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Upturn AI Summary - About
Dynatrace Holdings LLC(DT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DT
10/26/2026: DT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Dynatrace Holdings LLC is a provider of a unified observability and security platform that assists large enterprises in managing complex cloud environments. Its main strength lies in its AI-powered Davis engine, which provides deep automation that customers value. The company's investment story centers on capturing market share as organizations consolidate their monitoring tools into all-in-one solutions. However, it faces competitive risks from both cloud-native disruptors and large platform providers, alongside the pressure of maintaining premium growth rates. The stock is best suited for growth-oriented investors, and shareholders should monitor the company's ability to maintain high net retention as it expands its security offerings.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Dynatrace operates in a high-growth sector with strong recurring revenue and margin expansion potential. |
| Momentum investor | Strong fit while signal remains positive | The stock often trends with software industry sentiment, favoring strong thematic performance in cloud and AI. |
| Value investor | Weak fit | The company is typically priced for high growth, which often leads to premium valuation multiples. |
| Dividend investor | Weak fit | Dynatrace does not pay a dividend, focusing entirely on growth reinvestment. |
| Low-risk investor | Weak fit | High-growth software stocks often experience significant price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Growth stocks in the tech sector are subject to sharp market corrections based on macro sentiment. |
| Valuation risk | Medium | Investors pay a premium for growth, which can contract if revenue growth rates decelerate. |
| Competition risk (Cloud-native and AI competition) | Medium / high | Aggressive pricing and rapid innovation by competitors can pressure market share. |
| Business quality | Strong | The company possesses high switching costs and mission-critical software status. |
| Dividend income | Low / none | Investors should expect zero income generation from this stock. |
| Execution risk | Medium | Successful integration of new security modules and maintaining high enterprise adoption is critical. |
Price Behavior
Hockey-Stick Growth
The stock demonstrates a Hockey-Stick Growth price path pattern.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 11.23% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/26/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.59B USD | Price to earnings Ratio 128.1 | 1Y Target Price 63.94 |
Price to earnings Ratio 128.1 | 1Y Target Price 63.94 | ||
Volume (30-day avg) 7.4M shares | Beta 0.77 | 52 Weeks Range 31.64 - 66.30 | Updated Date 10/25/2026 |
52 Weeks Range 31.64 - 66.30 | Updated Date 10/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.5 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Revenue | License fees for the Dynatrace observability and security platform, primarily delivered via SaaS. | The vast majority of money comes from recurring contracts with large companies, which provides stable and predictable income. |
| Geography | Operations across North America, Europe, and Asia-Pacific. | The company has a global footprint, which helps diversify its revenue base but exposes it to currency fluctuations. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When Before Market | Estimate 0.28 | Actual - |
Profitability
Profit Margin 7.22% | Operating Margin (TTM) 12.89% |
Management Effectiveness
Return on Assets (TTM) 4.17% | Return on Equity (TTM) 5.88% |
Valuation
Trailing PE 128.1 | Forward PE 31.06 | Enterprise Value 13.78B | Price to Sales(TTM) 8.87 |
Enterprise Value 13.78B | Price to Sales(TTM) 8.87 | ||
Enterprise Value to Revenue 7.76 | Enterprise Value to EBITDA 57.34 | Shares Outstanding 290.23M | Shares Floating 287.11M |
Shares Outstanding 290.23M | Shares Floating 287.11M | ||
Percent Insiders 0.58 | Percent Institutions 108.48 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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