Dynatrace (NYSE:DT) Earns Buy Rating from Guggenheim

Dynatrace (NYSE:DT)‘s stock had its “buy” rating restated by Guggenheim in a research report issued on Tuesday,Benzinga reports. They currently have a $68.00 price target on the stock. Guggenheim’s target price points to a potential upside of 84.63% from the company’s current price.

A number of other equities analysts have also commented on the stock. Barclays decreased their price target on shares of Dynatrace from $57.00 to $47.00 and set an “overweight” rating on the stock in a report on Tuesday. BMO Capital Markets cut their target price on shares of Dynatrace from $56.00 to $45.00 and set an “outperform” rating for the company in a research report on Monday. Citigroup lowered their price target on Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Jefferies Financial Group dropped their price target on Dynatrace from $65.00 to $55.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Finally, TD Cowen reduced their price objective on Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $54.17.

Dynatrace Stock Up 1.8%

NYSE:DT traded up $0.65 during trading hours on Tuesday, hitting $36.83. 1,366,077 shares of the company’s stock traded hands, compared to its average volume of 5,668,979. Dynatrace has a 52 week low of $32.83 and a 52 week high of $63.00. The business’s fifty day simple moving average is $41.78 and its two-hundred day simple moving average is $46.18. The firm has a market cap of $11.10 billion, a P/E ratio of 21.99, a P/E/G ratio of 2.66 and a beta of 0.84.

Dynatrace (NYSE:DT) last released its quarterly earnings results on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.41 by $0.03. The firm had revenue of $515.47 million for the quarter, compared to analysts’ expectations of $506.31 million. Dynatrace had a return on equity of 9.24% and a net margin of 27.33%.The company’s revenue was up 18.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.37 EPS. Dynatrace has set its FY 2026 guidance at 1.670-1.690 EPS and its Q4 2026 guidance at 0.380-0.390 EPS. On average, analysts expect that Dynatrace will post 0.68 EPS for the current year.

Dynatrace declared that its board has initiated a stock repurchase program on Monday, February 9th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the company to purchase up to 9.8% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling

In related news, EVP Dan Zugelder sold 7,505 shares of Dynatrace stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total value of $339,751.35. Following the transaction, the executive vice president directly owned 8,925 shares of the company’s stock, valued at $404,034.75. The trade was a 45.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CAO Daniel S. Yates sold 2,000 shares of the company’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $46.69, for a total transaction of $93,380.00. Following the sale, the chief accounting officer owned 23,380 shares of the company’s stock, valued at $1,091,612.20. This represents a 7.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 9,843 shares of company stock worth $448,124 over the last ninety days. Insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Forsta AP Fonden boosted its stake in shares of Dynatrace by 60.4% during the 4th quarter. Forsta AP Fonden now owns 200,400 shares of the company’s stock valued at $8,685,000 after purchasing an additional 75,500 shares in the last quarter. Norges Bank bought a new position in Dynatrace in the fourth quarter worth about $9,170,000. Eurizon Capital SGR S.p.A. purchased a new stake in Dynatrace in the fourth quarter worth about $2,204,000. Future Fund LLC boosted its position in Dynatrace by 42.3% during the 4th quarter. Future Fund LLC now owns 41,788 shares of the company’s stock valued at $1,811,000 after acquiring an additional 12,417 shares in the last quarter. Finally, National Pension Service grew its holdings in shares of Dynatrace by 184.4% during the 4th quarter. National Pension Service now owns 11,394 shares of the company’s stock worth $494,000 after acquiring an additional 7,388 shares during the period. 94.28% of the stock is currently owned by institutional investors.

Key Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 results beat and solid growth — Dynatrace reported $0.44 EPS vs. $0.41 consensus and revenue of $515.5M (up 18.2% YoY), beating estimates and showing continued ARR momentum. BusinessWire: Q3 Results
• Positive Sentiment: Raised guidance — management lifted Q4 FY2026 EPS guidance to $0.380–$0.390 (vs. $0.300 consensus) and FY2026 EPS to $1.670–$1.690 (vs. ~$1.34 consensus), signaling better-than-expected profitability and top-line outlook. BusinessWire: Guidance
• Positive Sentiment: $1.0 billion buyback approved — the board authorized repurchase of up to ~$1B (about 9.8% of shares), a clear signal of confidence in cash generation and a move that should be accretive to EPS and support the share price. RTT News: Buyback
• Positive Sentiment: Analyst support — KeyCorp raised its price target to $52 and gave an “overweight” rating, pointing to meaningful upside from current levels. Benzinga: KeyCorp PT Raise
• Neutral Sentiment: Mixed analyst action — BTIG cut its target from $67 to $53 but maintained a “buy” rating, which still implies upside but reflects a trimmed valuation view. Benzinga: BTIG Target Cut
• Neutral Sentiment: Media/analyst commentary highlights secular drivers — coverage notes that cloud partnerships and expanding free cash flow are supporting growth and enabling buybacks; useful context but not new data. Fool: Coverage on Drivers

About Dynatrace

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.