Dynatrace (NYSE:DT – Get Free Report) had its target price decreased by equities researchers at Citigroup from $60.00 to $50.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has a “buy” rating on the stock. Citigroup’s price target indicates a potential upside of 30.33% from the stock’s current price.
Several other analysts have also issued reports on DT. Wedbush cut their price target on Dynatrace from $67.00 to $55.00 and set an “outperform” rating for the company in a report on Wednesday, February 11th. BTIG Research dropped their price objective on Dynatrace from $53.00 to $47.00 and set a “buy” rating for the company in a research note on Wednesday. TD Cowen dropped their price objective on Dynatrace from $60.00 to $50.00 and set a “buy” rating for the company in a research note on Wednesday, April 15th. Rosenblatt Securities dropped their price objective on Dynatrace from $60.00 to $52.00 and set a “buy” rating for the company in a research note on Friday, May 1st. Finally, Rothschild & Co Redburn started coverage on Dynatrace in a research note on Thursday, April 23rd. They issued a “neutral” rating and a $40.00 price objective for the company. Twenty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, Dynatrace currently has an average rating of “Moderate Buy” and a consensus target price of $46.50.
View Our Latest Stock Analysis on DT
Dynatrace Stock Performance
Dynatrace (NYSE:DT – Get Free Report) last released its quarterly earnings results on Wednesday, May 13th. The company reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.02. Dynatrace had a return on equity of 10.37% and a net margin of 8.06%.The business had revenue of $531.72 million during the quarter, compared to analyst estimates of $521.01 million. During the same quarter in the previous year, the company posted $0.33 earnings per share. Dynatrace’s revenue for the quarter was up 19.4% on a year-over-year basis. Dynatrace has set its FY 2027 guidance at 1.930-1.950 EPS and its Q1 2027 guidance at 0.440-0.450 EPS. Equities analysts forecast that Dynatrace will post 1.07 earnings per share for the current fiscal year.
Dynatrace announced that its board has approved a share repurchase program on Monday, February 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 9.8% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s management believes its shares are undervalued.
Insider Activity at Dynatrace
In related news, EVP Stephen A. Mcmahon acquired 3,000 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were acquired at an average cost of $35.75 per share, for a total transaction of $107,250.00. Following the completion of the transaction, the executive vice president directly owned 3,454 shares in the company, valued at approximately $123,480.50. This trade represents a 660.79% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 0.57% of the company’s stock.
Institutional Investors Weigh In On Dynatrace
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. OMERS ADMINISTRATION Corp raised its position in Dynatrace by 14.7% during the first quarter. OMERS ADMINISTRATION Corp now owns 11,395 shares of the company’s stock valued at $421,000 after purchasing an additional 1,460 shares during the period. Entropy Technologies LP raised its holdings in shares of Dynatrace by 1.5% in the first quarter. Entropy Technologies LP now owns 94,829 shares of the company’s stock worth $3,507,000 after buying an additional 1,432 shares during the period. Compound Planning Inc. purchased a new stake in shares of Dynatrace in the first quarter worth approximately $262,000. Arrowstreet Capital Limited Partnership purchased a new stake in shares of Dynatrace in the first quarter worth approximately $190,890,000. Finally, Siren L.L.C. grew its stake in Dynatrace by 30.2% in the first quarter. Siren L.L.C. now owns 150,000 shares of the company’s stock worth $5,547,000 after purchasing an additional 34,771 shares in the last quarter. 94.28% of the stock is currently owned by hedge funds and other institutional investors.
Dynatrace News Summary
Here are the key news stories impacting Dynatrace this week:
- Positive Sentiment: Dynatrace reported fiscal Q4 EPS of $0.41, topping estimates of $0.39, and revenue of $531.7 million, up 19.4% year over year, while recurring subscription revenue remained very high and free cash flow stayed strong. Dynatrace shares slide despite quarterly earnings beat
- Positive Sentiment: Several brokers kept bullish views despite trimming targets, including Scotiabank, JPMorgan, Citigroup, and BMO, signaling continued confidence in Dynatrace’s long-term software and observability franchise. Scotiabank Sticks to Their Buy Rating for Dynatrace (DT)
- Neutral Sentiment: Analyst commentary today was mostly mixed-to-bullish overall, with some articles highlighting favorable tech-stock sentiment for Dynatrace but also noting conflicting views across analysts. Analysts Have Conflicting Sentiments on These Technology Companies
- Neutral Sentiment: Some commentary suggested Dynatrace could benefit from broader software and AI observability trends, but these were more thematic than company-specific catalysts. Can Dynatrace Benefit From Russell 1000 Software Trends?
- Negative Sentiment: Despite the earnings beat, investors were disappointed by mixed FY2027 and near-term guidance, including concerns about slower ARR growth and a softer first-quarter outlook. Dynatrace stock falls on fiscal Q4 earnings, mixed 2027 guidance
- Negative Sentiment: Wall Street lowered several price targets after the report, including JPMorgan, Citigroup, Scotiabank, and BMO, reflecting a more cautious stance on near-term upside. Dynatrace (NYSE:DT) Price Target Lowered to $45.00 at JPMorgan Chase & Co.
Dynatrace Company Profile
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.
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