Dynatrace Delivers Double Beat, Raises The Bar For 2026

Benzinga
05-14

Dynatrace, Inc (NYSE:DT) reported fourth-quarter 2025 results on Wednesday.

The company reported quarterly revenue growth of 17% year-over-year to $445.17 million, beating the analyst consensus estimate of $434.78 million.

Adjusted EPS was $0.33, up from $0.30, beating the analyst consensus estimate of $0.30.

Also Read: Salesforce Sales Cloud, AI Integration, And Cloud Upsells Drive Analyst Confidence In Long-Term Growth

The stock price gained after the report.

Annual Recurring Revenue (ARR) increased by 15% Y/Y or 17% in constant currency. Revenues from Subscription rose 18% Y/Y to $423.57 million.

The adjusted operating margin expanded 100 bps to 26%, with operating income up 24% Y/Y to $117.89 million.

As of March-end, Dynatrace held $1.11 billion in cash and equivalents.

During the fourth quarter, Dynatrace repurchased 0.79 million shares for approximately $43 million under its $500 million share repurchase program.

Q1 Outlook: Dynatrace expects revenue of $465.00 million-$470.00 million (analyst consensus $454.51 million). Dynatrace expects adjusted EPS of $0.37-$0.38 (consensus estimate $0.35).

2026 Outlook: Dynatrace expects revenue of $1.950 billion-$1.965 billion versus the analyst consensus of $1.940 billion. ARR is expected to be $1.975 billion-$1.990 billion.

Dynatrace expects adjusted EPS of $1.56-$1.59 versus the consensus estimate of $1.54.

Price Action: DT shares traded higher by 4.8% at $53.00 at last check Wednesday.

Read Next:

  • Can Corning-Broadcom Deal Transform AI’s Data Center Future?

Photo: Shutterstock

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10