Dynatrace stock: Revenue jumps 17% as outlook rises after Arize deal

Published on 11/05/2026 at 01:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Dynatrace stock traded at 42.30 euros in late Wednesday trading. The observability company raised fiscal 2027 growth guidance after strong quarterly revenue growth.

Quarterly growth and updated outlook

Dynatrace reported 17% year-over-year revenue growth and 16% ARR growth for fiscal second-quarter 2027.
The company expanded its share repurchase authorization by USD 1 billion and scheduled an Investor Day for February 16, 2027.
Full-year guidance reflects the Arize acquisition and lower non-GAAP operating margin expectations.

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Dynatrace reported fiscal second-quarter 2027 results on Tuesday, November 3, after the quarter ended September 30. In its earnings release, the software company said total revenue rose 17% year over year to USD 579.918 million.

Subscription revenue also increased 17% to USD 553.112 million, while annual recurring revenue reached USD 2.207 billion, up 16%. GAAP operating income was USD 95.630 million, compared with non-GAAP operating income of USD 184.283 million. Diluted non-GAAP earnings per share came to USD 0.54.

Guidance rises after Arize deal

Dynatrace raised its fiscal 2027 ARR guidance to USD 2.393 billion to USD 2.413 billion, from USD 2.359 billion to USD 2.379 billion previously. The full-year revenue range is now USD 2.330 billion to USD 2.340 billion, compared with the prior range of USD 2.306 billion to USD 2.320 billion.

The outlook includes the completed Arize acquisition, which Dynatrace said should add approximately 200 basis points to ARR growth while reducing the full-year non-GAAP operating margin by about 175 basis points. The revised non-GAAP earnings-per-share range is USD 1.88 to USD 1.90, down from USD 1.97 to USD 1.99.

Capital returns and next milestone

The board authorized an additional USD 1 billion for share repurchases, bringing remaining authorization to approximately USD 1.3 billion. Dynatrace repurchased 5.2 million shares for USD 246 million during the quarter at an average price of USD 47.38.

The company plans to hold an Investor Day on February 16, 2027, in Las Vegas alongside its Perform user conference. Management said the event will cover long-term strategy, product plans, capital allocation and multi-year targets.

Dynatrace stock traded at 42.30 euros on Lang & Schwarz at 23:00 CET on Wednesday, November 4, 2026. Investors can follow the real-time quote of Dynatrace stock.

Dynatrace's software platform

Dynatrace provides an AI-powered observability platform that helps organizations analyze, automate and improve digital environments. Its offering covers software performance and digital interactions, with the company classified in the technology sector and software industry.

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