Rothschild & Co Redburn Begins Coverage on Dynatrace (NYSE:DT)

Investment analysts at Rothschild & Co Redburn initiated coverage on shares of Dynatrace (NYSE:DT) in a research report issued on Thursday, MarketBeat reports. The brokerage set a “neutral” rating and a $40.00 price target on the stock. Rothschild & Co Redburn’s price target would suggest a potential upside of 13.52% from the stock’s previous close.

Other equities analysts have also issued reports about the company. TD Cowen reduced their price objective on Dynatrace from $60.00 to $50.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. 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, February 10th. Citigroup reduced their price objective on Dynatrace from $64.00 to $60.00 and set a “buy” rating for the company in a report on Friday, January 16th. BMO Capital Markets reduced their price objective on Dynatrace from $56.00 to $45.00 and set an “outperform” rating for the company in a report on Monday, February 9th. Finally, Truist Financial set a $45.00 price objective on Dynatrace in a report on Wednesday, April 15th. Nineteen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Dynatrace has a consensus rating of “Moderate Buy” and an average target price of $51.64.

Dynatrace Stock Up 2.8%

DT stock opened at $35.24 on Thursday. The firm has a market cap of $10.51 billion, a PE ratio of 57.76, a P/E/G ratio of 2.09 and a beta of 0.79. The business has a 50 day moving average of $36.66 and a 200-day moving average of $41.43. Dynatrace has a 12-month low of $31.64 and a 12-month high of $57.55.

Dynatrace (NYSE:DT) last announced its quarterly earnings data on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.41 by $0.03. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The business had revenue of $515.47 million during the quarter, compared to analyst estimates of $506.31 million. During the same period in the prior year, the company earned $0.37 earnings per share. Dynatrace’s revenue was up 18.2% compared to the same quarter last year. 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, research analysts expect that Dynatrace will post 0.87 earnings per share for the current year.

Dynatrace declared that its board has approved a share buyback program on Monday, February 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the company to repurchase up to 9.8% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity at Dynatrace

In related news, EVP Stephen A. Mcmahon purchased 3,000 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was purchased at an average cost of $35.75 per share, with a total value of $107,250.00. Following the completion of the acquisition, the executive vice president directly owned 3,454 shares of the company’s stock, valued at approximately $123,480.50. The trade was a 660.79% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. 0.57% of the stock is owned by insiders.

Hedge Funds Weigh In On Dynatrace

A number of large investors have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in shares of Dynatrace by 2.4% in the third quarter. Vanguard Group Inc. now owns 32,142,909 shares of the company’s stock worth $1,557,324,000 after acquiring an additional 739,895 shares during the period. Pictet Asset Management Holding SA boosted its holdings in shares of Dynatrace by 7.9% in the first quarter. Pictet Asset Management Holding SA now owns 15,809,223 shares of the company’s stock worth $584,649,000 after acquiring an additional 1,160,690 shares during the period. State Street Corp boosted its holdings in shares of Dynatrace by 1.0% in the fourth quarter. State Street Corp now owns 10,664,357 shares of the company’s stock worth $462,193,000 after acquiring an additional 101,994 shares during the period. Wellington Management Group LLP boosted its holdings in shares of Dynatrace by 9.0% in the fourth quarter. Wellington Management Group LLP now owns 7,999,919 shares of the company’s stock worth $346,716,000 after acquiring an additional 659,792 shares during the period. Finally, American Century Companies Inc. boosted its holdings in shares of Dynatrace by 0.9% in the third quarter. American Century Companies Inc. now owns 7,919,446 shares of the company’s stock worth $383,697,000 after acquiring an additional 73,827 shares during the period. 94.28% of the stock is owned by institutional investors.

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy, bringing new institutional coverage and a fresh bullish voice that can attract buyers. Goldman Sachs initiates coverage
• Positive Sentiment: Guggenheim issued a Buy, and its higher $60 price target (noted in recent reporting) supports upside narrative and provides a counterpoint to recent cuts. Guggenheim buy
• Positive Sentiment: Dynatrace agreed to acquire telemetry‑pipeline leader Bindplane to strengthen its observability stack — a product bolt‑on that can help capture more telemetry data flows and upsell customers. Dynatrace to acquire Bindplane
• Neutral Sentiment: Rothschild & Co Redburn started coverage with a Neutral and a $40 price target — a middling view that signals cautious interest but limited near‑term conviction. Rothschild & Co Redburn neutral
• Neutral Sentiment: Value/relative‑value pieces are comparing Dynatrace versus peers (e.g., TD SYNNEX) — useful framing for investors but not an immediate price catalyst. SNX or DT value comparison
• Negative Sentiment: A broader enterprise‑software selloff and recent analyst target reductions (examples cited: Truist, TD Cowen lowered targets) pressured DT earlier; coverage of a ~6% intraday slide highlighted concerns about near‑term demand, and Quiver reporting points to insider and institutional selling that can weigh on sentiment. QuiverQuant on selloff and PT cuts

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.