Share Repurchase Program Announced by Dynatrace (NYSE:DT) Board of Directors

Dynatrace (NYSE:DT) announced that its board has authorized a share repurchase program on Monday, February 9th, RTT News reports. The company plans to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the company to buy up to 9.8% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on DT shares. BTIG Research lowered their target price on shares of Dynatrace from $67.00 to $53.00 and set a “buy” rating for the company in a report on Monday. Raymond James Financial restated a “market perform” rating on shares of Dynatrace in a research note on Monday. Morgan Stanley cut their target price on Dynatrace from $57.00 to $43.00 and set an “equal weight” rating on the stock in a research report on Tuesday. Guggenheim reissued a “buy” rating and issued a $68.00 target price on shares of Dynatrace in a report on Tuesday. Finally, Jefferies Financial Group dropped their price target on Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $53.00.

Dynatrace Stock Up 1.6%

NYSE DT opened at $36.77 on Wednesday. The firm has a market cap of $11.09 billion, a P/E ratio of 60.28, a P/E/G ratio of 2.85 and a beta of 0.84. Dynatrace has a 52-week low of $32.83 and a 52-week high of $63.00. The business’s 50-day moving average price is $41.62 and its 200 day moving average price is $46.06.

Dynatrace (NYSE:DT) last posted its quarterly earnings data 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. 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 analysts’ expectations of $506.31 million. During the same period last year, the firm earned $0.37 EPS. The firm’s revenue for the quarter 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. As a group, analysts anticipate that Dynatrace will post 0.68 earnings per share for the current year.

Insider Buying and Selling at Dynatrace

In other Dynatrace news, CAO Daniel S. Yates sold 2,000 shares of the company’s stock in a transaction 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 completion of the transaction, the chief accounting officer owned 23,380 shares in the company, valued at approximately $1,091,612.20. This represents a 7.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Dan Zugelder sold 7,505 shares of the firm’s 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 completion of the sale, the executive vice president owned 8,925 shares of the company’s stock, valued at $404,034.75. This trade represents a 45.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 9,843 shares of company stock worth $448,124 over the last three months. 0.57% of the stock is currently owned by corporate insiders.

Key Stories Impacting Dynatrace

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat and raised guidance — Dynatrace reported $515.5M revenue and $0.44 EPS (both above estimates), lifted FY‑2026 guidance (EPS and revenue) and showed strong ARR/retention metrics, a clear catalyst for the rally. Dynatrace Reports Third-Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: $1.0 billion buyback — The Board authorized repurchases (~9.8% of shares outstanding), which reduces float and signals management confidence; that helps support the share price. RTT News – Stock Buybacks
• Positive Sentiment: Strong subscription metrics & product momentum — ARR (~$1.97B), 111% net retention and adoption of Dynatrace Intelligence (agentic AI operations) plus the DevCycle acquisition position the company for continued high‑quality recurring growth. Dynatrace earnings coverage
• Positive Sentiment: Some brokers remain bullish — Guggenheim reaffirmed a buy with a $68 target and KeyCorp raised its target to $52, giving upside scenarios that support investor interest. Guggenheim / TickerReport
• Neutral Sentiment: Analyst commentary & coverage pieces highlight the stock as a growth/value mix for investors, framing Dynatrace as essential infrastructure in cloud/AI environments (useful context but not an immediate price mover). Zacks – 3 Reasons Why Growth Investors Shouldn’t Overlook Dynatrace
• Negative Sentiment: Mixed/softer analyst targets — Several firms trimmed targets (Morgan Stanley to $43, Wells Fargo to $50, Scotiabank to $47; BTIG cut its target as well), reflecting sector valuation compression and capping some upside despite strong fundamentals. The Fly – Analyst Target Changes

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.