Jefferies analyst Brent Thill maintains $Dynatrace (DT.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 55.2% and a total average return of 5.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Dynatrace (DT.US)$'s main analysts recently are as follows:
Dynatrace, recognized for its long-term leadership in application performance monitoring and consistently delivering above-market growth rates, may face challenges with expected FY26 total ARR potentially starting at 13%-14% when revealed during the fiscal Q4 earnings announcement. This is in contrast to the previous market consensus of 16%.
The year 2025 is anticipated to be another robust year for the software sector, which may enjoy multiple growth catalysts. Notably, spending trends have shown both stabilization and improvements in certain segments. Additionally, the advent of generative artificial intelligence is poised to spark new innovations. Projections for the first half of 2025 are favorable due to easier comparisons and as management teams focus on growth strategies. The general enthusiasm in the sector spans across various caps with several companies highlighted across large-cap, mid-cap, and small-cap segments for their potential in 2025.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
富瑞集團分析師Brent Thill維持$Dynatrace (DT.US)$買入評級。
根據TipRanks數據顯示，該分析師近一年總勝率為55.2%，總平均回報率為5.2%。
此外，綜合報道，$Dynatrace (DT.US)$近期主要分析師觀點如下：
Dynatrace因其在應用性能監控領域的長期領導地位以及持續提供高於市場增長率的表現而備受認可，但在業績Q4發佈時，預計2026財年的總年經常性收入（ARR）可能僅爲13%-14%，這與之前市場普遍預期的16%形成對比。
預計2025年將是軟體板塊另一個強勁的年度，可能會享有多重增長催化劑。值得注意的是，支出趨勢在某些細分領域顯示出穩定和改善。此外，生成性人工智能的出現有望激發新的創新。由於對比更加容易，以及管理團隊專注於增長策略，2025年上半年的前景是樂觀的。該板塊的整體熱情遍及各類市值，多家公司在2025年的大盤股、中盤股和小盤股中都被突出強調其潛力。
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