I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the compa ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...

Dynatrace (DT 1.31%), a software company specializing in AI-powered observability and automation tools for large enterprises, released its results for Q1 FY2026 on August 6, 2025. The main news was that revenue and Non-GAAP earnings per share both fell short of Wall Street expectations, with GAAP revenue of $477 million versus analyst estimates near $534 million, and Non-GAAP earnings per share of $0.42 compared to a $0.43 estimate. Despite missing consensus, the company posted 20% GAAP revenue growth year ...

Dynatrace (DT) Q1 2026 Earnings Call August 06, 2025 08:00 AM ET Company ParticipantsNoelle Faris - VP - IRRick McConnell - CEO & DirectorJim Benson - CFORaimo Lenschow - Managing DirectorSanjit Singh - Executive DirectorKash Rangan - Managing DirectorMark Murphy - Managing DirectorAndrew Sherman - Vice PresidentBrent Thill - MD & Tech Sector Leader - Software & Internet ResearchBrad Reback - Managing DirectorW. Miller Jump - Equity Research AssociateConference Call ParticipantsKoji Ikeda - Senior Research ...

Dynatrace (DT) Q1 2026 Earnings Call August 06, 2025 08:00 AM ET Speaker0Greetings, and welcome to Dynatrace Fiscal First Quarter twenty twenty six Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Noelle Farris, Vice President of Investor Relations.Thank you. You may begin.Speaker1Good morning and thank you for joining Dynatrace's fir ...

Adynatrace Q1 2026 Investor Presentation August 6, 2025 Legal Disclaimer This presentation consists of theses slides and the associated remarks and comments, which are related and intended to be presented and understood together. Pease refer of certain terms. Cautionary Language Concerning Forward-Looking Statements This presentation inducles sertain "forward-lobing statements" within the maning of the Printer Securities Litication Reform At of 1299, induling statements regarding Dyn and current be withs th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 | Delaware | 47-2386428 | | --- | --- | | (State or other jurisdiction of | (I.R.S. Employer | | incorporation or organization) | Identification No.) | | th 280 Congress Street, 11 Floor | | | Boston, Massachusetts | 02210 | | (Address of principal executive offices) | (Zip Code) | | Registrant's telephone number, including area code: (781) 530-1000 | | 1601 Trapelo Road, Suite 116 Waltham, Massachusetts 02451 FORM 10-Q (Mark One) ☒ QUA ...

EXHIBIT 99.1 First Quarter Fiscal 2026 Financial and Other Recent Business Highlights: All growth rates are compared to the first quarter of fiscal 2025, unless otherwise noted. Exceeds high end of guidance across all metrics Delivers Subscription Revenue growth of 19% on a constant currency basis Achieves GAAP Operating Margin of 13% and Non-GAAP Operating Margin of 30% BOSTON, Mass., August 6, 2025 - Dynatrace (NYSE: DT), the leading AI-powered observability platform, today announced financial results for ...

Core Insights - Dynatrace (DT) is expected to report quarterly earnings of $0.38 per share, reflecting a year-over-year increase of 15.2% [1] - Anticipated revenues are projected to be $466.07 million, showing a 16.7% increase compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts have not revised their projections [2] - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3] Revenue Projections - Analysts estimate 'Revenues- Services' will reach $19.84 million, representing a year-over-year change of +12.5% [4] - 'Revenues- Subscriptions' are predicted to be $447.92 million, indicating a +17.4% change from the prior-year quarter [5] Key Metrics - 'Annual Recurring Revenue (ARR)- Total' is expected to reach $1.78 billion, up from $1.54 billion reported in the same quarter last year [5] - The 'Dollar-based Net Retention Rate' is projected at 109.9%, down from 112.0% in the same quarter of the previous year [6] - 'Gross profit- Subscriptions' is anticipated to be $390.94 million, compared to $328.00 million reported in the same quarter last year [6] Stock Performance - Dynatrace shares have decreased by -10.7% in the past month, contrasting with a +0.6% change in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6]

Company Performance - Dynatrace (DT) closed at $54.71, with a +1.03% change from the previous day, outperforming the S&P 500's daily gain of 0.02% [1] - Over the past month, shares of Dynatrace have decreased by 1.35%, underperforming the Computer and Technology sector's gain of 6.31% and the S&P 500's gain of 4.93% [1] Upcoming Earnings - Dynatrace is set to release its earnings report on August 6, 2025, with projected earnings per share (EPS) of $0.38, indicating a 15.15% increase from the same quarter last year [2] - The consensus estimate for quarterly revenue is $466.07 million, reflecting a 16.75% increase from the year-ago period [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $1.58 per share and revenue at $1.95 billion, representing increases of +13.67% and +14.98% respectively from the prior year [3] - Recent modifications to analyst estimates indicate positive sentiment regarding Dynatrace's business and profitability [3] Valuation Metrics - Dynatrace has a Forward P/E ratio of 34.27, which is a premium compared to the industry average Forward P/E of 19.78 [6] - The company has a PEG ratio of 2.72, compared to the Computers - IT Services industry average PEG ratio of 1.95 [7] Industry Context - The Computers - IT Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 161, placing it in the bottom 35% of over 250 industries [8] - The Zacks Industry Rank assesses the strength of industry groups based on the average Zacks Rank of individual stocks, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [8]