$DT 0.60 Developing

Notable posts

• @StockSavvyShay neutral 390 eng

  AGENTIC AI SECURITY STACK • $ZS Zero Trust access layer for agent-to-app activity • $NET edge security & AI Gateway for internet-facing agent calls • $RBRK immutable backup & cyber recovery for the AI data layer • $FTNT firewall inspection for machine-to-machine AI traffic at scale • $S endpoint & identity defense for AI-driven attacks in the midmarket • $OKTA identity governance for humans, agents & non-human identities • $CRWD endpoint, identity & cloud telemetry for autonomous workflows • $CHKP prevention-first security against autonomous & AI-generated threats • $PANW full-stack AI enterprise security across cloud, SOC & privileged access • $DT observability & security visibility for agent behavior across distributed systems

  view on X →
• @wallstengine bullish 69 eng

  Needham upgrades Dynatrace $DT to Buy from Hold with a $68 PT. Analyst sees its growing DPS renewal cycle as a key ARR acceleration driver, helped by strong observability demand, AI adoption and European data-sovereignty requirements. Needham also sees Dynatrace’s Austrian roots as a potential advantage as Europe pushes for more sovereign infrastructure.

  view on X →
• @wallstengine neutral 40 eng

  $DT to acquire AI observability platform Arize for $915M. The deal includes ~$815M in cash, with the remainder in replacement equity awards for Arize employees. Dynatrace expects the acquisition to add ~200 bps to FY27 ARR growth, while diluting non-GAAP oper margin by 175 bps.

  view on X →
• @wallstengine neutral 38 eng

  Dynatrace $DT is adding two directors to its board after engagement with activist investor Starboard Value. George Riedel and Dan Streetman join immediately, bringing experience across enterprise software, cybersecurity, cloud, and tech operations.

  view on X →
• @TENETTRADEGROUP neutral 20 eng

  Tenet Market Wake-Up Summary 📷📷 June.16.26 $SPX $HPE $QCOM $MSFT $NVO $LLY $OLN $HUN $AMD $RXT $MBLY $INTC $OKLO $HOOD $DELL $NVDA $EQIX $CSCO $PLAY $DOMO $WLY $XOM $CAMP $FLUT $DT $TSLA $PLTR $ROK $SKT $HITI $SHMD $SPCX @ripster47 | @tenet_research | @TenetCharts https://t.co/bRg3Ciza0Z

  view on X →