Dynatrace's Strong Performance and Strategic Initiatives Justify Buy RatingWe hosted investors for a meeting w/ CFO Jim Benson & VP of IR Noelle Faris. We come away with a better understanding of the green shoots DT is seeing across DPS, consumption, GTM changes & Logs. We see implied 2H NNARR guidance as de-risked, think NRR should see upward momentum, & with more consistent execution, shares should be rewarded. EV/CY27E FCF we see a positive risk/reward. We hosted a group of investors at DT's Boston HQ for a meeting last week with CFO Jim Benson, VP of IR of IR Hannah Seelye, & IR Analyst Greg Vlass.