Goldman Sachs Reiterates Buy Rating on Dynatrace with $50 Target
Goldman Sachs maintains a buy rating for Dynatrace with a $50 target, a 23.12% upside from the current price.
Key Points
- Goldman Sachs reiterated its buy rating on Dynatrace, Inc. (NYSE: DT) with a $50 price target as of June 18, 2026.
- Goldman Sachs's $50 price target implies 23.12% upside from Dynatrace, Inc.'s ($DT) current $40.61 share price.
- Dynatrace shares traded near $41.25, with a market cap of $12.02 billion and a P/E ratio of 76.39.
- Major institutional holders include BlackRock and Vanguard, with recent insider activity by CFO James Benson.
Important disclosure: Podchat is not a registered investment adviser, broker-dealer, or financial planner. This article is for informational and educational purposes only and is not a recommendation to buy, sell, or hold any security. Content may be generated by automated systems using public filings, market data, and third-party sources, and may contain errors or omissions. Investing involves risk, including possible loss of principal. Past performance, insider activity, analyst ratings, price targets, sentiment scores, and hypothetical or backtested results are not guarantees of future performance. Please do your own research and consult a qualified professional before making investment decisions.
Goldman Sachs has reiterated its buy rating on Dynatrace, Inc. (NYSE: DT), setting a price target of $50. Analyst Matthew Martino confirmed this rating on June 18, 2026. Dynatrace shares recently traded around $41.25.
Other Institutional Activity in Dynatrace
Several major funds have been active in Dynatrace recently. BlackRock, Inc. trimmed its position by about 3.6 million shares, leaving it with 33.2 million shares valued at approximately $1.23 billion. Vanguard Portfolio Management LLC established a new position, acquiring around 16.5 million shares worth $609.7 million. Pictet Asset Management increased its holdings by 1.16 million shares, bringing its total to 15.8 million shares valued at $584.6 million. UBS Group AG made a significant addition, boosting its stake by approximately 10.5 million shares to a total of 11.1 million shares, valued at $411.1 million.
Dynatrace, Inc. Stock Down 24.3%
Shares of Dynatrace, trading under the ticker DT on the NYSE, were last seen around $41.25. The company has a market capitalization of $12.02 billion and a P/E ratio of 76.39. Its forward P/E is more modest at 18.24, indicating expectations of future earnings growth. The stock has a 52-week range between $31.64 and $57.55, with a 50-day moving average of $38.62 and a 200-day moving average of $42.12. Dynatrace has a beta of 0.74, suggesting lower volatility compared to the market.
Recent Earnings
In its most recent earnings report, Dynatrace posted revenue of $2.02 billion, reflecting a growth rate of 19.4%. The company's net margin stood at 8.1%, and it achieved a return on equity of 6.22%. Earnings per share were reported at $0.54. The next earnings release is anticipated on August 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
13 target cuts vs 0 raises.
-
EPS & revenue
EPS beat estimates by 2.4%. Revenue missed estimates by 0.9%.
-
Profit surprise
EBITDA missed by 58 percent. Operating income missed by 60 percent.
-
Pre-earnings setup
Bar was high, analysts already very bullish.
-
Analyst signal
13 target cuts.
-
Earnings quality
Operating margin up 0.9 points. Positive free cash flow.
Earnings Call Summary
Dynatrace reported a strong quarter with four hundred seventy-seven million dollars in revenue, up nineteen percent year over year. Subscription revenue grew nineteen percent and annual recurring revenue climbed sixteen percent. The company signed twelve seven-figure expansion deals and now has sixty-five percent of its revenue from their newer platform subscription model. Management highlighted momentum in logs, which grew over one hundred percent year over year, and they remain on track to hit one hundred million dollars in annual logs consumption by year-end.
Guidance Management raised the full year earnings per share guidance by two cents to a range of one dollar fifty-eight to one dollar sixty-one per share. They are keeping the annual recurring revenue growth target of thirteen to fourteen percent and expect around two billion dollars in ARR by year-end. They raised total revenue guidance by seven million dollars to account for a shift in how they recognize on-demand consumption revenue.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Insider Buying and Selling at Dynatrace, Inc.
Recent insider activity at Dynatrace included several transactions by CFO James Benson. On June 15, 2026, Benson sold 8,573 shares at an average price of $41.19. Additionally, he executed other transactions on the same date, including a buy of 17,731 shares and a sale of 17,731 shares at undisclosed prices. On June 5, 2026, Benson also sold 22,945 shares. Another executive, EVP Dan Zugelder, sold 29,531 shares at $42.19 on June 5, 2026.
Analysts Set New Price Targets
On June 18, 2026, Goldman Sachs maintained its buy rating on Dynatrace with a price target of $50. BMO Capital also reiterated a buy rating with the same target on June 16, 2026. UBS upgraded the stock to a buy on June 16, 2026, setting a higher target of $60. The consensus among analysts is a buy, with an average target price of $45.15 based on 33 analyst opinions.
About Dynatrace
Dynatrace, Inc. is a technology firm based in Boston, Massachusetts, specializing in software applications. The company focuses on observability solutions for digital businesses, offering an AI-powered platform that covers infrastructure, application, and threat observability. Dynatrace serves a wide range of industries, including banking, government, and retail, and is led by CEO Rick M. McConnell. Founded in 2005, the company employs around 5,600 people globally.
Bottom Line
Goldman Sachs's reaffirmation of a buy rating with a $50 target suggests confidence in Dynatrace's growth prospects. Investors often track such analyst ratings to gauge sentiment and potential stock performance. Keep in mind that these ratings are based on past data and projections, and actual performance can vary.
Get Dynatrace, Inc. alerts
New 13F filings, insider trades, and analyst moves on $DT, sent to your inbox. Free, and you can unsubscribe anytime.
This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.