KeyCorp Forecasts Strong Price Appreciation for Dynatrace (NYSE:DT) Stock

Dynatrace (NYSE:DT) had its price target raised by investment analysts at KeyCorp from $50.00 to $52.00 in a report issued on Tuesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. KeyCorp’s price objective would indicate a potential upside of 39.99% from the stock’s current price.

Several other analysts have also recently commented on the stock. BMO Capital Markets reduced their price objective on shares of Dynatrace from $56.00 to $45.00 and set an “outperform” rating for the company in a research note on Monday. Jefferies Financial Group reduced their price target on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating for the company in a research report on Monday, January 5th. UBS Group set a $51.00 price target on Dynatrace in a research note on Thursday, November 6th. Stifel Nicolaus set a $51.00 price objective on Dynatrace in a research note on Monday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Dynatrace in a report on Monday, December 29th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $52.52.

Dynatrace Price Performance

DT opened at $37.15 on Tuesday. Dynatrace has a 12 month low of $32.83 and a 12 month high of $63.00. The stock has a market capitalization of $11.20 billion, a P/E ratio of 60.89, a P/E/G ratio of 2.90 and a beta of 0.84. The business has a 50 day simple moving average of $41.47 and a 200-day simple moving average of $46.00.

Dynatrace (NYSE:DT) last released its quarterly earnings data on Monday, February 9th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.03. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The firm had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. During the same quarter in the prior year, the business posted $0.37 earnings per share. Dynatrace’s revenue was up 18.2% compared to the same quarter last year. Dynatrace has set its FY 2026 guidance at 1.670-1.690 EPS and its Q4 2026 guidance at 0.380-0.390 EPS. Research analysts anticipate that Dynatrace will post 0.68 EPS for the current year.

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

Insiders Place Their Bets

In other Dynatrace news, EVP Dan Zugelder sold 7,505 shares of the firm’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 sale, the executive vice president directly 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 transaction 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 the business’s 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 completion of the transaction, the chief accounting officer directly owned 23,380 shares of the company’s stock, valued at approximately $1,091,612.20. This represents a 7.88% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 9,843 shares of company stock worth $448,124. Corporate insiders own 0.57% of the company’s stock.

Institutional Trading of Dynatrace

A number of hedge funds have recently bought and sold shares of DT. BNP Paribas raised its holdings in Dynatrace by 0.6% in the 2nd quarter. BNP Paribas now owns 36,563 shares of the company’s stock valued at $2,019,000 after acquiring an additional 218 shares during the last quarter. Cim LLC grew its position in shares of Dynatrace by 1.0% in the third quarter. Cim LLC now owns 22,184 shares of the company’s stock valued at $1,075,000 after purchasing an additional 228 shares during the period. Orion Porfolio Solutions LLC increased its stake in Dynatrace by 1.4% in the third quarter. Orion Porfolio Solutions LLC now owns 16,983 shares of the company’s stock valued at $823,000 after purchasing an additional 231 shares during the last quarter. GAMMA Investing LLC lifted its position in Dynatrace by 7.7% during the fourth quarter. GAMMA Investing LLC now owns 3,460 shares of the company’s stock worth $150,000 after buying an additional 246 shares during the period. Finally, Assetmark Inc. lifted its position in Dynatrace by 0.7% during the fourth quarter. Assetmark Inc. now owns 36,629 shares of the company’s stock worth $1,588,000 after buying an additional 248 shares during the period. Institutional investors and hedge funds own 94.28% of the company’s stock.

More 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

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.