Dynatrace (DT) Aktienübersicht
Dynatrace, Inc. befasst sich mit der Förderung der Beobachtbarkeit für digitale Unternehmen, die die Komplexität moderner digitaler Ökosysteme in Nordamerika, Europa, dem Nahen Osten, Afrika, dem asiatisch-pazifischen Raum und Lateinamerika verändert. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 4/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
DT Community Fair Values
Create NarrativeSee what 93 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$77.76
FV
47.6% unterbewertet intrinsischer Abschlag17.00%
Revenue growth p.a.
109
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0users have commented on this narrative
3users have followed this narrative
Dynatrace, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$40.75 |
| 52-Wochen-Hoch | US$57.55 |
| 52-Wochen-Tief | US$31.64 |
| Beta | 0.74 |
| 1 Monat Veränderung | 17.33% |
| 3 Monate Veränderung | 6.15% |
| 1 Jahr Veränderung | -23.16% |
| 3 Jahre Veränderung | -20.43% |
| 5 Jahre Veränderung | -28.57% |
| Veränderung seit IPO | 70.86% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jun 04
DT: Activist Margin Pressure And AI Alliances Will Shape Balanced Future Prospects
Analysts have inched their fair value estimate for Dynatrace up to about $43.85 from roughly $43.80. This reflects small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in their models.Analyseartikel • May 27
There May Be Some Bright Spots In Dynatrace's (NYSE:DT) Earnings
Shareholders appeared unconcerned with Dynatrace, Inc.'s ( NYSE:DT ) lackluster earnings report last week. We think...Narrativ-Update • May 17
DT: Activist Margin Push And AI Alliance Will Support Future Upside
Analysts have revised their fair value estimate for Dynatrace from about $47.84 to $43.80, reflecting updated assumptions that blend slightly higher expected revenue growth with a lower profit margin outlook and a more conservative future P/E of roughly 32.23 compared with 35.81 previously. What's in the News Issued guidance for the first quarter of fiscal 2027, with expected total revenue between US$547 million and US$551 million.Recent updates
Narrativ-Update • Jun 04
DT: Activist Margin Pressure And AI Alliances Will Shape Balanced Future Prospects
Analysts have inched their fair value estimate for Dynatrace up to about $43.85 from roughly $43.80. This reflects small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in their models.Analyseartikel • May 27
There May Be Some Bright Spots In Dynatrace's (NYSE:DT) Earnings
Shareholders appeared unconcerned with Dynatrace, Inc.'s ( NYSE:DT ) lackluster earnings report last week. We think...Narrativ-Update • May 17
DT: Activist Margin Push And AI Alliance Will Support Future Upside
Analysts have revised their fair value estimate for Dynatrace from about $47.84 to $43.80, reflecting updated assumptions that blend slightly higher expected revenue growth with a lower profit margin outlook and a more conservative future P/E of roughly 32.23 compared with 35.81 previously. What's in the News Issued guidance for the first quarter of fiscal 2027, with expected total revenue between US$547 million and US$551 million.Seeking Alpha • May 14
Dynatrace: A Quality Software Business With A Clear FCF Upside Setup
Summary Dynatrace is a high-margin, AI-powered observability platform with $2.054 billion in ARR, strong FCF, and a valuation still below peer software names. DT’s ~96% subscription revenue, 111% net retention, and $3.2 billion RPO support durability, visibility, and a real recurring-revenue base. Starboard Value, the activist investor that acquired a stake in DT recently, is seeing margin expansion, S&M efficiency, and capital return, but buybacks should be treated as an upside lever, not guaranteed. At ~17.6x FY2026 FCF versus Starboard’s 31.0x peer median, DT has multiple paths to upside through FCF/share growth and rerating. Read the full article on Seeking AlphaNarrativ-Update • Apr 26
DT: Expanded AI Integrations And Buybacks Will Support Future Upside
Analysts have reduced their price target for Dynatrace from about $49.72 to roughly $47.84, citing slightly adjusted assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E multiples. What's in the News Dynatrace expanded its technology alliance with Postman, allowing developers using Postman Agent Mode to access real time observability and production context from Dynatrace directly in their AI assisted API workflows, with the Dynatrace Model Context Protocol Server now available in the Postman API Network (Key Developments).Narrativ-Update • Apr 11
DT: Expanded AI Partnerships And Cloud Integrations Will Support Future Upside
Analysts have lifted their price target on Dynatrace to $49.72, a modest adjustment that reflects slightly lower discount rate assumptions and fine tuned expectations for revenue growth, profit margins, and future P/E levels. What's in the News Dynatrace expanded its technology alliance with Postman, allowing developers using Postman Agent Mode to pull real time observability and production context from the Dynatrace platform directly into AI assisted API workflows, with the Dynatrace Model Context Protocol Server now available in the Postman API Network (Key Developments).Narrativ-Update • Mar 27
DT: AI Alliance Expansion And New Platform Capabilities Will Drive Upside
Analysts kept their fair value estimate for Dynatrace steady at $49.72, noting that their updated assumptions for discount rate, revenue growth, profit margin, and future P/E remain broadly consistent with prior expectations. What's in the News Dynatrace expanded its technology alliance with Postman, allowing developers using Postman Agent Mode to access real-time observability and production context from Dynatrace directly inside AI-assisted API workflows, with the Dynatrace Model Context Protocol Server now available in the Postman API Network.Narrativ-Update • Mar 12
DT: AI Cloud Expansion And Ongoing Buybacks Will Support Future Upside
Analysts have slightly reduced their price target on Dynatrace, now estimating fair value at about $49.72 instead of $50.16, reflecting modestly updated assumptions for the discount rate, long-term revenue growth, profit margins, and future P/E multiples. What's in the News The Board of Directors authorized a new share repurchase program allowing Dynatrace to buy back up to $1,000 million of its shares, funded by existing cash and future cash flow, with no set end date (Buyback Transaction Announcements).Narrativ-Update • Feb 26
DT: Expanded AI Cloud Partnerships And Buybacks Will Support Future Upside
Analyst Price Target Update Analysts now set their average price target for Dynatrace at about $50, down from roughly $52. This reflects slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Neues Narrativ • Feb 21
AI Powered Observability Will Support Steady Autonomy Adoption While Near Term Upside Stays Limited
Catalysts About Dynatrace Dynatrace provides an AI powered observability platform that helps enterprises monitor, analyze and automate their complex software and cloud environments. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Feb 10
DT: Expanded Cloud AI Partnerships And Buybacks Will Support Long Term Upside
Analysts have trimmed their price target for Dynatrace to reflect a fair value update to $52.03 from $58.81, citing slightly softer modeled revenue growth, a modestly lower future P/E multiple, and largely unchanged profit margin assumptions. What's in the News The Board of Directors authorized a share repurchase program for up to US$1,000 million of Dynatrace stock, with no set end date and funding expected from existing cash and future cash flow (Buyback Transaction Announcements).
Neues Narrativ • Feb 07
Complex AI Observability Trends Will Support A Long-Term Upside Narrative
Catalysts About Dynatrace Dynatrace provides an AI powered observability platform that helps enterprises monitor, analyze and automate their cloud and software environments. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Jan 27
DT: Expanding Cloud AI Partnerships Will Drive Long Term Upside Potential
Analysts have slightly trimmed their price target for Dynatrace to reflect a fair value shift from about US$60.22 to roughly US$58.81, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Dynatrace expanded its collaboration with Google Cloud as a launch partner for Gemini CLI extensions and Gemini Enterprise, providing developers with terminal based access to observability and root cause analysis and connecting AI agents to the Dynatrace platform via Google's A2A protocol (Key Developments).Narrativ-Update • Jan 12
DT: Expanded Cloud AI Alliances Will Support Strong Future Upside
Analysts have made a modest trim to their fair value estimate for Dynatrace to about US$60.22 from roughly US$60.78, reflecting small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that slightly soften the overall valuation. What's in the News Dynatrace expanded its collaboration with Google Cloud as a launch partner for Gemini CLI extensions and Gemini Enterprise, with its observability platform now connected via Google’s A2A protocol and integrations available through Google Cloud Marketplace (Client Announcements).Analyseartikel • Jan 05
When Should You Buy Dynatrace, Inc. (NYSE:DT)?
Today we're going to take a look at the well-established Dynatrace, Inc. ( NYSE:DT ). The company's stock received a...Narrativ-Update • Dec 20
DT: Expanding Cloud AI Partnerships Will Drive Strong Future Upside
Analysts have modestly trimmed their price target on Dynatrace from 61.06 dollars to 60.78 dollars, reflecting slightly lower growth and valuation assumptions, partly offset by better projected profitability. What's in the News Dynatrace expanded its collaboration with Google Cloud as a launch partner for Gemini CLI extensions and Gemini Enterprise, giving developers in-terminal access to observability and root-cause analysis while connecting AI agents directly to the Dynatrace platform via Google's A2A protocol (Client Announcements).Narrativ-Update • Dec 06
DT: Expanded Cloud Partnerships Will Drive Strong Future Upside
Narrative Update on Dynatrace Analysts have slightly trimmed their price target on Dynatrace from approximately $61.24 to $61.06, reflecting marginally higher discount rate assumptions and modestly lower long term growth and profitability expectations, while still assigning a robust future valuation multiple. What's in the News Expanded collaboration with AWS, including new integrations for cloud operations, DevOps, security, and agentic AI, and recognition as AWS Public Sector Technology Partner of the Year in LATAM, alongside achieving the new AWS Agentic AI Specialization (company announcement).Narrativ-Update • Nov 22
DT: Cloud Observability Advancements And New Partnerships Will Drive Future Upside
Narrative Update: Analyst Price Target Adjustment for Dynatrace Analysts have slightly reduced their fair value estimate for Dynatrace from $61.79 to $61.24, citing marginally lower growth and profit forecasts in their updated models. What's in the News Dynatrace announced a general availability integration with Amazon Bedrock AgentCore.Narrativ-Update • Nov 07
DT: AI-Powered Automation And Share Buybacks Will Drive Market Gains Ahead
Analysts have slightly decreased their price target for Dynatrace from $63.09 to $61.79. They cite minor adjustments in key financial metrics such as growth and profitability forecasts as the reason for this change.Analyseartikel • Aug 19
We Think That There Are Issues Underlying Dynatrace's (NYSE:DT) Earnings
NYSE:DT 1 Year Share Price vs Fair Value Explore Dynatrace's Fair Values from the Community and select yours Despite...Analyseartikel • Aug 01
What Is Dynatrace, Inc.'s (NYSE:DT) Share Price Doing?
Let's talk about the popular Dynatrace, Inc. ( NYSE:DT ). The company's shares received a lot of attention from a...Analyseartikel • Jul 17
With EPS Growth And More, Dynatrace (NYSE:DT) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analyseartikel • Jul 04
Is There An Opportunity With Dynatrace, Inc.'s (NYSE:DT) 33% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Dynatrace fair value estimate is US$84.11 Current share price...Analyseartikel • Jun 19
We Like These Underlying Return On Capital Trends At Dynatrace (NYSE:DT)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Seeking Alpha • Apr 13
Dynatrace: Fending Off Lock-In From Large Cloud Providers
Summary I rate Dynatrace a "buy" due to its growth prospects, ability to reduce cloud spend and mitigate vendor lock-in for multi-cloud environments. The platform integrates data from all cloud and on-premise servers, offering enterprise-grade observability backed by professional engineers. Despite a competitive market, Dynatrace's valuation is justified by its potential for growth and differentiation, making it relatively cheaper than Datadog. Betting on Dynatrace implies believing that large companies will adopt a cost-cutting strategy of using multiple clouds instead of consolidating into one provider. Observability becomes more valuable as a business increases its cloud infrastructure, making large companies the primary target for Dynatrace. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Dynatrace: Comparing The Leading Observability Players
Summary Despite Dynatrace being slightly undervalued, Datadog's superior strategy and higher quality make it the preferred investment for long-term growth. Dynatrace targets large enterprises with premium solutions but faces risks due to lower R&D investment and reliance on acquisitions to develop its core product. Dynatrace's DPS model shows promise in expanding its customer base, yet Datadog's financials and growth prospects make it the better choice. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Dynatrace: Short-Term Profits Mask Long-Term Risks - Sell
Summary Dynatrace's limited R&D investment and focus on hybrid environments hinder its competitiveness in the cloud-native observability market, making it a poor long-term investment. Increasing competition from tech giants and cloud-native providers like Datadog, along with industry trends like vendor consolidation, pose significant threats to Dynatrace's growth. Despite strong profitability, Dynatrace's conservative ARR guidance and unconvincing Q2 2025 earnings report indicate a bleak outlook and potential disruptions ahead. I recommend selling Dynatrace stock now, as it has likely reached its valuation peak, with upcoming partnership renewals posing additional risks. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
Dynatrace: Underlying Demand Continues To Remain Strong
Summary 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. Read the full article on Seeking AlphaAktionärsrenditen
| DT | US Software | US Markt | |
|---|---|---|---|
| 7D | -3.4% | -6.2% | 0.8% |
| 1Y | -23.2% | -16.3% | 24.2% |
Rendite im Vergleich zur Industrie: DT unter dem Niveau der Branche US Software , die im vergangenen Jahr eine Rendite von -16.3% erzielte.
Rendite vs. Markt: DT hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 24.2 erzielte.
Preisvolatilität
| DT volatility | |
|---|---|
| DT Average Weekly Movement | 7.4% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: DT hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: DTDie wöchentliche Volatilität (7%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2005 | 5,600 | Rick McConnell | www.dynatrace.com |
Dynatrace, Inc. beschäftigt sich mit der Förderung der Beobachtbarkeit für digitale Unternehmen, die die Komplexität moderner digitaler Ökosysteme in Nordamerika, Europa, dem Nahen Osten, Afrika, dem asiatisch-pazifischen Raum und Lateinamerika transformiert. Das Unternehmen betreibt Dynatrace, eine KI-gestützte Observability-Plattform, die Lösungen für Infrastruktur-, Anwendungs-, Bedrohungs- und KI-Observability, Digital Experience, Log-Analytik, Anwendungssicherheit, Softwarebereitstellung und Business Analytics bietet. Außerdem bietet es Implementierungs-, Beratungs- und Schulungsdienstleistungen an.
Dynatrace, Inc.'s Grundlagenzusammenfassung
| DT grundlegende Statistiken | |
|---|---|
| Marktanteil | US$11.77b |
| Gewinn(TTM) | US$162.67m |
| Umsatz(TTM) | US$2.02b |
73.0x
Kurs-Gewinn-Verhältnis 5.9x
Kurs-Umsatz-VerhältnisIst DT zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| DT Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$2.02b |
| Kosten der Einnahmen | US$368.72m |
| Bruttogewinn | US$1.65b |
| Sonstige Ausgaben | US$1.49b |
| Gewinn | US$162.67m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 0.56 |
| Bruttomarge | 81.73% |
| Nettogewinnspanne | 8.06% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich DT auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/12 17:18 |
| Aktienkurs zum Tagesende | 2026/06/12 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Dynatrace, Inc. wird von 49 Analysten beobachtet. 36 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Power | Baird |
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |