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Stock impact report

Dynatrace: Cautious Management Guidance Despite Strong Fundamentals, Reduced My Position By Half [Seeking Alpha]

Dynatrace, Inc. (DT) 
Last dynatrace, inc. earnings: 1/29 06:00 am Check Earnings Report
US:NYSE Investor Relations: telekom.com/en/investor-relations
Company Research Source: Seeking Alpha
Dynatrace reported its Q1 FY25 earnings where revenue and earnings grew 21% and 24% YoY, respectively, beating estimates with Net New ARR per new logo and ARR per customer at par with Q4. Although the management believes that it is well-positioned to capture its growing TAM, it did not raise its FY25 revenue and earnings guidance. Plus, management did not provide the number of $1M+ ACV deals in Q1 like it did in the previous Qs, while investors would also like to see growing ARR per customer. I believe the stock is fully valued at the moment and have reduced my holdings by more than half as I would like to assess its progress in the coming quarters, reiterating my "hold" rating. The REIT Forum members get exclusive access to our real-world portfolio. See all our investments here » Dilok Klaisataporn Introduction & Investment Thesis I last covered Dynatrace (NYSE: DT ) last month before its Q1 FY25 earnings, where I outlined some of the important metrics and commentary t Show less Read more
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