Research
Wedbush Downgrades Dynatrace to Neutral From Outperform, Raises Price Target to $54 From $48
Dynatrace (DT) has an average rating of overweight and mean price target of $59.59, according to analysts polled by FactSet.
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Wire
Dynatrace Shares Rise After Morgan Stanley Upgrade
Dynatrace (DT) shares were up over 1% in Tuesday trading after Morgan Stanley upgraded the stock to overweight from equal weight.Trading volume stood at more than 5.0 million shares, compared with a daily average of about 5.7 million.Price: $49.79, Change: $+0.74, Percent Change: +1.51%
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Research
Morgan Stanley Upgrades Dynatrace to Overweight From Equalweight
Dynatrace (DT) has an average rating of overweight and mean price target of $59.77, according to analysts polled by FactSet.
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Wire
Dynatrace's Fiscal 2027 Organic Growth Setup Improving, UBS Says
Dynatrace (DT) has a stronger organic growth setup for fiscal 2027, with larger contract renewals, potentially higher AI observability spending and a healthy pipeline of large deals, UBS Securities said.About 70% of upcoming renewals are expected in H2, with some contracts likely to be larger because customers are using more products than when they first signed three-year agreements, the investment firm said in a Sunday note.UBS expects AI-generated data to lift customer spending by about 10% to 20% over the next two to three years, adding roughly 3 to 5 percentage points to growth, with most of the benefit expected from fiscal 2028 onward, according to the research note.Dynatrace does not appear to have another eight-figure new customer deal in its near-term pipeline, but the overall pipeline remains healthy with many large deals still possible.UBS kept its buy rating on the stock, with a $65 price target.Price: $49.12, Change: $-0.18, Percent Change: -0.37%
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Treasury
Dynatrace Prices $1.25 Billion Private Debt Offering
Dynatrace (DT) unit Dynatrace LLC priced a private offering of $1.25 billion of 0% exchangeable senior unsecured notes due Sept. 1, 2031, the company said Tuesday.Initial purchasers have an overallotment option to buy up to an additional $187.5 million of notes.The company expects the sale of the notes to the initial purchasers to settle Thursday and is estimated to result in about $1.23 billion in net proceeds.Dynatrace plans to use roughly $145.9 million of the net proceeds to pay the cost of certain exchangeable note hedge transactions, among other things, it said.The company's shares were up 2% in premarket activity.
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Sectors
Sector Update: Tech Stocks Advance Premarket Monday
Technology stocks were advancing premarket Monday, with the State Street Technology Select Sector SPDR Fund (XLK) up 0.3% and the State Street SPDR S&P Semiconductor ETF (XSD) 1.4% higher.Situational Awareness increased its stakes in technology companies Micron Technology (MU) and Sandisk (SNDK) in Q2, according to regulatory filings published Friday. Micron stock was up more than 2% and Sandisk shares were more than 3% higher pre-bell.Alibaba Group Holding's (BABA) Qwen artificial intelligence models have exceeded 3 billion in downloads globally over the last six months, topping that of Meta Platforms (META) and Alphabet's (GOOG,GOOGL) Google, Bloomberg reported, citing data from open source AI platform Hugging Face. Alibaba shares were up more than 1% premarket.Dynatrace (DT) unit Dynatrace LLC plans a $1.25 billion private placement of exchangeable senior unsecured notes due Sept. 1, 2031, the company said. Dynatrace stock was down more than 1% pre-bell.
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Asia Markets
Update: US Equity Futures Mixed Pre-Bell as 60-Day US-Iran Ceasefire Expires
(Updates with economic data, recent oil price movement, world markets' overview and corporate stock movements.)US equity futures were mixed pre-bell Monday as the ceasefire between the US and Iran reaches its expiration date after 60 days, with the two countries still locked in a stalemate.Dow Jones Industrial Average futures were 0.3% lower, S&P 500 futures were up 0.1%, and Nasdaq futures were 0.4% higher.Vessels transiting the Strait of Hormuz dropped over the weekend at five ships compared with 31 in the previous weekend, according to a Reuters report that cited data from analytics firm Kpler.Iran's foreign minister Abbas Araghchi said that the country has not yet decided to restart talks with the US, according to multiple reports. President Donald Trump reiterated in a post on Truth Social that Iran "cannot have, in any way, shape, or form, a Nuclear Weapon."Companies expected to report financial results this week include Walmart (WMT), Home Depot (HD), Analog Devices (ADI), Alibaba Group (BABA), TJX (TJX), and Lowe's (LOW).Oil prices were higher, with front-month global benchmark North Sea Brent crude up 0.7% at $89.14 per barrel and US West Texas Intermediate crude 0.7% higher at $82.05 per barrel.The New York Federal Reserve's Empire State manufacturing index increased to 20.6 in August versus 15.6 in July, compared with expectations for a decline to a reading of 10.0 in a survey compiled by Bloomberg.The August US housing market index, slated for 10 am ET, is expected at 33, compared with 34 from the prior month.In other world markets, Japan's Nikkei closed 0.7% higher, Hong Kong's Hang Seng ended 1.3% higher, and China's Shanghai Composite finished 1.4% higher. Meanwhile, the UK's FTSE 100 was down 0.2%, and Germany's DAX index was flat in Europe's early afternoon session.In equities, stocks of Micron Technology (MU) and Sandisk (SNDK) shares were up 2.8% and 3.6%, respectively, after regulatory filings on Friday showed that AI-focused hedge fund Situational Awareness increased its stakes in the companies. Alibaba Group shares were up 1.7% after a Bloomberg report that Qwen artificial intelligence models have exceeded 3 billion in downloads globally over the last six months, topping that of Meta Platforms (META) and Alphabet's (GOOG,GOOGL) Google.On the losing side, L3Harris Technologies (LHX) stock was down 2.7% after the company said it appointed Sam Mehta as CEO to replace Christopher Kubasik, who stepped down as chairman and CEO following an investigation into his conduct the company said was inconsistent with its Code of Conduct. Dynatrace (DT) shares were 1.4% lower after the company said its unit Dynatrace LLC is planning a $1.25 billion private placement of exchangeable senior unsecured notes due Sept. 1, 2031.
Dow JonesNasdaq CompositeS&P 500$ADI$BABA$DT$GOOG$GOOGL$HD$LHX$LOW$META$MU$SNDK$TJX$WMT
Treasury
Dynatrace Plans $1.25 Billion Private Debt Offering
Dynatrace (DT) unit Dynatrace LLC plans a $1.25 billion private placement of exchangeable senior unsecured notes due Sept. 1, 2031, the company said Monday.The company plans to grant an overallotment option to the initial purchasers to buy up to an additional $187.5 million of notes.The company expects to use up to $200 million of the net proceeds to repurchase common shares from certain buyers of the notes, among other things, Dynatrace said.The company's shares were down 1.3% in premarket activity.
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Wire
Dynatrace's Arize Acquisition Seen to Accelerate Organic Growth, RBC Capital Markets Says
Dynatrace's (DT) planned acquisition of Arize has the potential to accelerate organic growth and contribute to margins over time, RBC Capital Markets said in a note emailed Friday.Analysts said the transaction could accelerate Dynatrace's expansion into the AI observability market, adding to the company's organic investments in the past 18 months. While integration risk remains, the acquisition addresses specific needs in the company's roadmap such as large language model evaluation, model drift, and hallucination detection, analysts added.Arize complements Dynatrace's portfolio as it improves access to AI-native firms, the open source community, and developers, the investment firm said. Management also noted cross-selling and upselling opportunities, including offering Arize products to its enterprise base and Dynatrace's core observability platform to Arize customers, according to the note.RBC Capital Markets maintained its outperform rating on the stock, with a $59 price target.Shares of Dynatrace were down 1.9% in Friday trading.Price: $49.78, Change: $-0.97, Percent Change: -1.91%
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Wire
Truist Securities Adjusts Dynatrace Price Target to $60 From $55, Maintains Buy Rating
Dynatrace (DT) has an average rating of overweight and mean price target of $58.84, according to analysts polled by FactSet.Price: $48.63, Change: $-0.94, Percent Change: -1.89%
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Wire
Dynatrace Posts 'Strong' Fiscal-Year Start on New-Customer Wins, Rising Consumption Trends, RBC Says
Dynatrace (DT) delivered a "strong start" to its fiscal year as new-customer wins, continued logs success and rising platform consumption supported better-than-expected Q1 results, RBC Capital Markets said in a report emailed Thursday.Annual recurring revenue grew 17% on a constant-currency basis, above consensus expectations, while organic constant-currency net new annual recurring revenue increased 41%, the firm noted. New logos contributed $35 million of net new ARR, with average land size rising to $285,000, the report said.More than 1,000 customers are using the platform to monitor "AI in production," while over 800 are using its agentic AI capabilities, the firm noted. Consumption among AI customers is about 1.5 times higher than among customers not using AI-related products, according to the report.Dynatrace maintained its fiscal 2027 constant-currency ARR guidance, but the firm said momentum in new customers, logs, AI adoption and sales execution increased "confidence" in a potential acceleration later in the year.RBC maintained an outperform rating on Dynatrace and raised the price target to $59 from $50.Price: $48.71, Change: $-2.15, Percent Change: -4.23%
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Wire
UBS Adjusts Price Target on Dynatrace to $65 From $60, Maintains Buy Rating
Dynatrace (DT) has an average rating of overweight and mean price target of $57.94, according to analysts polled by FactSet.Price: $49.41, Change: $-1.45, Percent Change: -2.85%
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Wire
Dynatrace Plans to Pursue FedRAMP High Authorization
Dynatrace (DT) said Thursday it plans to seek FedRAMP High authorization and expanded government security standards to support agencies with more advanced security requirements.The plan is building on its FedRAMP Moderate-Impact Authorization, the company said.Price: $45.41, Change: $+0.03, Percent Change: +0.07%
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Sectors
Sector Update: Tech Stocks Decline Premarket Wednesday
Technology stocks were declining premarket Wednesday, with the State Street Technology Select Sector SPDR Fund (XLK) down 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) 2.1% lower.Check Point Software Technologies (CHKP) shares were up more than 2% after the company said its Cloud Firewall is now available on Amazon.com's (AMZN) Amazon Web Services European Sovereign Cloud for customers with European data residency and sovereignty requirements.Nice (NICE) stock was up more than 2% after the company said it will provide its customer experience artificial intelligence tools on the newly launched independent Amazon Web Services European Sovereign Cloud.Dynatrace (DT) said it has appointed George Riedel and Dan Streetman to its board, effective immediately, following its engagement with activist investor Starboard Value. Shares of Dynatrace were up more than 3% pre-bell.
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Wire
Dynatrace Poised to Benefit From AI Tailwinds, Demand Strength, UBS Securities Says
Dynatrace (DT) is well positioned to benefit from accelerating demand for observability software, growing adoption of artificial intelligence and strong customer retention, UBS Securities said in a note Monday.The investment firm said customer and partner checks pointed to healthy spending trends driven by strong application performance monitoring demand, increasing traction in log management and emerging AI-related opportunities. Partners also reported accelerating growth and a stable-to-improving outlook through year-end, the note said.AI could provide an additional boost to growth through increased software development activity, adoption of Dynatrace's AI capabilities and rising demand for large language model and agent observability tools, while the risk of AI-driven disruption remains low because of the company's technical advantages, according to the note.UBS Securities assumed coverage of Dynatrace with a buy rating and a $60 price target.Shares of Dynatrace were up more than 1% in Tuesday trading.Price: $41.73, Change: $+0.54, Percent Change: +1.30%
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Research
UBS Upgrades Dynatrace to Buy From Neutral, Raises Price Target to $60 From $36
Dynatrace (DT) has an average rating of overweight and mean price target of $44.94, according to analysts polled by FactSet.
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Wire
Dynatrace Has Multiple Drivers for Fiscal 2027 Acceleration, RBC Says
Dynatrace (DT) has multiple drivers on its path to fiscal 2027 acceleration, RBC Capital Markets said in a Wednesday note.The company had a "good, but not great" fiscal Q4, as annual recurring revenue grew 16% in constant currency for the fourth quarter in a row, RBC analysts said.Dynatrace provided bullish guidance around net new annual recurring revenue for fiscal 2027, but investors are trying to reconcile this with the fact that growth was actually slower in H2 of fiscal 2026, ending at 9% growth, according to the note. To achieve this target, the company would need to hit 23% growth, nearly double the 12% growth seen in fiscal 2026, the analysts said.The keys to growth for net new annual recurring revenue will be mainly Dynatrace Platform Subscription renewals, higher sales productivity, the Logs product, and new customers, the analysts said.RBC maintained the company's stock rating at outperform and reduced the price target to $45 from $50.Price: $36.59, Change: $+1.86, Percent Change: +5.36%
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Wire
Dynatrace Well-Positioned Amid Broader Demand Environment, Wedbush Says
Dynatrace (DT) continues to be "well-position" in the software sphere, boosted by artificial intelligence and cloud growth amid a broader demand environment for its platform, Wedbush said in a Thursday note.The company's earnings and revenue beats in its recent fiscal Q4 results will be overshadowed by its lighter-than-expected near-term operating income guidance due to margin pressures, Wedbush analysts said.Total annual recurring revenue of $2.05 billion came in just short of the Street's estimate of $2.06 billion, the analysts said.They noted that $81 million in net new annual recurring revenue marked an increase from the previous period and was driven by Dynatrace Platform Subscription and new products from both new and existing customers.Dynatrace's long-term roadmap remains intact, while Starboard Value's involvement is expected to improve sentiment around the company, according to the note.Wedbush maintained the company's stock rating at outperform and lowered the price target to $48 from $55.Price: $36.28, Change: $+1.55, Percent Change: +4.46%
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Wire
Dynatrace Seeing Healthy Demand, but Acceleration Becoming Show-Me Story, Morgan Stanley Says
Dynatrace (DT) is facing a healthy demand scenario but the company's shares may mark time in the near-term as revenue acceleration is becoming a show-me story, Morgan Stanley said in a note emailed Thursday.The investment firm said that with the company's Q4 results, annual recurring revenue growth was kept at 16% for the fourth quarter in a row, in line with guidance. However, the company's 2027 constant currency annual revenue guidance for 15.5% to 16.5% growth is now above consensus estimates, the note said.Morgan Stanley said that investors may see the initial 2027 annual recurring revenue outlook as "aggressive" since the company's net-new annual recurring revenue increased just about 10% in H2.The investment firm added, however, a solid demand background, considerable renewals, as well as improving sales productivity may back an acceleration in net new annual recurring revenue in 2027.Morgan Stanley has an equal-weight rating on Dynatrace and lowered the company's price target to $40 from $43.Price: $36.31, Change: $+1.58, Percent Change: +4.55%
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Research
RBC Cuts Price Target on Dynatrace to $45 From $50, Keeps Outperform Rating
Dynatrace (DT) has an average rating of overweight and mean price target of $44.23, according to analysts polled by FactSet.
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