TickerTalks
Browse all tickers →
TickerTalks›$DT
DTDT

Dynatrace, Inc.

$DT·$12B·Software - Application·Technology
——
Mentions · last 7 days
2026-06-07: 27 posts2026-06-08: 67 posts2026-06-09: 53 posts2026-06-10: 155 posts2026-06-11: 77 posts2026-06-12: 62 posts2026-06-13: 5 posts449+0%
X counts updated 13h ago
DTDT
Dynatrace, Inc.$DT
——449 posts+0%
AI analysisFundamentalsVoices on X
Loading…

What it does

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

Dynatrace, Inc. specializes in providing a sophisticated software intelligence platform tailored for complex, evolving multi-cloud setups. The Dynatrace platform, central to their offerings, delivers a wide array of functionalities including monitoring for applications and microservices, real-time application security, comprehensive infrastructure oversight, tracking of digital user experiences, insightful business analytics, and tools for cloud automation. This powerful solution enables customers to modernize and streamline their IT operations, accelerate software development and deployment, and significantly enhance end-user satisfaction. Beyond the core platform, Dynatrace also offers crucial implementation, consulting, and training services. The company utilizes a dual sales approach, combining a dedicated direct sales force with an extensive network of partners, such as resellers, system integrators, and managed service providers, to distribute its products. Dynatrace serves a broad spectrum of industries, including finance (banking, insurance), retail, manufacturing, travel, and software development. With a global reach, the company conducts operations across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. Established in 2005, Dynatrace, Inc. is headquartered in Waltham, Massachusetts.

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

Enterprise AI agent workflow automation is bifurcating application software — NOW and SNOW repricing as AI converts SaaS seats into broader platform contracts while SNOW's blowout Q1 confirms GenAI consumption revenue inflecting. Legacy application vendors face agent displacement risk as AI automates workflows their software was built to support.

See how Software - Application shapes $DT

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $DT's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
Free, forever. No credit card.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-14.8%YTD
-15.3%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
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%
Q2 2025Aug 6, 2025$0.42$0.38+11.8%
Next earningsWed, Aug 5·consensus EPS $0.45

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 27 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.3B$2.3B – $2.3B$1.95$1.93 – $1.9627
FY28$2.7B$2.6B – $2.7B$2.25$2.17 – $2.3527
FY29$3.0B$3.0B – $3.0B$2.67$2.23 – $3.2010
FY30$3.3B$3.3B – $3.4B$2.92$2.87 – $2.975
FY31$3.6B$3.6B – $3.7B$2.98$2.93 – $3.044

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.0.6×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.35%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.+6.2%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.-3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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.

Know if $DT is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

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

Recent transactions

SellJun 5Bernd GreifenederCTO247 sh$10K
+ 6 other (2 exempts · 2 inkinds · 2 awards) 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
Free, forever. No credit card.

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

SC 13D/AActivist amendmentMay 15SC 13D/A
AI summary

Pictet Asset Management SA (Geneva, Switzerland), acting for discretionary institutional clients, filed Amendment No. 1 to Schedule 13D for Dynatrace, Inc. (DT), triggered by a share acquisition on May 13, 2026 at a total client cost of approximately USD 656.5 million. Pictet's stated purpose is long-term investment in Dynatrace consistent with its sustainable/governance-focused investment strategy, including active engagement with management on strategy, governance, and sustainability. Pictet has no current plan to take control or seek board representation but its approximately $656 million position makes it a significant active institutional voice.

SC 13DActivist position (5%+)Jan 16SC 13D
+ 9 other (4 13Gs · 1 S-8 · 1 10-K · 1 earnings 8-K) in window

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BULL$MSTR$NOW$ADBE$APP$CRM$SNOW$DUOL
Voices on X · last 7 days

No standout posts about $DT on X in the last 7 days.

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.

PrivacyTermsSupport