DT
Dynatrace, Inc.
DT
58.68USD
+0.29%
Sep 25, 2026
Price
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Price Action
Advancing price action
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryBreakout + retest
Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.
Key Financials
- Market Cap
- $17.0B
- Avg Volume (60D)
- 6.9M
- Revenue Growth YoY
- +18.8%
- Gross Margin
- +81.4%
- Operating Margin
- +12.1%
- Free Cash Flow Yield
- +3.4%
- Distance from 200DMA
- +39.4%
- Next Earnings
- 2026-11-04
- P/E
- 112.0x
- EV / Sales
- 7.6x
60 sessions
FY2026 vs FY2025
Trailing twelve months
Trailing twelve months
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Mar 31, 2023
Fundamentals & Valuation
Two of the three valuation perspectives say fair; peers is the dissenting view.
Dynatrace, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
What changed
Company Research
Thesis
Direct platform enabler for enterprise teams operating cloud-native applications and AI workloads; it is not a pure-play AI-workload vendor because its installed base and revenue exposure remain broader observability, security, and automation. The story is still emerging, so the exposure is real but early.
Opportunity
Moderate opportunity
Enterprise adoption of production generative-AI and agentic applications increases the need to observe, troubleshoot, govern, optimize, and automate increasingly dynamic software and cloud environments.
Key risk
Competition from other observability and monitoring platform providers.
Narrative & Theme
Enterprise AI Deployment and Automation
Part of AI Workload Observability and Autonomous IT Operations, with moderate fit.
DT has a genuine, specific exposure to the emerging operational-control layer for enterprise AI: production AI applications and agents create new reliability, cost, performance, security, and debugging requirements across the application-to-infrastructure stack.
Narrative HeatHeating up7.9 / 10
Theme HeatNeutral6.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Software - Application
What they do
Dynatrace, Inc. develops and operates an AI-powered observability platform that helps digital businesses monitor and manage the complexity of their IT ecosystems globally.
How it earns
The company primarily generates revenue through subscription-based licensing of its software platform and related services.
Products & services
AI-powered observability platform
Infrastructure observability
Application observability
Threat observability
Digital experience monitoring
Log analytics
Application security
Software delivery
Business analytics
Implementation, consulting, and training services
Customers & end markets
Digital businesses
Enterprises across North America, Europe, Middle East, Africa, Asia Pacific, and Latin America
Market position
Leader in AI-powered observability platforms within the software application monitoring industry.
Demand drivers
Low cyclicality
Demand for digital observability and security solutions tends to be stable and driven by ongoing digital transformation rather than economic cycles.