Dynatrace Shares Slip as 4Q Profit Tumbles

Dow Jones05-13

Shares of Dynatrace fell after the company said profit in its fiscal fourth quarter fell sharply, hurt by higher operating costs.

The stock declined 7%, to $36.48, in premarket trading Wednesday. Through Tuesday's close, shares have lost more than a quarter of their value over the past year.

The artificial-intelligence software maker before the bell posted a profit of $17.4 million for its three months ended March 31, down from $39.3 million a year earlier. Quarterly earnings of 6 cents a share came in below analyst expectations for 15 cents a share, according to FactSet.

On an adjusted basis, earnings of 41 cents a share were just ahead of Wall Street models for 39 cents a share.

Revenue climbed 19% to $531.7 million and topped analyst views for $521 million.

Operating expenses jumped 24% to $393 million, weighing on Dynatrace's bottom line, driven by higher research and development, sales and marketing, and general and administrative costs.

Chief Executive Rick McConnell said customers are more often choosing Dynatrace for its end-to-end platform, which serves as both an intelligence engine for deterministic AI and contextual analytics, as well as a control plane to coordinate agentic action.

Looking ahead, the company guided for adjusted earnings of 44 cents to 45 cents a share on revenue of $547 million to $551 million in the current quarter. Analysts were looking for adjusted earnings of 45 cents a share on revenue of $548.2 million.

For its fiscal 2027, Dynatrace expects adjusted earnings of $1.93 to $1.95 a share, compared with estimates for $1.91 a share. Revenue is projected to be between $2.32 billion and $2.34 billion, compared with analyst views for $2.31 billion.

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