BTIG Research Cuts Dynatrace (NYSE:DT) Price Target to $53.00

Dynatrace (NYSE:DT) had its target price decreased by BTIG Research from $67.00 to $53.00 in a research report report published on Monday morning,Benzinga reports. BTIG Research currently has a buy rating on the stock.

A number of other research firms have also recently weighed in on DT. TD Cowen reduced their price objective on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Barclays cut their target price on shares of Dynatrace from $57.00 to $47.00 and set an “overweight” rating for the company in a research note on Tuesday. Scotiabank decreased their price target on shares of Dynatrace from $67.00 to $60.00 and set an “outperform” rating on the stock in a research note on Thursday, November 6th. Raymond James Financial reiterated a “market perform” rating on shares of Dynatrace in a report on Monday. Finally, Keefe, Bruyette & Woods upgraded Dynatrace to a “buy” rating in a research note on Monday. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, Dynatrace currently has a consensus rating of “Moderate Buy” and an average price target of $52.52.

Dynatrace Trading Up 0.9%

NYSE DT opened at $37.15 on Monday. The stock has a market capitalization of $11.20 billion, a price-to-earnings ratio of 60.89, a PEG ratio of 2.90 and a beta of 0.84. The stock has a 50-day moving average of $41.47 and a 200 day moving average of $46.00. Dynatrace has a twelve month low of $32.83 and a twelve month high of $63.00.

Dynatrace (NYSE:DT) last posted its quarterly earnings data on Monday, February 9th. The company reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.41 by $0.03. The business had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The business’s revenue was up 18.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.37 earnings per share. 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 analysts predict that Dynatrace will post 0.68 EPS for the current fiscal year.

Dynatrace declared that its board has authorized a share buyback program on Monday, February 9th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the company to reacquire up to 9.8% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Dynatrace

In other Dynatrace news, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $46.69, for a total value of $93,380.00. Following the completion of the sale, the chief accounting officer directly owned 23,380 shares of the company’s stock, valued at $1,091,612.20. This trade represents a 7.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Dan Zugelder sold 7,505 shares of Dynatrace stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total value of $339,751.35. Following the transaction, the executive vice president owned 8,925 shares in the company, valued at approximately $404,034.75. This represents a 45.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 9,843 shares of company stock valued at $448,124. 0.57% of the stock is owned by company insiders.

Institutional Trading of Dynatrace

Several hedge funds have recently made changes to their positions in DT. NewEdge Advisors LLC increased its holdings in shares of Dynatrace by 25.3% during the 1st quarter. NewEdge Advisors LLC now owns 9,135 shares of the company’s stock worth $431,000 after buying an additional 1,846 shares during the last quarter. Jones Financial Companies Lllp grew its position in Dynatrace by 19.2% in the first quarter. Jones Financial Companies Lllp now owns 2,161 shares of the company’s stock worth $102,000 after acquiring an additional 348 shares during the period. Vontobel Holding Ltd. increased its stake in Dynatrace by 8.0% during the second quarter. Vontobel Holding Ltd. now owns 5,469 shares of the company’s stock worth $302,000 after acquiring an additional 403 shares during the last quarter. Blue Trust Inc. increased its stake in Dynatrace by 6.2% during the second quarter. Blue Trust Inc. now owns 8,077 shares of the company’s stock worth $446,000 after acquiring an additional 468 shares during the last quarter. Finally, Eastern Bank purchased a new stake in Dynatrace in the second quarter valued at $35,000. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Key Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat-and-raise: Dynatrace reported revenue of $515.5M (+18% Y/Y), non-GAAP EPS of $0.44 (vs. $0.41 est.) and raised full‑year targets — evidence of accelerating recurring revenue and stronger-than-expected demand. Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
• Positive Sentiment: $1.0 billion buyback: The board authorized up to ~$1B (≈9.8% of shares), signaling management confidence, reducing share count, and providing tangible capital return that supports EPS and a near‑term price floor. Share Repurchase Program Announced by Dynatrace (NYSE:DT) Board of Directors
• Positive Sentiment: AI & product expansion: Management pushed agentic AI/observability messaging (Dynatrace Intelligence) and recent DevCycle integration, positioning the platform as essential for AI reliability and creating new monetization paths. This supports upside to ARR and customer expansion. Dynatrace (DT) Navigates Market Skepticism With Product Expansion
• Neutral Sentiment: Strong customer economics: ARR ~ $1.97B (≈20% Y/Y), NRR ~111% and high gross retention — metrics that support long‑term recurring revenue but may already be partially priced in. Dynatrace: Growth Should Start To Accelerate
• Neutral Sentiment: Earnings call & transcript detail execution and product road map; useful for confirming management commentary on ARR, margins and buyback pacing. Dynatrace Inc (DT) Q3 2026 Earnings Call Highlights: Strong Growth and Strategic Advancements
• Neutral Sentiment: Bullish research remains: Guggenheim reaffirmed a buy and KeyCorp raised its PT — these keep upside narratives alive but the analyst views are mixed. Dynatrace buy rating reaffirmation (Guggenheim)
• Negative Sentiment: Analyst cuts and valuation pressure: Multiple firms cut price targets (e.g., Morgan Stanley, Wells Fargo, Scotiabank, BTIG) citing compressed multiples in the sector — a headwind that can cap near‑term upside despite good fundamentals. DT Price Target Lowered by Morgan Stanley
• Neutral Sentiment: Valuation vs. peers: Some commentary argues DT is undervalued relative to peers (Datadog) given ARR growth and free cash flow, but market still prices the stock more conservatively — a potential medium‑term catalyst if multiples re‑rate. Dynatrace Is Still Growing Quickly Despite A Conservative Valuation

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.