Cloud observability platform Dynatrace (NYSE: DT) will be reporting results this Monday before the bell. Here’s what to look for.
Dynatrace beat analysts’ revenue expectations by 1.3% last quarter, reporting revenues of $493.8 million, up 18.1% year on year. It was a satisfactory quarter for the company, with a solid beat of analysts’ EBITDA estimates but a significant miss of analysts’ billings estimates.
Is Dynatrace a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Dynatrace’s revenue to grow 16% year on year to $505.9 million, slowing from the 19.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.41 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Dynatrace has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.1% on average.
Looking at Dynatrace’s peers in the software development segment, only F5 has reported results so far. It beat analysts’ revenue estimates by 8.8%, delivering year-on-year sales growth of 7.3%. The stock traded up 8.1% on the results.
Read our full analysis of F5’s earnings results here.Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Investors in software development stocks have been spared in this environment as share prices are down 18.7% on average over the last month. Dynatrace is down 20.3% during the same time and is heading into earnings with an average analyst price target of $57.23 (compared to the current share price of $33.73).
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