Dynatrace Has Multiple Drivers for Fiscal 2027 Acceleration, RBC Says

MT Newswires Live05-14

Dynatrace (DT) has multiple drivers on its path to fiscal 2027 acceleration, RBC Capital Markets said in a Wednesday note.

The company had a "good, but not great" fiscal Q4, as annual recurring revenue grew 16% in constant currency for the fourth quarter in a row, RBC analysts said.

Dynatrace provided bullish guidance around net new annual recurring revenue for fiscal 2027, but investors are trying to reconcile this with the fact that growth was actually slower in H2 of fiscal 2026, ending at 9% growth, according to the note. To achieve this target, the company would need to hit 23% growth, nearly double the 12% growth seen in fiscal 2026, the analysts said.

The keys to growth for net new annual recurring revenue will be mainly Dynatrace Platform Subscription renewals, higher sales productivity, the Logs product, and new customers, the analysts said.

RBC maintained the company's stock rating at outperform and reduced the price target to $45 from $50.

Price: 36.59, Change: +1.86, Percent Change: +5.36

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2635874182?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-14 23:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2635874182","market":"nz","top_or_hot":-1,"title":"Dynatrace Has Multiple Drivers for Fiscal 2027 Acceleration, RBC Says","media":"MT Newswires Live","content":"<html><body><p> Dynatrace (DT) has multiple drivers on its path to fiscal 2027 acceleration, RBC Capital Markets said in a Wednesday note.</p><p>The company had a \"good, but not great\" fiscal Q4, as annual recurring revenue grew 16% in constant currency for the fourth quarter in a row, RBC analysts said.</p><p>Dynatrace provided bullish guidance around net new annual recurring revenue for fiscal 2027, but investors are trying to reconcile this with the fact that growth was actually slower in H2 of fiscal 2026, ending at 9% growth, according to the note. To achieve this target, the company would need to hit 23% growth, nearly double the 12% growth seen in fiscal 2026, the analysts said.</p><p>The keys to growth for net new annual recurring revenue will be mainly Dynatrace Platform Subscription renewals, higher sales productivity, the Logs product, and new customers, the analysts said.</p><p>RBC maintained the company's stock rating at outperform and reduced the price target to $45 from $50.</p><p>Price: 36.59, Change: +1.86, Percent Change: +5.36</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dynatrace Has Multiple Drivers for Fiscal 2027 Acceleration, RBC Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDynatrace Has Multiple Drivers for Fiscal 2027 Acceleration, RBC Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-05-14 23:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Dynatrace (DT) has multiple drivers on its path to fiscal 2027 acceleration, RBC Capital Markets said in a Wednesday note.</p><p>The company had a \"good, but not great\" fiscal Q4, as annual recurring revenue grew 16% in constant currency for the fourth quarter in a row, RBC analysts said.</p><p>Dynatrace provided bullish guidance around net new annual recurring revenue for fiscal 2027, but investors are trying to reconcile this with the fact that growth was actually slower in H2 of fiscal 2026, ending at 9% growth, according to the note. To achieve this target, the company would need to hit 23% growth, nearly double the 12% growth seen in fiscal 2026, the analysts said.</p><p>The keys to growth for net new annual recurring revenue will be mainly Dynatrace Platform Subscription renewals, higher sales productivity, the Logs product, and new customers, the analysts said.</p><p>RBC maintained the company's stock rating at outperform and reduced the price target to $45 from $50.</p><p>Price: 36.59, Change: +1.86, Percent Change: +5.36</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4560","symbol_name":"网络安全概念","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2635874182","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635874182","pubTimestamp":1778773473,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Dynatrace  has multiple drivers on its path to fiscal 2027 acceleration, RBC Capital Markets said in a Wednesday note.The company had a \"good, but not great\" fiscal Q4, as annual recurring revenue grew 16% in constant currency for the fourth quarter in a row, RBC analysts said.Dynatrace provided bullish guidance around net new annual recurring revenue for fiscal 2027, but investors are trying to reconcile this with the fact that growth was actually slower in H2 of fiscal 2026, ending at 9% growth, according to the note. To achieve this target, the company would need to hit 23% growth, nearly double the 12% growth seen in fiscal 2026, the analysts said.The keys to growth for net new annual recurring revenue will be mainly Dynatrace Platform Subscription renewals, higher sales productivity, the Logs product, and new customers, the analysts said.RBC maintained the company's stock rating at outperform and reduced the price target to $45 from $50.Price: 36.59, Change: +1.86, Percent Change:","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4560":"网络安全概念","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4588":"碎股","DT":"Dynatrace Holdings LLC","BK4585":"ETF&股票定投概念","BK4023":"应用软件","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC"},"translate_title":"加拿大皇家银行表示，Dynatrace拥有2027财年加速发展的多种驱动因素","themeId":"f6f7c9f6a0174df79daf9f1dfd21f836","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DT":1},"content_text":"Dynatrace (DT) has multiple drivers on its path to fiscal 2027 acceleration, RBC Capital Markets said in a Wednesday note.The company had a \"good, but not great\" fiscal Q4, as annual recurring revenue grew 16% in constant currency for the fourth quarter in a row, RBC analysts said.Dynatrace provided bullish guidance around net new annual recurring revenue for fiscal 2027, but investors are trying to reconcile this with the fact that growth was actually slower in H2 of fiscal 2026, ending at 9% growth, according to the note. To achieve this target, the company would need to hit 23% growth, nearly double the 12% growth seen in fiscal 2026, the analysts said.The keys to growth for net new annual recurring revenue will be mainly Dynatrace Platform Subscription renewals, higher sales productivity, the Logs product, and new customers, the analysts said.RBC maintained the company's stock rating at outperform and reduced the price target to $45 from $50.Price: 36.59, Change: +1.86, Percent Change: +5.36","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2635874182","isCrawlerRequest":true}