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An announcement from Dynatrace ( (DT) ) is now available.
On February 9, 2026, Dynatrace reported third-quarter fiscal 2026 results for the period ended December 31, 2025, beating the high end of its guidance on all key growth and profitability metrics and raising full-year guidance. The company posted annual recurring revenue of $1.97 billion, up 20% year over year (16% in constant currency), revenue of $515 million, up 18% (16% in constant currency), GAAP operating margin of 14%, non-GAAP operating margin of 30%, and continued double-digit net new ARR growth driven by larger enterprise deals, rapid log management expansion, and new AI-powered product innovations and cloud ecosystem integrations.
Dynatrace’s board also authorized a new $1 billion share repurchase program on February 9, 2026, following the near-completion of its inaugural $500 million buyback launched in May 2024, under which it has repurchased $495 million of stock to date. The new program, which has no time limit and will be funded through existing cash and future cash flow, underscores management’s confidence in the company’s cash generation, balance sheet strength, and long-term growth prospects while reinforcing a strategy of returning capital to shareholders alongside continued investment in its AI observability platform.
The most recent analyst rating on (DT) stock is a Hold with a $37.00 price target. To see the full list of analyst forecasts on Dynatrace stock, see the DT Stock Forecast page.
Spark’s Take on DT Stock
According to Spark, TipRanks’ AI Analyst, DT is a Outperform.
The score is driven primarily by strong financial performance and a constructive earnings update with raised guidance and accelerating subscription/ARR dynamics. These strengths are partially offset by weak technicals (price below key moving averages with negative momentum) and only moderate valuation support.
To see Spark’s full report on DT stock, click here.
More about Dynatrace
Dynatrace (NYSE: DT) is a leading provider of an AI‑powered observability platform used by enterprises to monitor and optimize the reliability and performance of cloud and AI workloads. Its software-as-a-service offerings span log management, real user monitoring, and multi‑cloud integrations across providers such as AWS, Microsoft Azure, and Google Cloud Platform, targeting large organizations undergoing digital and AI-driven transformation.
Average Trading Volume: 4,248,012
Technical Sentiment Signal: Sell
Current Market Cap: $10.16B
Learn more about DT stock on TipRanks’ Stock Analysis page.