What Dynatrace (DT)'s New AWS Agentic AI Push Means For Shareholders

• In early December 2025, Dynatrace announced expanded integrations with advanced AWS technologies, new AI-driven observability and automation capabilities, and recognition as AWS Public Sector Technology Partner of the Year in LATAM, underscoring deeper alignment with AWS and growing traction in AI-enabled cloud operations and security.
• By achieving AWS’s new Agentic AI Specialization and rolling out tools like the Kiro autonomous agent and AI observability for Amazon Bedrock AgentCore, Dynatrace signaled a push to embed itself at the heart of how enterprises monitor, govern, and scale production AI systems.
• Next, we’ll examine how Dynatrace’s new AWS Agentic AI Specialization and expanded integrations may reshape its existing investment narrative and outlook.

Find companies with promising cash flow potential yet trading below their fair value.

Dynatrace Investment Narrative Recap

To own Dynatrace, you need to believe it can stay at the center of observability and AI-driven automation as enterprises modernize on the cloud. The AWS Agentic AI Specialization and expanded integrations strengthen its positioning with a key hyperscaler, but they do not remove the short term execution risk tied to larger, more complex platform deals, nor the longer term threat from both hyperscaler-native tools and fast-moving AI competitors.

Among the new AWS announcements, Dynatrace AI Observability for Amazon Bedrock AgentCore looks especially relevant for the current thesis, as it aligns tightly with the shift toward production AI systems. For investors focused on catalysts, this helps reinforce Dynatrace’s role in higher value, AI-centric workloads, which may support its effort to deepen large enterprise relationships even as competition and deal-cycle risk remain elevated.

Yet despite the promise of deeper AWS alignment, investors should still be aware of how rising hyperscaler competition could...

Read the full narrative on Dynatrace (it's free!)

Dynatrace's narrative projects $2.7 billion revenue and $521.4 million earnings by 2028.

Uncover how Dynatrace's forecasts yield a $61.06 fair value, a 35% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community span roughly US$50.62 to US$71.80, highlighting how far apart views on Dynatrace’s upside can sit. Against that backdrop, the latest AWS Agentic AI Specialization and integrations sharpen the focus on whether Dynatrace’s AI observability edge is enough to offset intensifying competition and longer enterprise sales cycles over time, so it is worth weighing several perspectives before forming a view.

Explore 5 other fair value estimates on Dynatrace - why the stock might be worth just $50.62!

Build Your Own Dynatrace Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Dynatrace research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Dynatrace research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dynatrace's overall financial health at a glance.

Searching For A Fresh Perspective?

Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:

• Rare earth metals are the new gold rush. Find out which 37 stocks are leading the charge.
• This technology could replace computers: discover 27 stocks that are working to make quantum computing a reality.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com