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DT vs TEAM
Which Stock Would AI Choose? Dynatrace (DT) vs. Atlassian (TEAM) Stock Comparison
Key Takeaways
- Dynatrace (DT) shares have shown recent upward momentum, up over 10% in recent weeks following activist investor Starboard Value's stake and push for margin expansion.
- Atlassian (TEAM) stock surged nearly 30% post-Q3 earnings, driven by strong cloud and data center revenue growth exceeding 40% year-over-year.
- DT maintains profitability with a net margin around 9.5%, contrasting TEAM's negative margins amid heavy growth investments.
- Both stocks operate in software but differ in focus: DT in AI-powered observability, TEAM in team collaboration tools.
- TEAM has a larger market cap (~$23B vs. ~$12B) and higher revenue (~$5.2B vs. ~$1.7B annually).
- Recent analyst upgrades and price target hikes signal positive sentiment for both, with TEAM showing stronger YTD gains despite volatility.
Introduction
This comparison examines DT and TEAM, two prominent software firms navigating the evolving cloud and AI landscape. Dynatrace specializes in observability platforms, while Atlassian provides collaboration tools like Jira and Confluence. Investors and traders interested in SaaS (software-as-a-service) stocks with exposure to enterprise digital transformation will find value here, particularly amid recent earnings momentum and sector tailwinds. By analyzing recent performance, business drivers, and market positioning, this article highlights key contrasts in relative performance and growth trajectories.
DT Overview and Recent Performance
Dynatrace (DT) delivers an AI-powered observability platform that monitors applications, infrastructure, and user experiences across hybrid cloud environments. Its subscription-based SaaS model emphasizes land-and-expand adoption among large enterprises, processing trillions of data points daily for automated insights.
In recent market activity, DT shares have climbed around 11.5% following Starboard Value's substantial investment and calls for margin expansion and share buybacks. The stock traded near $40.70, up from 52-week lows around $31.64, reflecting improved sentiment from analyst coverage and recognitions like GigaOm leadership in Kubernetes observability. YTD performance lags the S&P 500 slightly at -6%, pressured by broader software sector rotation, but recent weeks show stabilization with positive cash flow margins over 30% supporting resilience.
TEAM Overview and Recent Performance
Atlassian (TEAM) offers a suite of cloud and data center tools including Jira for project management and Confluence for collaboration, forming a "System of Work" for software, IT, and business teams. Its subscription-heavy model (over 90% of revenue) drives scalability through self-service adoption and a vibrant marketplace ecosystem.
Recent weeks have been volatile for TEAM, with shares dipping to 52-week lows near $56 before surging nearly 30% after Q3 fiscal 2026 earnings beat expectations, highlighted by 29% cloud revenue growth to $1.13B and 44% data center expansion. Trading around $91.60, the stock reflects YTD gains of about 43% in some metrics but overall pressure from prior declines, buoyed by AI features and analyst upgrades like Barclays to $112. Sentiment has shifted positively on cloud migration momentum, though profitability remains challenged by R&D investments.
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Head-to-Head Comparison
Dynatrace (DT) and Atlassian (TEAM) both thrive in enterprise SaaS but diverge in focus: DT's AI-driven observability targets IT ops and security, while TEAM's collaboration suite powers agile workflows. Growth drivers differ—TEAM leverages 30%+ cloud ARR acceleration and a vast ecosystem, outpacing DT's steady 18% revenue expansion via platform subscriptions.
Recent momentum favors TEAM post-earnings surge, though DT benefits from activist pressure for efficiency. Risk factors include TEAM's negative margins (-3.5%) versus DT's 9.5% net margin and superior ROE (9.75%), highlighting DT's stability amid sector volatility. Both share software exposure but TEAM scales larger (~$23B market cap, $5.2B revenue) against DT's ~$12B cap and $1.7B revenue. Market sentiment tilts toward TEAM's upside potential (targets ~$145) over DT's ~$51, balancing growth trade-offs.
Tickeron AI Verdict
Tickeron’s AI currently favors Atlassian (TEAM) based on stronger recent momentum, superior cloud growth catalysts, and higher analyst-implied upside amid enterprise AI adoption. While DT offers trend consistency and profitability stability, TEAM's relative positioning in collaboration software—coupled with post-earnings recovery—suggests greater probabilistic outperformance in the near term, though volatility warrants caution.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DT is a Hold and TEAM is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DT’s FA Score shows that 1 FA rating(s) are green whileTEAM’s FA Score has 1 green FA rating(s).
- DT’s FA Score: 1 green, 4 red.
- TEAM’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DT’s TA Score shows that 5 TA indicator(s) are bullish while TEAM’s TA Score has 3 bullish TA indicator(s).
- DT’s TA Score: 5 bullish, 5 bearish.
- TEAM’s TA Score: 3 bullish, 5 bearish.
Price Growth
DT (@Packaged Software) experienced а -3.41% price change this week, while TEAM (@Packaged Software) price change was -11.01% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
Reported Earning Dates
DT is expected to report earnings on Aug 05, 2026.
TEAM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Packaged Software (-2.27% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| DT | TEAM | DT / TEAM | |
| Capitalization | 11.9B | 22.5B | 53% |
| EBITDA | 288M | -21.17M | -1,360% |
| Gain YTD | -5.976 | -45.405 | 13% |
| P/E Ratio | 75.46 | N/A | - |
| Revenue | 2.02B | 6.19B | 33% |
| Total Cash | 1.17B | 1.14B | 103% |
| Total Debt | 164M | 1.24B | 13% |
DT | TEAM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 83 | 97 | |
PRICE GROWTH RATING 1..100 | 51 | 61 | |
P/E GROWTH RATING 1..100 | 9 | 21 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DT's Valuation (78) in the null industry is in the same range as TEAM (98) in the Information Technology Services industry. This means that DT’s stock grew similarly to TEAM’s over the last 12 months.
DT's Profit vs Risk Rating (100) in the null industry is in the same range as TEAM (100) in the Information Technology Services industry. This means that DT’s stock grew similarly to TEAM’s over the last 12 months.
DT's SMR Rating (83) in the null industry is in the same range as TEAM (97) in the Information Technology Services industry. This means that DT’s stock grew similarly to TEAM’s over the last 12 months.
DT's Price Growth Rating (51) in the null industry is in the same range as TEAM (61) in the Information Technology Services industry. This means that DT’s stock grew similarly to TEAM’s over the last 12 months.
DT's P/E Growth Rating (9) in the null industry is in the same range as TEAM (21) in the Information Technology Services industry. This means that DT’s stock grew similarly to TEAM’s over the last 12 months.
| DT | TEAM | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 68% | 3 days ago 76% |
| Stochastic ODDS (%) | 3 days ago 71% | 3 days ago 76% |
| Momentum ODDS (%) | 3 days ago 68% | 3 days ago 80% |
| MACD ODDS (%) | 3 days ago 76% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 69% | 3 days ago 77% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 71% |
| Advances ODDS (%) | 13 days ago 69% | 14 days ago 76% |
| Declines ODDS (%) | 4 days ago 71% | 3 days ago 76% |
| BollingerBands ODDS (%) | 3 days ago 71% | 3 days ago 68% |
| Aroon ODDS (%) | 3 days ago 77% | 3 days ago 73% |
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