Dec 28, 2025 • MarketBeat
SOMEWHAT-BULLISH
Pacer Advisors Inc. Sells 39,441 Shares of Dynatrace, Inc. $DT
Pacer Advisors Inc. has reduced its stake in Dynatrace, Inc. by 12.3%, selling 39,441 shares and now holding 282,428 shares valued at approximately $13.68 million. Insider selling by CEO Rick M. McConnell and EVP Dan Zugelder also occurred, totaling 47,346 shares sold in the last 90 days. Despite this, Dynatrace beat Q3 earnings estimates, and analysts maintain a "Moderate Buy" rating with a consensus price target of $61.59.
Dec 27, 2025 • MarketBeat
SOMEWHAT-BULLISH
Dynatrace, Inc. $DT Stock Holdings Raised by Vontobel Holding Ltd.
Vontobel Holding Ltd. significantly increased its stake in Dynatrace, Inc. (NYSE:DT) by 790.5% in Q3, now owning 48,702 shares valued at $2.36 million. Despite substantial insider selling totalling $2.22 million in the past three months, institutional investors collectively hold 94.28% of the company's stock. Dynatrace surpassed Q3 earnings expectations with $0.44 EPS and $493.85 million in revenue, leading analysts to maintain a "Moderate Buy" rating with an average price target of $61.59.
Dec 27, 2025 • MarketBeat
NEUTRAL
Harbor Capital Advisors Inc. Sells 82,112 Shares of Dynatrace, Inc. $DT
Harbor Capital Advisors Inc. significantly reduced its stake in Dynatrace, Inc. (NYSE:DT) by 71.2%, selling 82,112 shares in Q3 and retaining 33,286 shares valued at $1.61 million. This comes amidst other institutional investors adjusting their positions and notable insider selling by the CEO and an EVP. Despite the share sales, Dynatrace's fundamentals appear solid, with the company beating recent quarterly EPS and revenue forecasts, providing positive Q3 and FY 2026 guidance, and holding a "Moderate Buy" consensus analyst rating.
Dec 27, 2025 • Nasdaq
NEUTRAL
DDOG vs. FIVN: Which Cloud Software Stock is the Better Buy Now?
This article compares Datadog (DDOG) and Five9 (FIVN), two key players in the enterprise cloud software industry, evaluating which stock offers a better investment opportunity. While Datadog excels in cloud monitoring and observability, Five9 focuses on cloud-based contact center infrastructure, both benefiting from the expanding enterprise software market. The analysis concludes that Five9 appears to be the better buy due to its predictable subscription revenues, focused contact center use case, and clearer AI-driven ROI, despite Datadog's premium valuation and usage-linked revenue model.
Dec 26, 2025 • TradingView — Track All Markets
NEUTRAL
DDOG vs. FIVN: Which Cloud Software Stock is the Better Buy Now?
This article compares Datadog (DDOG) and Five9 (FIVN), two key players in the enterprise cloud software industry, evaluating which stock presents a better investment opportunity. While Datadog specializes in cloud monitoring and observability, Five9 focuses on cloud-based contact center infrastructure. The analysis concludes that Five9 appears to be a better buy at current levels due to its predictable subscription revenues, focused contact center use case, and clearer AI-driven ROI, despite Datadog's higher growth projections and market performance.
Dec 25, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
ICU Medical (ICUI): Reassessing Valuation After Weak Growth, Margin Pressures and Investor Concern
ICU Medical (ICUI) is facing investor concerns due to weakening sales and shrinking free cash flow margins, despite a recent 24.3% share price rebound over three months. The company is considered 18.7% undervalued with a fair value near $181, driven by anticipated margin rebuild, cash flow renewal, and earnings growth following manufacturing network consolidations and integration synergies from the Smiths Medical acquisition. However, persistent tariff headwinds and ongoing integration costs could pose risks to this positive outlook.