Dynatrace, Inc. (DT)

Over the past six months, Dynatrace's stock price has decreased by 18.10%. In Q2 FY2026, Dynatrace reported better-than-expected financial results, with revenue growing 18.1% year-over-year, but the stock declined 4.51% on the report date. Dynatrace announced an integration with Amazon Bedrock AgentCore and launched a new Cloud Operations Solution for Microsoft Azure. Dynatrace and ServiceNow deepened their strategic collaboration. Analyst ratings and price targets varied, with some raising targets and others reducing them. Company insiders, including CEO Rick M. McConnell, have been net sellers of Dynatrace stock.

Demand for Dynatrace's products and services exhibits seasonality, which their AI-powered platform is designed to manage. The company's Davis AI can detect and account for distinct seasonal patterns in metrics. Consistent revenue growth and ARR increases suggest healthy demand, and Dynatrace's focus on AI-powered observability and multi-cloud tool consolidations also drives demand.

Dynatrace, Inc. is a multinational technology company providing an AI-powered observability platform for application performance, software development, cybersecurity, IT infrastructure, and user experience. The company operates in the Technology sector, focusing on Software, Packaged Software, and Cloud Computing Services. Its platform offers infrastructure monitoring, application and microservices monitoring, application security, digital experience optimization, business analytics, and cloud automation. Dynatrace Hub publishes applications for observability use cases and offers integrations. Core technologies include OneAgent, Smartscape, PurePath, AppEngine, AutomationEngine, and the Grail data lakehouse. The company utilizes its proprietary Davis AI for automated problem remediation and IT carbon impact analysis.

Dynatrace is a global company headquartered in Boston, Massachusetts, with R&D labs in Austria, Estonia, Poland, Spain, Israel, and the United States. It has over 60 offices in more than 40 countries, including Australia, Brazil, Singapore, and the United Kingdom. The company serves customers in over 100 countries across North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Dynatrace has maintained a strong brand reputation, being named a Customers' Choice in the 2025 Gartner Peer Insights Voice of the Customer for Digital Experience Monitoring and a Leader in the Gartner Magic Quadrant for Observability platforms for the 14th consecutive time. It was also recognized as a Leader in The Forrester Wave™: AIOps Platforms, Q2 2025 report. Dynatrace named DXC Technology its 2025 Global Partner of the Year. Customer success stories highlight the platform's ability to improve customer satisfaction and provide end-to-end observability. The company is pursuing ISO 42001 certification.

Dynatrace, Inc.'s ownership is primarily held by institutional investors, who hold a significant majority of shares. The top 10 institutional investors collectively own 48% of the company. Retail investors and insiders own about 21% of the company. Thoma Bravo LP is the largest individual shareholder, owning 48.48% of the company.