Dynatrace Performance degli utili passati
Criteri Il passato verificati 2/6
Dynatrace ha registrato una crescita degli utili a un tasso medio annuo di 34.5%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 31.8%. I ricavi sono stati in crescita a un tasso medio annuo di 19.2%. Il ritorno sul capitale proprio di Dynatrace è 6.2% e ha margini netti di 7.2%.
Informazioni chiave
34.53%
Tasso di crescita degli utili
33.60%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 19.23% |
| Rendimento del capitale proprio | 6.18% |
| Margine netto | 7.22% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Sep 03
DT: AI Observability Acquisition And FedRAMP High Will Support Long-Term Platform Demand
Analysts have lifted their price target for Dynatrace from $60 to $65, pointing to updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a small uptick in future P/E expectations. What’s in the News for Dynatrace Dynatrace plans to acquire Arize to bring AI native model evaluation into its observability platform, supporting customers that are building more complex AI infused systems.Seeking Alpha • Aug 21
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
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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).Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Nuova 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?Aggiornamento 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).Nuova 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?Aggiornamento 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).Aggiornamento 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).Articolo di analisi • 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...Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Aggiornamento 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Dynatrace guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 2,096 | 151 | 930 | 502 |
| 31 Mar 26 | 2,018 | 163 | 908 | 474 |
| 31 Dec 25 | 1,932 | 185 | 878 | 447 |
| 30 Sep 25 | 1,853 | 506 | 855 | 425 |
| 30 Jun 25 | 1,777 | 493 | 832 | 405 |
| 31 Mar 25 | 1,699 | 484 | 801 | 385 |
| 31 Dec 24 | 1,634 | 482 | 783 | 366 |
| 30 Sep 24 | 1,563 | 163 | 755 | 347 |
| 30 Jun 24 | 1,497 | 155 | 735 | 326 |
| 31 Mar 24 | 1,431 | 155 | 709 | 305 |
| 31 Dec 23 | 1,364 | 197 | 680 | 282 |
| 30 Sep 23 | 1,297 | 169 | 651 | 256 |
| 30 Jun 23 | 1,224 | 144 | 622 | 235 |
| 31 Mar 23 | 1,159 | 108 | 598 | 218 |
| 31 Dec 22 | 1,097 | 29 | 567 | 200 |
| 30 Sep 22 | 1,040 | 28 | 547 | 186 |
| 30 Jun 22 | 987 | 41 | 522 | 171 |
| 31 Mar 22 | 929 | 52 | 489 | 156 |
| 31 Dec 21 | 873 | 78 | 452 | 145 |
| 30 Sep 21 | 816 | 82 | 414 | 133 |
| 30 Jun 21 | 758 | 76 | 374 | 123 |
| 31 Mar 21 | 704 | 76 | 338 | 111 |
| 31 Dec 20 | 658 | 100 | 315 | 104 |
| 30 Sep 20 | 618 | 83 | 301 | 98 |
| 30 Jun 20 | 579 | -352 | 409 | 117 |
| 31 Mar 20 | 546 | -414 | 428 | 119 |
| 31 Dec 19 | 511 | -495 | 427 | 116 |
| 30 Sep 19 | 483 | -519 | 415 | 111 |
| 30 Jun 19 | 455 | -142 | 298 | 85 |
| 31 Mar 19 | 431 | -116 | 271 | 77 |
| 31 Dec 18 | 414 | -99 | 250 | 71 |
| 31 Mar 18 | 398 | 9 | 209 | 58 |
| 31 Mar 17 | 406 | 1 | 179 | 53 |
Guadagni di qualità: DT ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di DT (7.2%) sono inferiori rispetto allo scorso anno (27.7%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di DT sono cresciuti in modo significativo del 34.5% all'anno negli ultimi 5 anni.
Accelerare la crescita: DT ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: DT ha avuto una crescita negativa degli utili ( -69.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Software ( 27.2% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 6.2% ) di DT è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/11 13:34 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Dynatrace, Inc. è coperta da 51 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Power | Baird |
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |