DT

Ariel's non-consensus approach seeks to identify undervalued, out-of-favor, franchises that are misunderstood and therefore mispriced. At the sector level, positive stock selection among Consumer Discretionary, Consumer Staples and Health Care were the greatest contributors to returns, while our Information Technology and Industrials holdings as well as overweight exposure to Utilities were the largest performance detractors. We initiated eight new positions during the quarter.

Dynatrace, Inc. reported Q2 revenue of $580M (+17.4% y/y) and beat consensus, but guidance was disappointed, and shares dropped nearly 30%. DT's non-GAAP operating margin rose to 32%, but a widening gap with GAAP margins reflects heavy share-based compensation. Management cited timing issues for the flat Q2 net new ARR and expects improvement by Q4, but ARR guidance remained conservative.

Dynatrace NYSE: DT reported second-quarter fiscal 2027 revenue growth and operating-margin expansion, while net new annual recurring revenue fell short of expectations as several large enterprise expansion deals shifted into the second half of the fiscal year.

Dynatrace, Inc. (DT) Q2 2027 Earnings Call Transcript

Although the revenue and EPS for Dynatrace (DT) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Dynatrace (DT) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.44 per share a year ago.

Baron SMID Cap ETF returned -2.87% (NAV) in the third quarter, outperforming its benchmark, the Russell 2500 Growth Index, which returned -10.35%. Top contributors were Rubrik, Inc., Tempus AI, Inc., and Netskope, Inc. Top detractors were Axon Enterprise, Inc., Forgent Power Solutions, Inc., and Mercury Systems, Inc.

BOSTON--(BUSINESS WIRE)--Dynatrace (NYSE: DT), the leading AI-powered observability platform, today announced financial results for the second quarter of fiscal 2027 ended September 30, 2026. “Our Q2 results reflect continued top-line growth and strong operational efficiency,” said Rick McConnell, Chief Executive Officer, Dynatrace. “As organizations increasingly deploy AI agents into production, the need for enterprise-grade observability and governance has never been greater. By bringing Ariz.

BOSTON--(BUSINESS WIRE)--Dynatrace (NYSE: DT), the leading AI-powered observability platform, today announced that Forrester has named it a Leader in The Forrester Wave™: AIOps Platforms, Q4 2026 report. Forrester evaluated 10 providers on 24 criteria. Dynatrace received the highest score of all vendors evaluated in the Current Offering category and the highest scores possible in 16 criteria. These include causal root cause analysis, autonomous AI SRE and orchestration, and algorithmic trust an.

Dynatrace (DT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.