Share Buyback Program Announced by Dynatrace (NYSE:DT)

Dynatrace (NYSE:DT) announced that its Board of Directors has initiated a share buyback program on Monday, February 9th, RTT News reports. The company plans to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the company to buy up to 9.8% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its stock is undervalued.

Dynatrace Price Performance

NYSE:DT opened at $36.22 on Tuesday. The company has a market capitalization of $10.92 billion, a price-to-earnings ratio of 21.69, a PEG ratio of 2.66 and a beta of 0.84. The business has a 50 day moving average of $41.78 and a 200 day moving average of $46.18. Dynatrace has a 1-year low of $32.83 and a 1-year high of $63.00.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on DT shares. Barclays reduced their target price on Dynatrace from $62.00 to $57.00 and set an “overweight” rating for the company in a research report on Monday, January 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of Dynatrace in a research report on Monday, December 29th. BMO Capital Markets reissued an “outperform” rating and set a $45.00 price objective on shares of Dynatrace in a report on Monday. Keefe, Bruyette & Woods raised shares of Dynatrace to a “buy” rating in a research note on Monday. Finally, Rosenblatt Securities dropped 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. Nineteen equities 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 company presently has an average rating of “Moderate Buy” and an average price target of $56.73.

More Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 results beat consensus — Revenue of ~$515.5M and EPS of $0.44 topped analysts’ estimates, with revenue up ~18% year-over-year; management said results surpassed the high end of guidance. Business Wire: Q3 Financial Results
• Positive Sentiment: Raised guidance — Company lifted Q4 fiscal EPS guidance to $0.380–$0.390 (vs. street ~$0.30) and set Q4 revenue ~$518–$523M; FY 2026 EPS guidance raised to $1.67–$1.69 (well above prior consensus), with FY revenue roughly $2.0B. This drove upward revisions to near-term expectations. Schaeffers Research: Stock Pops on Lifted Outlook
• Positive Sentiment: Recurring revenue health — Management highlighted double-digit net new ARR growth for a third consecutive quarter, signaling continued enterprise adoption of Dynatrace’s AI-powered observability platform. Business Wire: Q3 Financial Results
• Positive Sentiment: Market reaction — Multiple outlets report a notable intraday jump and elevated volume after the print and guidance lift, reflecting strong investor enthusiasm for the beat-and-raise combination. MSN: Q4 Sales Top Estimates, Stock Jumps
• Neutral Sentiment: Earnings call and transcript available — The conference call (transcript published) contains management commentary on product strategy, AI positioning and margins; investors should review for color on retention, upsell and sales cadence. Seeking Alpha: Q3 Earnings Call Transcript
• Neutral Sentiment: Analyst/metric notes — Coverage pieces parse key metrics and profitability trends (Zacks, MarketBeat) — useful for checking whether growth and margin acceleration justify the valuation. Zacks: Key Metrics Analysis

Insider Activity at Dynatrace

In related news, CAO Daniel S. Yates sold 2,000 shares of Dynatrace stock in a transaction on Monday, November 17th. The shares were sold at an average price of $46.69, for a total value of $93,380.00. Following the transaction, the chief accounting officer owned 23,380 shares in the company, valued at $1,091,612.20. This trade represents a 7.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 transaction of $339,751.35. Following the completion of the sale, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 9,843 shares of company stock worth $448,124 over the last three months. Insiders own 0.57% of the company’s stock.

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.