BMO Capital Markets Cuts Dynatrace (NYSE:DT) Price Target to $43.00

Dynatrace (NYSE:DT) had its price objective decreased by BMO Capital Markets from $45.00 to $43.00 in a report issued on Thursday, Marketbeat Ratings reports. BMO Capital Markets currently has an outperform rating on the stock.

A number of other research firms have also commented on DT. Barclays lowered their price target on shares of Dynatrace from $57.00 to $47.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 10th. KeyCorp raised their price target on shares of Dynatrace from $50.00 to $52.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Scotiabank lowered their price target on shares of Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating on the stock in a research report on Tuesday, February 10th. TD Cowen lowered their price target on shares of Dynatrace from $60.00 to $50.00 and set a “buy” rating on the stock in a research report on Wednesday, April 15th. Finally, The Goldman Sachs Group initiated coverage on shares of Dynatrace in a research report on Tuesday, April 21st. They set a “buy” rating and a $45.00 price target on the stock. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Dynatrace presently has an average rating of “Moderate Buy” and a consensus price target of $46.50.

Dynatrace Stock Performance

NYSE:DT opened at $38.36 on Thursday. Dynatrace has a 52 week low of $31.64 and a 52 week high of $57.55. The firm has a market cap of $11.44 billion, a price-to-earnings ratio of 71.04, a P/E/G ratio of 2.34 and a beta of 0.70. The firm’s 50-day simple moving average is $37.12 and its 200 day simple moving average is $40.38.

Dynatrace (NYSE:DT) last released its quarterly earnings results on Wednesday, May 13th. The company reported $0.41 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.02. Dynatrace had a net margin of 8.06% and a return on equity of 10.37%. The business had revenue of $531.72 million for the quarter, compared to analyst estimates of $521.01 million. During the same period last year, the firm earned $0.33 earnings per share. Dynatrace’s revenue for the quarter was up 19.4% compared to the same quarter last year. Dynatrace has set its FY 2027 guidance at 1.930-1.950 EPS and its Q1 2027 guidance at 0.440-0.450 EPS. Sell-side analysts anticipate that Dynatrace will post 1.08 EPS for the current year.

Dynatrace declared that its board has approved a stock repurchase plan on Monday, February 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to purchase up to 9.8% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling

In other news, EVP Stephen A. Mcmahon bought 3,000 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were purchased at an average cost of $35.75 per share, with a total value of $107,250.00. Following the acquisition, the executive vice president directly owned 3,454 shares in the company, valued at $123,480.50. This represents a 660.79% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.57% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Dynatrace

Several hedge funds have recently bought and sold shares of the company. Penserra Capital Management LLC boosted its stake in shares of Dynatrace by 22.0% in the 3rd quarter. Penserra Capital Management LLC now owns 222,505 shares of the company’s stock valued at $10,780,000 after purchasing an additional 40,136 shares in the last quarter. Stephens Investment Management Group LLC boosted its stake in shares of Dynatrace by 63.1% in the 3rd quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock valued at $50,411,000 after purchasing an additional 402,585 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in shares of Dynatrace in the 3rd quarter valued at approximately $1,584,000. BI Asset Management Fondsmaeglerselskab A S boosted its stake in shares of Dynatrace by 149.1% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 51,326 shares of the company’s stock valued at $2,487,000 after purchasing an additional 30,718 shares in the last quarter. Finally, LBP AM SA boosted its stake in shares of Dynatrace by 9.8% in the 4th quarter. LBP AM SA now owns 776,955 shares of the company’s stock valued at $33,673,000 after purchasing an additional 69,318 shares in the last quarter. 94.28% of the stock is owned by institutional investors.

More Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Dynatrace reported fiscal Q4 EPS of $0.41, topping estimates of $0.39, and revenue of $531.7 million, up 19.4% year over year, while recurring subscription revenue remained very high and free cash flow stayed strong. Dynatrace shares slide despite quarterly earnings beat
• Positive Sentiment: Several brokers kept bullish views despite trimming targets, including Scotiabank, JPMorgan, Citigroup, and BMO, signaling continued confidence in Dynatrace’s long-term software and observability franchise. Scotiabank Sticks to Their Buy Rating for Dynatrace (DT)
• Neutral Sentiment: Analyst commentary today was mostly mixed-to-bullish overall, with some articles highlighting favorable tech-stock sentiment for Dynatrace but also noting conflicting views across analysts. Analysts Have Conflicting Sentiments on These Technology Companies
• Neutral Sentiment: Some commentary suggested Dynatrace could benefit from broader software and AI observability trends, but these were more thematic than company-specific catalysts. Can Dynatrace Benefit From Russell 1000 Software Trends?
• Negative Sentiment: Despite the earnings beat, investors were disappointed by mixed FY2027 and near-term guidance, including concerns about slower ARR growth and a softer first-quarter outlook. Dynatrace stock falls on fiscal Q4 earnings, mixed 2027 guidance
• Negative Sentiment: Wall Street lowered several price targets after the report, including JPMorgan, Citigroup, Scotiabank, and BMO, reflecting a more cautious stance on near-term upside. Dynatrace (NYSE:DT) Price Target Lowered to $45.00 at JPMorgan Chase & Co.

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.