Dynatrace (NYSE:DT) Issues FY 2027 Earnings Guidance

Dynatrace (NYSE:DT) issued an update on its FY 2027 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.970-1.990 for the period, compared to the consensus EPS estimate of 1.780. The company issued revenue guidance of $2.3 billion-$2.3 billion, compared to the consensus revenue estimate of $2.3 billion. Dynatrace also updated its Q2 2027 guidance to 0.480-0.490 EPS.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Wolfe Research reaffirmed an “outperform” rating and set a $42.00 price target on shares of Dynatrace in a research report on Thursday, May 14th. William Blair assumed coverage on shares of Dynatrace in a research report on Thursday, May 21st. They issued an “outperform” rating for the company. Jefferies Financial Group reiterated a “buy” rating on shares of Dynatrace in a research note on Wednesday. Canaccord Genuity Group boosted their target price on shares of Dynatrace from $46.00 to $60.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, JPMorgan Chase & Co. decreased their target price on shares of Dynatrace from $50.00 to $45.00 and set an “overweight” rating for the company in a research note on Thursday, May 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, Dynatrace has a consensus rating of “Moderate Buy” and an average price target of $53.77.

Dynatrace Price Performance

Shares of DT stock traded up $0.55 on Friday, hitting $49.42. 1,883,541 shares of the stock traded hands, compared to its average volume of 6,331,518. The company’s fifty day moving average is $43.38 and its 200 day moving average is $39.52. Dynatrace has a 1-year low of $31.64 and a 1-year high of $53.28. The company has a market capitalization of $14.34 billion, a PE ratio of 98.96, a PEG ratio of 3.27 and a beta of 0.72.

Dynatrace (NYSE:DT) last issued its earnings results on Wednesday, August 5th. The company reported $0.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.45 by $0.03. Dynatrace had a net margin of 7.22% and a return on equity of 11.07%. The firm had revenue of $554.55 million for the quarter, compared to analysts’ expectations of $550.01 million. During the same quarter last year, the company posted $0.42 earnings per share. Dynatrace’s revenue was up 16.3% on a year-over-year basis. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. As a group, equities research analysts expect that Dynatrace will post 1.11 EPS for the current year.

Key Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Earnings beat and solid growth: Dynatrace reported adjusted earnings of $0.48 per share versus the $0.45 consensus estimate, while revenue of $554.55 million exceeded estimates of $550.01 million and rose 16.3% year over year. The company also issued quarterly and full-year guidance in line with continued growth expectations. Dynatrace pops on Q1 earnings beat, guidance; announces CFO transition
• Positive Sentiment: Recurring-revenue momentum strengthened: Fiscal first-quarter annual recurring revenue increased 17%, net new ARR rose 66%, and larger new-logo contracts supported subscription-led growth. These metrics suggest improving demand for Dynatrace’s observability and AI-related offerings. Dynatrace Q1 Earnings Beat on ARR Growth and Strong New-Logo Wins
• Positive Sentiment: Analysts raised targets: BTIG lifted its target from $47 to $62, while UBS and DA Davidson each raised targets to $65 and maintained buy ratings. RBC also increased its target from $50 to $59 with an outperform rating. These revisions indicate greater confidence in Dynatrace’s growth outlook. BTIG Research Forecasts Strong Price Appreciation for Dynatrace Stock
• Positive Sentiment: Technical and recommendation support: The earnings reaction pushed Dynatrace to a new 52-week high, while Rosenblatt Securities added another buy rating. Dynatrace Sets New 52-Week High Following Earnings Beat
• Neutral Sentiment: CFO transition announced: Management disclosed a transition involving the chief financial officer. The change did not overshadow the earnings beat, but investors may monitor execution and leadership continuity.

Institutional Investors Weigh In On Dynatrace

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Cim LLC lifted its position in Dynatrace by 1.0% during the third quarter. Cim LLC now owns 22,184 shares of the company’s stock valued at $1,075,000 after purchasing an additional 228 shares during the period. Orion Porfolio Solutions LLC increased its holdings in Dynatrace by 1.4% in the third quarter. Orion Porfolio Solutions LLC now owns 16,983 shares of the company’s stock valued at $823,000 after buying an additional 231 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Dynatrace by 21.3% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,548 shares of the company’s stock valued at $85,000 after acquiring an additional 272 shares during the period. Principal Securities Inc. grew its holdings in Dynatrace by 1.3% in the fourth quarter. Principal Securities Inc. now owns 24,879 shares of the company’s stock valued at $1,078,000 after purchasing an additional 316 shares during the period. Finally, Jones Financial Companies Lllp grew its holdings in Dynatrace by 19.2% in the first quarter. Jones Financial Companies Lllp now owns 2,161 shares of the company’s stock valued at $102,000 after purchasing an additional 348 shares during the period. 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.