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27 stories mentioning DTUpdated 6d ago

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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.

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Wire

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.Price: $36.25, Change: $+0.53, Percent Change: +1.48%

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