BTIG Research Issues Pessimistic Forecast for Dynatrace (NYSE:DT) Stock Price

Dynatrace (NYSE:DT) had its price target decreased by equities research analysts at BTIG Research from $67.00 to $53.00 in a note issued to investors on Monday,Benzinga reports. The firm currently has a “buy” rating on the stock. BTIG Research’s price target would suggest a potential upside of 46.33% from the company’s current price.

Several other equities research analysts have also weighed in on DT. Jefferies Financial Group lowered their target price on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Cantor Fitzgerald decreased their price objective on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating on the stock in a research note on Friday. Stifel Nicolaus set a $51.00 price objective on shares of Dynatrace in a report on Monday. Weiss Ratings reissued a “hold (c)” rating on shares of Dynatrace in a report on Monday, December 29th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Dynatrace in a report on Monday. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $55.96.

Dynatrace Trading Up 7.4%

DT stock opened at $36.22 on Monday. Dynatrace has a 1-year low of $32.83 and a 1-year high of $63.00. The business’s 50 day moving average is $41.78 and its 200-day moving average is $46.18. The firm has a market cap of $10.92 billion, a P/E ratio of 21.69, a P/E/G ratio of 2.66 and a beta of 0.84.

Dynatrace (NYSE:DT) last announced its quarterly earnings results on Monday, February 9th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.41 by $0.03. Dynatrace had a return on equity of 9.24% and a net margin of 27.33%.The business had revenue of $515.47 million for the quarter, compared to analyst estimates of $506.31 million. During the same quarter in the previous year, the firm earned $0.37 EPS. Dynatrace’s quarterly revenue was up 18.2% on a year-over-year basis. Dynatrace has set its FY 2026 guidance at 1.670-1.690 EPS and its Q4 2026 guidance at 0.380-0.390 EPS. Sell-side analysts forecast that Dynatrace will post 0.68 EPS for the current year.

Dynatrace announced that its Board of Directors has authorized a share repurchase plan on Monday, February 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the company to buy up to 9.8% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board of directors believes its stock is undervalued.

Insider Activity at Dynatrace

In other Dynatrace news, CAO Daniel S. Yates sold 2,000 shares of the company’s stock in a transaction 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 owned 23,380 shares of the company’s stock, valued at approximately $1,091,612.20. This represents a 7.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Dan Zugelder sold 7,505 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total value of $339,751.35. Following the completion of the transaction, the executive vice president 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 9,843 shares of company stock valued at $448,124 in the last 90 days. 0.57% of the stock is currently owned by corporate insiders.

Institutional Trading of Dynatrace

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in DT. Congress Asset Management Co. increased its holdings in Dynatrace by 6.8% during the 3rd quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock worth $161,407,000 after purchasing an additional 212,607 shares in the last quarter. Allspring Global Investments Holdings LLC boosted its position in shares of Dynatrace by 5.4% during the third quarter. Allspring Global Investments Holdings LLC now owns 1,077,181 shares of the company’s stock worth $52,039,000 after buying an additional 55,040 shares during the period. Vontobel Holding Ltd. grew its holdings in shares of Dynatrace by 790.5% during the third quarter. Vontobel Holding Ltd. now owns 48,702 shares of the company’s stock worth $2,360,000 after buying an additional 43,233 shares in the last quarter. Penserra Capital Management LLC raised its position in Dynatrace by 22.0% in the 3rd quarter. Penserra Capital Management LLC now owns 222,505 shares of the company’s stock valued at $10,780,000 after buying an additional 40,136 shares during the last quarter. Finally, Stephens Investment Management Group LLC lifted its stake in Dynatrace by 63.1% in the 3rd quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock valued at $50,411,000 after acquiring an additional 402,585 shares in the last quarter. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Dynatrace News Summary

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

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.