BTIG Research Cuts Dynatrace (NYSE:DT) Price Target to $47.00

Dynatrace (NYSE:DT) had its price objective lowered by BTIG Research from $53.00 to $47.00 in a research report released on Wednesday morning,Benzinga reports. The firm currently has a buy rating on the stock.

A number of other research analysts also recently commented on DT. Royal Bank Of Canada reiterated an “outperform” rating on shares of Dynatrace in a report on Monday, February 9th. Citigroup dropped their price objective on Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a report on Friday, January 16th. TD Cowen dropped their price objective on Dynatrace from $60.00 to $50.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Wells Fargo & Company decreased their target price on Dynatrace from $65.00 to $50.00 and set an “overweight” rating for the company in a research report on Tuesday, February 10th. Finally, Cantor Fitzgerald decreased their target price on Dynatrace from $51.00 to $37.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $46.50.

Dynatrace Stock Performance

DT opened at $38.36 on Wednesday. Dynatrace has a one year low of $31.64 and a one year high of $57.55. The company has a market cap of $11.44 billion, a P/E ratio of 71.04, a PEG ratio of 2.27 and a beta of 0.70. The business’s 50-day simple moving average is $37.12 and its 200-day simple moving average is $40.38.

Dynatrace (NYSE:DT) last released its quarterly earnings data on Wednesday, May 13th. The company reported $0.41 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.02. Dynatrace had a return on equity of 10.37% and a net margin of 8.06%.The business had revenue of $531.72 million for the quarter, compared to the consensus estimate of $521.01 million. During the same quarter in the prior year, the business posted $0.33 EPS. The business’s revenue for the quarter 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 predict that Dynatrace will post 1.07 earnings per share for the current fiscal year.

Dynatrace declared that its Board of Directors has authorized a stock repurchase plan on Monday, February 9th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the company to purchase up to 9.8% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its stock is undervalued.

Insider Buying and Selling at Dynatrace

In related news, EVP Stephen A. Mcmahon bought 3,000 shares of the stock in a transaction on Tuesday, March 3rd. The shares were bought 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 $123,480.50. This trade represents a 660.79% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Dynatrace

Large investors have recently modified their holdings of the business. Penserra Capital Management LLC raised its stake in shares of Dynatrace by 22.0% during the 3rd quarter. Penserra Capital Management LLC now owns 222,505 shares of the company’s stock worth $10,780,000 after buying an additional 40,136 shares in the last quarter. Stephens Investment Management Group LLC raised its stake in shares of Dynatrace by 63.1% during the 3rd quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock worth $50,411,000 after buying an additional 402,585 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in shares of Dynatrace in the 3rd quarter worth approximately $1,584,000. BI Asset Management Fondsmaeglerselskab A S grew its holdings in shares of Dynatrace by 149.1% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 51,326 shares of the company’s stock worth $2,487,000 after acquiring an additional 30,718 shares during the period. Finally, LBP AM SA grew its holdings in shares of Dynatrace by 9.8% in the 4th quarter. LBP AM SA now owns 776,955 shares of the company’s stock worth $33,673,000 after acquiring an additional 69,318 shares during the period. 94.28% of the stock is owned by hedge funds and other institutional investors.

Key Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Dynatrace reported fiscal Q4 EPS of $0.41, topping estimates of $0.39, and revenue of $531.7 million, up 19.4% year over year, while recurring subscription revenue remained very high and free cash flow stayed strong. Dynatrace shares slide despite quarterly earnings beat
• Positive Sentiment: Several brokers kept bullish views despite trimming targets, including Scotiabank, JPMorgan, Citigroup, and BMO, signaling continued confidence in Dynatrace’s long-term software and observability franchise. Scotiabank Sticks to Their Buy Rating for Dynatrace (DT)
• Neutral Sentiment: Analyst commentary today was mostly mixed-to-bullish overall, with some articles highlighting favorable tech-stock sentiment for Dynatrace but also noting conflicting views across analysts. Analysts Have Conflicting Sentiments on These Technology Companies
• Neutral Sentiment: Some commentary suggested Dynatrace could benefit from broader software and AI observability trends, but these were more thematic than company-specific catalysts. Can Dynatrace Benefit From Russell 1000 Software Trends?
• Negative Sentiment: Despite the earnings beat, investors were disappointed by mixed FY2027 and near-term guidance, including concerns about slower ARR growth and a softer first-quarter outlook. Dynatrace stock falls on fiscal Q4 earnings, mixed 2027 guidance
• Negative Sentiment: Wall Street lowered several price targets after the report, including JPMorgan, Citigroup, Scotiabank, and BMO, reflecting a more cautious stance on near-term upside. Dynatrace (NYSE:DT) Price Target Lowered to $45.00 at JPMorgan Chase & Co.

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.