Dynatrace (NYSE:DT) Price Target Cut to $47.00 by Analysts at Scotiabank

Dynatrace (NYSE:DT) had its target price lowered by Scotiabank from $60.00 to $47.00 in a research report released on Tuesday morning, Marketbeat reports. The brokerage currently has a sector outperform rating on the stock.

A number of other brokerages have also recently issued reports on DT. Keefe, Bruyette & Woods raised Dynatrace to a “buy” rating in a research report on Monday. KeyCorp upped their price objective on shares of Dynatrace from $50.00 to $52.00 and gave the stock an “overweight” rating in a report on Tuesday. Cantor Fitzgerald dropped their target price on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating on the stock in a report on Friday. BTIG Research cut their target price on shares of Dynatrace from $67.00 to $53.00 and set a “buy” rating for the company in a research report on Monday. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Dynatrace in a research note on Monday. Twenty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $53.00.

Dynatrace Trading Up 1.6%

NYSE DT opened at $36.77 on Tuesday. Dynatrace has a 1-year low of $32.83 and a 1-year high of $63.00. The firm’s fifty day simple moving average is $41.62 and its 200-day simple moving average is $46.06. The company has a market capitalization 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.

Dynatrace (NYSE:DT) last posted its earnings results on Monday, February 9th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.41 by $0.03. The firm 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%. The company’s revenue was up 18.2% compared to the same quarter last year. During the same period in the previous year, the company 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. As a group, analysts predict that Dynatrace will post 0.68 EPS for the current year.

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

Insider Transactions at Dynatrace

In related news, EVP Dan Zugelder sold 7,505 shares of the stock in a transaction dated 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 of the company’s stock, valued at $404,034.75. This represents a 45.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction dated 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 9,843 shares of company stock worth $448,124. 0.57% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of DT. Vanguard Group Inc. boosted its stake in shares of Dynatrace by 2.4% in the 3rd quarter. Vanguard Group Inc. now owns 32,142,909 shares of the company’s stock valued at $1,557,324,000 after purchasing an additional 739,895 shares in the last quarter. Pictet Asset Management Holding SA increased its position in shares of Dynatrace by 16.5% during the 4th quarter. Pictet Asset Management Holding SA now owns 14,648,533 shares of the company’s stock worth $634,985,000 after purchasing an additional 2,076,990 shares in the last quarter. State Street Corp lifted its holdings in Dynatrace by 2.8% during the 3rd quarter. State Street Corp now owns 10,562,363 shares of the company’s stock valued at $511,746,000 after purchasing an additional 286,352 shares during the last quarter. 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. Finally, Wellington Management Group LLP grew its stake in Dynatrace by 719.3% during the third quarter. Wellington Management Group LLP now owns 7,340,127 shares of the company’s stock worth $355,629,000 after buying an additional 6,444,262 shares during the last quarter. 94.28% of the stock is currently owned by institutional investors and hedge funds.

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

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.