Dynatrace, Inc. (NYSE:DT) Given Average Rating of "Moderate Buy" by Brokerages

Key Points

• Analysts give Dynatrace a consensus rating of Moderate Buy from 25 firms (19 buys, 5 holds, 1 sell) with an average 12‑month target price of $52.88.
• Dynatrace beat quarterly estimates—$0.44 EPS vs $0.41 expected and $515.47M revenue vs $506.31M—reporting revenue up 18.2% year‑over‑year and setting FY2026 EPS guidance of 1.670–1.690.
• The board authorized a $1.00 billion share repurchase program (about 9.8% of shares), and an EVP purchased additional shares, indicating insider and board confidence.

Shares of Dynatrace, Inc. (NYSE:DT - Get Free Report) have earned a consensus rating of "Moderate Buy" from the twenty-five research firms that are presently covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, five have issued a hold rating and nineteen have issued a buy rating on the company. The average 12 month target price among brokers that have covered the stock in the last year is $52.88.

A number of research analysts recently weighed in on the stock. Stifel Nicolaus set a $51.00 price target on shares of Dynatrace in a research note on Monday, February 9th. Citigroup decreased their price target on shares of Dynatrace from $64.00 to $60.00 and set a "buy" rating on the stock in a research note on Friday, January 16th. Jefferies Financial Group decreased their price target on shares of Dynatrace from $65.00 to $55.00 and set a "buy" rating on the stock in a research note on Monday, January 5th. Cantor Fitzgerald decreased their price target on shares of Dynatrace from $51.00 to $37.00 and set a "neutral" rating on the stock in a research note on Friday, February 6th. Finally, Guggenheim reissued a "buy" rating and issued a $68.00 target price on shares of Dynatrace in a research note on Tuesday, February 10th.

Dynatrace Trading Up 6.4%

Shares of Dynatrace stock opened at $35.39 on Thursday. The firm has a market capitalization of $10.55 billion, a PE ratio of 58.01, a P/E/G ratio of 2.19 and a beta of 0.79. Dynatrace has a twelve month low of $31.64 and a twelve month high of $57.55. The firm's 50-day moving average price is $36.72 and its 200 day moving average price is $42.05.

Dynatrace (NYSE:DT - Get Free Report) last issued its quarterly earnings results on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, beating analysts' consensus estimates of $0.41 by $0.03. The firm had revenue of $515.47 million for the quarter, compared to analyst estimates of $506.31 million. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. Dynatrace's quarterly revenue was up 18.2% compared to the same quarter last year. During the same period last year, the company 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, sell-side analysts predict that Dynatrace will post 0.68 EPS for the current fiscal year.

Dynatrace declared that its board has authorized a share buyback program on Monday, February 9th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the company to purchase up to 9.8% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company's board of directors believes its stock is undervalued.

Insiders Place Their Bets

In other Dynatrace news, EVP Stephen A. Mcmahon bought 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, with a total value of $107,250.00. Following the purchase, the executive vice president directly owned 3,454 shares of the company's stock, valued at $123,480.50. This trade represents a 660.79% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. 0.57% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Hsbc Holdings PLC increased its holdings in shares of Dynatrace by 12.0% during the 4th quarter. Hsbc Holdings PLC now owns 243,259 shares of the company's stock worth $10,568,000 after buying an additional 26,129 shares during the last quarter. Rockefeller Capital Management L.P. increased its holdings in shares of Dynatrace by 14.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 15,008 shares of the company's stock worth $650,000 after buying an additional 1,884 shares during the last quarter. Corient Private Wealth LLC increased its holdings in shares of Dynatrace by 174.9% during the 4th quarter. Corient Private Wealth LLC now owns 42,046 shares of the company's stock worth $1,823,000 after buying an additional 26,752 shares during the last quarter. Pacer Advisors Inc. increased its holdings in shares of Dynatrace by 45.3% during the 4th quarter. Pacer Advisors Inc. now owns 410,484 shares of the company's stock worth $17,790,000 after buying an additional 128,056 shares during the last quarter. Finally, Kera Capital Partners Inc. acquired a new stake in shares of Dynatrace during the 4th quarter worth approximately $343,000. 94.28% of the stock is owned by hedge funds and other institutional investors.

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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