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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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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.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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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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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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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.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Datadog is Executing 'Very Well' and End-Market Demand is Inflecting, BofA Says

Datadog (DDOG) is executing "very well" and end-market demand is inflecting, with the company's Q2 revenue growth guidance looking "impressive" and Q1 performance suggesting ongoing revenue growth acceleration, BofA Securities said in a Thursday note.The company's announcement of two deals signed with artificial intelligence labs in "two of the world's largest technology companies" validates thesis that Datadog "solves mission critical and hard problems," BofA said, adding that accelerating foundational AI model usage and newly built specialized enterprise AI models are a tailwind for the company.Datadog's Q1 results are a positive read for the other pure-play public observability vendors like Dynatrace (DT), while also being a positive signal for Snowflake (SNOW) and MongoDB (MDB) that play on similar themes of AI, digital transformations, and cloud migrations, BofA said.BofA raised its earnings per share estimate on Datadog to $2.43 from $2.11 for 2026, to $2.66 from $2.35 for 2027, and to $3.06 from $2.65 for 2028.BofA lifted its price target on the company's stock to $225 from $170 and maintained its buy rating.Price: $192.14, Change: $+3.41, Percent Change: +1.80%

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Wire

Dynatrace Well Positioned on Growth Strategy Amid Starboard Activist Push, Wedbush Says

Dynatrace (DT) remains well positioned on its profitable growth strategy amid Starboard Value taking a stake and pushing for faster revenue acceleration, margin expansion, and increased capital returns, Wedbush Securities said in a Wednesday note.Wedbush noted Dynatrace remains focused on balancing revenue growth and margin expansion through ongoing product innovation and platform expansion.Starboard, which has developed a reputation for improving sentiment around companies, has brought up some important points that should be addressed, Wedbush said, adding that Dynatrace has actively engaged with the activist investor to address some of the concerns with its struggling share price.The brokerage said Dynatrace seen as an "AI loser" is not the right approach, given the necessary growing market the company operates in.Wedbush maintained an outperform rating on the stock with a price target of $55.Price: $35.98, Change: $-0.01, Percent Change: -0.03%

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Wire

Dynatrace Engages With Starboard Value After Shareholder Letter

Dynatrace (DT) said Tuesday it is engaging with Starboard Value after it issued a shareholder letter outlining operational and valuation concerns.The company said members of its board and management have recently held introductory meetings with Starboard and will continue discussions to better understand its views on the business.Dynatrace said it will continue reviewing strategic opportunities and capital allocation priorities with a focus on long-term shareholder returns.Shares of Dynatrace were up 2.1% in Tuesday trading.Price: $36.35, Change: $+0.73, Percent Change: +2.06%

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Wire

Dynatrace Shareholder Starboard Discloses Substantial Investment, Urges Constructive Engagement

Dynatrace (DT) was delivered a letter outlining operational strategies to accelerate revenue growth and profitability, Starboard Value said Tuesday.Starboard has made a substantial investment in Dynatrace, according to the letter.The shares currently trade at a severe valuation discount compared to infrastructure peers despite a durable product platform, Starboard added.Dynatrace has an opportunity for value creation, Starboard said, adding that it looks forward to a continued constructive engagement the company's management and the board regarding the goal.Dynatrace didn't immediately reply to request for comment from.Shares of Dynatrace were up 3.2% in Tuesday trading.Price: $36.73, Change: $+1.12, Percent Change: +3.13%

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Research

Rothschild & Co Redburn Initiates Coverage on Dynatrace With Neutral Rating

Dynatrace (DT) has an average rating of overweight and mean price target of $47.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Dynatrace Likely to Post Solid Q4 Results, Oppenheimer Says

Dynatrace (DT) is likely to post solid Q4 results with potential upside to guidance driven by revenue growth acceleration, Oppenheimer said in a Wednesday research report.Channel checks indicate a steady, competitive landscape as well as stable consumer alongside a healthy deal pipeline, which bodes well for Q4, analysts wrote.The brokerage said it is confident on Dynatrace's sales execution, focus on expanding core enterprise base, and leveraging Grail, Smartscape, and Dynatrace Intelligence.Further upside depends on management's ability to showcase a path to 20% revenue growth, according to the note.The brokerage said it reiterated its outperform rating on the stock and price target of $53 per share.Price: $36.07, Change: $+0.35, Percent Change: +0.98%

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Wire

BofA Securities Adjusts Price Target on Dynatrace to $48 From $64, Maintains Neutral Rating

Dynatrace (DT) has an average rating of overweight and mean price target of $47.88, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $36.25, Change: $+0.53, Percent Change: +1.48%

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