating margin was 29%, also exceeding the company’s guidance by 100 basis points. Non-GAAP net income totaled $140 million, or $0.48 per diluted share, which was $0.03 above the high end of the company’s outlook.

Dynatrace generated $309 million in adjusted free cash flow during the first quarter. The company updated its free-cash-flow definition to exclude restructuring, acquisition-related and other non-recurring cash expenses. On a trailing 12-month basis, adjusted free cash flow was $579 million, or 28% of revenue, including a 500-basis-point effect from cash taxes.

The company added 122 new logos during the quarter. Average land size was nearly $285,000, helping drive more than 160% growth in new-logo ARR. Benson said the results reflected a go-to-market strategy that increasingly targets strategic and enterprise accounts, as well as demand from customers seeking to consolidate fragmented monitoring tools onto a single platform.

Average ARR per customer rose to more than $500,000. Gross retention remained in the mid-90% range, while trailing-12-month net retention was 110%.

Logs and AI usage emerge as growth drivers Log management remained Dynatrace’s fastest-growing product category, growing more than 100% and reaching nearly $200 million in annualized consumption. The company had surpassed $100 million in annualized log consumption two quarters earlier.

Benson said BindPlane, which supports OpenTelemetry data collection, was performing ahead of plan and would help accelerate the logs business. BindPlane contributed $13 million of ARR in the first quarter and is included in Dynatrace’s reported log-consumption figure.

Management also emphasized AI as a driver of platform usage and potential monetization. McConnell said AI workloads generate significantly more telemetry, including logs, traces and metrics, than prior workloads. Dynatrace sees three AI-related revenue opportunities: increased consumption from AI workloads, demand for AI observability capabilities, and usage of Dynatrace’s own AI functions and agents through its Dynatrace Platform Subscription, or DPS, model.

More than 1,000 customers now use Dynatrace to observe AI and large-language-model workloads in production, up from about 850 in the preceding quarter. More than 800 customers are using Dynatrace agentic capabilities for autonomous operations, up from about 500 in the prior quarter. Consumption growth among customers in those AI cohorts is 1.5 times that of customers outside the cohort, McConnell said.

Dynatrace estimated that the AI observability market will exceed $10 billion by 2030 and grow at more than 50% annually. McConnell said the opportunity is expected to develop over time rather than rapidly displace the company’s core end-to-end observability business.

The company also highlighted Bluebox, a new offering intended for AI-first development teams. McConnell said Bluebox provides coding agents with context from live systems before software changes are released and can identify root causes and return evidence-backed fixes after deployment, while keeping developers in control.

Outlook maintained for ARR growth; revenue and EPS guidance raised Dynatrace maintained its full-year constant-currency ARR growth outlook of 15.5% to 16.5%. Benson said the company expects foreign exchange to reduce reported ARR by $14 million and revenue by $4 million, reflecting an incremental currency headwind of $23 million to ARR and $19 million to revenue compared with prior assumptions.

For fiscal 2027, Dynatrace raised its constant-currency total revenue and subscription revenue growth outlook by 25 basis points at the midpoint. It now expects both measures to grow 14.5% to 15% year over year.

Full-year non-GAAP operating margin is expected to reach up to 29.75%. Non-GAAP earnings per diluted share are projected at $1.97 to $1.99, up $0.04 at the midpoint. Adjusted free-cash-flow margin guidance was maintained at 26.5%. Second-quarter revenue and subscription revenue growth are expected to be 15% to 16%. Second-quarter non-GAAP operating margin is projected at 29.5% to 30%, with non-GAAP EPS of $0.48 to $0.49. Benson said the company expects its DPS renewals to be weighted toward the second half of the fiscal year, with roughly 70% of annual resets occurring during that period. If consumption trends continue, he said management expects improved expansion activity and a possible net-retention-rate inflection in the back half.

Dynatrace repurchased 7.1 million shares for $275 million during the quarter, compared with $224 million in the prior quarter. Benson said the stepped-up repurchase activity reflected management’s confidence in the company’s operating momentum, long-term growth prospects and cash-flow outlook.

CFO retirement planned McConnell also said Benson plans to retire by the end of fiscal 2027. Dynatrace plans to conduct a search for a successor, and McConnell said he expects a smooth transition.

“We are pleased with our strong start to fiscal 2027 and remain confident that we are on the right track to accelerate ARR growth,” Benson said.

About Dynatrace (NYSE:DT)Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company's engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Should You Invest $1,000 in Dynatrace Right Now?Before you consider Dynatrace, you'll want to hear this.

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The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.

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2026-08-06 19:55 2mo ago
2026-08-06 14:51 2mo ago
Dynatrace Q1 Earnings Beat on ARR Growth and Strong New-Logo Wins
DT Dynatrace
FMP Stock News
Original source text
Key Takeaways Dynatrace's fiscal Q1 earnings and revenues beat estimates as ARR climbed 17% to $2.136 billion. DT added 122 new logos as average landing size neared $285,000 and net new ARR rose 66%. AI workload adoption topped 1,000 customers as log-management consumption approached $200 million. Dynatrace (DT - Free Report) reported first-quarter fiscal 2027 adjusted earnings of 48 cents per share, beating the Zacks Consensus Estimate by 6.67%. The bottom line increased 14.3% year over year, supported by revenue upside and disciplined spending.

Revenues of $554.55 million rose 16.2% and topped the consensus mark by 0.96%. Annual recurring revenues, or ARR, reached $2.136 billion, up 17%, as organic net new ARR growth accelerated 41%.

DT Revenue Growth Stays Subscription-LedSubscription revenues increased 15.9% year over year to $530.26 million and accounted for most of quarterly sales. Management linked the performance to strong net new ARR, growing platform consumption, and enterprise demand for end-to-end observability.

Services revenues rose 22.4% year over year to $24.29 million. Total revenues and subscription revenues also exceeded the high end of management’s guidance, each growing 15% on a constant-currency basis.

Dynatrace Gains From Larger New-Logo DealsNet new ARR was $85 million, up 66% year over year. Excluding the $13 million contribution from Bindplane, organic net new ARR totaled $73 million, reflecting the company’s fourth consecutive quarter of acceleration in trailing 12-month organic net new ARR growth.

Dynatrace added 122 new logos, while average landing size increased to nearly $285,000. Record new-logo ARR growth exceeded 160%, aided by large platform-consolidation transactions, including an eight-figure annual contract value win with a major Latin American financial institution.

Gross retention remained in the mid-90% range, while the trailing 12-month net retention rate was 110%. Average ARR per customer increased to well above $500,000, reflecting broader adoption among enterprise clients.

DT Sees Faster Logs and AI ConsumptionAnnualized log-management consumption approached $200 million after nearly doubling over two quarters and continued to grow well above 100% year over year. Management expects Bindplane’s open-telemetry capabilities to support data ingestion and further strengthen the logs business.

More than 1,000 customers used DT to observe artificial intelligence and large-language-model workloads in production, up from roughly 850 in the prior quarter. More than 800 customers used the company’s agentic capabilities for autonomous operations, up from about 500.

Consumption growth among customers using AI capabilities ran 1.5 times above that of non-AI customers. Management identified higher telemetry volumes, AI-observability workloads and direct agent usage as three separate monetization opportunities.

DT Operating DetailsFor the first quarter of fiscal 2027, non-GAAP gross margin was 84%, down from 85% in the year-ago quarter.

On a GAAP basis, research and development expenses increased 25.7% to $135.99 million, reflecting continued platform investment. Sales and marketing expenses rose 9.9% to $181.63 million, while general and administrative expenses increased 9.6% to $61.74 million.

Non-GAAP operating income rose 12.9% year over year to $161.60 million, while the related margin was 29% compared with 30% a year earlier. GAAP operating income climbed 14.7% year over year to $71.48 million.

DT Generates Cash and Returns CapitalThe company ended June 30, 2026, with $1.06 billion in cash and cash equivalents. During the quarter, DT repurchased 7.1 million shares for $275 million at an average price of $38.88.

Net cash provided by operating activities increased 13.6% year over year to $306.24 million. Adjusted free cash flow rose 17.9% year over year to $309.18 million, with the adjusted free cash flow margin expanding to 56% from 55%.

Dynatrace Updates Fiscal 2027 OutlookFor the second quarter of fiscal 2027, Dynatrace expects revenues of $565-$570 million and subscription revenues of $540-$545 million. Non-GAAP operating margin is projected to be in the range of 29.5%-30%, with adjusted earnings of 48-49 cents per share.

For fiscal 2027, management now expects revenues of $2.306-$2.320 billion and ARR of $2.359-$2.379 billion. The company raised the high end of its non-GAAP operating margin outlook to 29.75% and lifted adjusted earnings guidance to $1.97-$1.99 per share.

The outlook includes foreign-exchange headwinds of roughly $14 million to ARR and $4 million to revenues. Dynatrace maintained its constant-currency ARR growth forecast of 15.5%-16.5% and adjusted free cash flow margin target of 26.5%.

DT’s Zacks Rank & Other Stocks to ConsiderDynatrace currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader Zacks Computer and Technology sector include Applied Materials (AMAT - Free Report) , Inuvo (INUV - Free Report) and Analog Devices (ADI - Free Report) . Each stock carries a Zacks Rank of 2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Applied Materials shares have gained 107.9% in the year-to-date period. Applied Materials is set to report second-quarter 2026 results on Aug. 13.

Shares of Inuvo have plunged 56% in the year-to-date period. Inuvo is set to report the second-quarter 2026 results on Aug. 11.

Shares of Analog Devices have rallied 39.3% year to date. Analog Devices is slated to report fiscal third-quarter 2026 results on Aug. 19.
2026-08-06 17:30 2mo ago
2026-08-06 03:47 2mo ago
Dynatrace, Inc. $DT Shares Sold by Cetera Investment Advisers
DT Dynatrace
FMP Stock News
Original source text
Posted by Defense World Staff on Aug 6th, 2026

Cetera Investment Advisers lowered its position in shares of Dynatrace, Inc. (NYSE:DT – Free Report) by 12.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 91,616 shares of the company’s stock after selling 12,662 shares during the period. Cetera Investment Advisers’ holdings in Dynatrace were worth $3,388,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Pictet Asset Management Holding SA grew its holdings in shares of Dynatrace by 7.9% in the first quarter. Pictet Asset Management Holding SA now owns 15,809,223 shares of the company’s stock valued at $584,649,000 after purchasing an additional 1,160,690 shares in the last quarter. State Street Corp lifted its holdings in Dynatrace by 1.0% during the 4th quarter. State Street Corp now owns 10,664,357 shares of the company’s stock worth $462,193,000 after buying an additional 101,994 shares in the last quarter. Wellington Management Group LLP lifted its holdings in Dynatrace by 9.0% during the 4th quarter. Wellington Management Group LLP now owns 7,999,919 shares of the company’s stock worth $346,716,000 after buying an additional 659,792 shares in the last quarter. First Trust Advisors LP boosted its position in Dynatrace by 706.8% in the 1st quarter. First Trust Advisors LP now owns 6,801,507 shares of the company’s stock valued at $251,520,000 after buying an additional 5,958,505 shares during the period. Finally, Geode Capital Management LLC boosted its position in Dynatrace by 2.3% in the 4th quarter. Geode Capital Management LLC now owns 6,098,443 shares of the company’s stock valued at $263,631,000 after buying an additional 137,225 shares during the period. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Key Stories Impacting Dynatrace Here are the key news stories impacting Dynatrace this week:

Positive Sentiment: Dynatrace reported adjusted EPS of $0.48, exceeding the $0.44 consensus estimate and rising from $0.42 a year earlier. Revenue reached $554.55 million, topping expectations of $549.46 million and increasing 16.3% year over year. Dynatrace earnings results Positive Sentiment: Management cited 41% organic net new annual recurring revenue growth, signaling strong customer demand and improving momentum in its observability platform. Dynatrace fiscal first-quarter results Positive Sentiment: Fiscal 2027 EPS guidance of $1.97-$1.99 is well above the approximately $1.78 analyst consensus, while second-quarter EPS guidance of $0.48-$0.49 also exceeds the $0.44 consensus. Positive Sentiment: BTIG Research raised its price target from $47 to $62 and upgraded the stock to “buy,” adding to the bullish analyst reaction following the earnings release. BTIG price-target increase Neutral Sentiment: Fiscal 2027 revenue guidance of approximately $2.3 billion is broadly in line with Wall Street expectations, limiting the upside from the otherwise strong EPS outlook. Negative Sentiment: Second-quarter revenue guidance of $565 million-$570 million is slightly below the $570.1 million consensus, and reports indicated that Dynatrace modestly lowered its full-year revenue outlook. Dynatrace earnings and guidance report Wall Street Analyst Weigh In A number of research firms have issued reports on DT. BMO Capital Markets increased their price target on Dynatrace from $43.00 to $50.00 and gave the company an “outperform” rating in a research report on Tuesday, June 16th. Zacks Research raised Dynatrace from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Cantor Fitzgerald upped their target price on shares of Dynatrace from $37.00 to $47.00 and gave the stock a “neutral” rating in a research note on Monday. TD Cowen raised their target price on shares of Dynatrace from $45.00 to $50.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Finally, BTIG Research lifted their price target on shares of Dynatrace from $47.00 to $62.00 and gave the stock a “buy” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $50.38.

Read Our Latest Report on Dynatrace

Dynatrace Stock Up 11.5% DT opened at $50.97 on Thursday. Dynatrace, Inc. has a 52 week low of $31.64 and a 52 week high of $53.29. The business has a 50 day moving average price of $43.21 and a two-hundred day moving average price of $39.45. The company has a market cap of $14.79 billion, a PE ratio of 94.39, a P/E/G ratio of 2.94 and a beta of 0.72.

Dynatrace (NYSE:DT – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.03. Dynatrace had a return on equity of 10.37% and a net margin of 8.06%.The company had revenue of $554.55 million for the quarter, compared to analyst estimates of $550.18 million. During the same quarter in the previous year, the company earned $0.42 EPS. The firm’s revenue for the quarter was up 16.3% compared to the same quarter last year. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. As a group, sell-side analysts expect that Dynatrace, Inc. will post 1.11 EPS for the current fiscal year.

Dynatrace Profile (Free Report)

Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company’s engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.

Featured Stories Five stocks we like better than Dynatrace SpaceX: Love the Company, But the Stock Is a Harder Call Ulta’s Growth Is Real, But So Are the Risks BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Want to see what other hedge funds are holding DT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dynatrace, Inc. (NYSE:DT – Free Report).

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Dynatrace (NYSE:DT) Hits New 1-Year High After Better-Than-Expected Earnings
DT Dynatrace
FMP Stock News
Original source text
Posted by Defense World Staff on Aug 6th, 2026

Dynatrace, Inc. (NYSE:DT – Get Free Report)’s share price hit a new 52-week high on Wednesday following a better than expected earnings announcement. The company traded as high as $53.29 and last traded at $52.15, with a volume of 2123727 shares traded. The stock had previously closed at $45.71.

The company reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.45 by $0.03. Dynatrace had a return on equity of 10.37% and a net margin of 8.06%.The firm had revenue of $554.55 million for the quarter, compared to the consensus estimate of $550.18 million. During the same quarter in the prior year, the business posted $0.42 earnings per share. The business’s quarterly revenue was up 16.3% on a year-over-year basis. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS.

Key Dynatrace News Here are the key news stories impacting Dynatrace this week:

Positive Sentiment: Dynatrace reported adjusted EPS of $0.48, exceeding the $0.44 consensus estimate and rising from $0.42 a year earlier. Revenue reached $554.55 million, topping expectations of $549.46 million and increasing 16.3% year over year. Dynatrace earnings results Positive Sentiment: Management cited 41% organic net new annual recurring revenue growth, signaling strong customer demand and improving momentum in its observability platform. Dynatrace fiscal first-quarter results Positive Sentiment: Fiscal 2027 EPS guidance of $1.97-$1.99 is well above the approximately $1.78 analyst consensus, while second-quarter EPS guidance of $0.48-$0.49 also exceeds the $0.44 consensus. Positive Sentiment: BTIG Research raised its price target from $47 to $62 and upgraded the stock to “buy,” adding to the bullish analyst reaction following the earnings release. BTIG price-target increase Neutral Sentiment: Fiscal 2027 revenue guidance of approximately $2.3 billion is broadly in line with Wall Street expectations, limiting the upside from the otherwise strong EPS outlook. Negative Sentiment: Second-quarter revenue guidance of $565 million-$570 million is slightly below the $570.1 million consensus, and reports indicated that Dynatrace modestly lowered its full-year revenue outlook. Dynatrace earnings and guidance report Wall Street Analysts Forecast Growth A number of brokerages have recently issued reports on DT. Royal Bank Of Canada reissued an “outperform” rating and issued a $50.00 price target on shares of Dynatrace in a report on Thursday, July 16th. Guggenheim lowered shares of Dynatrace from a “buy” rating to a “neutral” rating in a research report on Wednesday, May 13th. The Goldman Sachs Group increased their price objective on Dynatrace from $45.00 to $50.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. UBS Group upgraded Dynatrace from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $36.00 to $60.00 in a research report on Monday, June 15th. Finally, Rothschild & Co Redburn started coverage on Dynatrace in a report on Thursday, April 23rd. They issued a “neutral” rating and a $40.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $50.38.

Check Out Our Latest Report on DT

Hedge Funds Weigh In On Dynatrace Large investors have recently added to or reduced their stakes in the business. Bank of America Corp DE lifted its stake in shares of Dynatrace by 304.7% in the 1st quarter. Bank of America Corp DE now owns 9,357,612 shares of the company’s stock valued at $346,044,000 after acquiring an additional 7,045,591 shares during the last quarter. Wellington Management Group LLP boosted its holdings in Dynatrace by 719.3% during the 3rd quarter. Wellington Management Group LLP now owns 7,340,127 shares of the company’s stock valued at $355,629,000 after acquiring an additional 6,444,262 shares during the period. First Trust Advisors LP grew its position in Dynatrace by 706.8% during the 1st quarter. First Trust Advisors LP now owns 6,801,507 shares of the company’s stock worth $251,520,000 after acquiring an additional 5,958,505 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new position in Dynatrace during the 1st quarter worth approximately $190,890,000. Finally, Amundi increased its stake in Dynatrace by 461.5% in the 1st quarter. Amundi now owns 6,238,938 shares of the company’s stock worth $230,716,000 after purchasing an additional 5,127,910 shares during the period. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Dynatrace Trading Up 11.5% The stock has a 50 day simple moving average of $43.21 and a 200 day simple moving average of $39.45. The firm has a market capitalization of $14.79 billion, a PE ratio of 94.39, a PEG ratio of 2.94 and a beta of 0.72.

Dynatrace Company Profile (Get Free Report)

Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company’s engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.

Featured Stories Five stocks we like better than Dynatrace SpaceX: Love the Company, But the Stock Is a Harder Call Ulta’s Growth Is Real, But So Are the Risks BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Receive News & Ratings for Dynatrace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dynatrace and related companies with MarketBeat.com's FREE daily email newsletter.

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