Dynatrace, Inc. (NYSE:DT) Receives $51.32 Consensus Price Target from Analysts

Dynatrace, Inc. (NYSE:DT) has been assigned a consensus rating of “Moderate Buy” from the twenty-five brokerages that are currently covering the firm, Marketbeat Ratings reports. Seven research analysts have rated the stock with a hold recommendation, seventeen have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price objective among brokers that have issued a report on the stock in the last year is $51.08.

Several analysts have issued reports on the company. UBS Group set a $64.00 target price on Dynatrace in a research note on Thursday, March 12th. Scotiabank lowered their price objective on Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating on the stock in a research note on Tuesday, February 10th. Robert W. Baird set a $47.00 price objective on Dynatrace in a research note on Tuesday, February 10th. Rosenblatt Securities lowered their price objective on Dynatrace from $60.00 to $52.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Finally, Citigroup lowered their price objective on Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a research note on Friday, January 16th.

Insider Transactions at Dynatrace

In other news, EVP Stephen A. Mcmahon acquired 3,000 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were acquired at an average cost of $35.75 per share, for a total transaction of $107,250.00. Following the purchase, the executive vice president owned 3,454 shares of the company’s stock, valued at approximately $123,480.50. The trade was a 660.79% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.57% of the company’s stock.

Institutional Investors Weigh In On Dynatrace

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position 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 buying an additional 739,895 shares in the last quarter. Pictet Asset Management Holding SA increased its stake in Dynatrace by 7.9% in the 1st 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 last quarter. State Street Corp increased its stake in Dynatrace by 1.0% in the 4th 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 last quarter. Wellington Management Group LLP raised its holdings in shares of Dynatrace by 9.0% in the 4th quarter. Wellington Management Group LLP now owns 7,999,919 shares of the company’s stock valued at $346,716,000 after acquiring an additional 659,792 shares in the last quarter. Finally, American Century Companies Inc. raised its holdings in shares of Dynatrace by 0.9% in the 3rd quarter. American Century Companies Inc. now owns 7,919,446 shares of the company’s stock valued at $383,697,000 after acquiring an additional 73,827 shares in the last quarter. 94.28% of the stock is currently owned by institutional investors.

Key Headlines Impacting Dynatrace

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Dynatrace beat fiscal Q4 expectations, reporting EPS of $0.41 to $0.42 versus the $0.39 consensus and revenue of $531.7 million versus $521.0 million expected, with revenue up 19.4% year over year. Dynatrace Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results
• Positive Sentiment: The company also issued stronger-than-expected FY2027 and Q1 2027 guidance, suggesting continued growth in earnings and revenue ahead. Dynatrace Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results
• Neutral Sentiment: Dynatrace said it finished FY26 with more than $2 billion in ARR and 16% constant-currency ARR growth for the fourth straight quarter, reinforcing its position as a growing AI-powered observability platform. Dynatrace Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results
• Negative Sentiment: Despite the beat-and-raise quarter, the stock is under pressure after Guggenheim downgraded DT to neutral, which may have dampened investor enthusiasm. Downgrade report
• Negative Sentiment: BTIG trimmed its price target from $53 to $47, signaling some caution even while maintaining a buy rating. BTIG price target cut

Dynatrace Stock Performance

NYSE DT opened at $34.73 on Monday. The company has a market capitalization of $10.36 billion, a PE ratio of 56.93, a price-to-earnings-growth ratio of 2.39 and a beta of 0.70. Dynatrace has a 52-week low of $31.64 and a 52-week high of $57.55. The company has a 50-day simple moving average of $37.10 and a 200 day simple moving average of $40.49.

Dynatrace (NYSE:DT) last released its earnings results on Wednesday, May 13th. The company reported $0.41 earnings per share for the quarter, beating analysts’ consensus estimates of $0.39 by $0.02. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The firm had revenue of $531.72 million for the quarter, compared to analysts’ expectations of $521.01 million. During the same period in the previous year, the company earned $0.33 earnings per share. The company’s quarterly revenue was up 19.4% on a year-over-year basis. Dynatrace has set its FY 2027 guidance at 1.930-1.950 EPS and its Q1 2027 guidance at 0.440-0.450 EPS. As a group, analysts forecast that Dynatrace will post 0.88 EPS for the current fiscal year.

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

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.