The latest trading session saw Dynatrace (DT) ending at $50.74, denoting a +0.32% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.54%. Meanwhile, the Dow experienced a rise of 0.72%, and the technology-dominated Nasdaq saw an increase of 0.65%. Prior to today's trading, shares of the software intellegence company had gained 3.37% over the past month. This has outpaced the Computer and Technology sector's gain of 3.3% and lagged the S&P 500's gain of 4. ...

Core Viewpoint - The article discusses the reliability of Wall Street analysts' recommendations, particularly focusing on Dynatrace (DT), and emphasizes the importance of using these recommendations in conjunction with other analytical tools for investment decisions [1][3]. Brokerage Recommendations - Dynatrace has an average brokerage recommendation (ABR) of 1.55, indicating a consensus between Strong Buy and Buy, based on 31 brokerage firms' recommendations [2]. - Out of the 31 recommendations, 22 are Strong Buy and 1 is Buy, which accounts for 71% and 3.2% of all recommendations respectively [2]. Analyst Bias and Limitations - Brokerage analysts often exhibit a positive bias in their ratings due to vested interests, leading to a disproportionate number of Strong Buy recommendations compared to Strong Sell [4][8]. - This bias suggests that brokerage recommendations may not accurately reflect the future price movements of stocks, potentially misleading investors [5][8]. Zacks Rank Comparison - The Zacks Rank, which is based on earnings estimate revisions, is presented as a more reliable indicator of a stock's near-term price performance compared to ABR [6][9]. - The Zacks Rank is a quantitative model that maintains a balance among the five ranks it assigns, unlike the ABR which is solely based on brokerage recommendations [7][9]. Current Earnings Estimates - The Zacks Consensus Estimate for Dynatrace remains unchanged at $1.28, indicating steady analyst views on the company's earnings prospects [11]. - The Zacks Rank for Dynatrace is currently 3 (Hold), suggesting caution despite the Buy-equivalent ABR [12].

Alistair Berg Investment summary My previous investment thought for Dynatrace (NYSE:DT) (published on 24th May) was a buy rating because I believe the business will see growth acceleration in FY26, supported by a revamped go-to-market strategy. I give DT a buy rating as recent performance was impressive, and there are more reasons to believe that growth will accelerate over the foreseeable future. 1Q25 results update Total revenue grew ~20% from $332.9 million in 1Q24 to ~$400 million in 1Q25, driven primar ...

Core Viewpoint - The global industrial automation market is expected to grow at a CAGR of 8.3% from 2024 to 2031, but the robotics sector may face challenges due to economic slowdown and reduced capital expenditures, leading to potential vulnerabilities in certain robotics stocks [1]. Group 1: Dynatrace (DT) - Dynatrace operates in the software performance niche, focusing on application performance management (APM) and cloud-native monitoring, which are critical for automation processes [3][4]. - The company holds a 3% market share in the APM market and faces stiff competition from major players like Microsoft, Amazon, Google, IBM, and Cisco, making it a candidate for selling [5]. - Despite a 19% year-over-year revenue increase in Q2 2024, net income showed minimal growth at 1.1%, indicating potential stagnation [6]. Group 2: PROCEPT Biorobotics (PRCT) - PROCEPT Biorobotics is known for its AquaBeam Robotic System, which uses waterjet technology for treating benign prostate enlargement (BPH), a condition affecting up to 90% of men over 80 [7][8]. - In Q2 2024, the company reported 47 sales of the AquaBeam system, generating $53.4 million in revenue, reflecting a 61% annual growth, but it has not yet achieved profitability [9]. - The company reported a net loss of $25.6 million, slightly higher than the previous year's loss, indicating ongoing financial challenges [10]. Group 3: Zebra Technologies (ZBRA) - Zebra Technologies connects employees with assets across various sectors, including logistics and healthcare, and made a significant acquisition of Fetch Robotics for $290 million to enhance its warehouse automation capabilities [11][12]. - Competitor Symbotic may offer better exposure in the market, as it utilizes AI-powered software for optimizing robotic operations and has established partnerships with major retail chains [13][14]. - ZBRA stock has increased nearly 20% year-to-date, priced at $320, while Symbotic's stock has decreased significantly, presenting a potential high-growth opportunity [15].

The company notched a double beat with its latest earnings report. Data analytics company Dynatrace (DT 15.71%) was having a Wednesday to remember on the stock exchange. After the company published its latest set of quarterly results, investors piled into the shares, sending their price up by 16% in late afternoon trading. That performance was particularly impressive when matched against the slumping S&P 500 index, which, at the time, was down by more than 0.5%. A solid double beat Well before market open t ...

Dynatrace, Inc. (NYSE:DT) Q1 2025 Earnings Conference Call August 7, 0202 8:00 AM ET Company Participants Rick McConnell - CEO Jim Benson - CFO Noelle Faris - VP, IR Conference Call Participants Patrick Colville - Scotiabank Pinjalim Bora - J.P. Morgan Will Power - Robert W. Baird Matt Hedberg - RBC Capital Markets Sanjit Singh - Morgan Stanley Raimo Lenschow - Barclays Mike Cikos - Needham & Company Jake Roberge - William Blair Fatima Boolani - Citigroup Adam Tindle - Raymond James Kash Rangan - Goldman Sa ...

For the quarter ended June 2024, Dynatrace (DT) reported revenue of $399.22 million, up 19.9% over the same period last year. EPS came in at $0.33, compared to $0.27 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $392.63 million, representing a surprise of +1.68%. The company delivered an EPS surprise of +13.79%, with the consensus EPS estimate being $0.29. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

| --- | --- | --- | |-------|-------------------------------|-------------| | | | | | | | g dynatrace | | | | | | | | | | | | | | | Q1 2025 Investor Presentation | | | | August 7, 2024 | | Legal Disclaimer This presentation consists of these slides and the associated remarks and comments, which are related and intended to be presented and understood together. Please refer o these slides for definitions of certain terms. Cautionary Language Concerning Forward-Looking Statements This presentation includes cer ...

Dynatrace (DT) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.27 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 13.79%. A quarter ago, it was expected that this software intellegence company would post earnings of $0.27 per share when it actually produced earnings of $0.30, delivering a surprise of 11.11%. Over the last four quarter ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Dynatrace, Inc. (Exact name of Registrant as specified in its charter) Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, par value $0.001 per share DT New York Stock Exchange FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SEC ...