Dynatrace’s (DT) “Buy” Rating Reaffirmed at DA Davidson

DA Davidson reaffirmed their buy rating on shares of Dynatrace (NYSE:DT) in a report released on Wednesday morning,Benzinga reports. DA Davidson currently has a $50.00 target price on the stock.

Other equities research analysts have also recently issued reports about the company. UBS Group set a $64.00 price target on Dynatrace in a research note on Thursday, March 12th. Scotiabank lowered their price objective on Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating on the stock in a research note on Tuesday, February 10th. Rothschild & Co Redburn initiated coverage on Dynatrace in a research report on Thursday, April 23rd. They set a “neutral” rating and a $40.00 target price for the company. Weiss Ratings lowered Dynatrace from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, April 14th. Finally, Guggenheim decreased their price target on Dynatrace from $68.00 to $60.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Nineteen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $51.64.

Dynatrace Stock Performance

Shares of Dynatrace stock opened at $36.39 on Wednesday. The firm has a 50-day moving average of $36.61 and a 200-day moving average of $41.13. Dynatrace has a 52-week low of $31.64 and a 52-week high of $57.55. The stock has a market cap of $10.85 billion, a PE ratio of 59.66, a PEG ratio of 2.17 and a beta of 0.79.

Dynatrace (NYSE:DT) last released its quarterly earnings results on Monday, February 9th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. The business 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 revenue for the quarter was up 18.2% compared to the same quarter last year. During the same period last year, the firm earned $0.37 earnings per share. Dynatrace has set its FY 2026 guidance at 1.670-1.690 EPS and its Q4 2026 guidance at 0.380-0.390 EPS. Equities research analysts predict that Dynatrace will post 0.87 earnings per share for the current fiscal year.

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

Insider Buying and Selling at Dynatrace

In other Dynatrace news, EVP Stephen A. Mcmahon purchased 3,000 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The shares were bought at an average price of $35.75 per share, for a total transaction of $107,250.00. Following the purchase, the executive vice president 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 through this hyperlink. Corporate insiders own 0.57% of the company’s stock.

Institutional Trading of Dynatrace

Several large investors have recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in shares of Dynatrace by 2.4% in the third quarter. Vanguard Group Inc. now owns 32,142,909 shares of the company’s stock worth $1,557,324,000 after acquiring an additional 739,895 shares during the last quarter. Pictet Asset Management Holding SA grew its holdings in shares of Dynatrace by 7.9% during the 1st quarter. Pictet Asset Management Holding SA now owns 15,809,223 shares of the company’s stock valued at $584,649,000 after purchasing an additional 1,160,690 shares during the last quarter. State Street Corp lifted its stake in Dynatrace by 1.0% in the 4th quarter. State Street Corp now owns 10,664,357 shares of the company’s stock valued at $462,193,000 after purchasing an additional 101,994 shares during the last quarter. Wellington Management Group LLP lifted its stake in Dynatrace by 9.0% in the 4th quarter. Wellington Management Group LLP now owns 7,999,919 shares of the company’s stock valued at $346,716,000 after purchasing an additional 659,792 shares during the last quarter. Finally, American Century Companies Inc. boosted its position in Dynatrace by 0.9% in the third quarter. American Century Companies Inc. now owns 7,919,446 shares of the company’s stock valued at $383,697,000 after buying an additional 73,827 shares in the last quarter. 94.28% of the stock is owned by institutional investors and hedge funds.

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Starboard Value disclosed a substantial investment in Dynatrace, calling the company undervalued and signaling potential near‑term activist-driven actions to boost shareholder value. Starboard makes large investment in Dynatrace, sees strategic value
• Positive Sentiment: Market reaction: multiple outlets report DT shares jumped (reports of an ~8% intraday move) after Starboard’s stake became public, reflecting investor enthusiasm for activist-led value creation. Dynatrace (DT) Stock Soars 8% as Starboard Value Builds Major Activist Position
• Positive Sentiment: DA Davidson reaffirmed a “buy” rating and set a $50 price target (~37% upside vs. the current level), providing an additional analyst-supported bullish signal. Benzinga
• Neutral Sentiment: Dynatrace formally acknowledged the shareholder letter and said the board and management are committed to engaging with shareholders and enhancing value — a constructive but non‑specific response that keeps outcome uncertain. Dynatrace Acknowledges Shareholder Letter and Highlights Continued Value Creation
• Neutral Sentiment: Upcoming catalyst: Dynatrace will report fourth‑quarter and full‑year fiscal 2026 results soon, which could reinforce or offset the activist-driven momentum depending on guidance and results. Dynatrace to Report Fourth Quarter and Full Year Fiscal 2026 Financial Results
• Neutral Sentiment: Market commentary notes DT gained while the broader market dipped, indicating stock‑specific drivers (activist news + analyst note) rather than sector wide strength. Why the Market Dipped But Dynatrace (DT) Gained Today
• Negative Sentiment: Activist involvement can also introduce execution risk and short‑term volatility as management and Starboard negotiate strategy changes; investors should watch for proposals that could be disruptive or costly. Starboard Delivers Letter to Dynatrace

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.