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For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

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Dynatrace (DT) Stock Trades Down, Here Is Why

DT Cover Image

What Happened?

Shares of application performance monitoring software provider Dynatrace (NYSE: DT) fell 6.8% in the afternoon session after BMO Capital trimmed its price target on the stock, citing new customer additions that were slightly below expectations. The analyst action overshadowed the company's otherwise strong first-quarter fiscal 2026 earnings report from the previous day, where Dynatrace exceeded its own guidance. The company posted robust subscription revenue growth and achieved impressive free cash flow margins. However, BMO Capital focused on the weaker new customer numbers, a key metric for future growth. The firm lowered its price target to $62 from $63, though it maintained its Outperform rating on the shares.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Dynatrace? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Dynatrace’s shares are not very volatile and have only had 7 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock gained 3.7% on the news that the company reported strong fiscal first-quarter results that surpassed analyst expectations and raised its full-year guidance. The software intelligence company posted revenue of $477.3 million for its fiscal first quarter, a 19% increase from the previous year. This figure surpassed Wall Street's projections. Profitability also exceeded expectations, with adjusted earnings of $0.42 per share beating the consensus estimate of $0.38. A key metric for software firms, Annual Recurring Revenue (ARR), reached $1.82 billion. Citing a strong start to the year, Dynatrace also lifted its full-year financial forecast for both revenue and earnings, signaling confidence in its continued performance.

Dynatrace is down 13.8% since the beginning of the year, and at $46.86 per share, it is trading 24.9% below its 52-week high of $62.42 from February 2025. Investors who bought $1,000 worth of Dynatrace’s shares 5 years ago would now be looking at an investment worth $1,238.

Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.

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