On Nov 08, major Wall Street analysts update their ratings for $Dynatrace (DT.US)$, with price targets ranging from $60 to $65.
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.
Wells Fargo analyst Andrew Nowinski maintains with a buy rating, and adjusts the target price from $55 to $65.
TD Cowen analyst Andrew Sherman maintains with a buy rating, and adjusts the target price from $60 to $65.
Guggenheim analyst Ray McDonough maintains with a buy rating, and maintains the target price at $64.
Furthermore, according to the comprehensive report, the opinions of $Dynatrace (DT.US)$'s main analysts recently are as follows:
Following Dynatrace's Q2 earnings surpassing expectations, analysts observed the company's total annual recurring revenue growth has been consistent at around 19%-20% year-over-year over the last three quarters. This consistency is providing investors with a sense of ease amidst the heightened execution risks associated with changes in the sales organization and longer sales cycles that come with larger deal sizes. Additionally, early renewals were noted this quarter, possibly influenced by the company's six-month sales compensation cycle, which tends to encourage sales activities in the first half of the year.
The company showcased robust second-quarter performance, surpassing expectations on both revenue and recurring revenue fronts, with the latter exceeding predictions by $30M, a success attributed to both favorable currency exchange conditions and a surge in expansion bookings. Analysts acknowledge that while an increase in annual recurring revenue was anticipated, underlying business trends are looking favorable, with momentum building towards 2025. Contributing factors include a rising adoption of the Dynatrace Platform Subscription, the company's strength in log management, and a maturation in sales reforms as customers increasingly favor a unified observability platform.
Here are the latest investment ratings and price targets for $Dynatrace (DT.US)$ from 10 analysts:
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美东时间11月8日，多家华尔街大行更新了$Dynatrace (DT.US)$的评级，目标价介于60美元至65美元。
花旗分析师Fatima Boolani维持买入评级，目标价65美元。
巴克莱银行分析师Raimo Lenschow维持买入评级，维持目标价64美元。
富国集团分析师Andrew Nowinski维持买入评级，并将目标价从55美元上调至65美元。
TD Cowen分析师Andrew Sherman维持买入评级，并将目标价从60美元上调至65美元。
Guggenheim分析师Ray McDonough维持买入评级，维持目标价64美元。
此外，综合报道，$Dynatrace (DT.US)$近期主要分析师观点如下：
随着Dynatrace第二季度盈利超出预期，分析师们观察到公司的年度总营业收入增长率在过去三个季度一直稳定在约19%-20%的水平。这种一致性让投资者在销售组织变更和更长的销售周期带来的执行风险增加之际感到放心。此外，本季度早期续订也备受关注，可能受到公司六个月销售补偿周期的影响，该周期倾向于鼓励上半年的销售活动。
公司展示了强劲的第二季度表现，在营业收入和再发生性收入方面均超出预期，后者超出3000万美元的预测，这一成功归因于有利的货币兑换条件和扩张预订的激增。分析师们承认，尽管年度总营业收入的增加是预料之中的，但潜在的业务趋势看起来十分有利，势头正朝着2025年发展。导致这一趋势的因素包括Dynatrace平台订阅的日益普及，公司在日志管理方面的实力，以及销售改革日益成熟，客户越来越青睐统一的可观察性平台。
以下为今日10位分析师对$Dynatrace (DT.US)$的最新投资评级及目标价：
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