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

Dynatrace (NYSE:DT) had its price objective lowered by Scotiabank from $60.00 to $47.00 in a research report sent to investors on Tuesday, MarketBeat reports. Scotiabank currently has a sector outperform rating on the stock.

Several other brokerages have also recently commented on DT. KeyCorp raised their target price on Dynatrace from $50.00 to $52.00 and gave the stock an “overweight” rating in a research report on Tuesday. Citigroup dropped their price objective on shares of Dynatrace from $64.00 to $60.00 and set a “buy” rating for the company in a research note on Friday, January 16th. UBS Group set a $51.00 price objective on shares of Dynatrace in a report on Thursday, November 6th. Keefe, Bruyette & Woods raised shares of Dynatrace to a “buy” rating in a research note on Monday. Finally, Rosenblatt Securities dropped their price target on shares of Dynatrace from $67.00 to $60.00 and set a “buy” rating for the company in a research report on Friday, January 30th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $52.52.

Dynatrace Stock Down 1.6%

Shares of DT opened at $36.54 on Tuesday. The stock’s 50-day moving average price is $41.32 and its 200 day moving average price is $45.93. The firm has a market capitalization of $10.90 billion, a price-to-earnings ratio of 59.90, a P/E/G ratio of 2.93 and a beta of 0.84. Dynatrace has a 12-month low of $32.83 and a 12-month high of $62.74.

Dynatrace (NYSE:DT) last announced its quarterly earnings data on Monday, February 9th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The company had revenue of $515.47 million during the quarter, compared to the consensus estimate of $506.31 million. During the same quarter last year, the company earned $0.37 EPS. The company’s quarterly 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. Equities research analysts expect that Dynatrace will post 0.68 EPS for the current year.

Dynatrace announced that its Board of Directors has approved a stock 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 buy 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 shares are undervalued.

Insider Transactions at Dynatrace

In related news, CAO Daniel S. Yates sold 2,000 shares of the stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $46.69, for a total transaction of $93,380.00. Following the completion of the sale, the chief accounting officer owned 23,380 shares in the company, valued at $1,091,612.20. This trade represents a 7.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Dan Zugelder sold 7,505 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total transaction of $339,751.35. Following the completion of the transaction, the executive vice president owned 8,925 shares in the company, valued at approximately $404,034.75. This trade represents a 45.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 9,843 shares of company stock valued at $448,124 in the last quarter. 0.57% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Dynatrace

A number of large investors have recently bought and sold shares of the business. Advisors Asset Management Inc. increased its holdings in Dynatrace by 94.8% during the 4th quarter. Advisors Asset Management Inc. now owns 7,711 shares of the company’s stock valued at $334,000 after purchasing an additional 3,753 shares in the last quarter. Federation des caisses Desjardins du Quebec boosted its stake in Dynatrace by 14.7% in the fourth quarter. Federation des caisses Desjardins du Quebec now owns 24,769 shares of the company’s stock worth $1,073,000 after purchasing an additional 3,175 shares in the last quarter. HRT Financial LP bought a new stake in shares of Dynatrace during the fourth quarter worth $10,324,000. DRW Securities LLC bought a new stake in shares of Dynatrace during the fourth quarter worth $243,000. Finally, Cibc World Markets Corp acquired a new stake in shares of Dynatrace in the fourth quarter valued at $453,000. 94.28% of the stock is currently owned by institutional investors.

Key Dynatrace News

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.