Dynatrace, Inc.

Informe acción NYSE:DT

Capitalización de mercado: US$14.3b

Dynatrace Dirección

Dirección controles de criterios 3/4

El CEO de Dynatrace es Rick McConnell , nombrado en Dec 2021, tiene una permanencia de 4.67 años. compensación anual total es $21.23M, compuesta por 3.3% salario y 96.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.05% de las acciones de la empresa, por valor de $7.12M. La antigüedad media del equipo directivo y de la junta directiva es de 3.4 años y 4.7 años, respectivamente.

Información clave

Rick McConnell

Chief Executive Officer (CEO)

US$21.2m

Compensación total

Porcentaje del salario del CEO3.27%
Permanencia del CEO4.7yrs
Participación del CEO0.05%
Permanencia media de la dirección3.4yrs
Promedio de permanencia en la Junta Directiva4.7yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha 1h

Dynatrace: Q1 Growth Reacceleration And Planned Arize Acquisition Strengthen Bull Stance

Summary Dynatrace is evolving from observability to a comprehensive AI operations platform, driving resilient ARR and strong profitability. DT consistently delivers 16% constant-currency ARR growth, mid-80% gross margins, and robust free cash flow, supporting a premium valuation. Management prioritizes sustainable growth and disciplined execution over aggressive AI-driven forecasts, reinforcing long-term credibility. Continued AI platform adoption and automation are key catalysts, but rich valuation leaves minimal room for operational missteps. Read the full article on Seeking Alpha
Actualización de narrativa Aug 13

DT: AI Observability Momentum And Buybacks Will Drive Bullish Share Outlook

Analysts have lifted their price target on Dynatrace from about $45 to about $58, citing updated fair value estimates that include a slightly lower discount rate, modestly adjusted revenue growth and profit margin assumptions, and a higher expected future P/E multiple. What's in the News for Dynatrace Dynatrace reported Q2 CY2026 revenue of US$554.5 million, which was 16.2% higher year on year and ahead of Wall Street estimates.
Actualización de narrativa Jul 30

DT: FedRAMP High And AI Autonomy Will Support Long-Term Platform Demand

Analysts have raised the Dynatrace price target from $57.63 to $60.00 as they factor in updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E expectations. What’s in the News for Dynatrace Dynatrace announced major updates to its Dynatrace Intelligence platform, including autonomous agents for incident triage and remediation, no code custom agent creation, and broader integrations with hyperscalers and enterprise tools.
Actualización de narrativa Jul 16

DT: FedRAMP High Pursuit Will Support Long-Term Platform Demand

Analysts have adjusted their price target for Dynatrace to $57.63 from $68.00. This reflects updated assumptions around slightly higher forecast revenue growth, a lower projected profit margin, a modestly lower future P/E multiple, and a small change in the discount rate.
Actualización de narrativa Jul 02

DT: AI Observability Optimism Will Likely Outrun Realistic Earnings Multiple

Analysts now cite a lower future P/E assumption and revised margin expectations as key reasons for trimming the Dynatrace price target from $37.00 to $36.00 in the latest update. What’s in the News for Dynatrace Multiple Wall Street firms, led by UBS, upgraded Dynatrace to Buy and raised price targets, with UBS moving its target from $36 to $60.
Actualización de narrativa Jun 18

DT: AI Workloads And Buybacks Will Shape Balanced Stock Prospects

Analysts have increased their fair value estimate for Dynatrace stock from $43.85 to $45.15, citing slightly higher modeled revenue growth and profit margins, as well as a modestly adjusted discount rate and future P/E assumption. What’s in the News for Dynatrace UBS upgraded Dynatrace stock from Neutral to Buy and raised its price target from US$36 to US$60, citing accelerating annual recurring revenue and AI related opportunities as key drivers, with BMO Capital and Bank of America also lifting their targets (source: UBS and other research coverage).
Artículo de análisis Jun 17

Dynatrace (DT) Stock Could Be 47% Undervalued After Fresh Bank Upgrades

Dynatrace (DT) is back in focus after multiple major banks, including UBS, initiated or upgraded coverage with positive commentary on its AI observability platform and potential for improved revenue performance. See our latest analysis for Dynatrace. The recent upgrades have come alongside a 30 day share price return of 8.08% and a 90 day share price return of 3.03%, even as the 1 year total shareholder return is down 25.83%. This indicates near term momentum against a weaker longer term...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Nueva narrativa 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?
Actualización de narrativa 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).
Nueva narrativa 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?
Actualización de narrativa 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).
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
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 Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Rick McConnell en comparación con los beneficios de Dynatrace?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

US$151m

Mar 31 2026US$21mUS$695k

US$163m

Dec 31 2025n/an/a

US$185m

Sep 30 2025n/an/a

US$506m

Jun 30 2025n/an/a

US$493m

Mar 31 2025US$19mUS$675k

US$484m

Dec 31 2024n/an/a

US$482m

Sep 30 2024n/an/a

US$163m

Jun 30 2024n/an/a

US$155m

Mar 31 2024US$17mUS$655k

US$155m

Dec 31 2023n/an/a

US$197m

Sep 30 2023n/an/a

US$169m

Jun 30 2023n/an/a

US$144m

Mar 31 2023US$15mUS$630k

US$108m

Dec 31 2022n/an/a

US$29m

Sep 30 2022n/an/a

US$28m

Jun 30 2022n/an/a

US$41m

Mar 31 2022US$21mUS$185k

US$52m

Compensación vs. Mercado: La compensación total de Rick($USD21.23M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.46M).

Compensación vs. Ingresos: La compensación de Rick ha sido consistente con los resultados de la empresa en el último año.


CEO

Rick McConnell (60 yo)

4.7yrs
Permanencia
US$21,234,453
Compensación

Mr. Rick M. McConnell serves as CEO & Director of Dynatrace, Inc. since December 13, 2021. He serves as the Chief Executive Officer at Dynatrace LLC. He served as President at Akamai Technologies, Inc sinc...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Rick McConnell
CEO & Director4.7yrsUS$21.23m0.050%
$ 7.1m
Bernd Greifeneder
Founder11.7yrsUS$6.35m0.33%
$ 47.2m
James Benson
Executive VP3.8yrsUS$8.13m0.061%
$ 8.7m
Dan Zugelder
Executive VP & Chief Revenue Officer3.1yrsUS$7.08m0.020%
$ 2.9m
Steve McMahon
Executive VP & Chief Customer Officer1.3yrsUS$12.10m0.0076%
$ 1.1m
Daniel Yates
Senior VP2.9yrssin datos0.012%
$ 1.8m
Noelle Faris
Vice President of Investor Relationsno datasin datossin datos
Nicole Fitzpatrick
Executive VP4yrssin datossin datos
Laura Heisman
Chief Marketing Officer2.6yrssin datossin datos
Michael Rogers
Chief People Officer1.6yrssin datossin datos
Steve Tack
Chief Product Officerno datasin datossin datos
Colleen Kozak
VP & Chief Transformation Officer4.6yrssin datossin datos
3.4yrs
Permanencia media
54yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de DT se considera experimentado (3.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Rick McConnell
CEO & Director4.7yrsUS$21.23m0.050%
$ 7.1m
Jill Ward
Independent Chairman6.9yrsUS$305.04k0.014%
$ 2.0m
Stephen Lifshatz
Independent Director7.1yrsUS$262.54k0.013%
$ 1.8m
Lisa Campbell
Independent Director1.9yrsUS$240.04k0.00079%
$ 113.2k
George Riedel
Independent Directorless than a yearsin datos0.00014%
$ 20.1k
Stephen Rowland
Independent Director5.1yrsUS$245.04k0.0072%
$ 1.0m
Chandu Thota
Directorless than a yearsin datossin datos
Michael Capone
Independent Director7.1yrsUS$255.04k0.016%
$ 2.3m
Kirsten Wolberg
Independent Director5.4yrsUS$250.04k0.0083%
$ 1.2m
Dan Streetman
Independent Directorless than a yearsin datossin datos
Amol Kulkarni
Independent Director2.9yrsUS$247.54k0.0034%
$ 480.2k
4.7yrs
Permanencia media
59.5yo
Promedio de edad

Junta con experiencia: La junta directiva de DT se considera experimentada (4.7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/20 02:58
Precio de las acciones al final del día2026/08/20 00:00
Beneficios2026/06/30
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dynatrace, Inc. está cubierta por 51 analistas. 28 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William PowerBaird
Raimo LenschowBarclays
William Kingsley CraneBerenberg