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DTDT

Dynatrace, Inc.

$DT·$15B·Software - Application·Technology
$51.42+1.6%YTD+18.7%1Y+7.9%
Price updated 5h ago·X counts updated 1d ago
DTDT
$DTDynatrace, Inc.
$51.42+1.63%56 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

56X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-01

DT is bullish following Morgan Stanley's upgrade to Overweight with a PT raised to $65 from $58, citing the healthiest observability-market demand since 2022 on strong public-cloud growth and a fresh digital-innovation cycle. Options traders flag DT alongside HNGE, ZETA and AKAM as software-adjacent calls printing. Fresh IBD coverage adds attention into the software rotation.

Read what X is saying about $DT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

Dynatrace up 17% YTD at 82% of 52-week range — Morgan Stanley to Overweight, $65 PT

Dynatrace is a software-observability platform (APM, infrastructure, log management) built for cloud-native and multi-cloud environments.

  • Analyst upgrade is fresh: Morgan Stanley to Overweight, PT raised to $65 from $58, citing the healthiest observability demand since 2022 on strong public-cloud growth and a fresh digital-innovation cycle.
  • Fundamentals stack: PE 75x, Q4 revenue $532M up from $515M in Q3, gross margin 82%, operating margin 13%, ROIC 5%, free-cash yield 4.4% — a real growth story that just turned profitable.
  • Chart is confirming: up 17% YTD but roughly flat over twelve months, at 82% of the 52-week range, beta 0.74 — orderly participation with volume normal, GF Score of 91.

A quality observability franchise catching a genuine sector tailwind; the setup rewards a longer view.

Agrees with X sentimentX posts flag the Morgan Stanley upgrade to Overweight with $65 PT and the observability-demand narrative alongside HNGE, ZETA and AKAM options flow. The bundle supports each — clean fundamentals-plus-analyst-catalyst setup.

What to watch: Q2 FY27 print Nov 4 for ARR growth, NRR trajectory and any commentary on AI-observability monetization; a beat-and-raise would extend the run.

On the calendar: 2026-11-04 — Q2 FY27 earnings

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Read the AI verdict on $DT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides an AI-powered observability and security platform for monitoring multi-cloud application performance and infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DT.

Software - Application · Technology

SaaS deal cycles remain elongated outside AI-native workloads; rate-sensitive multiples are compressing pure-play revenue growth stories. AI co-pilot and agent automation upsell — NOW, CRM, SAP, WDAY, TEAM — is the only segment with clear near-term acceleration, while companies lacking AI differentiation are treading water on flat net-dollar-retention.

What this means for $DT

Direct beneficiary — Dynatrace's Davis AI for multi-cloud observability is a direct AI co-pilot product; enterprise DevOps and security teams are prioritizing AI-powered monitoring as LLM deployments scale.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-5.0%YTD
-9.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
74.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
81.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.48$0.44+7.9%
Q1 2026May 13, 2026$0.41$0.39+5.4%
Q4 2025Feb 9, 2026$0.44$0.41+7.3%
Q3 2025Nov 5, 2025$0.44$0.41+7.5%
Next earningsWed, Nov 4·consensus EPS $0.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$531.7M+19.4%80.9%10.5%$0.06$210.0M
Q3 FY26$515.5M+18.2%81.4%14.1%$0.13$27.2M
Q2 FY26$493.8M+18.1%81.8%14.8%$0.19$27.8M
Q1 FY26$477.3M+19.6%82.1%13.1%$0.16$262.2M

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.3B$2.3B – $2.4B$1.98$1.86 – $2.0321
FY28$2.7B$2.6B – $2.8B$2.28$2.13 – $2.3721
FY29$3.1B$3.0B – $3.3B$2.71$0.84 – $3.5913
FY30$3.3B$3.3B – $3.4B$2.86$2.80 – $2.9811
FY31$3.6B$3.6B – $3.7B$3.07$3.00 – $3.205

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 287.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.745-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Bernd GreifenederCTO162 sh$7K
+ 40 other (17 exempts · 15 awards · 8 inkinds) in window

See when $DT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteAug 278-K — Item 5.07: Shareholder vote
AI summary

Dynatrace (DT) held its 2026 Annual Meeting of Shareholders on August 26, reporting on the election of directors and other routine governance votes. Shareholders elected four Class I directors — John McConnell, Stephen Capone, Richard Lifshatz, and Bernd Riedel — to serve until the 2029 annual meeting. The appointment of Ernst & Young as auditors was ratified, and the advisory say-on-pay vote on executive compensation passed. All items passed with substantial support, reflecting routine governance approval.

8-KAgreement terminatedAug 208-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Dynatrace (DT) priced an offering of $1.4375 billion aggregate principal amount of 0% Exchangeable Senior Notes due 2031 in a Rule 144A private placement to qualified institutional buyers, including a $187.5 million overallotment option exercised in full. Net proceeds of approximately $1.411 billion will be partially deployed to fund approximately $167.8 million in note hedge transactions (to offset dilution upon exchange) and approximately $134.7 million for other uses, with the remainder going to general corporate purposes. Simultaneously, Dynatrace terminated its prior revolving credit facility. Zero-coupon exchangeable notes allow Dynatrace to raise substantial capital at no cash interest cost while providing investors upside exposure to the stock.

8-KOfficer or director changeAug 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Dynatrace, Inc. filed an 8-K on August 5, 2026 covering fiscal Q1 2027 earnings (quarter ended June 30, 2026) and a material CFO departure. On July 31, 2026, CFO James Benson notified the company of his planned retirement and resignation by fiscal year end (March 31, 2027); a CFO search has been initiated and Benson will support the transition. The CFO departure is material at a high-growth software observability company where guidance credibility and investor relations continuity are closely watched — Dynatrace competes with Datadog and New Relic.

3New insider — initial holdingsJul 293
AI summary

Chandu Thota filed a Form 3 with the SEC on July 29, 2026 disclosing his status as a newly appointed director of Dynatrace, Inc. (ticker: DT). Table I of the Form 3 shows no non-derivative securities beneficially owned at the time of his appointment, and Table II shows no derivative securities, indicating he was granted no shares or options on or before the date of the filing. Thota was appointed as a Class II director effective July 27, 2026, as separately disclosed in Dynatrace's Form 8-K filed the same day. This is a routine initial ownership statement required of all new Section 16 reporting persons within 10 days of appointment.

8-KOfficer or director changeJul 298-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Dynatrace, Inc. disclosed on July 29, 2026 under Item 5.02 that its Board of Directors unanimously appointed Chandu Thota as a Class II director effective July 27, 2026, simultaneously expanding the board from 10 to 11 members. Thota brings technology and enterprise software expertise relevant to Dynatrace's AI-powered observability and application performance monitoring platform. The board's Nominating and Corporate Governance Committee recommended the appointment, and no committee membership assignments were disclosed in the initial filing. A press release with additional background on Thota is furnished as an exhibit.

3New insider — initial holdingsJul 23
AI summary

Frederick Daniel Streetman, director of Dynatrace, filed a Form 3 initial beneficial ownership statement as of June 30, 2026. Administrative disclosure for a newly appointed Dynatrace director.

3New insider — initial holdingsJul 23
AI summary

George Andrew Riedel, director of Dynatrace, filed a Form 3 initial beneficial ownership statement as of June 30, 2026. Administrative disclosure for a second newly appointed Dynatrace director.

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Dynatrace's Board appointed George Riedel (Class I) and Dan Streetman (Class II) as new directors effective June 30, 2026, expanding from 8 to 10 members. Board expansion adding two directors with enterprise software experience.

+ 13 other (4 13Gs · 3 proxys · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Dynatrace (DT) Rises As Market Takes a Dip: Key Factszacks.com·8h agoDynatrace, Inc. (DT) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·2d agoDynatrace Inc (DT) Shares Fall 3.1% -- What GF Score of 91 Tells Investorsgurufocus.com·2d ago3 Earnings Season Winners That Analysts Can't Stop Upgradingmarketbeat.com·4d agoDynatrace Stock Rapidly Approaches Buy Point After Earnings Gap-Upinvestors.com·7d ago

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Voices on X · last 7 days

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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