Dynatrace (NYSE:DT) Issues FY 2026 Earnings Guidance

Dynatrace (NYSE:DT) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 1.670-1.690 for the period, compared to the consensus EPS estimate of 1.340. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion. Dynatrace also updated its Q4 2026 guidance to 0.380-0.390 EPS.

Dynatrace Stock Up 7.4%

Shares of NYSE:DT opened at $36.22 on Tuesday. The firm has a 50 day moving average of $41.78 and a 200 day moving average of $46.18. The company has a market capitalization of $10.92 billion, a price-to-earnings ratio of 21.69, a price-to-earnings-growth ratio of 2.66 and a beta of 0.84. Dynatrace has a 52 week low of $32.83 and a 52 week high of $63.00.

Dynatrace (NYSE:DT) last announced its earnings results on Monday, February 9th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.03. The business 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 business’s revenue for the quarter was up 18.2% on a year-over-year basis. During the same quarter last year, the firm 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, sell-side analysts expect that Dynatrace will post 0.68 EPS for the current year.

Dynatrace declared that its board has initiated a stock repurchase plan on Monday, February 9th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the company to buy up to 9.8% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Analysts Set New Price Targets

DT has been the subject of several analyst reports. UBS Group set a $51.00 price target on shares of Dynatrace in a research report on Thursday, November 6th. BMO Capital Markets restated an “outperform” rating and issued a $45.00 target price on shares of Dynatrace in a research note on Monday. Jefferies Financial Group reduced their price target on Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Barclays set a $47.00 price objective on Dynatrace in a research report on Tuesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Dynatrace in a research report on Monday, December 29th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $55.88.

Insider Activity

In related news, EVP Dan Zugelder sold 7,505 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total value of $339,751.35. Following the sale, the executive vice president owned 8,925 shares in the company, valued at $404,034.75. This represents 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 at this hyperlink. Also, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $46.69, for a total transaction of $93,380.00. Following the transaction, the chief accounting officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 9,843 shares of company stock worth $448,124. Company insiders own 0.57% of the company’s stock.

More 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

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

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.