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Cantor Fitzgerald reiterates Neutral rating on Dynatrace stock at $37
| USA | economy

Cantor Fitzgerald reiterates Neutral rating on Dynatrace stock at $37

#Dynatrace #Cantor Fitzgerald #Stock Rating #Observability #Price Target #Investment Analysis #Software-as-a-Service

📌 Key Takeaways

  • Cantor Fitzgerald has maintained a 'Neutral' rating for Dynatrace stock.
  • The 12-month price target for the company remains set at $37 per share.
  • Analysts are monitoring the company's performance within the competitive observability and APM sectors.
  • Current market conditions and enterprise spending shifts are influencing the cautious valuation.

📖 Full Retelling

Financial services firm Cantor Fitzgerald reaffirmed its 'Neutral' investment rating on Dynatrace Inc. shares in New York on Tuesday, maintaining a 12-month price target of $37 as the software company navigates a shifting competitive landscape in the observability sector. This decision follows a detailed assessment of the organization’s current market position and projected earnings growth, reflecting a cautious but stable outlook on the company’s ability to maintain its enterprise market share amidst rising macroeconomic pressures and industry-wide budget scrutiny. Analysts at Cantor Fitzgerald highlighted that while Dynatrace remains a leader in the Application Performance Monitoring (APM) and observability space, the stock currently lacks the immediate catalysts required for a significant upward valuation. The $37 price target suggests that the firm believes the stock is fairly valued at its current levels, balancing the company's robust proprietary technology against the increasing competition from both legacy providers and emerging cloud-native startups. This neutral stance indicates that the brokerage expects the stock to perform in line with broader market averages over the coming year. The report also touches upon the broader environment for software-as-a-service (SaaS) companies, noting that clients are becoming increasingly selective with their technology spending. Despite Dynatrace's successful integration of artificial intelligence and automation into its platform, investors remain focused on the company's net expansion rates and its ability to secure large-scale enterprise contracts in a high-interest-rate environment. By maintaining the 'Neutral' rating, Cantor Fitzgerald signals to institutional investors that while the company's fundamentals remain solid, the risk-to-reward ratio does not currently justify an aggressive buy position.

🏷️ Themes

Finance, Technology, Stock Market

📚 Related People & Topics

Cantor Fitzgerald

Cantor Fitzgerald

American financial services company

Cantor Fitzgerald, L.P. is an American financial services firm that was founded in 1945. Cantor Fitzgerald's 1,600 employees work in more than 30 locations, including financial centers in the Americas, Europe, Asia-Pacific, and the Middle East. Together with its affiliates, Cantor Fitzgerald operate...

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Dynatrace

Dynatrace

American technology company

Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.

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Observability

In control theory, visible state of a system

Observability is a measure of how well internal states of a system can be inferred from knowledge of its external outputs. In control theory, the observability and controllability of a linear system are mathematical duals. The concept of observability was introduced by the Hungarian-American enginee...

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Cantor Fitzgerald reiterates Neutral rating on Dynatrace stock at $37 Analyst Ratings Published 02/10/2026, 10:26 AM Cantor Fitzgerald reiterates Neutral rating on Dynatrace stock at $37 0 DT 0.90% Investing.com - Cantor Fitzgerald has reiterated its Neutral rating and $37.00 price target on Dynatrace Inc. (NYSE:DT) , citing the company’s continued traction in large consolidation deals as enterprises consolidate observability spending. The current price of $36.87 sits just below this target, though InvestingPro data suggests the stock may be undervalued, with the company boasting impressive gross profit margins of 81.75%. Dynatrace reported subscription revenue growth of 16% on a constant currency basis, exceeding the midpoint guidance of 13.5%, while consumption growth continues to outpace at more than 20%, consistently higher than ARR growth. This aligns with the company’s overall revenue growth of 18.2% over the last twelve months. The company reached its annualized logs consumption target of $100 million a quarter earlier than expected, with current growth remaining very strong at over 100% year-over-year as customers expand their usage to include logs analyzed on the company’s DPS platform. From a security expansion perspective, Dynatrace indicated the business is growing well but would take longer to reach log-like levels, though progress appears positive, while dollar-based net retention rate remained steady at 111%. Cantor Fitzgerald continues to view Dynatrace as a consolidator of spend in an expanding observability market, maintaining its $37 price target (4x calenda...

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