TD Cowen Has Lowered Expectations for Dynatrace (NYSE:DT) Stock Price

Dynatrace (NYSE:DT) had its price target cut by stock analysts at TD Cowen from $65.00 to $55.00 in a report released on Wednesday, Marketbeat.com reports. The brokerage currently has a “buy” rating on the stock. TD Cowen’s target price would indicate a potential upside of 33.98% from the stock’s current price.

Several other equities research analysts also recently weighed in on DT. Rosenblatt Securities reissued a “buy” rating and issued a $67.00 target price on shares of Dynatrace in a research note on Thursday, November 6th. Wells Fargo & Company assumed coverage on shares of Dynatrace in a research note on Tuesday, September 30th. They issued an “overweight” rating and a $65.00 price objective for the company. KeyCorp dropped their target price on Dynatrace from $69.00 to $60.00 and set an “overweight” rating for the company in a research report on Monday, January 12th. Citigroup reduced their price target on Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Finally, UBS Group set a $51.00 price objective on Dynatrace in a report on Thursday, November 6th. Eighteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, Dynatrace presently has a consensus rating of “Moderate Buy” and a consensus target price of $59.96.

Dynatrace Trading Up 4.2%

Shares of NYSE DT opened at $41.05 on Wednesday. Dynatrace has a 12-month low of $38.50 and a 12-month high of $63.00. The firm’s 50-day moving average price is $43.53 and its 200-day moving average price is $47.62. The stock has a market capitalization of $12.38 billion, a price-to-earnings ratio of 24.58, a P/E/G ratio of 3.11 and a beta of 0.85.

Dynatrace (NYSE:DT) last issued its quarterly earnings data on Wednesday, November 5th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.03. The company had revenue of $493.85 million for the quarter, compared to analysts’ expectations of $487.33 million. Dynatrace had a return on equity of 9.24% and a net margin of 27.33%.The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.37 earnings per share. Dynatrace has set its Q3 2026 guidance at 0.400-0.420 EPS and its FY 2026 guidance at 1.620-1.640 EPS. On average, equities analysts predict that Dynatrace will post 0.68 EPS for the current fiscal year.

Insider Activity

In other news, EVP Dan Zugelder sold 7,505 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total value of $339,751.35. Following the completion of the sale, the executive vice president owned 8,925 shares of the company’s stock, valued at approximately $404,034.75. This represents a 45.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Daniel S. Yates sold 2,000 shares of Dynatrace stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $46.69, for a total transaction of $93,380.00. Following the transaction, the chief accounting officer directly owned 23,380 shares in the company, valued at approximately $1,091,612.20. The trade was a 7.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 39,843 shares of company stock worth $1,846,424. 0.57% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the company. Congress Asset Management Co. increased its holdings in Dynatrace by 6.8% in the 3rd quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock worth $161,407,000 after acquiring an additional 212,607 shares in the last quarter. Allspring Global Investments Holdings LLC grew its position in shares of Dynatrace by 5.4% in 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 purchasing an additional 55,040 shares during the period. Vontobel Holding Ltd. increased its stake in shares of Dynatrace by 790.5% during the third quarter. Vontobel Holding Ltd. now owns 48,702 shares of the company’s stock worth $2,360,000 after purchasing an additional 43,233 shares in the last quarter. Stephens Investment Management Group LLC raised its position 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 purchasing an additional 402,585 shares during the last quarter. Finally, TT International Asset Management LTD acquired a new position in shares of Dynatrace during the 3rd quarter worth about $2,376,000. 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.