Stifel raises Dynatrace stock price target to $63 on strong ARR growth
Stifel has increased its price target for Dynatrace Inc. (NYSE: DT) to $63 from $62, maintaining a Buy rating after the company's strong first-quarter fiscal 2026 results. Dynatrace reported 16.5% constant currency annual recurring revenue (ARR) growth, exceeding expectations, with its Software Platform now contributing 65% of ARR. Despite the strong performance, management affirmed its fiscal 2026 constant currency ARR guidance, which Stifel views positively given a robust deal pipeline and no significant macroeconomic impacts.
Software Observability Leader Dynatrace Set for Key September Investor Events at Citi and Goldman
Dynatrace (NYSE: DT) announced that its executives will present at two upcoming investor conferences in September: the Citi Global TMT Conference on September 4 and the Goldman Sachs Communacopia and Technology Conference on September 10. Live webcasts of these presentations will be available on their Investor Relations website. The company specializes in AI-powered observability platforms, helping businesses manage complex digital ecosystems.
First Week of April 17th Options Trading For Dynatrace (DT)
This article discusses the new options available for Dynatrace (DT) with an April 17th expiration. It analyzes a specific put contract at a $35.00 strike price and a call contract at a $40.00 strike price, detailing potential returns, cost bases, and implied volatilities for investors considering these options strategies. The piece highlights how these options could offer appealing alternatives to direct stock purchases or serve as covered call strategies.
BTIG Reiterates Buy Rating for Dynatrace (DT), Price Target Maintained
BTIG has reiterated its Buy rating for Dynatrace (DT) and maintained a price target of $53.00, expressing confidence in the company's prospects. This decision comes amidst varied price target adjustments from other analysts, although most have maintained their ratings. Dynatrace, a software-as-a-service company specializing in IT infrastructure monitoring and analysis, is projected by analysts to have an average target price of $50.47, implying an upside of 38.58% from its current price.
Michael Guest sells shares in Chord Energy, Dynatrace, Evolution AB, and OTC Markets Group
Representative Michael Guest of Mississippi's 3rd congressional district disclosed selling shares in Chord Energy Corporation, Dynatrace, Inc., Evolution AB, and OTC Markets Group Inc. The transactions, which occurred on January 9, 2026, and were reported on February 4, 2026, each fell within the $1,001 to $15,000 range. These sales were made from a trust account and are part of the required disclosures under the STOCK Act, not necessarily reflecting the performance of the companies.
Michael Guest sells shares in Chord Energy, Dynatrace, Evolution AB, and OTC Markets Group
Representative Michael Guest of Mississippi's 3rd congressional district reported selling shares in Chord Energy Corporation, Dynatrace, Inc., Evolution AB, and OTC Markets Group Inc. The transactions, which took place on January 9, 2026, and were reported on February 4, 2026, were each valued between $1,001 and $15,000. These sales, made from a trust account, are part of the required disclosures under the STOCK Act and do not necessarily reflect on the future prospects of the companies involved.
5 Must-Read Analyst Questions From Dynatrace's Q4 Earnings Call
Dynatrace reported strong Q4 results, surpassing revenue and adjusted earnings expectations due to the adoption of its AI-powered observability platform. Management highlighted new customer wins and increased product engagement. The article details five key analyst questions from the earnings call, covering topics such as client engagement, AI adoption, log monitoring growth, new logo acquisition, and competitive risks, along with Dynatrace's responses.
Coronation Fund Managers Ltd. Sells 93,400 Shares of Dynatrace, Inc. $DT
Coronation Fund Managers Ltd. significantly reduced its stake in Dynatrace, Inc. by selling 93,400 shares, now holding 272,612 shares valued at approximately $13.21 million. This comes despite Dynatrace beating Q3 earnings estimates, reporting strong ARR growth, and authorizing a $1.0 billion share repurchase plan. While institutional investors maintain a "Moderate Buy" consensus, some analysts have trimmed price targets, reflecting mixed market sentiment and sector-wide multiple compression.
Caprock Group LLC Takes Position in Dynatrace, Inc. $DT
Caprock Group LLC has acquired a new position of 38,317 shares in Dynatrace (NYSE:DT) during the third quarter, valued at approximately $1.94 million. This move comes as Dynatrace reported strong Q3 earnings and revenue beats, raised financial guidance, and authorized a significant $1.00 billion share repurchase program. Institutional investors collectively hold about 94.28% of Dynatrace stock, and analysts maintain a "Moderate Buy" consensus rating with an average target price of $52.52.
DA Davidson Reaffirms Buy on Dynatrace (DT) After Solid Q3
DA Davidson reaffirmed its Buy rating on Dynatrace (DT) after the company reported strong Q3 2026 results, exceeding guidance on revenue and profitability metrics. Despite a price target cut from $65 to $50, analyst Gil Luria highlighted solid net new annual recurring revenue (ARR) driven by end-to-end observability deals and advancements in log management. Dynatrace also announced a new $1 billion share repurchase program, demonstrating confidence in its strong execution and increasing traction with enterprises.
DA Davidson Reaffirms Buy on Dynatrace (DT) After Solid Q3
DA Davidson analyst Gil Luria reaffirmed a Buy rating on Dynatrace (NYSE:DT) despite cutting its price target from $65 to $50, following the company's strong Q3 2026 results. The company reported impressive net new annual recurring revenue (ARR) and strong growth in Q3 revenue and adjusted EPS, exceeding analyst expectations. Dynatrace's CEO highlighted increasing enterprise adoption and successful execution, including 12 deals over $1 million in ARR and a new $1 billion share repurchase program.
DA Davidson Reaffirms Buy on Dynatrace (DT) After Solid Q3
DA Davidson analyst Gil Luria reaffirmed a Buy rating on Dynatrace (DT) while cutting the price target to $50 from $65, following the company's strong Q3 2026 results. Dynatrace reported better-than-expected net new annual recurring revenue and a 18% growth in Q3 revenue, driven by subscription revenue and successful closing of large deals. The company also announced a new $1 billion share repurchase program, reflecting continued strong execution.
Dynatrace (DT) Navigates Market Skepticism With Product Expansion
Dynatrace (DT) is facing market skepticism, with analysts like KeyBanc's Eric Heath and Rosenblatt cutting price targets due to a mixed outlook and macroeconomic concerns. Despite this, potential catalysts such as Dynatrace Platform Services (DPS) driving consumption, improving go-to-market productivity, and scaling log management capabilities offer hope. The company provides AI-powered software intelligence solutions for monitoring applications and cloud environments, and while its potential is acknowledged, some analysts suggest other AI stocks might offer greater returns.
Dynatrace (DT): UBS Maintains Neutral Rating and Lowers Price Target
UBS analyst Karl Keirstead has maintained a "Neutral" rating for Dynatrace (DT) but lowered the price target from $50.00 to $40.00, reflecting a 20% decrease. This adjustment follows similar actions by other analysts, suggesting short-term challenges for the company amidst volatile market conditions. Despite the lowered targets, the average analyst target price implies an upside of 43.53% from the current price, and GuruFocus estimates a potential upside of 113.97% based on its GF Value.
DT Q4 Deep Dive: AI Observability Drives Expansion and Platform Momentum
Dynatrace (DT) reported strong Q4 CY2025 results, exceeding revenue and adjusted EPS estimates, driven by the adoption of its AI-powered observability platform and increased customer interest in consolidating monitoring tools. Management raised its full-year Adjusted EPS guidance and anticipates continued demand fueled by AI-driven operations and cloud modernization. The company highlighted robust end-to-end observability, platform differentiation, and growth in its log management solution as key drivers of future performance.
Dynatrace Q3: The Threat Of AI Shouldn’t Be Too Worrisome (NYSE:DT)
Dynatrace (DT) reported a strong Q3 with an 18.2% year-over-year sales increase and robust profitability, alongside announcing a $1 billion share buyback program. Despite general SaaS sector concerns about AI disruption, Dynatrace's strategic shift toward agentic AI and platform integration positions it for continued growth. Although a discounted cash flow analysis suggests limited upside from its current price, the analyst recommends holding the stock and waiting for a pullback before acquiring more.
Dynatrace Inc (NYSE:DT) Exceeds Analysts’ Expectations
Dynatrace Inc (NYSE:DT) announced strong third-quarter results, surpassing analyst expectations for earnings and revenue. The company reported significant growth in Annual Recurring Revenue (ARR) and net new ARR, alongside successful expansion of its customer base through strategic partnerships and new logo additions. Dynatrace also provided an optimistic financial outlook for Q4 and the full fiscal year 2026, with projections exceeding current analyst consensus.
Cantor Fitzgerald reiterates Neutral rating on Dynatrace stock at $37
Cantor Fitzgerald maintained its "Neutral" rating and $37 price target for Dynatrace Inc. (NYSE:DT), noting the company's success in consolidating observability spending among large enterprises. Despite the stock trading slightly below this target, the company shows strong gross profit margins and significant growth in subscription revenue and logs consumption. Analysts are awaiting further expansion in the dollar-based net retention rate and re-acceleration of subscription revenue growth before upgrading their outlook.
DA Davidson lowers Dynatrace stock price target to $50 from $65
DA Davidson lowered its price target for Dynatrace Inc. (NYSE:DT) to $50 from $65, while reiterating a Buy rating. The adjustment follows Dynatrace's strong quarterly results, which highlighted impressive revenue growth and market share gains, particularly in log management. Despite the lower price target, DA Davidson remains optimistic about Dynatrace's long-term position in the observability market.
Envestnet Asset Management Inc. Lowers Position in Dynatrace, Inc. $DT
Envestnet Asset Management Inc. significantly reduced its stake in Dynatrace, Inc. during the third quarter, selling 329,490 shares to own 1,020,781 shares valued at $49.46 million. Despite this, other major institutional investors increased their holdings, and institutional ownership remains high at 94.28%. Dynatrace recently surpassed Q3 earnings and revenue estimates, raised future guidance, and authorized a $1 billion share buyback, even though its stock currently trades below its 50- and 200-day moving averages.
13 Best Affordable Tech Stocks to Buy Right Now
This article identifies Dynatrace, Inc. (NYSE:DT) as one of the best affordable tech stocks, despite recent price target reductions by KeyBanc Capital Markets and Rosenblatt due to a mixed outlook and macro concerns. Analysts acknowledge potential catalysts like Dynatrace Platform Services (DPS) and improved go-to-market productivity, but investor sentiment remains cautious regarding its market leadership and relevance to AI-native companies. The company is expected to report consistent Q3 results, with projected growth in subscription revenue and Annual Recurring Revenue.
Dynatrace, Inc. (NYSE:DT) Q3 2026 Earnings Call Transcript
Dynatrace, Inc. (NYSE: DT) reported strong Q3 Fiscal 2026 results, exceeding guidance across all metrics with an annualized recurring revenue (ARR) growth stabilizing at 16% and net new ARR growth at double digits for three consecutive quarters. The company highlighted its AI-powered observability platform, incorporating Grail, SmartScape, and the new Dynatrace Intelligence, as critical for managing complex cloud and AI-native environments. Dynatrace also announced a new $1 billion share repurchase program, underscoring confidence in its long-term growth and market position.
Morgan Stanley Cuts Price Target on Dynatrace to $43 From $57, Keeps Equalweight Rating
Morgan Stanley has lowered its price target for Dynatrace (NYSE: DT) from $57 to $43, while maintaining an "Equalweight" rating on the stock. This adjustment comes after Dynatrace recently reported its Q3 2026 earnings, revised its fiscal year 2026 guidance, and announced a new share buyback plan. Other analysts also made similar price target adjustments for the company.
Autonomous Observability: A Deep Dive into Dynatrace (NYSE: DT) in 2026
Dynatrace (NYSE: DT) has transitioned from traditional application performance monitoring to an AI-driven autonomous observability platform, targeting complex cloud environments. After a period of range-bound trading, strategic shifts like consumption-based pricing and a $1 billion share buyback have renewed investor interest, positioning Dynatrace as a "Growth at a Reasonable Price" opportunity. The company's innovation in Causal and Agentic AI provides a strong technical moat against competitors like Datadog and Cisco-Splunk.
Dynatrace Inc earnings beat by $0.03, revenue topped estimates
Dynatrace Inc (NYSE: DT) reported strong third-quarter results, exceeding analyst estimates with an EPS of $0.44 against a $0.41 consensus and revenue of $515M compared to the $505.8M estimate. The company also provided optimistic guidance for Q4 2026 and the full fiscal year 2026, with projected EPS and revenue figures surpassing current analyst expectations. Despite positive earnings, the stock has seen a decline of -27.51% in the last three months and -44.93% over the past year.
Dynatrace has Stable Growth, but Long-Term Growth Projection Faces Some AI Uncertainty
Dynatrace, a software-as-a-service observability platform, is experiencing stable growth. However, its long-term growth projections are complicated by uncertainties related to artificial intelligence. While agentic models present disruption fears, the complexity of observability and its critical role in technology are expected to create defensibility and potential upside, especially with the explosion of data.
Dynatrace (DT) Shares Skyrocket, What You Need To Know
Dynatrace (NYSE:DT) shares surged by 9.1% after the company reported strong financial results for its fourth quarter of 2025, exceeding analyst expectations for earnings per share and revenue. The cloud observability platform also raised its full-year profit guidance, indicating confidence in its continued performance. Despite a recent sector downturn affecting tech stocks, Dynatrace's Annual Recurring Revenue grew, and its current stock movement is considered meaningful by the market.
Dynatrace Shares Rise After Q3 Fiscal 2026 Results Beat Guidance
Dynatrace Inc. (NYSE: DT) shares rose after the company announced third-quarter fiscal 2026 results that surpassed its own guidance and increased full-year targets. The company reported an 18% year-over-year revenue increase to $515.47 million and a non-GAAP net income of $0.44 per diluted share, beating consensus estimates. Dynatrace also authorized a new $1 billion share repurchase program and updated its fiscal 2026 outlook.
Dynatrace Stock Pops on Lifted Outlook, Strong Q3 Results
Dynatrace Inc (NYSE:DT) shares surged 4.4% after the AI firm reported strong fiscal third-quarter results and raised its fiscal 2026 outlook. The company also announced a new $1 billion share buyback plan. Despite the positive news, the stock is testing resistance at its 100-day moving average and still carries a 41% year-over-year deficit.
Dynatrace, Inc. (NYSE:DT) announces an Equity Buyback for $1,000 million worth of its shares.
Dynatrace, Inc. (NYSE:DT) has announced a new share repurchase program, authorizing the company to buy back up to $1,000 million worth of its shares. This program, which has no set time limit, is expected to be financed through existing cash reserves and future cash flows.
Azzad Asset Management Inc. ADV Acquires New Holdings in Dynatrace, Inc. $DT
Azzad Asset Management Inc. ADV has acquired a new stake of 29,760 shares (approximately $1.44 million) in Dynatrace, Inc. during the third quarter. Dynatrace recently surpassed earnings estimates with $0.44 EPS against an expected $0.41, and analysts rate the stock a "Moderate Buy" with a consensus target price of $58.32, despite recent downward revisions. The stock is currently trading near its 12-month low, with insiders having sold a significant number of shares recently.
Dynatrace Inc earnings beat by $0.03, revenue topped estimates
Dynatrace Inc (NYSE: DT) reported strong third-quarter results, surpassing analyst estimates with an EPS of $0.44 against an expected $0.41, and revenue of $515M compared to the consensus of $505.8M. The company also provided optimistic guidance for Q4 and the full fiscal year 2026, indicating expected EPS and revenue figures above analyst predictions. Despite these positive earnings, Dynatrace Inc's stock price has experienced a significant decline over the past three and twelve months.
Dynatrace, Inc. SEC 10-Q Report
Dynatrace, Inc. has released its Form 10-Q report for the third quarter, showcasing significant financial growth and operational advancements. The report highlights an 18% year-over-year increase in total revenue to $515.5 million and a gross profit of $419.6 million. The company is focusing on expanding its next-generation log management offering and growing customer relationships internationally while leveraging its global partner ecosystem.
Dynatrace Boosts FY26 Outlook; Authorizes $1 Bln Share Buyback; Stock Up Almost 10% - Update
Dynatrace, Inc. (DT) has raised its financial outlook for fiscal year 2026 and announced a new $1 billion share repurchase program. The software intelligence provider now projects higher adjusted earnings and total revenues for FY26, exceeding analysts' estimates. Following these announcements, the company's stock saw a significant increase in pre-market trading.
Dynatrace Inc earnings beat by $0.03, revenue topped estimates
Dynatrace Inc (NYSE: DT) reported Q3 EPS of $0.44, beating analyst estimates of $0.41, and revenue of $515M, exceeding the consensus of $505.8M. The company also provided optimistic guidance for Q4 and the full fiscal year 2026, with projected EPS and revenue above analyst expectations. Despite strong earnings, Dynatrace's stock has seen significant declines over the past 3 and 12 months.
Earnings Summary: Dynatrace Q3
Dynatrace (NYSE: DT) announced its Q3 earnings, reporting an EPS of $0.44, which beat the estimated $0.34 by 29.41%. The company's revenue increased by $79.30 million compared to the same period last year. This positively follows previous квартал's performance where an EPS beat led to a slight share price drop the next day.
Dynatrace (NYSE: DT) lifts FY26 outlook and launches new $1 billion share repurchase
Dynatrace reported strong Q3 FY26 results, exceeding guidance across growth and profitability metrics, with total revenue up 18% and ARR up 20%. The company also announced a new $1 billion share repurchase program, following the near completion of a prior $500 million program, and raised its full-year fiscal 2026 outlook for ARR, total revenue, and non-GAAP EPS. These actions signal strong confidence in its financial performance and future cash generation.
Dynatrace: Fiscal Q3 Earnings Snapshot
Dynatrace Inc. reported strong fiscal third-quarter results, with profit reaching $40.1 million and adjusted earnings of 44 cents per share, surpassing Wall Street expectations. The software intelligence company also exceeded revenue forecasts, posting $515.5 million. Looking ahead, Dynatrace provided optimistic guidance for the upcoming quarter and the full fiscal year.
Dynatrace, Inc. $DT Shares Acquired by BI Asset Management Fondsmaeglerselskab A S
BI Asset Management Fondsmaeglerselskab A S significantly increased its stake in Dynatrace, Inc. during Q3, acquiring an additional 30,718 shares, bringing its total to 51,326 shares valued at $2.49 million. Despite mixed analyst reports, Dynatrace maintains a "Moderate Buy" consensus rating with an average price target of $58.32, and the company recently surpassed quarterly earnings and revenue expectations. The article also details other institutional investor activity and recent insider stock sales.
Dynatrace (DT) To Report Earnings Tomorrow: Here Is What To Expect
Dynatrace (DT) is scheduled to report its earnings before the bell this Monday. Analysts anticipate the cloud observability platform's revenue to grow 16% year-on-year to $505.9 million, with adjusted earnings around $0.41 per share. Despite a general downturn in software development stocks and Dynatrace itself being down 20.3% over the last month, the company has a history of consistently beating revenue estimates.
Renaissance Group LLC Sells 78,103 Shares of Dynatrace, Inc. $DT
Renaissance Group LLC has reduced its stake in Dynatrace, Inc. by 13.1%, selling 78,103 shares, though it still holds 0.17% of the company valued at approximately $25.17 million. Despite recent price target reductions from several Wall Street firms, the stock maintains a "Moderate Buy" consensus rating. Dynatrace is trading near its 52-week low despite beating recent earnings estimates, while insiders have also been selling shares.
Dynatrace Inc. (NYSE:DT) Offers a Compelling Growth at a Reasonable Price (GARP) Opportunity
Dynatrace Inc. (NYSE:DT) presents a strong "Growth at a Reasonable Price" (GARP) opportunity, exhibiting high growth, strong profitability, and a healthy balance sheet, including zero debt. Its valuation is considered fair compared to industry peers and its growth outlook, making it an attractive prospect for investors seeking a balance between growth and prudent pricing. The company's fundamental report gives it a total rating of 7 out of 10.
Dynatrace (DT) Set to Release Earnings with 41-Cent Consensus
Dynatrace (DT) is scheduled to release its financial results with analysts predicting earnings of 41 cents per share. The company, which specializes in IT infrastructure monitoring software, has shown strong financial health with robust revenue growth, profitability, and a conservative capital structure. Despite positive market sentiment and an oversold technical indicator, investors are advised to be cautious due to insider selling activity.
Dynatrace earnings up next: Can consumption drive ARR growth?
Dynatrace Inc. is set to release its fiscal third-quarter results, with analysts focusing on whether increased customer consumption will drive revenue acceleration, especially as the stock trades near its 52-week low. Investors will be scrutinizing Net New Annual Recurring Revenue (NNARR) and management's clarity on its growth narrative, especially given recent product launches and valuation concerns. The company's unique platform subscription model means actual customer usage can lag behind recognized revenue.
Penserra Capital Management LLC Boosts Stock Position in Dynatrace, Inc. $DT
Penserra Capital Management LLC significantly increased its stake in Dynatrace, Inc. (NYSE:DT) by 22.0% in Q3, now holding 222,505 shares valued at approximately $10.78 million. Despite several analysts lowering price targets, the consensus remains a "Moderate Buy" with an average target of $58.95. This increase in institutional ownership comes amidst notable insider selling activity, including the CEO and EVP selling a total of 39,843 shares worth about $1.85 million in the last three months.
Hantz Financial Services Inc. Lowers Stock Position in Dynatrace, Inc. $DT
Hantz Financial Services Inc. reduced its stake in Dynatrace, Inc. ($DT) by 20.3% in the third quarter of 2025, selling over 39,000 shares. Despite this reduction, Dynatrace beat Q3 earnings estimates with EPS of $0.44 and revenue of $493.85 million. Insiders have sold approximately 39,843 shares recently, while analysts maintain a "Moderate Buy" rating with a consensus target price of $58.95.
Dynatrace stock price target lowered to $50 by KeyBanc on mixed outlook
KeyBanc Capital Markets has lowered its price target for Dynatrace (NYSE:DT) to $50 from $60, while maintaining an Overweight rating. Despite positive feedback from customer conferences and strong gross profit margins, investor sentiment remains cautious due to competitive concerns and messaging challenges. KeyBanc suggests improved communication and transparency could boost investor confidence for the software intelligence company.
How Dynatrace is turning observability into an active control plane
Dynatrace's acquisition of DevCycle aims to transform observability from passive monitoring to an active control plane, bridging the gap between development and operations. By integrating feature management with causal AI, Dynatrace can identify and automatically roll back incidents caused by specific feature toggles. This strategy is crucial for de-risking software delivery, especially with the rise of agentic AI development, and commits to OpenFeature to prevent vendor lock-in.
Dynatrace stock price target lowered to $50 by KeyBanc on mixed outlook
KeyBanc Capital Markets has lowered its price target for Dynatrace Inc. (NYSE:DT) to $50 from $60, while maintaining an Overweight rating. This adjustment comes as the stock trades near its 52-week low despite positive customer feedback and strong gross profit margins, reflecting cautious investor sentiment and competitive market concerns. The company's upcoming earnings report on February 9th will be closely watched by investors for signs of growth acceleration.
Dynatrace stock price target lowered to $50 by KeyBanc on mixed outlook
KeyBanc Capital Markets has lowered its price target on Dynatrace Inc. (NYSE:DT) to $50 from $60, while maintaining an Overweight rating. The firm cited "idiosyncratic drivers" potentially accelerating Annual Recurring Revenue in Q3, alongside positive customer feedback from a recent conference. Despite investor caution regarding market leadership and AI relevance, Dynatrace boasts strong gross profit margins (81.8%) and a low PEG ratio (0.11), suggesting potential undervaluation.
