Amid the "SaaS Apocalypse", These 3 Names Are Boosting Buybacks

To the dismay of many investors, the rout in software stocks has yet to see a significant reprieve. The iShares Expanded Tech-Software Sector ETF BATS: IGV, a proxy for the industry's performance, is down nearly 22% in 2026.

MarketBeat • Feb 16, 2026

Baron Discovery Fund Q4 2025: Winners, Laggards, Buys & Sells

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

Seeking Alpha • Feb 15, 2026

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

Investors interested in stocks from the Computers - IT Services sector have probably already heard of Genpact (G) and Dynatrace (DT). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Feb 12, 2026

Dynatrace's Earnings Win Makes One Thing Clear: This Software Is Essential

In a market sector recently defined by volatility and skepticism, Dynatrace NYSE: DT has effectively separated itself from the pack. While many software companies struggle to justify their valuations amid slowing IT budgets, the observability leader delivered a decisive beat-and-raise report for its third fiscal quarter of 2026.

MarketBeat • Feb 11, 2026

Dynatrace: Growth Should Start To Accelerate

Dynatrace earns a reiterated buy rating as ARR growth stabilizes and deal quality improves, signaling healthier fundamentals. Q3 2026 ARR rose ~20% y/y with net new ARR turning positive, driven by larger enterprise deals and strong partner execution. Partner-led upmarket strategy accelerates platform adoption, enhancing growth visibility and predictability as standardized deployments scale.

Seeking Alpha • Feb 11, 2026

Dynatrace Is Still Growing Quickly Despite A Conservative Valuation

Dynatrace trades at a significant valuation discount to Datadog despite strong revenue, earnings, and free cash flow growth. DT's net revenue retention remains above 110%, and margins are stable, indicating robust customer economics and unit efficiency. The market appears to price DT as a mature, ex-growth company, overlooking its accelerating EBITDA and efficient scaling.

Seeking Alpha • Feb 11, 2026

These Analysts Revise Their Forecasts On Dynatrace Following Q3 Results

Dynatrace Inc (NYSE: DT) reported better-than-expected third-quarter financial results and raised its FY26 guidance above estimates on Monday.

Benzinga • Feb 10, 2026

3 Reasons Why Growth Investors Shouldn't Overlook Dynatrace (DT)

Dynatrace (DT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Zacks Investment Research • Feb 10, 2026

Dynatrace Q3: The Threat Of AI Shouldn't Be Too Worrisome

Dynatrace, Inc. delivered a double beat and raise in Q3, with sales up 18.2% y/y and strong profitability metrics. DT maintains robust cash generation, a debt-free balance sheet, and announced a $1B buyback, signaling management's confidence in undervaluation. AI disruption fears weigh on SaaS sentiment, but DT's pivot to agentic AI and platform integration positions it for resilient growth.

Seeking Alpha • Feb 10, 2026

Dynatrace Earnings, Revenue Top Estimates On Cloud Software Boost

Dynatrace stock climbed after Dynatrace earnings for fiscal Q3 topped estimates and guidance came in above views.

Investors Business Daily • Feb 9, 2026