DT

Dynatrace Inc

TMT, Software


Presented:02/02/2024
Price:$60.70
Cap:$18.48B
Current Price:$53.68
Cap:$15.99B

Presented

Date02/02/2024
Price$60.70
Market Cap$18.48B
Ent Value$15.66B
P/E Ratio105.77x
Book Value$6.47
Div Yield0%
Shares O/S304.39M
Ave Daily Vol2,452,125
Short Int3.01%

Current

Price$53.68
Market Cap$15.99B
Dynatrace, Inc. engages in the business of developing software intelligence platforms which are purpose-built for the enterprise cloud. The firm also focuses on cloud ecosystem integration, incident and alert management integration, DevOps CI/CD integration, and user experience and business intelligence insights. The company was founded by Bernd Greifeneder in 2005 and is headquartered in Waltham, MA.

Publicly traded companies mentioned herein: Dynatrace Inc (DT), Datadog Inc (DDOG), Palo Alto Networks Inc (PANW)

Highlights

The presenter is long shares of Dynatrace Inc (DT), an observability and security platform. As the company stands to benefit from increased cloud spending, strong observability demand from CIOs according to recent surveys, and an expanding product portfolio, he expects 25% upside potential based on 40x his FY25 FCF.

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Idea Discussion

Commentor 1 - 2 weeks ago

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