Dynatrace マネジメント
マネジメント 基準チェック /34
Dynatraceの CEO はRick McConnellで、 Dec2021年に任命され、 の在任期間は 4.58年です。 の年間総報酬は$ 21.23Mで、 3.3%給与と96.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.049%を直接所有しており、その価値は$ 6.40M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と4.8年です。
主要情報
Rick McConnell
最高経営責任者
US$21.2m
報酬総額
| CEO給与比率 | 3.27% |
| CEO在任期間 | 4.6yrs |
| CEOの所有権 | 0.05% |
| 経営陣の平均在職期間 | 3.3yrs |
| 取締役会の平均在任期間 | 4.8yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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).分析記事 • 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...Seeking Alpha • Jun 16
Dynatrace: Expecting ARR Growth To Step Up
Summary Dynatrace (DT) remains a buy as ARR stabilizes at $2.05B, with net new ARR showing early signs of acceleration. Three levers—DPS adoption, logs growth, and large enterprise deals—are positioned to drive ARR acceleration in FY27. DT trades at a discounted 4.6x forward revenue multiple versus peers at 7.6x, despite similar growth prospects. Key upside hinges on DPS, logs, and large deals converting to stronger net new ARR in coming quarters. Read the full article on Seeking Alphaナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.新しいナラティブ • 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?ナラティブ更新 • 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).
新しいナラティブ • 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?ナラティブ更新 • 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).ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | US$21m | US$695k | US$163m |
| Dec 31 2025 | n/a | n/a | US$185m |
| Sep 30 2025 | n/a | n/a | US$506m |
| Jun 30 2025 | n/a | n/a | US$493m |
| Mar 31 2025 | US$19m | US$675k | US$484m |
| Dec 31 2024 | n/a | n/a | US$482m |
| Sep 30 2024 | n/a | n/a | US$163m |
| Jun 30 2024 | n/a | n/a | US$155m |
| Mar 31 2024 | US$17m | US$655k | US$155m |
| Dec 31 2023 | n/a | n/a | US$197m |
| Sep 30 2023 | n/a | n/a | US$169m |
| Jun 30 2023 | n/a | n/a | US$144m |
| Mar 31 2023 | US$15m | US$630k | US$108m |
| Dec 31 2022 | n/a | n/a | US$29m |
| Sep 30 2022 | n/a | n/a | US$28m |
| Jun 30 2022 | n/a | n/a | US$41m |
| Mar 31 2022 | US$21m | US$185k | US$52m |
報酬と市場: Rickの 総報酬 ($USD 21.23M ) は、 US市場 ($USD 14.60M ) の同規模の企業の平均を上回っています。
報酬と収益: Rickの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Rick McConnell (60 yo)
4.6yrs
在職期間
US$21,234,453
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 4.6yrs | US$21.23m | 0.049% $ 6.4m | |
| Founder | 11.6yrs | US$6.35m | 0.33% $ 42.4m | |
| Executive VP | 3.7yrs | US$8.13m | 0.061% $ 7.9m | |
| Executive VP & Chief Revenue Officer | 3yrs | US$7.08m | 0.020% $ 2.6m | |
| Executive VP & Chief Customer Officer | 1.2yrs | US$12.10m | 0.0076% $ 981.0k | |
| Senior VP | 2.8yrs | データなし | 0.012% $ 1.5m | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Executive VP | 3.9yrs | データなし | データなし | |
| Chief Marketing Officer | 2.5yrs | データなし | データなし | |
| Chief People Officer | 1.5yrs | データなし | データなし | |
| Chief Product Officer | no data | データなし | データなし | |
| VP & Chief Transformation Officer | 4.5yrs | データなし | データなし |
3.3yrs
平均在職期間
54yo
平均年齢
経験豊富な経営陣: DTの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 4.6yrs | US$21.23m | 0.049% $ 6.4m | |
| Independent Chairman | 6.8yrs | US$305.04k | 0.014% $ 1.8m | |
| Independent Director | 7yrs | US$262.54k | 0.013% $ 1.6m | |
| Independent Director | 1.8yrs | US$240.04k | 0.00078% $ 100.9k | |
| Independent Director | less than a year | データなし | 0.00014% $ 18.1k | |
| Independent Director | 5yrs | US$245.04k | 0.0072% $ 930.5k | |
| Independent Director | 7yrs | US$255.04k | 0.016% $ 2.1m | |
| Independent Director | 5.3yrs | US$250.04k | 0.0082% $ 1.1m | |
| Independent Director | less than a year | データなし | データなし | |
| Independent Director | 2.8yrs | US$247.54k | 0.0033% $ 432.2k |
4.8yrs
平均在職期間
59.5yo
平均年齢
経験豊富なボード: DTの 取締役会 は 経験豊富 であると考えられます ( 4.8年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/14 23:33 |
| 終値 | 2026/07/14 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Dynatrace, Inc. 36 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50
| アナリスト | 機関 |
|---|---|
| William Power | Baird |
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |