On Nov 09, major Wall Street analysts update their ratings for $Dynatrace (DT.US)$, with price targets ranging from $55 to $65.
Morgan Stanley analyst Sanjit Singh maintains with a hold rating, and adjusts the target price from $60 to $59.
BofA Securities analyst Koji Ikeda maintains with a buy rating.
Citi analyst Fatima Boolani maintains with a buy rating, and sets the target price at $65.
Barclays analyst Raimo Lenschow maintains with a buy rating, and maintains the target price at $64.
TD Cowen analyst Andrew Sherman maintains with a buy rating, and maintains the target price at $65.
Furthermore, according to the comprehensive report, the opinions of $Dynatrace (DT.US)$'s main analysts recently are as follows:
Dynatrace recorded a 'solid' fiscal second quarter, yet opted to maintain its outlook for FY25, citing a continuing sales transition. This stance is perceived as potentially too cautious, which leads to a more optimistic view.
After Dynatrace reported better-than-expected Q2 earnings, the total annual recurring revenue growth has shown signs of stability, maintaining around 19%-20% year-over-year for the past several quarters. This trend is gradually building investor confidence despite the heightened execution risks associated with changes in the company's sales structure and longer sales cycles due to larger deal sizes. Additionally, the company experienced some early renewals in the quarter, which may be influenced by its 6-month sales compensation cycle that incentivizes first-half sales activity.
Dynatrace delivered robust second-quarter results, surpassing expectations on both revenue and earnings, with the annual recurring revenue outperforming analyst projections by $30M, driven by both favorable currency exchange conditions and robust expansion bookings. Business trends are perceived to continue positively with increasing momentum towards 2025, bolstered by an expanding Dynatrace Platform Subscription contracting mix, strong log management performance, and evolving sales changes attributable to a growing customer preference for comprehensive, all-in-one observability platforms.
Here are the latest investment ratings and price targets for $Dynatrace (DT.US)$ from 9 analysts:
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美東時間11月9日，多家華爾街大行更新了$Dynatrace (DT.US)$的評級，目標價介於55美元至65美元。
摩根士丹利分析師Sanjit Singh維持持有評級，並將目標價從60美元下調至59美元。
美銀證券分析師Koji Ikeda維持買入評級。
花旗分析師Fatima Boolani維持買入評級，目標價65美元。
巴克萊銀行分析師Raimo Lenschow維持買入評級，維持目標價64美元。
TD Cowen分析師Andrew Sherman維持買入評級，維持目標價65美元。
此外，綜合報道，$Dynatrace (DT.US)$近期主要分析師觀點如下：
dynatrace記錄了一季度"紮實的"財務狀況，然而選擇維持對FY25的展望，指出銷售轉型持續進行。這種立場被認爲可能過於謹慎，從而導致更樂觀的看法。
在Dynatrace報告高於預期的Q2收益之後，總年度經常性營業收入增長顯示出穩定的跡象，過去幾個季度年同比維持在19%-20%左右。儘管與公司銷售結構變化和更長的銷售週期（因較大的交易規模）相關的執行風險增加，這一趨勢逐漸增強了投資者的信心。此外，該公司在本季度提前續訂了一些合同，這可能受到其爲期6個月的銷售獎酬週期的影響，該週期激勵上半年的銷售活動。
Dynatrace交付了強勁的第二季度業績，收入和收益均超出預期，年度經常性營業收入超出分析師預測3000萬美元，這得益於有利的貨幣兌換條件和強勁的擴張預訂。業務趨勢被認爲將繼續保持積極發展的勢頭，這得益於不斷擴大的Dynatrace平台訂閱合同組合、強勁的日誌管理績效以及不斷演變的銷售改變，這些改變歸因於客戶越來越偏好全面的一體化可觀察性平台。
以下爲今日9位分析師對$Dynatrace (DT.US)$的最新投資評級及目標價：
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