
Dynatrace Inc (DT) Stock Forecast & Price Target
Dynatrace Inc (DT) Analyst Ratings
Bulls say
Dynatrace's second quarter subscription revenue reached $473 million, reflecting an 18% year-over-year increase, driven by a notable 20% growth in platform consumption and contributions from other revenue sources. The company successfully achieved a Net New Annual Recurring Revenue (ARR) of $70 million, which marks a 16% year-over-year increase and underscores the positive momentum generated from early renewals. For the upcoming fiscal years, Dynatrace is projected to experience steady revenue growth, with expectations of $1.99 billion in FY26 and $2.27 billion in FY27, supported by its strategic market approaches and expanding customer adoption.
Bears say
Dynatrace faces significant risks that could lead to a deceleration in Annual Recurring Revenue (ARR) growth, particularly as the post-COVID environment slows sales cycles and customers may not adopt new product modules as rapidly as expected. Additionally, the company operates in a core Application Performance Management (APM) market that may not represent the most strategically advantageous segment of the broader cloud monitoring sphere, which raises concerns about its competitive positioning and growth potential. Compounding these issues are macroeconomic fluctuations and potential challenges related to managing margins and generating sufficient cash flow to meet debt obligations.
This aggregate rating is based on analysts' research of Dynatrace Inc and is not a guaranteed prediction by Public.com or investment advice.
Dynatrace Inc (DT) Analyst Forecast & Price Prediction
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