Dynatrace: Growth Should Start To Accelerate

Core Viewpoint - The investment outlook for Dynatrace (DT) is positive, with a buy rating due to attractive market conditions, successful upmarket penetration, and a partnership with GSI [1] Group 1: Financial Performance - Q3 2026 shows Annual Recurring Revenue (ARR) stabilizing, indicating a positive trend in financial performance [1] - Net new ARR is turning positive year-over-year, suggesting growth in customer acquisition and retention [1] Group 2: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - The strategy emphasizes bottom-up analysis, assessing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]