[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers Created: 2025-07-24 00:09:56 UTC $DT just got upgraded to Buy by Guggenheim — and they see XX% upside. Why now? 📈 Fundamentals accelerating. Guggenheim highlights expanded APM adoption, strong early renewals, and growing consolidation of observability tools like log management as key drivers of improving revenue visibility. 🔄 Multi-year deals coming earlier. Two of three channel partners beat internal targets, citing large customer momentum — especially in Dynatrace Platform Subscription (DPS), often triggering early multi-year renewals. 📊 Guidance may be too low. Guggenheim models XX% constant currency subscription growth in F1Q26, ahead of company guidance — with FY26 margins set to benefit from improved sales efficiency. 💡 “Rule of 45+” with room to re-rate. At 29x FCF, $DT trades below peers despite meeting the “Rule of 45” (growth + margin), making it a compelling GARP (growth at a reasonable price) story in the observability space. XX engagements  **Related Topics** [adoption](/topic/adoption) [apm](/topic/apm) [$dt](/topic/$dt) [dynatrace inc](/topic/dynatrace-inc) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/VcircleFuture/status/1948173770663055593)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
V.C.F. @VcircleFuture on x XX followers
Created: 2025-07-24 00:09:56 UTC
$DT just got upgraded to Buy by Guggenheim — and they see XX% upside. Why now?
📈 Fundamentals accelerating. Guggenheim highlights expanded APM adoption, strong early renewals, and growing consolidation of observability tools like log management as key drivers of improving revenue visibility.
🔄 Multi-year deals coming earlier. Two of three channel partners beat internal targets, citing large customer momentum — especially in Dynatrace Platform Subscription (DPS), often triggering early multi-year renewals.
📊 Guidance may be too low. Guggenheim models XX% constant currency subscription growth in F1Q26, ahead of company guidance — with FY26 margins set to benefit from improved sales efficiency.
💡 “Rule of 45+” with room to re-rate. At 29x FCF, $DT trades below peers despite meeting the “Rule of 45” (growth + margin), making it a compelling GARP (growth at a reasonable price) story in the observability space.
XX engagements
Related Topics adoption apm $dt dynatrace inc stocks technology