Baron Discovery Fund Q1 2026: Who Moved The Needle

In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.

Seeking Alpha • Jun 8, 2026

SNX vs. DT: Which Stock Is the Better Value Option?

Investors interested in stocks from the Computers - IT Services sector have probably already heard of TD SYNNEX (SNX) and Dynatrace (DT). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • May 27, 2026

Dynatrace, Inc. (DT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Dynatrace, Inc. (DT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Seeking Alpha • May 19, 2026

3 Reasons Growth Investors Will Love Dynatrace (DT)

Dynatrace (DT) possesses solid growth attributes, which could help it handily outperform the market.

Zacks Investment Research • May 19, 2026

Dynatrace Q4: Got Caught Up In The Fears, Keep Holding

Dynatrace delivered Q4 revenue of $531.7M (+19.4% y/y), beating estimates, with 95% recurring subscription revenue and robust free cash flow generation. Despite strong financial health, including $1.1B in cash and no debt, DT faces market concerns over ARR growth deceleration to 16%-17% and cautious FY guidance. DT's AI observability products and integration with major hyperscalers position it well to adapt, countering fears of obsolescence from AI disruption.

Seeking Alpha • May 15, 2026

Dynatrace Analysts Cut Their Forecasts After Q4 Earnings

Dynatrace, Inc (NYSE:DT) on Wednesday reported upbeat fourth-quarter financial results and issued first-quarter sales guidance below estimates.

Benzinga • May 14, 2026

Dynatrace: A Quality Software Business With A Clear FCF Upside Setup

Dynatrace is a high-margin, AI-powered observability platform with $2.054 billion in ARR, strong FCF, and a valuation still below peer software names. DT's ~96% subscription revenue, 111% net retention, and $3.2 billion RPO support durability, visibility, and a real recurring-revenue base. Starboard Value, the activist investor that acquired a stake in DT recently, is seeing margin expansion, S&M efficiency, and capital return, but buybacks should be treated as an upside lever, not guaranteed.

Seeking Alpha • May 14, 2026

Dynatrace Earnings, Revenue Top Estimates. Fiscal Q1 2027 Guidance Underwhelms.

Dynatrace stock fell amid fiscal Q4 earnings and revenue that topped estimates while a key metric met expectations.

Investors Business Daily • May 13, 2026

Dynatrace Q4 Earnings Call Highlights

Dynatrace NYSE: DT reported a stronger finish to fiscal 2026, with executives emphasizing steady annual recurring revenue growth, expanding consumption of its log management products and growing demand tied to artificial intelligence and cloud complexity.

MarketBeat • May 13, 2026

Dynatrace Earnings Beat Estimates. The Software Stock Is Falling Anyway.

Dynatrace shares have fallen in 2026 amid a broader selloff in software stocks.

Barrons • May 13, 2026