Dynatrace Spins Up
$DT is the first stock in our coverage universe to see growth accelerate.
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What Good Looks Like
Most of the other tech names in our universe are managing revenue growth declines as best they can. Laying off staff, talking up the long term, etc etc.
Dynatrace ( DT 0.00%↑ ) reported its December quarter - that’s Q3 of FY3/23 - before the open today, and delivered an accelerated revenue growth quarter. This matters. It's why the stock was +10% in premarket - before Jerome started talking! - and it's why the management team just raised their FY3/23 full year guidance by a touch.
We present our review of fundamentals and our price targets below for our paying members.