Dynatrace (DT) Aandelenoverzicht
Dynatrace, Inc. houdt zich bezig met het verbeteren van de waarneembaarheid voor digitale bedrijven, waardoor de complexiteit van moderne digitale ecosystemen in Noord-Amerika, Europa, het Midden-Oosten, Afrika, Azië-Pacific en Latijns-Amerika wordt getransformeerd. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
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Dynatrace
29.1% ondergewaardeerd intrinsieke korting
Efficiency is the New Growth: Dynatrace is the Ultimate "Consolidation" Play
View narrativeTA
Published 15 Feb
Dynatrace, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$55.14 |
| 52 Week Hoogtepunt | US$57.23 |
| 52 Week Laag | US$31.64 |
| Bèta | 0.74 |
| 1 maand verandering | 11.17% |
| 3 maanden verandering | 33.12% |
| 1 Jaar Verandering | 14.00% |
| 3 jaar verandering | 18.17% |
| 5 jaar verandering | -25.46% |
| Verandering sinds IPO | 131.20% |
Recent nieuws en updates
Narratiefupdate • Sep 17
DT: Earnings Euphoria And Higher P/E Will Likely Outrun Realistic Returns
Analysts now see Dynatrace as fairly valued at about $47.17 per share, up from $36.00, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for Dynatrace Dynatrace reported first quarter fiscal 2027 results with annual recurring revenue of US$2.14b, which the company stated was a 17% year over year gain.
Narratiefupdate • 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.Recent updates
Narratiefupdate • Sep 17
DT: Earnings Euphoria And Higher P/E Will Likely Outrun Realistic Returns
Analysts now see Dynatrace as fairly valued at about $47.17 per share, up from $36.00, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for Dynatrace Dynatrace reported first quarter fiscal 2027 results with annual recurring revenue of US$2.14b, which the company stated was a 17% year over year gain.Narratiefupdate • 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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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).Nieuw narratief • 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?Narratiefupdate • 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).Narratiefupdate • 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).Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Rendement voor aandeelhouders
| DT | US Software | US Markt | |
|---|---|---|---|
| 7D | 8.0% | 1.2% | -0.2% |
| 1Y | 14.0% | -11.2% | 11.9% |
Rendement versus industrie: DT overtrof de US Software industrie, die het afgelopen jaar een rendement -11.2 % opleverde.
Rendement versus markt: DT overtrof de US markt, die het afgelopen jaar een rendement opleverde van 11.9 %.
Prijsvolatiliteit
| DT volatility | |
|---|---|
| DT Average Weekly Movement | 6.3% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiele aandelenkoers: DT heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van DT is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2005 | 5,600 | Rick McConnell | www.dynatrace.com |
Dynatrace, Inc. houdt zich bezig met het bevorderen van waarneembaarheid voor digitale bedrijven, waardoor de complexiteit van moderne digitale ecosystemen in Noord-Amerika, Europa, het Midden-Oosten, Afrika, Azië-Pacific en Latijns-Amerika wordt getransformeerd. Het bedrijf exploiteert Dynatrace, een AI-gebaseerd observabiliteitsplatform, dat oplossingen biedt voor onder andere infrastructuur-, applicatie-, bedreigings- en AI-observabiliteit; digitale ervaring; loganalyse; applicatiebeveiliging; softwarelevering; en bedrijfsanalyse. Het biedt ook implementatie-, advies- en trainingsdiensten.
Dynatrace, Inc. Samenvatting
| DT fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$16.13b |
| Inkomsten(TTM) | US$151.37m |
| Inkomsten(TTM) | US$2.10b |
105.3x
Koers/Winstverhouding7.6x
P/S-verhoudingIs DT overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| DT resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$2.10b |
| Kosten van inkomsten | US$385.66m |
| Brutowinst | US$1.71b |
| Overige uitgaven | US$1.56b |
| Inkomsten | US$151.37m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.52 |
| Brutomarge | 81.60% |
| Nettowinstmarge | 7.22% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde DT op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/18 04:47 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Dynatrace, Inc. wordt gevolgd door 52 analisten. 29 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| William Power | Baird |
| Raimo Lenschow | Barclays |
| "Raimo Lenschow | Barclays |