Dynatrace (NYSE:DT) Issues Q4 2026 Earnings Guidance

Dynatrace (NYSE:DT) updated its fourth quarter 2026 earnings guidance on Monday. The company provided earnings per share guidance of 0.380-0.390 for the period, compared to the consensus earnings per share estimate of 0.300. The company issued revenue guidance of $518.0 million-$523.0 million, compared to the consensus revenue estimate of $514.2 million. Dynatrace also updated its FY 2026 guidance to 1.670-1.690 EPS.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. UBS Group set a $51.00 price target on Dynatrace in a report on Thursday, November 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Dynatrace in a research report on Monday, December 29th. Truist Financial cut their target price on Dynatrace from $60.00 to $55.00 and set a “buy” rating on the stock in a research report on Wednesday, November 19th. BTIG Research lowered their target price on shares of Dynatrace from $67.00 to $53.00 and set a “buy” rating on the stock in a research report on Monday. Finally, Cantor Fitzgerald dropped their price objective on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating on the stock in a research note on Friday. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, Dynatrace has a consensus rating of “Moderate Buy” and a consensus target price of $55.88.

Dynatrace Stock Performance

Shares of DT stock opened at $36.22 on Tuesday. The stock has a market cap of $10.92 billion, a PE ratio of 21.69, a P/E/G ratio of 2.66 and a beta of 0.84. Dynatrace has a 1 year low of $32.83 and a 1 year high of $63.00. The stock has a fifty day moving average price of $41.78 and a 200 day moving average price of $46.18.

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

Dynatrace announced that its board has approved a stock buyback program on Monday, February 9th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the company to repurchase up to 9.8% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In related news, CAO Daniel S. Yates sold 2,000 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $46.69, for a total value of $93,380.00. Following the completion of the transaction, the chief accounting officer directly owned 23,380 shares in the company, valued at approximately $1,091,612.20. This represents a 7.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Dan Zugelder sold 7,505 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total value of $339,751.35. Following the completion of the sale, the executive vice president directly owned 8,925 shares in the company, valued at approximately $404,034.75. The trade was a 45.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 9,843 shares of company stock worth $448,124. Corporate insiders own 0.57% of the company’s stock.

Key Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 results beat estimates — Revenue $515.5M (vs. $506.3M est.) and EPS $0.44 (vs. $0.41 est.); management highlighted continued double‑digit net new ARR growth. Dynatrace Reports Third Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Company raised outlook — updated Q4 and FY‑2026 EPS and revenue guidance materially above prior consensus, signaling stronger profitability and topline momentum. Dynatrace Stock Pops on Lifted Outlook, Strong Q3 Results
• Positive Sentiment: Board authorized a $1.0 billion share buyback (≈9.8% of shares outstanding), a sign management believes shares are undervalued and will return cash to shareholders. RTT News — Stock Buybacks
• Positive Sentiment: Growth drivers: analysts and press point to expanding cloud partnerships and rising free cash flow as underpinning sustainable revenue/ARR growth. Why Dynatrace Stock Climbed Today
• Neutral Sentiment: Market reaction and context — multiple outlets reported the beat and buyback and the stock has moved up on the news; note DT still trades below its 50‑ and 200‑day averages and well under its 52‑week high, leaving room for re-rating or further volatility. DT Stock Page — MarketBeat
• Neutral Sentiment: Commentary: company downplayed near‑term AI threats while flagging upside — generally reassuring but not new guidance; useful color for longer‑term thesis. Dynatrace earnings beat — MSN

Institutional Investors Weigh In On Dynatrace

A number of institutional investors have recently bought and sold shares of DT. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Dynatrace by 21.3% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,548 shares of the company’s stock valued at $85,000 after purchasing an additional 272 shares during the last quarter. Jones Financial Companies Lllp increased its holdings in shares of Dynatrace by 19.2% during the 1st quarter. Jones Financial Companies Lllp now owns 2,161 shares of the company’s stock worth $102,000 after buying an additional 348 shares during the last quarter. Connecticut Wealth Management LLC purchased a new position in shares of Dynatrace in the 2nd quarter worth $226,000. Voleon Capital Management LP purchased a new stake in Dynatrace during the third quarter valued at about $221,000. Finally, Coldstream Capital Management Inc. grew its position in Dynatrace by 10.5% during the third quarter. Coldstream Capital Management Inc. now owns 4,604 shares of the company’s stock valued at $223,000 after acquiring an additional 437 shares during the period. 94.28% of the stock is currently owned by hedge funds and other institutional investors.

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.