Dynatrace (NYSE:DT) Given “Buy” Rating at Guggenheim

Guggenheim restated their buy rating on shares of Dynatrace (NYSE:DT) in a research report sent to investors on Tuesday,Benzinga reports. They currently have a $68.00 price target on the stock.

Other equities research analysts have also recently issued research reports about the company. Wells Fargo & Company reduced their price objective on Dynatrace from $65.00 to $50.00 and set an “overweight” rating for the company in a report on Tuesday. Scotiabank dropped their price target on Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating for the company in a report on Tuesday. Citigroup decreased their price objective on Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a report on Friday, January 16th. UBS Group set a $51.00 price objective on Dynatrace in a research report on Thursday, November 6th. Finally, Canaccord Genuity Group set a $50.00 target price on Dynatrace in a report on Tuesday. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $53.00.

Dynatrace Price Performance

Shares of Dynatrace stock opened at $36.77 on Tuesday. The business has a fifty day simple moving average of $41.62 and a two-hundred day simple moving average of $46.06. Dynatrace has a 1 year low of $32.83 and a 1 year high of $63.00. The company has a market capitalization of $11.09 billion, a price-to-earnings ratio of 60.28, a P/E/G ratio of 2.85 and a beta of 0.84.

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

Dynatrace declared that its Board of Directors has approved a stock repurchase plan on Monday, February 9th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the company to repurchase up to 9.8% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling at Dynatrace

In other Dynatrace news, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $46.69, for a total value of $93,380.00. Following the sale, the chief accounting officer owned 23,380 shares of the company’s stock, valued at approximately $1,091,612.20. This trade represents a 7.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Dan Zugelder sold 7,505 shares of the business’s stock in a transaction 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 transaction, the executive vice president directly owned 8,925 shares of the company’s stock, valued at $404,034.75. This trade represents a 45.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 9,843 shares of company stock valued at $448,124 over the last 90 days. Corporate insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Congress Asset Management Co. increased its position 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 grew its stake 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 last quarter. Vontobel Holding Ltd. increased 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 lifted its stake in shares of 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 during the last quarter. Finally, Stephens Investment Management Group LLC boosted its holdings in shares of Dynatrace by 63.1% during 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. Institutional investors own 94.28% of the company’s stock.

Dynatrace News Roundup

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.