What is Scotiabank’s Estimate for Dynatrace FY2026 Earnings?

Dynatrace, Inc. (NYSE:DT) – Analysts at Scotiabank decreased their FY2026 earnings per share (EPS) estimates for shares of Dynatrace in a research report issued on Wednesday, February 11th. Scotiabank analyst P. Colville now forecasts that the company will post earnings of $0.87 per share for the year, down from their previous estimate of $0.89. Scotiabank has a “Sector Outperform” rating and a $47.00 price objective on the stock. The consensus estimate for Dynatrace’s current full-year earnings is $0.68 per share. Scotiabank also issued estimates for Dynatrace’s FY2027 earnings at $0.97 EPS.

Several other brokerages have also recently commented on DT. Truist Financial dropped their price target on Dynatrace from $60.00 to $55.00 and set a “buy” rating for the company in a research report on Wednesday, November 19th. Morgan Stanley dropped their target price on shares of Dynatrace from $57.00 to $43.00 and set an “equal weight” rating for the company in a report on Tuesday. Rosenblatt Securities reduced their target price on shares of Dynatrace from $67.00 to $60.00 and set a “buy” rating for the company in a research report on Friday, January 30th. Citigroup lowered their price target on shares of Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Finally, Cantor Fitzgerald dropped their price objective on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating for the company in a research note on Friday, February 6th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $52.52.

Dynatrace Stock Up 1.8%

Shares of NYSE DT opened at $37.22 on Friday. The company’s 50-day simple moving average is $41.17 and its 200-day simple moving average is $45.81. Dynatrace has a 52-week low of $32.83 and a 52-week high of $62.66. The firm has a market cap of $11.10 billion, a price-to-earnings ratio of 61.01, a price-to-earnings-growth ratio of 2.91 and a beta of 0.84.

Dynatrace (NYSE:DT) last announced its quarterly earnings results on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.03. The company had revenue of $515.47 million for the quarter, compared to the consensus estimate of $506.31 million. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The firm’s revenue for the quarter was up 18.2% compared to the same quarter last year. During the same period last year, the firm 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.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. V Square Quantitative Management LLC acquired a new stake in shares of Dynatrace during the fourth quarter worth $26,000. Cornerstone Planning Group LLC lifted its stake in shares of Dynatrace by 561.4% in the 3rd quarter. Cornerstone Planning Group LLC now owns 582 shares of the company’s stock worth $28,000 after acquiring an additional 494 shares during the period. MAI Capital Management lifted its stake in shares of Dynatrace by 122.4% in the 2nd quarter. MAI Capital Management now owns 547 shares of the company’s stock worth $30,000 after acquiring an additional 301 shares during the period. RHL Group LLC purchased a new stake in shares of Dynatrace in the fourth quarter valued at about $30,000. Finally, VSM Wealth Advisory LLC acquired a new position in shares of Dynatrace during the second quarter worth about $34,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Insider Buying and Selling at Dynatrace

In other news, EVP Dan Zugelder sold 7,505 shares of the firm’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 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 approximately $404,034.75. This trade represents a 45.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Daniel S. Yates sold 2,000 shares of the business’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 transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 9,843 shares of company stock valued at $448,124. Company insiders own 0.57% of the company’s stock.

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

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat-and-raise: Dynatrace reported revenue and EPS above estimates, raised full‑year revenue guidance, posted ARR growth (~20% to $1.97B), strong net retention (111%) and unveiled Dynatrace Intelligence; management also authorized a $1B buyback — all positive for cash returns, EPS accretion and confidence in recurring revenue. Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
• Positive Sentiment: DA Davidson reaffirmed a buy after the solid Q3 report, reinforcing buy-side support following the beat-and-raise. DA Davidson reaffirms buy on Dynatrace (DT) after solid Q3
• Positive Sentiment: Cantor flags strengthening security-sales momentum after recent M&A (DevCycle etc.), indicating cross-sell/upsell tailwinds that can expand monetization beyond core observability. Cantor Notes Strengthening Security Sales Post-M&A Activity For Dynatrace, Inc. (DT)
• Positive Sentiment: Guggenheim and KeyCorp continue to show bullish conviction (reiterated buy/positive outlooks), supporting demand from institutional investors despite mixed market sentiment. Guggenheim Reiterates “Buy” Rating for Dynatrace (NYSE:DT) KeyCorp Forecasts Strong Price Appreciation for Dynatrace (NYSE:DT) Stock
• Positive Sentiment: Industry commentary and analysis (Seeking Alpha, MarketBeat) highlight product expansion (agentic AI operations, feature management) as potential catalysts for accelerating growth and deeper enterprise integration. Dynatrace: Growth Should Start To Accelerate
• Neutral Sentiment: Scotiabank trimmed its FY2026 and FY2027 EPS estimates slightly (FY26: $0.87 from $0.89; FY27: $0.97 from $0.99) but retained a Sector Outperform rating and a $47 target — a modest statistical tweak rather than a broad loss of conviction. Scotiabank Has Lowered Expectations for Dynatrace (NYSE:DT) Stock Price
• Neutral Sentiment: Valuation/comparison pieces (e.g., Zacks comparing Genpact vs. Dynatrace) provide context for investors debating relative value in the IT services/observability space — useful but not company-specific catalysts. G vs. DT: Which Stock Is the Better Value Option?
• Negative Sentiment: Several banks lowered price targets (Morgan Stanley to $43, Wells Fargo to $50, BTIG to $53), reflecting sectorwide multiple compression and giving some downside pressure to the shares despite operational strength. Morgan Stanley Lowers Dynatrace (NYSE:DT) Price Target to $43.00 Wells Fargo & Company Lowers Dynatrace (NYSE:DT) Price Target to $50.00 BTIG Research Cuts Dynatrace (NYSE:DT) Price Target to $53.00

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.