Dynatrace’s (DT) Buy Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reaffirmed their buy rating on shares of Dynatrace (NYSE:DT) in a research report released on Tuesday,Benzinga reports. The firm currently has a $52.00 target price on the stock.

Several other equities research analysts have also weighed in on the company. Wedbush set a $48.00 target price on Dynatrace in a report on Friday, May 15th. Barclays increased their price target on Dynatrace from $44.00 to $48.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Scotiabank reduced their price objective on shares of Dynatrace from $47.00 to $44.00 and set a “sector outperform” rating for the company in a research note on Thursday, May 14th. Jefferies Financial Group reaffirmed a “hold” rating on shares of Dynatrace in a report on Tuesday, July 21st. Finally, Oppenheimer raised their target price on shares of Dynatrace from $45.00 to $55.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Dynatrace presently has a consensus rating of “Moderate Buy” and a consensus price target of $53.77.

Dynatrace Price Performance

NYSE DT opened at $48.87 on Tuesday. Dynatrace has a fifty-two week low of $31.64 and a fifty-two week high of $53.28. The stock’s 50-day moving average is $43.38 and its two-hundred day moving average is $39.52. The firm has a market cap of $14.18 billion, a P/E ratio of 97.74, a price-to-earnings-growth ratio of 3.27 and a beta of 0.72.

Dynatrace (NYSE:DT) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.45 by $0.03. The company had revenue of $554.55 million during the quarter, compared to the consensus estimate of $550.01 million. Dynatrace had a return on equity of 11.07% and a net margin of 7.22%.The firm’s revenue was up 16.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.42 EPS. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. On average, equities analysts expect that Dynatrace will post 1.11 EPS for the current year.

Institutional Trading of Dynatrace

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in DT. NewEdge Advisors LLC boosted its position in shares of Dynatrace by 25.3% in the first quarter. NewEdge Advisors LLC now owns 9,135 shares of the company’s stock valued at $431,000 after acquiring an additional 1,846 shares during the period. Jones Financial Companies Lllp increased 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 worth $102,000 after acquiring an additional 348 shares during the period. Northwestern Mutual Wealth Management Co. raised its stake in 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 during the last quarter. Invesco Ltd. raised its stake in Dynatrace by 38.9% during the 2nd quarter. Invesco Ltd. now owns 793,630 shares of the company’s stock valued at $43,816,000 after purchasing an additional 222,395 shares during the last quarter. Finally, Marshall Wace LLP bought a new stake in Dynatrace in the 2nd quarter valued at $410,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Dynatrace exceeded expectations with fiscal Q1 2027 adjusted EPS of $0.48 versus the $0.45 consensus and revenue of $554.6 million versus $550.2 million. Revenue increased 16.3% year over year. Dynatrace Reports First Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: Growth indicators were particularly strong: annual recurring revenue rose 17%, organic net new ARR growth reached 41%, and net new ARR increased 66%, supported by larger new-logo deals and continued demand for cloud and AI initiatives. Dynatrace Q1 Earnings Beat on ARR Growth and Strong New-Logo Wins
• Positive Sentiment: Management’s EPS outlook was above Wall Street expectations: fiscal 2027 EPS guidance of $1.97–$1.99 compares with a $1.78 consensus, while Q2 EPS guidance of $0.48–$0.49 exceeds the $0.44 estimate.
• Positive Sentiment: Analysts became more constructive after the report. DA Davidson and UBS each raised their price target to $65 and assigned Buy ratings; RBC raised its target to $59 with an Outperform rating, and BTIG raised its target to $62 with a Buy rating. Analyst price-target changes
• Neutral Sentiment: Dynatrace also announced a CFO transition. The change may draw investor attention, although the available reports do not indicate an impact on current operations or guidance. Dynatrace earnings and CFO transition
• Negative Sentiment: Revenue guidance was less compelling than the EPS outlook. Q2 revenue guidance of $565 million–$570 million is slightly below the $570.1 million consensus, and fiscal 2027 revenue guidance of approximately $2.3 billion was described as slightly lowered. This likely contributes to profit-taking despite the earnings beat.

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.