Dynatrace’s (DT) “Buy” Rating Reiterated at Guggenheim

Guggenheim reiterated their buy rating on shares of Dynatrace (NYSE:DT) in a research report released on Tuesday morning,Benzinga reports. They currently have a $68.00 price objective on the stock.

A number of other research firms have also recently commented on DT. Citigroup dropped their target price on shares of Dynatrace from $64.00 to $60.00 and set a “buy” rating for the company in a report on Friday, January 16th. Jefferies Financial Group dropped their price objective on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Scotiabank cut their target price on shares of Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating on the stock in a research report on Tuesday. Canaccord Genuity Group set a $50.00 price target on shares of Dynatrace in a report on Tuesday. Finally, KeyCorp increased their price target on Dynatrace from $50.00 to $52.00 and gave the company an “overweight” rating in a research note on Tuesday. Twenty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $52.52.

Dynatrace Stock Performance

Shares of DT stock opened at $36.54 on Tuesday. Dynatrace has a fifty-two week low of $32.83 and a fifty-two week high of $62.74. The stock’s fifty day moving average price is $41.32 and its two-hundred day moving average price is $45.93. The company has a market cap of $10.90 billion, a PE ratio of 59.90, a P/E/G ratio of 2.93 and a beta of 0.84.

Dynatrace (NYSE:DT) last announced its quarterly earnings data on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.03. The business had revenue of $515.47 million during the quarter, compared to the consensus estimate of $506.31 million. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.Dynatrace’s revenue for the quarter was up 18.2% on a year-over-year basis. During the same period in the prior year, the company earned $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, equities analysts predict that Dynatrace will post 0.68 EPS for the current fiscal year.

Dynatrace declared that its Board of Directors has initiated a stock buyback plan on Monday, February 9th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the company to purchase up to 9.8% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Dynatrace

In related news, CAO Daniel S. Yates sold 2,000 shares of the 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 sale, the chief accounting officer directly owned 23,380 shares in the company, valued at $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 is available at this hyperlink. Also, EVP Dan Zugelder sold 7,505 shares of Dynatrace 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 transaction, the executive vice president directly owned 8,925 shares in the company, valued at $404,034.75. The trade was a 45.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 9,843 shares of company stock valued at $448,124 in the last ninety days. Insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Dynatrace

Hedge funds have recently made changes to their positions in the stock. MAI Capital Management lifted its stake in shares of Dynatrace by 122.4% in the second quarter. MAI Capital Management now owns 547 shares of the company’s stock worth $30,000 after acquiring an additional 301 shares during the period. Cornerstone Planning Group LLC increased its position in Dynatrace by 561.4% during the 3rd quarter. Cornerstone Planning Group LLC now owns 582 shares of the company’s stock valued at $28,000 after purchasing an additional 494 shares during the period. V Square Quantitative Management LLC bought a new position in Dynatrace during the 4th quarter worth approximately $26,000. VSM Wealth Advisory LLC acquired a new position in shares of Dynatrace in the 2nd quarter worth approximately $34,000. Finally, Eastern Bank acquired a new position in shares of Dynatrace in the 2nd quarter worth approximately $35,000. 94.28% of the stock is currently owned by institutional investors.

Key Stories Impacting Dynatrace

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat, raised guidance and double-digit ARR growth reinforce revenue durability and product stickiness; management also emphasized AI observability and platform expansion as future growth drivers. Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
• Positive Sentiment: Board authorized a $1 billion share repurchase program (replacing a largely-completed $500M plan), which reduces share count and signals management confidence. Share Repurchase Program Announced by Dynatrace (NYSE:DT) Board of Directors
• Positive Sentiment: Cantor highlights stronger security sales following recent M&A activity, suggesting cross-sell and product-suite expansion are already contributing to revenue. Cantor Notes Strengthening Security Sales Post-M&A Activity For Dynatrace, Inc. (DT)
• Positive Sentiment: Several firms reiterated bullish views (DA Davidson, Guggenheim, KeyCorp) after the quarter, supporting upside case tied to enterprise consolidation and recurring revenue strength. DA Davidson reaffirms buy on Dynatrace (DT) after solid Q3
• Neutral Sentiment: Sector-value comparisons (e.g., vs. Genpact) highlight valuation tradeoffs for investors deciding between IT services/observability exposures; useful for positioning but not immediately market-moving. G vs. DT: Which Stock Is the Better Value Option?
• Negative Sentiment: Morgan Stanley cut its price target to $43, signaling valuation concerns and contributing to downward pressure. Morgan Stanley Lowers Dynatrace (NYSE:DT) Price Target to $43.00
• Negative Sentiment: BTIG trimmed its target to $53 and Wells Fargo pulled its target to $50—multiple firms citing sector-wide multiple compression rather than company-specific execution failures. BTIG Research Cuts Dynatrace (NYSE:DT) Price Target to $53.00
• Negative Sentiment: Scotiabank lowered expectations for the stock, adding to the cluster of downgrades/target cuts that are weighing on near-term sentiment. Scotiabank Has Lowered Expectations for Dynatrace (NYSE:DT) Stock Price

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.