US · Technology · Software - Application
EPS came in at 0.54 against a street estimate of 0.28 — a beat of 92.9%.
Analysts rate Dynatrace Holdings LLC a buy (28 buy, 8 hold, 1 sell out of 37) with an average price target of $64.26.
CONFIDENT Dynatrace crushed Q1 with 17% ARR growth, $85M net new ARR (+66%), and record new logos. AI observability and log consumption ($200M annualized) are driving acceleration. Maintains FY27 guidance at 15.5–16.5% ARR growth despite strong results. Q1 FY27 No detailed regional breakdown provided; EMEA recovery noted. Analysts pressed on log sustainability, new logo drivers, and timing of AI monetization inflection. Management emphasized all three (logs, traditional monitoring, AI observability) growing concurrently; renewals in back half unlock NRR and expansion visibility. No premature pricing elasticity on ODC. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.09% |
| Vanguard Portfolio Management, LLC | 5.47% |
| Vanguard Capital Management, LLC | 4.57% |
| Pictet Asset Manangement SA | 4.42% |
| Wellington Management Company LLP | 3.99% |
| UBS Group AG | 3.89% |
| State Street Corp | 3.23% |
| Starboard Value LP | 3.07% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 HEADLINE NUMBERS • Second-quarter fiscal 2027 revenue was $579,918 thousand, up from $493,849 thousand in the comparable quarter. • Six-month revenu | 2026-11-03 |
| Results announced · Q3 FY2027 HEADLINE NUMBERS • Q2 fiscal 2027 ARR was $2,207 million, up 16% year over year, both as reported and at constant currency. • Total revenue was $57 | 2026-11-03 |
| Material agreement · Q2 FY2027 DYNATRACE, INC. — FORM 8-K SUMMARY September 24, 2026 --- HEADLINE NUMBERS • $500 million revolving credit facility established with Bank of Americ | 2026-09-25 |
| Shareholder vote results · Q2 FY2027 DYNATRACE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held August 26, 2026 • Total votes cast across director elections: | 2026-08-27 |
| Material agreement · Q2 FY2027 DYNATRACE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Issued $1.4375 billion aggregate principal amount of 0.00% Exchangeable Senior Notes due Septe | 2026-08-20 |
| Quarterly report · Q1 FY2027 DYNATRACE, INC. – Q1 FY2027 (ENDED JUNE 30, 2026) SUMMARY HEADLINE NUMBERS • Total revenue: $554.5 million (Q1 FY2027) vs. $477.3 million (Q1 FY2026 | 2026-08-05 |
| Results announced · Q2 FY2027 DYNATRACE Q1 FY2027 EARNINGS SUMMARY HEADLINE NUMBERS • Total ARR: $2,136 million, up 17% year-over-year (as reported and constant currency) • Total | 2026-08-05 |
| Board / officer change · Q2 FY2027 DYNATRACE, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Expansion & New Director Appointment: Dynatrace appointed Chandu Thota as a Class II | 2026-07-29 |
Readable in the app.
| Announcement | Date |
|---|---|
| New $1 billion share repurchase program authorized Dynatrace authorized a new program to repurchase up to $1 billion of its common stock. Purchases may occur on the open market or through private transactions, including Rule 10b5-1 plans, an | 2026-11-03 |
| Issued $1.4B exchangeable notes, repurchased 2.83M shares Dynatrace issued $1.44 billion in zero-coupon exchangeable senior notes due 2031. These notes pay no regular interest but can be exchanged for company stock at $64.27 per share (35% premium | 2026-08-20 |
| Board authorizes $1.0 billion share repurchase program Dynatrace announced on February 9, 2026 that its Board of Directors authorized a $1.0 billion share repurchase program. Under this program, the company can buy back its own common stock thro | 2026-02-09 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Dynatrace Holdings LLC — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.