Dynatrace, Inc. (DT)

NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Feb. 25, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.

To the dismay of many investors, the rout in software stocks has yet to see a significant reprieve. The iShares Expanded Tech-Software Sector ETF BATS: IGV, a proxy for the industry's performance, is down nearly 22% in 2026.

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

Caprock Group LLC bought a new position in shares of Dynatrace, Inc. (NYSE: DT) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 38,317 shares of the company's stock, valued at approximately $1,939,000. Several other institutional investors have

Investors interested in stocks from the Computers - IT Services sector have probably already heard of Genpact (G) and Dynatrace (DT). But which of these two stocks presents investors with the better value opportunity right now?

In a market sector recently defined by volatility and skepticism, Dynatrace NYSE: DT has effectively separated itself from the pack. While many software companies struggle to justify their valuations amid slowing IT budgets, the observability leader delivered a decisive beat-and-raise report for its third fiscal quarter of 2026.

Dynatrace earns a reiterated buy rating as ARR growth stabilizes and deal quality improves, signaling healthier fundamentals. Q3 2026 ARR rose ~20% y/y with net new ARR turning positive, driven by larger enterprise deals and strong partner execution. Partner-led upmarket strategy accelerates platform adoption, enhancing growth visibility and predictability as standardized deployments scale.

Dynatrace trades at a significant valuation discount to Datadog despite strong revenue, earnings, and free cash flow growth. DT's net revenue retention remains above 110%, and margins are stable, indicating robust customer economics and unit efficiency. The market appears to price DT as a mature, ex-growth company, overlooking its accelerating EBITDA and efficient scaling.

Dynatrace (DT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Dynatrace, Inc. delivered a double beat and raise in Q3, with sales up 18.2% y/y and strong profitability metrics. DT maintains robust cash generation, a debt-free balance sheet, and announced a $1B buyback, signaling management's confidence in undervaluation. AI disruption fears weigh on SaaS sentiment, but DT's pivot to agentic AI and platform integration positions it for resilient growth.

Dynatrace Inc (NYSE: DT) reported better-than-expected third-quarter financial results and raised its FY26 guidance above estimates on Monday.

Cloud partnerships are fueling Dynatrace's growth. Dynatrace is buying back its shares as its free cash flow swells.

Dynatrace, Inc. (DT) Q3 2026 Earnings Call Transcript

Dynatrace Inc (NYSE:DT) shares were last seen up 4.4% to trade at $35.19, after the AI firm announced a strong fiscal third quarter and raised its fiscal 2026 outlook.

Although the revenue and EPS for Dynatrace (DT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Dynatrace (DT) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.37 per share a year ago.