Dynatrace (NYSE:DT) Issues FY 2026 Earnings Guidance

Dynatrace (NYSE:DT) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 1.670-1.690 for the period, compared to the consensus EPS estimate of 1.340. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion. Dynatrace also updated its Q4 2026 guidance to 0.380-0.390 EPS.

Analysts Set New Price Targets

A number of equities analysts have recently commented on DT shares. DA Davidson cut their target price on shares of Dynatrace from $65.00 to $50.00 and set a “buy” rating on the stock in a research note on Tuesday. Wells Fargo & Company reduced their target price on Dynatrace from $65.00 to $50.00 and set an “overweight” rating for the company in a research note on Tuesday. Canaccord Genuity Group set a $50.00 price target on shares of Dynatrace in a research report on Tuesday. Jefferies Financial Group decreased their price objective on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating for the company in a report on Monday, January 5th. Finally, UBS Group decreased their target price on Dynatrace from $50.00 to $40.00 and set a “neutral” rating for the company in a research note on Tuesday. Twenty 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, Dynatrace presently has a consensus rating of “Moderate Buy” and a consensus target price of $53.00.

Dynatrace Stock Up 1.6%

Shares of DT opened at $36.77 on Wednesday. The firm has a market capitalization of $11.09 billion, a PE ratio of 60.28, a P/E/G ratio of 2.85 and a beta of 0.84. The firm has a 50-day moving average price of $41.62 and a 200 day moving average price of $46.06. Dynatrace has a 52-week low of $32.83 and a 52-week high of $63.00.

Dynatrace (NYSE:DT) last posted its quarterly earnings data on Monday, February 9th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.03. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The business had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. During the same period last year, the firm posted $0.37 earnings per share. The business’s revenue was up 18.2% on a year-over-year basis. 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, equities analysts expect that Dynatrace will post 0.68 EPS for the current year.

Dynatrace announced that its Board of Directors has authorized a stock 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 stock is undervalued.

Insider Transactions at Dynatrace

In related news, CAO Daniel S. Yates sold 2,000 shares of the business’s stock in a transaction that occurred 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 sale, the chief accounting officer directly owned 23,380 shares in the company, valued at $1,091,612.20. The trade was a 7.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Dan Zugelder sold 7,505 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 8,925 shares of the company’s stock, valued at $404,034.75. The trade was a 45.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 9,843 shares of company stock worth $448,124. 0.57% of the stock is owned by corporate insiders.

Dynatrace News Roundup

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat and guidance raise — Dynatrace reported stronger-than-expected revenue ($515.5M) and non-GAAP EPS ($0.44) and raised Q4 and FY26 guidance, signaling durable demand and better near-term earnings visibility. Dynatrace Inc (DT) Q3 2026 Earnings Call Highlights: Strong Growth and Strategic Advancements
• Positive Sentiment: $1.0B share repurchase — The board authorized a $1 billion buyback (about 9.8% of shares outstanding). That reduces float, supports EPS and signals management thinks the stock is undervalued. Buybacks also provide an immediate capital-return catalyst. Share Repurchase Program Announced by Dynatrace (NYSE:DT) Board of Directors
• Positive Sentiment: Strong subscription metrics & product momentum — ARR near $1.97B (+~20% Y/Y), net retention ~111%, rapid adoption of Log Management and new agentic AI (Dynatrace Intelligence) plus DevCycle integration position the company to expand wallet share and monetize AI/automation use cases. Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
• Neutral Sentiment: Industry narrative and valuation debate — Analysts and commentators note DT is growing quickly but trades at a discount to peers (e.g., Datadog). That gap can mean upside if multiples re-rate, but it also keeps returns tied to execution. Dynatrace Is Still Growing Quickly Despite A Conservative Valuation
• Neutral Sentiment: Management tone on AI risk — Management downplayed AI threat to revenue and highlighted AI observability as a growth vector; useful context but dependent on enterprise AI adoption timing. DT Q4 Deep Dive: AI Observability Drives Expansion and Platform Momentum
• Negative Sentiment: Analyst target cuts and mixed ratings — Several firms trimmed price targets (Morgan Stanley, Wells Fargo, Scotiabank, BTIG) even as some keep buy/overweight views (Guggenheim, KeyCorp). Mixed analyst moves add short-term volatility and keep valuation risk visible. Analyst price target moves
• Negative Sentiment: Sector-wide multiple compression — Several commentators point out that cuts to targets are driven largely by sector valuation compression and rate/market sentiment rather than company-specific operational failures, which could cap near-term upside until multiples expand. Dynatrace stock coverage and analyst commentary

Institutional Trading of Dynatrace

Hedge funds have recently modified their holdings of the business. WINTON GROUP Ltd acquired a new position in Dynatrace during the fourth quarter valued at $277,000. Vise Technologies Inc. acquired a new stake in Dynatrace during the 4th quarter worth about $214,000. TD Asset Management Inc increased its holdings in shares of Dynatrace by 39.1% in the 4th quarter. TD Asset Management Inc now owns 118,039 shares of the company’s stock valued at $5,116,000 after purchasing an additional 33,200 shares during the period. Norges Bank purchased a new stake in shares of Dynatrace in the fourth quarter worth approximately $9,170,000. Finally, CIBC Bancorp USA Inc. purchased a new stake in shares of Dynatrace in the third quarter worth approximately $524,000. Hedge funds and other institutional investors own 94.28% 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.