DDOG - Dynatrace: Don't Miss Out On The Opportunity To Drive Long-Term Portfolio Gains

2024-03-18 12:10:04 ET

Summary

• Dynatrace has underperformed in the market YTD, but the sell-off has created a buying opportunity.
• The company is strengthening partnerships with GSIs and hyperscalers to drive market share among enterprise customers, while also building its internal sales team.
• Although Dynatrace faces competition from Datadog, the company's product innovation and financial discipline should create long-term returns for investors.

Introduction & Investment Thesis

Dynatrace ( DT ) is a cloud-based observability and security platform that has severely underperformed the indices in YTD. The company recently announced its Q3 FY24 earnings report , where we see that revenue is slowing down sequentially. This has undoubtedly driven investors away from the stock....

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