DT Should I Buy

Wedbush lowered the firm's price target on Dynatrace (DT) to $48 from $55 and keeps an Outperform rating on the shares. The firm notes Dynatrace reported its Q4 results featuring beats on the top and bottom lines as the company's end-to-end platform resonates with customers but will be overshadowed by a lighter than expected near-term guide due to margin pressure while ARR also came in above guidance but below Street whisper numbers following Datadog's (DDOG) strong results last week. Wedbush continues to believe Dynatrace continues to be well-positioned in the software landscape, with AI and cloud growth being a tailwind, as more customers turn to it to manage agents as organizations increasingly need observability for reliable AI while the company expands cloud native integrations.