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DA Davidson Reaffirms Buy on Dynatrace (DT) After Solid Q3
Yahoo Finance· 2026-02-12 15:39
Dynatrace Inc. (NYSE:DT) is among the best machine learning stocks to buy according to analysts. Following the company’s Q3 2026 results (FY ends in March), DA Davidson analyst Gil Luria cut DT’s price target from $65 to $50 but reaffirmed his Buy rating, according to a February 10 report by The Fly. The analyst said the company’s quarterly results were strong and that, due to end-to-end observability deals, it reported better-than-expected net new annual recurring revenue (ARR). Luria also appeared impr ...
11 Best Machine Learning Stocks to Buy According to Analysts
Insider Monkey· 2026-02-11 15:53
Core Insights - The future of the AI revolution is primarily in software applications, as highlighted by Daniel Ives, Global Head of Technology Research at Wedbush [1][3] - Machine learning is identified as the core technology driving advancements in AI across various sectors, including semiconductors, cloud infrastructure, and enterprise software [2] - Companies like Salesforce and ServiceNow are positioned to benefit significantly from AI, with potential revenue increases of 20% to 30% not yet reflected in their valuations [4] Company Insights - NVIDIA Corporation (NASDAQ:NVDA) is central to the AI ecosystem, with a potential upside of 32.6% and 234 hedge fund holders, indicating strong investor interest [10] - Recent reports suggest NVIDIA is nearing a $20 billion investment in OpenAI, which could have significant industry implications [11] - NVIDIA's GPUs are the standard for training and running AI models, making it a key player in machine learning [14] Financial Performance - Dynatrace Inc. (NYSE:DT) reported an 18% growth in Q3 revenue, reaching $515 million, driven by subscription revenue of $493 million, which also grew by 18% year over year [17] - The company achieved a total annual recurring revenue (ARR) growth of 20%, amounting to $1.97 billion, with an adjusted EPS of $0.44, surpassing consensus estimates [17] - Dynatrace's strong performance is attributed to its end-to-end observability platform, which has gained traction among enterprises [18][19]