William Blair initiates Dynatrace stock coverage with Outperform rating
William Blair has initiated coverage of Dynatrace Inc. (NYSE:DT) with an Outperform rating, citing the company's differentiated observability platform built around Grail, Smartscape, and Dynatrace Intelligence. The firm believes that increased demand for enterprise observability and AIOps, driven by AI advancements, will benefit Dynatrace, which recently reported strong Q4 fiscal 2026 earnings exceeding analyst expectations. William Blair highlights Dynatrace's ability to turn telemetry into deterministic answers and automation through its AI layer, with over 500 customers deploying its agentic capabilities.
DT Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Dynatrace Inc (DT), covering its income statement, balance sheet, and cash flow for fiscal year 2026, alongside historical data. It highlights key financial metrics like revenue, net income, EBITDA, margins, and ratios, and includes an analysis of the company's financial health, profitability, growth, and leverage. The report notes Dynatrace's high gross margin and strong cash generation despite a significant decrease in net income in FY2026 due to tax expense factors, and emphasizes its strong balance sheet flexibility and low bankruptcy risk based on Altman Z-Score.
Dynatrace, Inc. FY 2026: Revenue $2.02B, EPS $0.54— 10-K Summary
Dynatrace, Inc. reported its full-year 2026 financial results, with total revenue reaching $2.02 billion, an 18.8% increase year-over-year. Despite revenue growth, net income and diluted EPS saw a significant decline. The company highlighted growth in subscriptions and new customer acquisitions, driven by a focus on enterprise direct sales, partner relationships, and a unified platform leveraging AI for cloud modernization.
Diluted net income available to common stockholders of Dynatrace, Inc. – HAM:7DY
This article provides financial information for Dynatrace, Inc. (HAM:7DY) listed on the Hamburg Stock Exchange, specifically focusing on the diluted net income available to common stockholders. It is a data-centric page from TradingView, presenting financial metrics and market data.
Dynatrace, Inc. Trade Ideas — HAM:7DY
This article compiles various trading ideas and analyses for Dynatrace, Inc. (HAM:7DY, NYSE:DT). Contributors discuss potential long and short positions, technical indicators, financial health, and the impact of a new partnership with AWS Application Migration Service. The overall sentiment leans bullish, with several analysts identifying entry points, resistance levels, and price targets based on market trends, volume, and company fundamentals.
GSA Capital Partners LLP Acquires New Shares in Dynatrace, Inc. $DT
GSA Capital Partners LLP has acquired a new stake in Dynatrace, Inc. (NYSE:DT), purchasing 39,406 shares valued at approximately $1.71 million in the fourth quarter. This comes as Dynatrace exceeded Q4 earnings expectations with EPS of $0.41 and revenue of $531.72 million, and also announced a $1 billion share buyback program. Analysts generally maintain a "Moderate Buy" rating for Dynatrace despite some recent price target reductions.
Dynatrace (DT) CEO Rick McConnell awarded new performance-based RSU grants
Dynatrace CEO Rick McConnell has been granted two new performance-based Restricted Stock Unit (RSU) awards. These grants include 14,504 RSUs tied to relative total stockholder return (rTSR) and 110,644 RSUs based on financial performance, both subject to vesting conditions and continued employment. The rTSR units vest on June 5, 2026, while the financial performance units have a staggered vesting schedule through June 5, 2028.
Dynatrace (DT) SVP granted rTSR and financial performance RSUs
Dynatrace's SVP and Chief Accounting Officer, Daniel S. Yates, was granted performance-based restricted stock units (RSUs). He received 703 rTSR RSUs and 5,525 financial performance RSUs, tied to the company's relative total stockholder return and fiscal year 2026 financial results, respectively. These RSUs will vest over time, subject to continued employment, with the financial RSUs vesting in part on June 5, 2026, and the rTSR RSUs vesting in full on the same date.
Dynatrace (DT) CTO awarded performance-based RSUs tied to FY 2026 results
Dynatrace's CTO, Bernd Greifeneder, was awarded performance-based Restricted Stock Units (RSUs) as part of his compensation. These include 4,043 units tied to relative total stockholder return (rTSR) and 30,845 units based on financial results for fiscal year 2026. The financial performance units will vest in installments between June 2026 and June 2028, while the rTSR units will vest fully on June 5, 2026, both subject to his continued employment.
Dynatrace (DT) EVP Stephen McMahon granted 63,702 performance-based stock units
Dynatrace's EVP and Chief Customer Officer, Stephen A. McMahon, was granted 63,702 Performance Restricted Stock Units (Financial PSUs). These units are tied to the company's fiscal year 2026 financial performance and will vest over several years, with the first 25% vesting on June 5, 2026, and the remainder in quarterly installments until June 5, 2029, contingent on his continued employment. This grant represents a compensation award and not an open-market transaction.
Dynatrace (DT) CRO awarded performance PSUs tied to TSR and financial goals
Dynatrace's EVP and Chief Revenue Officer, Dan Zugelder, has been granted performance-based stock units. These include 4,043 units tied to relative total stockholder return (rTSR) and 33,522 units based on financial results, both of which represent the right to receive one share of common stock upon vesting. The financial PSUs have a staggered vesting schedule through June 2028, while the rTSR PSUs are set to vest in full on June 5, 2026, all contingent on continued employment.
5 Best Cloud Stocks to Buy as Azure Growth Hits 40%
This article identifies five top cloud stocks, highlighting Dynatrace, Inc. (NYSE:DT) as one of them, amidst strong Azure growth. Dynatrace, despite recent analyst rating adjustments due to near-term guidance, is showcased as a promising investment, particularly receiving endorsement from Starboard Value which sees it as undervalued with significant margin expansion potential. The hedge fund believes Dynatrace is well-positioned to capitalize on increasing AI and cloud complexity, predicting substantial buybacks and ARR growth through fiscal 2027.
Handelsbanken Fonder AB Sells 735,000 Shares of Dynatrace, Inc. $DT
Handelsbanken Fonder AB reduced its stake in Dynatrace, Inc. (NYSE:DT) by 32.6% in the fourth quarter, selling 735,000 shares and retaining 1,522,400 shares valued at approximately $65.98 million. Despite this sale, Dynatrace reported strong quarterly results, beating EPS and revenue estimates, and has a $1 billion share repurchase program in place. Analysts maintain a "Moderate Buy" rating for the stock with an average price target of $46.50.
Dynatrace Inc (DT) Shares Surge 3.9% -- What GF Score of 80 Tells Investors
Dynatrace Inc (DT) shares surged 3.9% today, trading at $39.85, significantly below its GF Value™ estimate of $67.77, indicating it is undervalued. The company holds a strong GF Score™ of 80/100, driven by robust growth (10/10) but tempered by weaker valuation (4/10) and momentum (2/10) ranks. Recent insider buying further suggests confidence in the stock's future.
Dynatrace (DT) FY2026 ARR Surpasses $2B on Strong Q4 Revenue Growth
Dynatrace Inc. (NYSE: DT) has reported significant financial growth, with its FY2026 ARR exceeding $2 billion, an 18% increase year-over-year. The company's Q4 revenue grew 19% to $532 million, and it generated $529 million in free cash flow for the full year. Dynatrace also secured 22 deals over $1 million in annual contract value and acquired DevCycle and Bindplane, setting a target for FY227 ARR between $2.38 billion and $2.40 billion.
Northwestern Mutual Wealth Management Co. Acquires 1,879,728 Shares of Dynatrace, Inc. $DT
Northwestern Mutual Wealth Management Co. significantly increased its stake in Dynatrace, Inc. (NYSE:DT) during the fourth quarter, acquiring an additional 1,879,728 shares to bring its total holding to over 1.88 million shares valued at approximately $81.5 million. This investment comes as Dynatrace reported better-than-expected fiscal Q4 results and reiterated positive forward guidance, despite some analysts lowering price targets due to perceived caution on near-term upside. The company also announced a new $1 billion share buyback program, indicating management's confidence in the stock's valuation.
Stephens Investment Management Group LLC Purchases 64,229 Shares of Dynatrace, Inc. $DT
Stephens Investment Management Group LLC increased its stake in Dynatrace, Inc. by 6.2% in the fourth quarter of 2025, purchasing an additional 64,229 shares and bringing its total holdings to 1,104,704 shares valued at approximately $47.9 million. Dynatrace recently exceeded fiscal Q4 earnings expectations with EPS of $0.41 and revenue of $531.7 million, though near-term guidance led to cautious investor sentiment and some analyst price target reductions. Despite mixed guidance, the company has a $1 billion share repurchase plan and many analysts maintain "Buy" ratings.
Analysts Offer Insights on Technology Companies: Dynatrace (DT) and Core Scientific Inc (CORZ)
Analysts from Wells Fargo and Jefferies have issued bullish ratings for Dynatrace (DT) and Core Scientific Inc (CORZ), respectively. Dynatrace received a Buy rating with a $50.00 price target, while Core Scientific Inc also secured a Buy rating with a $37.00 price target. Both companies are seen as having significant upside potential based on analyst consensus.
Analysts Offer Insights on Technology Companies: Dynatrace (DT) and Core Scientific Inc (CORZ)
Two technology companies, Dynatrace (DT) and Core Scientific Inc (CORZ), recently received bullish sentiments from analysts. Wells Fargo maintained a Buy rating on Dynatrace with a $50.00 price target, while Jefferies maintained a Buy rating on Core Scientific Inc with a $37.00 price target. Both companies show strong buy consensus ratings from analysts.
Qsemble Capital Management LP Has $4.41 Million Stock Position in Dynatrace, Inc. $DT
Qsemble Capital Management LP significantly increased its stake in Dynatrace, Inc. by 408.5% in Q4, raising its holdings to 101,756 shares valued at $4.41 million. Despite a strong fiscal Q4 earnings beat with $0.41 EPS and 19.4% revenue growth, investors reacted negatively to mixed guidance and concerns about slower annual recurring revenue growth. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $46.50, although some price targets were slightly lowered.
Pictet Asset Management (NYSE: DT) discloses 4.51% Dynatrace stake for clients
Pictet Asset Management has disclosed an amended Schedule 13D filing, revealing a beneficial ownership of 13,438,345 shares, or 4.51%, of Dynatrace, Inc. common stock for its institutional clients. The total cost of this position is approximately $656.5 million, funded by client assets without borrowing. Pictet maintains sole voting power over 11,964,352 shares and sole dispositive power over all 13,438,345 shares, emphasizing an engagement-focused investment strategy rather than seeking control.
Analysts Are Bullish on These Technology Stocks: Dynatrace (DT), Cisco Systems (CSCO)
Analysts from Rosenblatt Securities and Bank of America Securities have issued bullish sentiments on several technology stocks. Dynatrace (DT) received a Buy rating with a $52.00 price target, while Cisco Systems (CSCO) also maintained a Buy rating with a $150.00 price target. Additionally, Corpay Inc (CPAY) was maintained at a Buy rating with a $380.00 price target, underscoring analyst optimism in the sector.
Dynatrace, Inc. Stock 12‑Month Price Target Cut to $44.02, Implies 27% Upside
Dynatrace, Inc.'s average 12-month price target has been adjusted to $44.02 from $44.33, according to estimates from 32 analysts, reflecting a potential upside of approximately 27% from its May 13 closing price. Despite this slight reduction, the consensus rating from 39 analysts remains a "Buy," with 27 recommending Buy, 12 Hold, and 0 Sell. Investors can find more detailed forecasts and analyst recommendations on TradingView's platform.
Dynatrace Analysts Cut Their Forecasts After Q4 Earnings
Dynatrace (NYSE: DT) reported upbeat Q4 earnings but issued first-quarter sales guidance below analyst estimates. Following the announcement, analysts from BMO Capital and Barclays lowered their price targets on the stock while maintaining their existing ratings. Dynatrace's CEO highlighted a strong finish to FY26, surpassing $2 billion in ARR, and emphasized the company's role in an AI-first world.
Dynatrace, Inc. Stock 12‑Month Price Target Cut to $44.33, Implies 28% Upside
The 12-month average price target for Dynatrace, Inc. (DT) stock has been revised down slightly from $44.64 to $44.33 by analysts, though it still implies a potential 28% upside based on the last closing price. The consensus rating among 39 analysts remains a strong "Buy," with a majority recommending "Buy" and several "Hold" ratings.
BMO cuts Dynatrace stock price target on weaker Q4 results
BMO Capital has reduced its price target for Dynatrace Inc. (NYSE:DT) to $43 from $45, while maintaining an Outperform rating, due to weaker-than-expected Q4 net new annual recurring revenue. Despite the near-term challenges, Dynatrace's stock appears undervalued with impressive gross profit margins and revenue growth. Other analysts like KeyBanc, Canaccord Genuity, Morgan Stanley, and Guggenheim have also adjusted their outlooks on Dynatrace, reflecting varying perspectives on its future performance.
Dynatrace, Inc. (NYSE:DT) Q4 2026 Earnings Call Transcript
Dynatrace reported a strong Q4 and fiscal year 2026, surpassing $2 billion in ARR with 16% growth for the fourth consecutive quarter. The company outlined its strategy to leverage its architectural advantages in observability and AI, focusing on both human-led and agent-led operating modes. Dynatrace also provided an optimistic fiscal 2027 outlook, projecting accelerated ARR growth and continued profitability, driven by expanding cloud native integrations, logs adoption, and increasing demand for its AI-powered platform.
Dynatrace Inc (DT) Q4 2026 Earnings Call Highlights: Surpassing $2 Billion ARR with Strong Growth and Strategic Innovations
Dynatrace Inc (DT) reported strong financial results for Q4 and full fiscal year 2026, surpassing $2 billion in Annual Recurring Revenue (ARR) with 16% growth. The company achieved significant strategic advancements including major platform innovations and customer wins. Despite robust consumption growth and architectural advantages, the company noted a lag in revenue reflection due to the DPS model and temporary margin pressure from increased cloud hosting costs.
Dynatrace, Inc. Stock 12‑Month Price Target Cut to $46.14, Implies 18% Upside
Dynatrace, Inc. stock's average 12-month price target has been lowered from $47.56 to $46.14 by 32 analysts, implying an 18% potential upside from its May 12 closing price. Despite the cut, the consensus rating from 39 covering analysts remains a "Buy," with 27 Buy ratings, 12 Holds, and no Sells. Investors can find more detailed price target data and analyst recommendations on TradingView's Forecasts tab and News Flow.
Dynatrace Inc (DT) Q4 2026 Earnings Call Highlights: Surpassing $2 Billion ARR with Strong Growth and Strategic Innovations
Dynatrace Inc (DT) reported strong financial results for Q4 and fiscal year 2026, surpassing $2 billion in Annual Recurring Revenue (ARR) with consistent 16% growth. The company highlighted major platform innovations, including Dynatrace Intelligence and AI agents, contributing to significant customer wins and a leadership position in observability and AIOps. Despite some temporary margin pressure from increased cloud hosting costs and a lower-than-expected Q4 net new ARR growth, Dynatrace provided optimistic fiscal 2027 guidance, anticipating continued growth driven by strategic execution and AI adoption.
Agentic Workflows Are an Observability Tailwind, but We Are Not Yet Seeing It in Dynatrace's Growth
This article from Morningstar discusses how agentic workflows, while being an observability tailwind, are not yet positively impacting Dynatrace's growth. The author, Mark Giarelli, notes that despite these industry-wide tailwinds, Dynatrace's earnings are not reflecting this, leading to a lowered fair value estimate for the company. Dynatrace is described as a software-as-a-service observability platform that assesses a system's state using its telemetry data.
Dynatrace Releases Q4 2026 Financial Results
Dynatrace, Inc. announced fourth-quarter 2026 financial results that surpassed Wall Street's expectations, reporting earnings per share of $0.42 against an estimated $0.39, a 5.1% beat. The company saw a significant year-over-year increase in EPS, climbing 223.1% from the previous year, driven by strong demand for its observability and security platform. Analysts maintain a positive outlook on the stock, with the company benefiting from ongoing digital transformation and cloud-native architecture investments.
Transcript: Dynatrace Q4 2026 Earnings Conference Call
Dynatrace (NYSE: DT) reported strong Q4 2026 results, surpassing $2 billion in ARR with a consistent 16% ARR growth, driven significantly by its logs segment which grew over 100%. The company highlighted strategic advancements including Dynatrace Intelligence for AI-driven observability, enhanced cloud-native integrations, and key acquisitions. For fiscal 2027, Dynatrace forecasts 15.5% to 16.5% ARR growth, emphasizing its architectural advantage, ongoing innovation, and robust operational efficiency in a rapidly expanding AI-powered observability market.
Earnings Flash (DT) Dynatrace, Inc. Reports Q4 Revenue $531.7M, vs. FactSet Est of $521.0M
Dynatrace, Inc. (DT) reported its fourth-quarter revenue as $531.7 million, surpassing FactSet's estimate of $521.0 million. This financial update indicates a stronger-than-expected performance for the AI-powered observability platform company.
Dynatrace Inc earnings beat by $0.02, revenue topped estimates
Dynatrace Inc (NYSE: DT) reported strong fourth-quarter results, beating analyst estimates with EPS of $0.41 and revenue of $532M. The company also provided optimistic guidance for Q1 and full-year 2027, projecting higher EPS and revenue than consensus estimates. Dynatrace's stock has shown positive movement in the last three months, though it is down over the past year.
Dynatrace surpasses $2B ARR, FY26 revenue $2.02B, non-GAAP operating margin 29%
Dynatrace (DT) has reported its fourth-quarter and full-year fiscal 2026 results, announcing it surpassed $2 billion in annual recurring revenue (ARR) and achieved full-year revenue of $2.018 billion. The company posted a FY26 non-GAAP operating margin of 29% and non-GAAP net income per diluted share of $1.70. Key business highlights included a record 22 deals greater than $1 million in Q4 and the acquisition of DevCycle and Bindplane.
GUIDANCE: (DT) Dynatrace, Inc. Expects Q1 Adjusted EPS Range $0.44 - $0.45
Dynatrace, Inc. provided guidance for its first quarter, projecting an adjusted EPS in the range of $0.44 to $0.45. This financial outlook offers investors and analysts insight into the company's expected performance for the upcoming quarter.
Dynatrace (NYSE: DT) tops $2B ARR with 19% FY26 revenue growth
Dynatrace (NYSE: DT) reported strong fourth-quarter and full-year fiscal 2026 results, with annual recurring revenue exceeding $2 billion and total revenue growth of 19%. The company achieved a non-GAAP operating margin of 29% for fiscal 2026 and generated $529.5 million in free cash flow. Dynatrace also provided fiscal 2027 guidance, anticipating mid-teens constant-currency growth in ARR and revenue, alongside a non-GAAP operating margin of approximately 29.5%.
Dynatrace: Fiscal Q4 Earnings Snapshot
Dynatrace Inc. (DT) reported strong fiscal fourth-quarter earnings, beating Wall Street expectations for both profit and revenue. The software intelligence company announced adjusted earnings of 42 cents per share on revenue of $531.7 million, with analysts having projected 39 cents per share and $520.6 million respectively. For the coming quarter and full year, Dynatrace provided optimistic guidance, forecasting continued growth in both earnings and revenue.
Technical Reactions to DT Trends in Macro Strategies
This article provides an AI-generated technical analysis for Dynatrace Inc. (NYSE: DT), indicating strong near and mid-term sentiment but a weak long-term outlook. It outlines specific trading strategies (Position, Momentum Breakout, Risk Hedging) with entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strengths, offering support and resistance levels for various holding periods.
Dynatrace Named a Leader and an Outperformer for the Second Consecutive Year in the 2026 GigaOm Radar for Kubernetes Observability
Dynatrace has been recognized as a Leader and Outperformer in the 2026 GigaOm Radar for Kubernetes Observability for the second consecutive year. The report highlights Dynatrace's comprehensive platform, advanced automation, and AI-driven insights for managing complex Kubernetes environments, which are increasingly vital for modern enterprise infrastructure and generative AI workloads. GigaOm praised Dynatrace's AI-driven deterministic root cause analysis, setting an industry standard for precise issue identification within Kubernetes topology.
UNIVEST FINANCIAL Corp Buys Shares of 27,966 Dynatrace, Inc. $DT
UNIVEST FINANCIAL Corp acquired a new stake of 27,966 shares in Dynatrace, valued at approximately $1.21 million, during the fourth quarter. Dynatrace has significant institutional interest, with 94.28% of its shares held by institutional investors, and recently approved a $1 billion share buyback plan after beating earnings expectations. Analysts currently rate Dynatrace as a Moderate Buy with a consensus target price of $51.32.
Generali Asset Management SPA SGR Purchases New Shares in Dynatrace, Inc. $DT
Generali Asset Management SPA SGR has acquired a new stake in Dynatrace, Inc. (NYSE:DT), purchasing 36,549 shares valued at approximately $1.58 million in the fourth quarter. This move comes as Dynatrace reported stronger-than-expected quarterly earnings and authorized a $1 billion share repurchase plan. Analysts currently rate Dynatrace as a "Moderate Buy" with an average price target of $51.32.
F m Investments LLC Has $393,000 Stock Holdings in Dynatrace, Inc. $DT
F m Investments LLC has significantly reduced its stake in Dynatrace, Inc. ($DT) by 91.4% in the fourth quarter, now holding 9,074 shares valued at $393,000. Despite this reduction, institutional investors collectively own 94.28% of the company's stock, and insider Stephen A. Mcmahon recently increased his holdings. Dynatrace posted strong quarterly results, beating EPS and revenue estimates, and announced a $1 billion share repurchase program, with analysts maintaining a "Moderate Buy" rating.
UBS Group AG Lowers Stock Position in Dynatrace, Inc. $DT
UBS Group AG significantly reduced its stake in Dynatrace, Inc. by 44.5% during the fourth quarter, selling over 520,000 shares. Despite this reduction, Dynatrace reported strong financial results, beating quarterly expectations with $0.44 EPS and $515.47 million in revenue, leading to a projected FY 2026 EPS of $1.67-$1.69. The company also authorized a $1 billion share buyback program and saw insider buying from EVP Stephen A. McMahon.
Dynatrace (DT) Is Up 11.5% After Starboard Pushes Margin Gains And Buybacks - What's Changed
Dynatrace (DT) shares rose 11.5% after activist investor Starboard Value disclosed a significant stake and urged the company to improve margins, accelerate share repurchases, and explore options to boost shareholder value. This activism coincides with positive earnings forecasts and recent recognition for Dynatrace's AI-driven observability platform. The article emphasizes how Starboard's agenda could influence Dynatrace's growth and profitability, while the core investment thesis remains tied to product adoption and competitive positioning in the AI observability market.
Dynatrace (DT) Q4 2026 Preview: EPS Est. $0.39, Reports May 13
Wall Street anticipates Dynatrace (NYSE:DT) will report fourth-quarter fiscal 2026 results on May 13, with an estimated EPS of $0.39 and revenue of $521.2 million. Analyst estimates for EPS have shown a 5.4% increase over the last 90 days, indicating growing optimism. Investors will be closely watching for annual recurring revenue growth, net retention rates, and management's fiscal year 2027 guidance to assess the company's future growth trajectory and competitive position.
Dynatrace (DT) Q4 2026 Preview: EPS Est. $0.39, Reports May 13
Dynatrace (NYSE:DT) is expected to report its fourth-quarter fiscal 2026 results on May 13, with Wall Street anticipating earnings of $0.39 per share on revenue of $521.2 million. Analyst estimates have seen an increase over the past 90 days, indicating optimism about the company's profitability. Investors will be keenly watching for commentary on growth acceleration, subscription base health, and management's guidance for fiscal year 2027.
Dynatrace Named a Leader and an Outperformer for the Second Consecutive Year in the 2026 GigaOm Radar for Kubernetes Observability
Dynatrace has been recognized as a Leader and an Outperformer in the 2026 GigaOm Radar for Kubernetes Observability for the second consecutive year. The report highlights Dynatrace's AI-driven, full-stack Kubernetes observability and automated operations, positioning it closest to the center of the Radar. This acknowledgment underscores Dynatrace's ability to help organizations manage complex Kubernetes environments and generative AI workloads with advanced automation and AI-driven insights.
Earnings Preview: Dynatrace to Report Financial Results Pre-market on May 13
Dynatrace (NYSE: DT) is scheduled to announce its financial results before market open on Monday, May 13th. The company is expected to report Q4 earnings of $0.29 per share on revenue of $386.99 million. This report analyzes analysts' sentiment, recent stock performance, and historical earnings data for Dynatrace, indicating an optimistic outlook with 18 "buy" ratings and a strong average analyst price target.
