Dynatrace (NYSE:DT) Price Target Raised to $52.00

Dynatrace (NYSE:DT) had its price objective hoisted by KeyCorp from $50.00 to $52.00 in a research note released on Tuesday,Benzinga reports. KeyCorp currently has an overweight rating on the stock.

A number of other equities research analysts have also recently issued reports on the company. BTIG Research decreased their target price on Dynatrace from $67.00 to $53.00 and set a “buy” rating for the company in a research report on Monday. Cantor Fitzgerald decreased their price objective on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Royal Bank Of Canada reissued an “outperform” rating on shares of Dynatrace in a research report on Monday. UBS Group set a $51.00 price objective on Dynatrace in a research note on Thursday, November 6th. Finally, Scotiabank lowered their target price on Dynatrace from $67.00 to $60.00 and set an “outperform” rating on the stock in a report on Thursday, November 6th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $52.52.

Dynatrace Trading Down 1.6%

Shares of NYSE:DT opened at $36.54 on Tuesday. The stock has a market capitalization of $10.90 billion, a PE ratio of 59.90, a P/E/G ratio of 2.93 and a beta of 0.84. Dynatrace has a 1 year low of $32.83 and a 1 year high of $62.74. The firm has a fifty day moving average price of $41.32 and a 200 day moving average price of $45.93.

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 analysts’ consensus estimates of $0.41 by $0.03. The company had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The business’s quarterly revenue was up 18.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.37 earnings per share. 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, sell-side analysts forecast that Dynatrace will post 0.68 earnings per share for the current fiscal year.

Dynatrace declared that its board has approved a stock repurchase plan on Monday, February 9th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the company to buy up to 9.8% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Insider Activity at Dynatrace

In related news, CAO Daniel S. Yates sold 2,000 shares of the firm’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 completion of the transaction, the chief accounting officer directly owned 23,380 shares of the company’s stock, valued at $1,091,612.20. This trade represents a 7.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Dan Zugelder sold 7,505 shares of Dynatrace 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 sale, the executive vice president owned 8,925 shares in the company, valued at $404,034.75. This represents a 45.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 9,843 shares of company stock worth $448,124 in the last three months. 0.57% of the stock is owned by insiders.

Hedge Funds Weigh In On Dynatrace

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Congress Asset Management Co. boosted its stake in Dynatrace by 6.8% in the 3rd quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock valued at $161,407,000 after buying an additional 212,607 shares in the last quarter. Allspring Global Investments Holdings LLC lifted its holdings in shares of Dynatrace by 5.4% during the third quarter. Allspring Global Investments Holdings LLC now owns 1,077,181 shares of the company’s stock valued at $52,039,000 after acquiring an additional 55,040 shares during the period. Vontobel Holding Ltd. lifted its holdings in shares of Dynatrace by 790.5% during the third quarter. Vontobel Holding Ltd. now owns 48,702 shares of the company’s stock valued at $2,360,000 after acquiring an additional 43,233 shares during the period. Penserra Capital Management LLC boosted its stake in shares of Dynatrace by 22.0% in the 3rd quarter. Penserra Capital Management LLC now owns 222,505 shares of the company’s stock valued at $10,780,000 after purchasing an additional 40,136 shares in the last quarter. Finally, Stephens Investment Management Group LLC grew its holdings in shares of Dynatrace by 63.1% in the 3rd quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock worth $50,411,000 after purchasing an additional 402,585 shares during the last quarter. 94.28% of the stock is owned by institutional investors.

Key Headlines Impacting Dynatrace

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat, raised guidance and double-digit ARR growth reinforce revenue durability and product stickiness; management also emphasized AI observability and platform expansion as future growth drivers. Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
• Positive Sentiment: Board authorized a $1 billion share repurchase program (replacing a largely-completed $500M plan), which reduces share count and signals management confidence. Share Repurchase Program Announced by Dynatrace (NYSE:DT) Board of Directors
• Positive Sentiment: Cantor highlights stronger security sales following recent M&A activity, suggesting cross-sell and product-suite expansion are already contributing to revenue. Cantor Notes Strengthening Security Sales Post-M&A Activity For Dynatrace, Inc. (DT)
• Positive Sentiment: Several firms reiterated bullish views (DA Davidson, Guggenheim, KeyCorp) after the quarter, supporting upside case tied to enterprise consolidation and recurring revenue strength. DA Davidson reaffirms buy on Dynatrace (DT) after solid Q3
• Neutral Sentiment: Sector-value comparisons (e.g., vs. Genpact) highlight valuation tradeoffs for investors deciding between IT services/observability exposures; useful for positioning but not immediately market-moving. G vs. DT: Which Stock Is the Better Value Option?
• Negative Sentiment: Morgan Stanley cut its price target to $43, signaling valuation concerns and contributing to downward pressure. Morgan Stanley Lowers Dynatrace (NYSE:DT) Price Target to $43.00
• Negative Sentiment: BTIG trimmed its target to $53 and Wells Fargo pulled its target to $50—multiple firms citing sector-wide multiple compression rather than company-specific execution failures. BTIG Research Cuts Dynatrace (NYSE:DT) Price Target to $53.00
• Negative Sentiment: Scotiabank lowered expectations for the stock, adding to the cluster of downgrades/target cuts that are weighing on near-term sentiment. Scotiabank Has Lowered Expectations for Dynatrace (NYSE:DT) Stock Price

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.