Dynatrace

DT

Market cap $13.4B

Investors interested in stocks from the Computers - IT Services sector have probably already heard of TD SYNNEX (SNX) and Dynatrace (DT). But which of these two stocks is more attractive to value investors?

Dynatrace, Inc. ( DT ) Wells Fargo's 9th Annual TMT Summit November 18, 2025 2:00 PM EST Company Participants Rick McConnell - CEO & Director Conference Call Participants Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Presentation Ryan MacWilliams Wells Fargo Securities, LLC, Research Division All right, guys. So Ryan Mac, small and mid-cap software analyst here at Wells Fargo here for the 9th Annual Wells Fargo TMT Conference.

Dynatrace, Inc. ( DT ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 18, 2025 11:20 AM EST Company Participants James Benson - Executive VP, CFO & Treasurer Presentation Unknown Analyst So we're going to finish with a bang here right before lunch and then move on to the rest of the day. But yes, this morning is moving really, really quickly.

BOSTON--(BUSINESS WIRE)--Dynatrace (NYSE: DT), the leading AI-powered observability platform, today announced its integration with Amazon Bedrock AgentCore, now generally available to Amazon Web Services (AWS) customers. This integration provides real-time visibility into autonomous agents and their interactions across AWS services, enabling developers and enterprises to monitor, debug, optimize, and audit agentic workflows with precision. Dynatrace is one of the first observability providers s.

BOSTON--(BUSINESS WIRE)--Dynatrace, (NYSE: DT) the leading AI-powered observability platform, today announced its next-generation cloud operations solution for Microsoft Azure. The solution introduces several new AI observability enhancements to cloud-native operations and is now in preview. This new solution is purpose-built to empower platform teams to proactively manage cloud-native operations with unprecedented clarity and control. By providing comprehensive visibility into customers' Azure.

BOSTON--(BUSINESS WIRE)--Dynatrace, (NYSE: DT) the leading AI-powered observability platform, today announced a new integration between the Dynatrace platform and Microsoft Azure SRE Agent, Microsoft's AI-powered reliability assistant for Azure that continuously monitors resources. Dynatrace is the first observability platform to integrate with Azure SRE Agent, setting a new standard for cloud operations. According to Gartner®, “worldwide spending on AI is forecast to total nearly $1.5 trillion.

Dynatrace remains a buy as upmarket penetration and GSI partnerships drive strong growth and enterprise adoption. DT's Q2 results showed 18% revenue growth, margin expansion, and raised FY2026 guidance, highlighting robust business momentum. Accelerating adoption of the Dynatrace Platform Subscription and large-deal activity reinforce long-term growth prospects for DT.

Investors interested in stocks from the Computers - IT Services sector have probably already heard of Epam (EPAM) and Dynatrace (DT). But which of these two stocks presents investors with the better value opportunity right now?

Dynatrace, Inc. ( DT ) Q2 2026 Earnings Call November 5, 2025 8:00 AM EST Company Participants Noelle Faris - Vice President of Investor Relations Rick McConnell - CEO & Director James Benson - Executive VP, CFO & Treasurer Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Matthew Hedberg - RBC Capital Markets, Research Division Brad Reback - Stifel, Nicolaus & Company, Incorporated, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Noah Herman - JPMorgan Chase & Co, Research Division Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Jacob Roberge - William Blair & Company L.L.C., Research Division Matthew Martino - Goldman Sachs Group, Inc., Research Division Ittai Kidron - Oppenheimer & Co. Inc., Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Sanjit Singh - Morgan Stanley, Research Division Howard Ma - Guggenheim Securities, LLC, Research Division Andrew Sherman - TD Cowen, Research Division Presentation Operator Greetings.

Although the revenue and EPS for Dynatrace (DT) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.