Dynatrace
$DT · NYSE · 3 stories in 30 daysThe wire on $DT
newest first · duplicate source posts collapse into one event · direct subject stories onlyNeedham upgraded Dynatrace (DT) to Buy from Hold with a $68 price target. The analyst sees the growing DPS renewal cycle as a key ARR acceleration driver, supported by strong observability demand, AI adoption, and European data-sovereignty requirements. Needham also notes Dynatrace's Austrian roots as a potential advantage as Europe pushes for sovereign infrastructure.
bullish 70 · impact 40Rubrik Q2 revenue $427.3M vs est. $396M, adj EPS $0.20 vs est. $0.04, FCF $65.7M vs est. $39.7M. Subscription ARR +33% YoY to $1.66B. FY27 revenue guide raised to $1.685B-$1.693B (est. $1.64B), EPS to $0.47-$0.53 (est. $0.31). Q3 revenue guide $429M-$431M above $418M est.
bullish 80 · impact 60Raymond James upgraded AMD to Strong Buy with a $641 price target. Morgan Stanley raised DT to Overweight. Jefferies downgraded RLI to Underperform. Goldman Sachs cut DQ to Sell. Multiple other rating changes hit mid-caps.
bullish 65 · impact 30The wire on this name is open. What the tape did about it is one free account away.
One free account opens 3 complete views a day on any story, ticker or report. No card. The wire stays free to read.