DT Stock Gains After Morgan Stanley Upgrade — Why Brokerage Says Dynatrace Could Be An AI Boom Winner
Dynatrace Inc. (DT) shares rose nearly 5% after Morgan Stanley upgraded the stock to 'Overweight' from 'Equal Weight' and raised its price target to $65 from $58. The brokerage firm expects Dynatrace to benefit from an anticipated boom in the observability market, driven by cloud growth and enterprise AI investments. Analysts believe Dynatrace could achieve durable growth of 20% or more and margin expansion over the next two years as demand for AI-related observability solutions increases.
UBS raises Dynatrace stock price target to $74 on AI demand
UBS has increased its price target for Dynatrace (NYSE:DT) shares to $74 from $65, maintaining a Buy rating, citing surging demand for AI and agent observability. The firm expects Dynatrace and competitor Datadog to benefit significantly from increased AI observability spending, which could constitute 20-25% of total observability spending in the coming years. This positive outlook is further supported by the company's strong revenue growth and gross profit margin, alongside positive analyst sentiments from Morgan Stanley, Needham, and BMO Capital.
UBS Adjusts Price Target on Dynatrace to $74 From $65, Maintains Buy Rating
UBS has increased its price target for Dynatrace (DT) from $65 to $74, while reiterating a Buy rating on the stock. This adjustment reflects a positive outlook from the financial firm regarding Dynatrace's future performance.
Dynatrace Completes Acquisition of Arize
Dynatrace (DT) announced that it has completed its acquisition of Arize, an AI observability company. This acquisition is expected to boost Dynatrace's AI 'observability' growth, according to UBS. The news follows several analyst adjustments to Dynatrace's price target and rating, indicating increased interest in the company's performance.
AI applications can be tested before launch and kept dependable once live. Dynatrace completed its Arize acquisition.
Dynatrace has completed its acquisition of Arize, an AI observability and evaluation platform. This acquisition aims to enhance the testing and dependability of AI applications by integrating Arize's evaluation capabilities with Dynatrace's end-to-end observability. The combined technologies are expected to provide full visibility into AI model and agent behavior from development through production, enabling earlier issue detection and faster resolution.
UBS raises Dynatrace stock price target to $74 on AI demand
UBS has increased its price target for Dynatrace Inc. (NYSE:DT) shares to $74 from $65, maintaining a Buy rating, driven by increasing demand for AI and agent observability. The firm's analysis of the recent Arize acquisition and feedback from Fortune 500 customers suggests significant benefits for Dynatrace and competitor Datadog from rising AI observability spending, which could reach 20% to 25% of total observability spend. UBS projects strong constant currency annual recurring revenue growth for Dynatrace, estimating 19%, 18%, and 19% growth for fiscal years 2027 through 2029.
UBS raises Dynatrace stock price target to $74 on AI demand
UBS has increased its price target for Dynatrace (NYSE:DT) to $74 from $65, maintaining a Buy rating, driven by surging demand for AI and agent observability solutions. The firm highlights Dynatrace's recent acquisition of Arize as a key factor, with research suggesting AI observability could comprise 20-25% of total observability spending in the coming years. Analysts project strong annual recurring revenue growth for Dynatrace, with several firms also upgrading the stock due to positive market outlook and strategic moves.
PICTET ASSET MANAGEMENT SA Trims Dynatrace Inc (DT) Stake -- Shares Look 18% Undervalued on GF Value
PICTET ASSET MANAGEMENT SA reduced its stake in Dynatrace Inc (DT) by selling 248,122 shares, representing a minor -1.70% change in its total holding. Despite the trim, Dynatrace remains a significant position in the firm's portfolio, with 14,316,387 shares, accounting for 4.90% of its total equity. Dynatrace is considered "Modestly Undervalued" with a GF Value of $70.34 and a strong GF-Score of 94/100, indicating high outperformance potential and robust financial health.
Dynatrace stock trades at EUR 51.25, plus 0.99 percent, as Oppenheimer targets USD 71
Dynatrace (DT) stock traded at EUR 51.25 on September 30, 2026, up 0.99% at Lang & Schwarz. This follows Oppenheimer raising its price target for Dynatrace to USD 71 from USD 60, maintaining an outperform rating. The company reported Q1 fiscal 2027 revenue of USD 554.55 million, an increase of 16.30%, with analysts maintaining a "Moderate Buy" consensus.
Dynatrace Inc. Financials | DT
This article provides comprehensive financial data for Dynatrace Inc. (DT), including analyst ratings, key stock performance metrics, and detailed income statement figures from 2022 to projected 2026. It highlights the company's business activities in transforming digital ecosystems and its financial growth trends.
Form 13D/A Dynatrace For: 26 September By Investing.com
This article announces the filing of Form 13D/A for Dynatrace (DT) on September 26, 2026. The brief piece primarily serves as a notice of the regulatory filing and includes market data for various indices, commodities, bonds, and shares.
Dynatrace Secures $500 Million Multicurrency Revolving Credit Facility With Bank of America
Dynatrace (DT) has secured a new $500 million senior secured multicurrency revolving credit facility with Bank of America to enhance its liquidity and financial flexibility. The facility allows borrowings in multiple currencies, with interest rates tied to various benchmarks, and matures on June 24, 2031, with options for extension. The agreement includes a leverage covenant and was made effective on September 24, 2026.
A $500 million credit line comes with an early-maturity trigger for Dynatrace (DT).
Dynatrace LLC, a wholly-owned subsidiary of Dynatrace, Inc., has secured a senior secured revolving credit facility of up to $500 million. The facility has a stated maturity date of June 24, 2031, but includes an earlier springing maturity trigger if more than $300 million of its 2031 exchangeable notes remain outstanding 91 days before their maturity. A key financial covenant mandates a Total Leverage Ratio of no more than 4.00 to 1.00, starting December 31, 2026, with a temporary increase to 4.50 to 1.00 allowed for four quarters after certain qualifying acquisitions.
An adviser managing clients’ shares is engaging Dynatrace (DT) on business practices.
Pictet Asset Management, an investment adviser, reports managing 14,316,387 Dynatrace (DT) shares on behalf of institutional clients. The firm is actively engaging with Dynatrace on business practices to enhance long-term shareholder value but states it has no current plans to change control of the company. The report details significant share purchases and sales between July and September 2026, clarifying that Pictet's economic interest is limited to management fees.
Dynatrace, Inc. (DT) latest stock news and headlines
This page provides a summary of the latest news and headlines related to Dynatrace, Inc. (DT), along with its stock performance data. It lists various articles from sources like Zacks, Barrons.com, and Simply Wall St. discussing Dynatrace's stock movements, analyst insights, and comparisons with other companies, covering a period of about 10 days. The page also shows key financial metrics and a performance overview of DT compared to the S&P 500.
Dynatrace, Inc. (DT) stock price, news, quote and history
This article provides a comprehensive overview of Dynatrace, Inc. (DT) stock, including its current price, key financial metrics, historical performance, and analyst ratings. It highlights the company's focus on AI-powered observability for digital businesses and its market position in the software application sector. The content also includes recent news, earnings trends, and performance comparisons against the S&P 500.
Dynatrace, Inc. (DT) stock price, news, quote and history
This page provides a comprehensive overview of Dynatrace, Inc. (DT) stock, including its current price, key financial statistics, and historical data. It features real-time price updates, an interactive chart, and detailed financial highlights such as profitability, balance sheet items, and valuation measures. The article also lists related stocks that users often view.
Oppenheimer Forecasts Strong Price Appreciation for Dynatrace (NYSE:DT) Stock
Oppenheimer raised its price target for Dynatrace (NYSE:DT) to $71 from $60, maintaining an "outperform" rating, indicating a potential 21% upside. This follows Dynatrace beating its quarterly earnings and revenue expectations, reporting $0.48 EPS on $554.55 million in revenue, a 16.3% year-over-year increase. Analysts hold a "Moderate Buy" consensus for the stock, with institutional investors owning over 94% of shares.
Dynatrace added to Top Picks at Oppenheimer (DT:NYSE)
Oppenheimer has added Dynatrace (DT) to its Top Picks list, citing increased confidence in the company's artificial intelligence capabilities, sales execution, and potential for annual recurring revenue growth. This endorsement highlights Oppenheimer's more constructive view on Dynatrace's market position and future prospects.
Dynatrace, Inc. (DT) Stock Price, News, Quote & History
This Yahoo Finance page provides comprehensive information on Dynatrace, Inc. (DT), including its current stock price, historical data, financial overview, and analyst insights. The company specializes in AI-powered observability for digital businesses, offering solutions across various industries globally. Key financial metrics, performance against benchmarks, and recent analyst ratings are also detailed.
Dynatrace EVP, CTO Bernd Greifeneder sells $2.86m in stock
Bernd Greifeneder, EVP and CTO of Dynatrace (NASDAQ:DT), sold 50,000 shares for $2.86 million on September 18, 2026, via a Rule 10b5-1 trading plan. The sale occurred near the stock's 52-week high, following a 48% surge, yet InvestingPro suggests the stock remains undervalued. Analysts at UBS, Morgan Stanley, Needham, and BMO Capital have reiterated positive ratings and price targets, citing strong market demand and the company's growth trajectory.
Dynatrace (NYSE:DT) Sets New 52-Week High Following Analyst Upgrade
Dynatrace (NYSE:DT) shares reached a new 52-week high after Needham & Company upgraded the stock from Hold to Buy with a $68 price target. The company's stock has a consensus "Moderate Buy" rating from analysts with an average price target of $56.07. Dynatrace also reported strong quarterly results, exceeding EPS and revenue estimates, with institutional investors holding 94.28% of the company's stock.
InvestingPro Fair Value analysis delivers 63% return on Dynatrace stock By Investing.com
InvestingPro's Fair Value analysis successfully identified Dynatrace (NYSE:DT) as undervalued in April 2026, leading to a 62.86% return for investors over five months. The platform's comprehensive valuation models and AI-powered insights helped pinpoint the disconnect between the market price and Dynatrace's intrinsic worth, despite initial market weakness. This demonstrates the effectiveness of InvestingPro in identifying mispriced stocks and optimal entry points for investors.
Needham upgrades Dynatrace stock rating on platform momentum
Needham has upgraded Dynatrace Inc. (NYSE:DT) from Hold to Buy, setting a price target of $68.00, citing the company's multi-year transformation in go-to-market strategy and product positioning. The firm noted Dynatrace's strong gross profit margins of 81.6% and a healthy balance sheet, along with growth drivers such as the adoption of Logs and Observability for AI and European data sovereignty requirements. This upgrade follows Dynatrace's acquisition of Arize and aligns with other positive analyst ratings from Morgan Stanley, UBS, BMO Capital, and DA Davidson.
Multimillion-dollar stock sale planned in Dynatrace (NYSE: DT)
Dynatrace (NYSE: DT) has filed a Form 144 indicating a proposed resale of 50,000 common shares by Bernd Greifeneder, valued at approximately $2.86 million. UBS Financial Services Inc. is acting as attorney-in-fact and broker for this transaction. This filing signifies a potential secondary sale by an existing holder, not a new issuance from Dynatrace, and the shares are associated with trading on the NYSE.
Dynatrace (DT) Targets Large European Enterprises With New Observability Practice
Dynatrace (DT) and Sopra Steria have launched a new Observability and AIOps practice aimed at large European enterprises, including sectors like banking, retail, and public administration. This initiative seeks to simplify IT management and provide unified, AI-driven observability to support operational resilience and regulatory compliance. The partnership aligns with Dynatrace's existing strategy for large-scale AI observability deals and investor expectations for growth in major European contracts.
Dynatrace CFO James Benson Vests 17,732 RSUs, Withholds 8,574 Shares for Taxes
Dynatrace CFO James M. Benson vested 17,732 restricted stock units (RSUs) on September 15, 2026, as per a Form 4 filed with the SEC. To cover tax withholding requirements, 8,574 shares were withheld by Dynatrace at a price of $55.17 per share. Following these transactions, Benson directly owns 194,213 shares of Dynatrace common stock and retains beneficial ownership of 17,732 RSUs.
BMO raises Dynatrace stock price target on core business strength By Investing.com
BMO Capital has increased its price target for Dynatrace Inc. (NYSE:DT) to $62 from $60, maintaining an Outperform rating, due to strong performance in its core business, including logs adoption and DPS renewals. The firm highlighted Dynatrace's robust financial fundamentals, such as an 81.6% gross profit margin and 17.94% revenue growth, and believes the company's fiscal 2027 ARR growth targets do not rely on AI monetization. Other recent developments include the acquisition of Arize, positive analyst reiterations, and strong organic net new annual recurring revenue growth.
UBS reiterates Buy on Dynatrace stock, keeps $65 price target
UBS has reiterated its Buy rating on Dynatrace Inc. (NYSE:DT) and maintained a $65 price target, citing the company's improved outlook after attending a pre-quiet period meeting. Key discussion points included the Arize acquisition, upcoming investor day disclosures, and positive early DPS renewal dynamics. The firm sees a favorable risk-reward profile for Dynatrace, especially relative to other infrastructure software stocks, with the company boasting impressive gross profit margins and a "GREAT" financial health score according to InvestingPro data.
Dynatrace, Inc. $DT Shares Sold by Corient Private Wealth LP
Corient Private Wealth LP decreased its holdings in Dynatrace (NYSE:DT) by 12.9% in the second quarter, selling 55,269 shares but retaining 373,226 shares valued at $16.4 million. Despite this, institutional investors collectively own 94.28% of the company, and Wall Street analysts maintain a "Moderate Buy" consensus rating with an average price target of $55.04. Dynatrace also recently exceeded quarterly earnings expectations with $0.48 EPS and $554.55 million in revenue.
California State Teachers Retirement System Purchases 13,596,525 Shares of Dynatrace, Inc. $DT
The California State Teachers Retirement System significantly increased its stake in Dynatrace, Inc. (NYSE:DT) by 3,827.2% during the second quarter, acquiring over 13.5 million additional shares. This brings their total ownership to 13.95 million shares, representing approximately 4.83% of the company. Dynatrace also reported strong quarterly earnings, beating analyst expectations with an adjusted EPS of $0.48 and revenue of $554.55 million, an increase of 16.3% year over year.
Dynatrace (NYSE:DT) Stock Rating Upgraded by Wedbush
Wedbush upgraded Dynatrace (NYSE:DT) to a "hold" rating, contributing to a consensus "Moderate Buy" rating among analysts with an average price target of $55.04. The company recently reported strong quarterly earnings, exceeding EPS expectations at $0.48 and achieving $554.55 million in revenue, a 16.3% year-over-year increase. Dynatrace currently has a market capitalization of $14.77 billion, with institutional investors holding approximately 94.28% of its outstanding shares.
Dynatrace (DT) Rises As Market Takes a Dip: Key Facts
Dynatrace (DT) experienced a 1.62% increase in its stock price, closing at $51.42, while the broader market saw a dip. The company's stock has risen 2.1% over the past month, outperforming the Computer and Technology sector and the S&P 500. Dynatrace's upcoming earnings report is projected to show an 11.36% EPS increase and 15.08% revenue growth year-over-year.
(DT) as a Liquidity Pulse for Institutional Tactics
This article analyzes Dynatrace Inc. (NYSE: DT) using AI models to provide institutional trading strategies. It highlights conflicting sentiment across different time horizons, suggesting choppy market conditions for DT. The analysis offers specific strategies for position trading, momentum breakout, and risk hedging, complete with entry zones, targets, and stop losses.
Dynatrace EVP, CTO’s spouse sells $5,138 in company shares By Investing.com
The spouse of Dynatrace EVP and CTO, Bernd Greifeneder, sold $5,138 worth of company shares on September 5, 2026, as part of a mandatory sell-to-cover policy for tax obligations. This transaction followed the vesting of various restricted stock units for Mr. Greifeneder, who also had shares valued at $391,481 withheld for his own tax liabilities. Dynatrace shares have performed strongly, returning 34% over the past six months, and the company is considered undervalued by InvestingPro analysis, despite recent positive analyst reports and a strong Q1 performance.
Dynatrace, Inc. $DT Stock Holdings Lowered by Keenan Capital LLC
Keenan Capital LLC significantly reduced its holdings in Dynatrace (NYSE:DT) by 31.6% in the second quarter, selling over 521,000 shares but still retaining 1.13 million shares valued at approximately $49.5 million. Despite this reduction, institutional investors collectively own 94.28% of Dynatrace. The company recently reported strong quarterly earnings, beating EPS estimates, and revenue growth of 16.3% year-over-year, alongside positive analyst sentiment with a "Moderate Buy" rating and an average price target of $54.81.
VIRGINIA RETIREMENT SYSTEMS ET Al Takes Position in Dynatrace, Inc. $DT
Virginia Retirement Systems purchased 126,470 shares of Dynatrace (NYSE:DT) in the second quarter, valued at approximately $5.55 million, contributing to institutional investors owning 94.28% of the company. Dynatrace exceeded Q1 earnings expectations with $0.48 EPS and $554.55 million in revenue, leading analysts to maintain a "Moderate Buy" rating with an average price target of $54.81 despite a recent 2.9% decline in stock price.
Dynatrace Director Lisa M. Campbell Reports Vesting of 506 RSUs on September 4, 2026
Dynatrace Director Lisa M. Campbell received 506 shares of common stock on September 4, 2026, through the vesting of restricted stock units (RSUs) that were originally granted in September 2024. After this transaction, Campbell directly holds 6,895 common stock shares and has 4,049 beneficially owned RSUs remaining. This transaction was reported in a filing on September 8, 2026, under Section 16(a) of the Securities Exchange Act of 1934.
Public Employees Retirement System of Ohio Takes $3.74 Million Position in Dynatrace, Inc. $DT
The Public Employees Retirement System of Ohio has acquired a new position in Dynatrace, Inc. (NYSE:DT) during the second quarter, purchasing 85,267 shares valued at approximately $3.74 million. Other institutional investors have also adjusted their holdings in Dynatrace, with several increasing their stakes. Dynatrace reported strong Q2 earnings, beating analyst estimates with $0.48 EPS and revenue of $554.55 million, and analysts generally maintain a "Moderate Buy" rating for the stock.
Wellington Management Group LLP Purchases 2,191,497 Shares of Dynatrace, Inc. $DT
Wellington Management Group LLP significantly increased its stake in Dynatrace, Inc. (NYSE:DT) during the second quarter, acquiring an additional 2.19 million shares, bringing its total holdings to 11.53 million shares. This move solidifies Wellington Management's position as a major institutional investor, holding nearly 4% of Dynatrace, valued at over $506 million. The increase in ownership comes as Dynatrace reported strong quarterly earnings, surpassing analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $54.81.
Dynatrace Director Lisa M. Campbell Awarded 4,458 RSUs Under 2019 Equity Incentive Plan
Dynatrace director Lisa M. Campbell was granted 4,458 restricted stock units (RSUs) on August 26, 2026, under the company's 2019 Equity Incentive Plan. These RSUs, which represent a conditional right to one share of Dynatrace common stock each, will vest fully on the earlier of August 26, 2027, or Dynatrace's 2027 Annual Meeting of Stockholders, provided her directorship continues. This transaction increases her direct beneficial ownership to 4,458 derivative securities.
Bamco Inc. NY Makes New $68.93 Million Investment in Dynatrace, Inc. $DT
Bamco Inc. NY has made a new investment of $68.93 million in Dynatrace, Inc., acquiring 1.57 million shares and gaining a 0.54% stake in the company. Dynatrace recently reported strong quarterly results, exceeding analyst expectations with EPS of $0.48 and revenue of $554.55 million, representing 16.3% year-over-year growth. The stock has a "Moderate Buy" consensus rating from analysts with an average price target of $54.81.
Dynatrace stock hits 52-week high at 53.29 USD
Dynatrace stock (DT) recently hit a 52-week high of $53.29, reflecting a 2.95% increase over the past year, with more significant gains of 43.65% in the last six months and 19.06% year-to-date. The company's performance is supported by strategic moves like the acquisition of Arize, strong Q1 results, and positive analyst ratings, including upgrades and reiterated 'Buy' ratings from firms like Morgan Stanley, UBS, and DA Davidson. InvestingPro analysis suggests the stock is currently undervalued.
AI workloads reach production as 92% report backing for reliability teams
New research from Dynatrace, "The State of SRE and Platform Engineering 2026," indicates that Site Reliability Engineering (SRE) and platform engineering teams are increasingly vital for the trustworthiness, scalability, and reliability of AI workloads in enterprises. The study highlights that 92% of organizations have executive support for SRE initiatives, and AI model monitoring is a top use case for 67% of SREs. Dynatrace's intent to acquire Arize aims to address the demand for AI-native evaluation within observability platforms to bridge the gap between AI development and operations.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Dynatrace, Five Below, Fortune Brands, Klarna Group, Jersey Mike’s Subs, Moderna, Sherwin-Williams, and More
This article details top Wall Street analyst research calls from Tuesday, August 25, 2026, including upgrades, downgrades, and new initiations for various companies. Key analyst actions include Raymond James upgrading AMD to Strong Buy with a $641 price target, and Loop Capital cutting Five Below to Hold. The article also provides a market overview, discussing futures, treasury bonds, oil and gas, gold, and cryptocurrency performance, noting Bitcoin's significant surge.
Morgan Stanley upgrades Dynatrace stock rating on demand outlook
Morgan Stanley has upgraded Dynatrace (NYSE:DT) from Equalweight to Overweight and increased its price target to $65.00, citing healthy demand in the observability market driven by cloud growth, software development, and early AI investments. The firm expects Dynatrace's net-new ARR growth to exceed 20% in fiscal year 2027 and beyond. This upgrade follows strong fiscal first-quarter results and the acquisition of Arize, reinforcing a bullish outlook for the company.
Dynatrace (NYSE: DT) director gets 4,111 shares as RSUs vest
Dynatrace (NYSE: DT) director Lisa M. Campbell reported the vesting and conversion of 4,111 Restricted Stock Units (RSUs) into shares of common stock on August 20, 2026. These RSUs were granted on August 20, 2025, under the company's 2019 Equity Incentive Plan. Following this transaction, Campbell directly owns 6,389 shares of Dynatrace common stock.
Dynatrace (NYSE: DT) director gains 4,111 shares in RSU vest
Dynatrace director Michael L. Capone acquired 4,111 shares of common stock on August 20, 2026, due to the vesting of Restricted Stock Units granted a year prior. Following this transaction, Capone directly holds 50,582 shares of Dynatrace common stock. The vesting occurred as per the company's 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy.
Globeflex Capital L P Acquires New Shares in Dynatrace, Inc. $DT
Globeflex Capital L P has acquired a new stake in Dynatrace, Inc. (NYSE:DT), purchasing over 130,000 shares valued at approximately $5.7 million during the second quarter. Other institutional investors have also adjusted their positions in Dynatrace, which currently has a market capitalization of $14.21 billion. The company recently reported earnings that beat analyst estimates and has received a "Moderate Buy" rating from analysts with an average price target of $54.54.
Bank of New York Mellon Corp Acquires Shares of 2,616,378 Dynatrace, Inc. $DT
Bank of New York Mellon Corp has acquired a new stake of 2,616,378 shares in Dynatrace, Inc. (NYSE:DT) during the second quarter, valued at approximately $114.89 million, representing about 0.90% of the company. Other institutional investors like NewEdge Advisors LLC, Jones Financial Companies Lllp, and Invesco Ltd. also adjusted their holdings in Dynatrace. The company reported strong Q2 earnings, beating analyst estimates, and has received a "Moderate Buy" rating from analysts with an average target price of $54.54.
