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Dynatrace DT

Dynatrace scores good on business quality (7.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$63.50Oct 9, 2026
Business qualityGood
Next earningsOct 29, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Dynatrace does

    Dynatrace sells software intelligence platforms that automate cloud observability, application performance, and security for large enterprises. Customers pay subscription fees to monitor complex multi-cloud workloads in real time. The company is leaning further into artificial intelligence capabilities through its Davis AI engine to automate incident remediation and attract larger enterprise clients.

  2. What it does best

    Dynatrace excels at gross margins, printing 81.4% to edge out peers like ZM at 77.3%. This high margin reflects deep enterprise stickiness and heavy cloud software pricing power that rivals struggle to match.

  3. The main risk

    Valuation is the primary risk here, with the stock trading at $59.32 against an intrinsic value of $42.11. If growth expectations face even a slight deceleration, the market has zero multiple cushion left to absorb the blow.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margins sit at 12.2% while FCF margins hit 70th percentile sector rank; scale brings better cash conversion.

MoatFair

A gross margin in the top decile of its sector at 87% anchors its enterprise stickiness, locking in large corporations.

GrowthFast

Revenue grew 18.8% to $2.1B, accelerating steadily from prior years as enterprise cloud migration fuels demand.

Financial healthStrong

Zero debt and $1.2B in cash provide immense balance-sheet safety, while free cash flow reached $570.0M: getting stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $5K outside pre-planned sales.

Our sealed record on DT

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is DT a good business?

Dynatrace scores good on the Cluenex quality check (7.2 of 10), measured against its own industry. Profitability is weak, moat fair, growth fast and financial health strong.

Are insiders buying DT?

In the last 90 days of SEC Form 4 filings: 1 sold $5K outside pre-planned sales.

When does DT report earnings?

Oct 29, 2026.

For members

See DT today

  • Today's verdict on DT, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Dynatrace (DT)”, https://cluenex.com/stocks/dt/, data as of Oct 10, 2026.