BTIG Research Has Lowered Expectations for Dynatrace (NYSE:DT) Stock Price

Dynatrace (NYSE:DT) had its target price cut by equities research analysts at BTIG Research from $67.00 to $53.00 in a report released on Monday,Benzinga reports. The firm presently has a “buy” rating on the stock. BTIG Research’s price target would suggest a potential upside of 44.14% from the stock’s current price.

DT has been the topic of a number of other reports. Canaccord Genuity Group set a $50.00 price objective on Dynatrace in a research report on Tuesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Dynatrace in a research note on Monday, December 29th. Citigroup decreased their price target on Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Truist Financial dropped their price objective on Dynatrace from $60.00 to $55.00 and set a “buy” rating for the company in a report on Wednesday, November 19th. Finally, Keefe, Bruyette & Woods upgraded shares of Dynatrace to a “buy” rating in a research report on Monday. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Dynatrace has an average rating of “Moderate Buy” and a consensus target price of $53.00.

Dynatrace Stock Performance

Shares of NYSE:DT opened at $36.77 on Monday. Dynatrace has a twelve month low of $32.83 and a twelve month high of $63.00. The firm has a market cap of $11.09 billion, a PE ratio of 60.28, a price-to-earnings-growth ratio of 2.85 and a beta of 0.84. The business has a fifty day moving average of $41.62 and a 200-day moving average of $46.06.

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

Dynatrace announced that its Board of Directors has approved 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 purchase up to 9.8% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its stock is undervalued.

Insider Activity at Dynatrace

In related news, EVP Dan Zugelder sold 7,505 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total transaction of $339,751.35. Following the completion of the transaction, the executive vice president owned 8,925 shares in the company, valued at approximately $404,034.75. The trade was a 45.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Daniel S. Yates sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $46.69, for a total transaction of $93,380.00. Following the completion of the sale, the chief accounting officer directly owned 23,380 shares of the company’s stock, valued at $1,091,612.20. The trade was a 7.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 9,843 shares of company stock worth $448,124 in the last three months. 0.57% of the stock is owned by insiders.

Institutional Investors Weigh In On Dynatrace

Large investors have recently made changes to their positions in the stock. Congress Asset Management Co. lifted its holdings in shares of Dynatrace by 6.8% in the third quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock valued at $161,407,000 after purchasing an additional 212,607 shares in the last quarter. Allspring Global Investments Holdings LLC raised its position in Dynatrace by 5.4% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 1,077,181 shares of the company’s stock valued at $52,039,000 after buying an additional 55,040 shares during the last quarter. Vontobel Holding Ltd. lifted its stake in Dynatrace by 790.5% in the 3rd quarter. Vontobel Holding Ltd. now owns 48,702 shares of the company’s stock valued at $2,360,000 after acquiring an additional 43,233 shares in the last quarter. Penserra Capital Management LLC lifted its stake 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 acquiring an additional 40,136 shares in the last quarter. Finally, Stephens Investment Management Group LLC boosted its position in Dynatrace by 63.1% during the 3rd quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock worth $50,411,000 after acquiring an additional 402,585 shares during the last quarter. Institutional investors own 94.28% of the company’s stock.

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat and raised guidance — Dynatrace reported $515.5M revenue and $0.44 EPS (both above estimates), lifted FY‑2026 guidance (EPS and revenue) and showed strong ARR/retention metrics, a clear catalyst for the rally. Dynatrace Reports Third-Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: $1.0 billion buyback — The Board authorized repurchases (~9.8% of shares outstanding), which reduces float and signals management confidence; that helps support the share price. RTT News – Stock Buybacks
• Positive Sentiment: Strong subscription metrics & product momentum — ARR (~$1.97B), 111% net retention and adoption of Dynatrace Intelligence (agentic AI operations) plus the DevCycle acquisition position the company for continued high‑quality recurring growth. Dynatrace earnings coverage
• Positive Sentiment: Some brokers remain bullish — Guggenheim reaffirmed a buy with a $68 target and KeyCorp raised its target to $52, giving upside scenarios that support investor interest. Guggenheim / TickerReport
• Neutral Sentiment: Analyst commentary & coverage pieces highlight the stock as a growth/value mix for investors, framing Dynatrace as essential infrastructure in cloud/AI environments (useful context but not an immediate price mover). Zacks – 3 Reasons Why Growth Investors Shouldn’t Overlook Dynatrace
• Negative Sentiment: Mixed/softer analyst targets — Several firms trimmed targets (Morgan Stanley to $43, Wells Fargo to $50, Scotiabank to $47; BTIG cut its target as well), reflecting sector valuation compression and capping some upside despite strong fundamentals. The Fly – Analyst Target Changes

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.