Dynatrace Earnings Beat Estimates. The Software Stock Is Falling Anyway. -- Barrons.com

Dow Jones
May 13

By Mackenzie Tatananni

Dynatrace stock was falling following the software company's latest earnings report as an earnings beat failed to reverse an extensive slide in the stock price.

Dynatrace, which operates a cloud observability platform, posted fiscal fourth-quarter earnings of 41 cents a share, ahead of the 39 cents analysts had anticipated. Quarterly revenue rose to $532 million from $445 million in the year-ago period and beat analysts' calls for $521 million.

Subscription-based annual recurring revenue, a key performance metric for many software companies, rose 18% to $2.054, a hair below Wall Street's $2.058 billion forecast.

The company's outlook for the fiscal year narrowly cleared estimates. Dynatrace sees earnings of $1.93 to $1.95 a share versus the FactSet consensus of $1.91. Revenue is projected at $2.317 billion to $2.335 billion compared with analysts' calls for $2.305 billion. The company also is targeting subscription ARR in a range of $2.382 billion to $2.402 billion, slightly above estimates of $2.363 billion.

Dynatrace stock slid 5.6% in premarket trading Wednesday. Futures tracking the S&P 500 and Nasdaq Composite traded modestly higher.

Heading into Wednesday's session, Dynatrace had lost 9.5% this year amid broader weakness in tech stocks, lagging behind the broader market.

Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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May 13, 2026 07:30 ET (11:30 GMT)

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