Dynatrace
About: Dynatrace is a cloud-native company that focuses on analyzing machine data. Its product portfolio, delivered as software as a service, allows a client to monitor and analyze its entire IT infrastructure. Dynatrace's platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to use it for a variety of applications throughout their businesses.
Employees: 4,700
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
81% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 143
56% more call options, than puts
Call options by funds: $217M | Put options by funds: $139M
17% more capital invested
Capital invested by funds: $12.8B [Q2] → $15B (+$2.21B) [Q3]
1.64% less ownership
Funds ownership: 95.87% [Q2] → 94.23% (-1.64%) [Q3]
4% less funds holding
Funds holding: 561 [Q2] → 536 (-25) [Q3]
24% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 106
38% less funds holding in top 10
Funds holding in top 10: 13 [Q2] → 8 (-5) [Q3]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$52
5%
downside
Avg. target
$62
13%
upside
High target
$70
28%
upside
11 analyst ratings
8 positive
73%
3 neutral
27%
0 negative
0%
Truist Securities Joel Fishbein 70% 1-year accuracy 52 / 74 met price target | 28%upside $70 | Buy Maintained | 12 Dec 2024 |
Barclays Raimo Lenschow 59% 1-year accuracy 52 / 88 met price target | 23%upside $67 | Overweight Maintained | 6 Dec 2024 |
UBS | 6%upside $58 | Neutral Initiated | 27 Nov 2024 |
Loop Capital Yun Kim 56% 1-year accuracy 5 / 9 met price target | 1%upside $55 | Hold Maintained | 8 Nov 2024 |
Rosenblatt Blair Abernethy 56% 1-year accuracy 29 / 52 met price target | 19%upside $65 | Buy Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 7 articles about DT published over the past 30 days
Neutral
Zacks Investment Research
6 days ago
DXC or DT: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Computers - IT Services sector might want to consider either DXC Technology Company. (DXC) or Dynatrace (DT).
Neutral
Business Wire
6 days ago
Dynatrace Named a Leader in Both the Cloud-Native Observability and Security Quadrants in the 2024 ISG Provider Lens, Multi Public Cloud Solutions Report
WALTHAM, Mass.--(BUSINESS WIRE)--Dynatrace (NYSE: DT) has been named a Leader in both the Cloud-Native Observability and Cloud-Native Security quadrants in the 2024 ISG Provider Lens™, Multi Public Cloud Solutions report. ISG assessed 22 observability providers and 24 security providers based on two primary criteria: Competitive Strength and Portfolio Attractiveness. As a result of this evaluation, Dynatrace was recognized as the furthest and highest position in the Cloud-Native Observability q.
Positive
FXEmpire
1 week ago
Big Money Loving Dynatrace's Comeback Story
Shares of security software company Dynatrace, Inc. (DT) are riding high again after Big Money inflows.
Positive
Seeking Alpha
2 weeks ago
Stock Picks From Seeking Alpha's November 2024 New Analysts
Twenty-six new analysts joined Seeking Alpha in November, sharing diverse investment ideas highlighting their unique backgrounds and expertise. Top picks include U.S. Bancorp Preferred Series A, Hershey, and PepsiCo, emphasizing undervalued opportunities, dividend stability, and strategic growth potential. Analysts also spotlighted strong sell recommendations like BlackRock Science and Technology Trust and Luckin Coffee, citing fundamental flaws and competitive disadvantages.
Positive
Zacks Investment Research
2 weeks ago
Dynatrace Gains 16% in 3 Months: What Should Investors Do Now?
DT's shares rise on strong demand for AI-powered platforms and clientele. However, its stretched valuation should keep investors on the sidelines.
Neutral
Business Wire
2 weeks ago
Dynatrace Named the 2024 AWS EMEA Technology Partner of the Year
WALTHAM, Mass.--(BUSINESS WIRE)--Dynatrace (NYSE: DT) is a recipient of a 2024 Geography and Global AWS Partner Award, highlighting leaders around the globe that are playing key roles in helping their customers drive innovation and build solutions on Amazon Web Services (AWS). Dynatrace has been named the Technology Partner of the Year in EMEA, which recognizes the top AWS Technology Partner that is helping EMEA-based customers innovate faster, increase agility, and reduce costs. Dynatrace leve.
Neutral
Seeking Alpha
3 weeks ago
Dynatrace Serves A More Grownup App Observability Customer Base
In our commercial-legal cultures, we hate monopolies but tolerate duopolies. An application watching-observability Dynatrace and Datadog may be evolving toward becoming an informal duopoly. On the surface, the two companies seem very much alike.
Positive
Seeking Alpha
1 month ago
Dynatrace: Underlying Demand Continues To Remain Strong
I maintain a buy rating for Dynatrace due to strong demand and robust 2Q25 results, despite minor GTM strategy-related weaknesses. DT reported 18.9% y/y revenue growth, beating consensus estimates, with adj EBIT margin expanding to 31.3% and adj EPS of $0.37. DPS adoption is accelerating, contributing significantly to ARR, with DPS customers growing consumption at twice the rate of SKU-based customers.
Neutral
Business Wire
1 month ago
Dynatrace Named a Leader in Inaugural 2024 GigaOm Radar Report for Kubernetes Observability
WALTHAM, Mass.--(BUSINESS WIRE)--Dynatrace (NYSE: DT) has been named a Leader in the inaugural GigaOm Radar Report for Kubernetes Observability. The firm evaluated 17 of the top Kubernetes observability solutions based on a range of criteria, including scalability, ease of use, compliance and governance, cost, ecosystem and support, and flexibility. Dynatrace was positioned as a Leader, affirming its ability to provide customers with an unmatched understanding of their dynamic cloud environment.
Neutral
Business Wire
1 month ago
Dynatrace to Present at Upcoming Investor Conferences
WALTHAM, Mass.--(BUSINESS WIRE)--Dynatrace (NYSE: DT) today announced that its executives will present at two upcoming investor conferences, as follows: RBC Global Technology, Internet, Media, and Telecommunications Conference on Tuesday, November 19 at 8:45 a.m. ET. Individuals may access the live webcast of the presentation here. UBS Global Technology and AI Conference on Tuesday, December 3 at 11:35 a.m. ET. Individuals may access the live webcast of the presentation here. These webcasts wil.
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