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DT or FTNT or TEAM
Which Stock Would AI Choose? Dynatrace (DT) vs. Fortinet (FTNT) vs. Atlassian (TEAM) Stock Comparison
Key Takeaways
- FTNT leads with robust YTD gains of over 43%, driven by strong Q1 earnings and AI-related cybersecurity demand.
- TEAM shows sharp recent momentum from Q3 earnings beats and cloud growth, despite negative profitability (negative P/E).
- DT exhibits modest YTD performance around 6%, supported by platform leadership in observability but higher valuation (P/E ~68).
- FTNT's largest market cap ($83B+) and profitability edge it in stability, while TEAM and DT focus on high-growth software niches.
- All three benefit from AI/cloud trends, but relative momentum favors FTNT in recent market activity.
- Investor sentiment shifts toward cybersecurity and collaboration tools amid digital transformation.
Introduction
This comparison evaluates DT, FTNT, and TEAM—key players in observability, cybersecurity, and collaboration software. These stocks appeal to traders seeking exposure to AI-driven enterprise tech and investors tracking software relative performance. In the current market, with cloud adoption and security demands accelerating, understanding their business models, recent momentum, and market positioning aids in assessing trade-offs amid volatility and growth opportunities.
DT Overview and Recent Performance
Dynatrace (DT) provides an AI-powered observability platform for monitoring applications, infrastructure, and user experience across hybrid clouds. Its subscription-based model emphasizes recurring revenue from enterprise clients in finance, retail, and tech.
In recent market activity, DT shares traded around $40.70, with a market cap of ~$12B and trailing P/E of 68. YTD performance stands at ~6%, lagging broader indices, but 1-month gains exceeded 20% amid activist pressure from Starboard for margin expansion and buybacks. Recognition as a leader in Kubernetes observability bolstered sentiment, alongside steady Q4 earnings expectations. Influences include AI integration in its Davis AI engine and cloud complexity driving demand, though high valuation tempers enthusiasm.
FTNT Overview and Recent Performance
Fortinet (FTNT) delivers integrated cybersecurity via its FortiGate firewalls, FortiOS platform, and Security Fabric, blending hardware, SaaS, and services for network protection and SASE (Secure Access Service Edge).
Recent weeks saw FTNT surge over 20% post-Q1 earnings, trading near $114 with a $83B market cap and P/E of 44. YTD returns top 43%, outpacing peers, fueled by 20% revenue growth to $1.85B and EPS beat. AI data center wins and firewall demand shifted sentiment positively, easing AI disruption fears. Upgrades to Buy reflect momentum in secure networking amid rising threats.
TEAM Overview and Recent Performance
Atlassian (TEAM) offers collaboration tools like Jira for project management, Confluence for documentation, and Rovo AI, targeting software teams via cloud and data center subscriptions.
TEAM shares hovered at $91.60, market cap ~$23B, with negative trailing P/E due to investments but forward P/E ~14. Recent Q3 beat (EPS $1.75 vs. $1.31, revenue $1.79B) drove surges, with 1-month gains over 40% despite YTD volatility. Data center revenue up 44% and AI features enhanced enterprise adoption, prompting price target hikes to $112. Cloud migration and restructuring for margins influenced positive shifts.
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Head-to-Head Comparison
DT, FTNT, and TEAM operate in complementary tech stacks: observability (DT), cybersecurity (FTNT), and collaboration (TEAM). Growth drivers include AI/cloud for all, but FTNT's hardware-software hybrid yields highest profitability (P/E 44 vs. DT's 68, TEAM's negative). Recent momentum favors FTNT (43% YTD) over DT (6%) and TEAM's volatile rebound. Risk factors: DT's premium valuation sensitivity; FTNT's competition in firewalls; TEAM's path to GAAP profitability post-restructuring. Sector exposure ties to enterprise IT spend; sentiment leans toward FTNT's stability amid AI security needs versus DT/TEAM's pure SaaS growth trade-offs.
Tickeron AI Verdict
Tickeron’s AI favors FTNT currently, owing to superior trend consistency from earnings momentum, AI data center catalysts, and relative stability versus DT's elevated valuation and TEAM's profitability risks. Observable factors like 43% YTD outperformance suggest higher probability of near-term upside in cybersecurity positioning.
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.
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 whileFTNT’s FA Score has 4 green FA rating(s), and TEAM’s FA Score reflects 1 green FA rating(s).
- DT’s FA Score: 1 green, 4 red.
- FTNT’s FA Score: 4 green, 1 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 6 TA indicator(s) are bullish while FTNT’s TA Score has 3 bullish TA indicator(s), and TEAM’s TA Score reflects 6 bullish TA indicator(s).
- DT’s TA Score: 6 bullish, 4 bearish.
- FTNT’s TA Score: 3 bullish, 3 bearish.
- TEAM’s TA Score: 6 bullish, 4 bearish.
Price Growth
DT (@Packaged Software) experienced а -0.94% price change this week, while FTNT (@Computer Communications) price change was +4.86% , and TEAM (@Packaged Software) price fluctuated -7.56% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.49%. For the same industry, the average monthly price growth was -0.22%, and the average quarterly price growth was -9.62%.
The average weekly price growth across all stocks in the @Computer Communications industry was -6.75%. For the same industry, the average monthly price growth was +3.38%, and the average quarterly price growth was +20.23%.
Reported Earning Dates
DT is expected to report earnings on Aug 05, 2026.
FTNT is expected to report earnings on Jul 30, 2026.
TEAM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Packaged Software (-4.49% 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.
@Computer Communications (-6.75% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| DT | FTNT | TEAM | |
| Capitalization | 12.3B | 106B | 25.2B |
| EBITDA | 276M | 2.6B | -21.17M |
| Gain YTD | -2.653 | 82.194 | -38.652 |
| P/E Ratio | 78.13 | 56.08 | N/A |
| Revenue | 1.93B | 7.11B | 6.19B |
| Total Cash | 1.19B | 3.3B | 1.14B |
| Total Debt | 85.8M | 497M | 1.24B |
DT | FTNT | TEAM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 44 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 98 Overvalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 15 | 100 | |
SMR RATING 1..100 | 81 | 10 | 96 | |
PRICE GROWTH RATING 1..100 | 50 | 4 | 59 | |
P/E GROWTH RATING 1..100 | 8 | 27 | 20 | |
SEASONALITY SCORE 1..100 | 50 | 41 | 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 FTNT (98) in the Computer Communications industry, and is in the same range as TEAM (98) in the Information Technology Services industry. This means that DT's stock grew similarly to FTNT’s and similarly to TEAM’s over the last 12 months.
FTNT's Profit vs Risk Rating (15) in the Computer Communications industry is significantly better than the same rating for DT (100) in the null industry, and is significantly better than the same rating for TEAM (100) in the Information Technology Services industry. This means that FTNT's stock grew significantly faster than DT’s and significantly faster than TEAM’s over the last 12 months.
FTNT's SMR Rating (10) in the Computer Communications industry is significantly better than the same rating for DT (81) in the null industry, and is significantly better than the same rating for TEAM (96) in the Information Technology Services industry. This means that FTNT's stock grew significantly faster than DT’s and significantly faster than TEAM’s over the last 12 months.
FTNT's Price Growth Rating (4) in the Computer Communications industry is somewhat better than the same rating for DT (50) in the null industry, and is somewhat better than the same rating for TEAM (59) in the Information Technology Services industry. This means that FTNT's stock grew somewhat faster than DT’s and somewhat faster than TEAM’s over the last 12 months.
DT's P/E Growth Rating (8) in the null industry is in the same range as TEAM (20) in the Information Technology Services industry, and is in the same range as FTNT (27) in the Computer Communications industry. This means that DT's stock grew similarly to TEAM’s and similarly to FTNT’s over the last 12 months.
| DT | FTNT | TEAM | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 2 days ago 62% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 73% | 3 days ago 72% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 78% | N/A | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 76% | N/A | 2 days ago 74% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 70% | 2 days ago 77% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 69% | 2 days ago 71% |
| Advances ODDS (%) | 5 days ago 69% | 5 days ago 69% | 6 days ago 76% |
| Declines ODDS (%) | 2 days ago 71% | N/A | 2 days ago 76% |
| BollingerBands ODDS (%) | 2 days ago 74% | 2 days ago 79% | 2 days ago 73% |
| Aroon ODDS (%) | 2 days ago 78% | 2 days ago 67% | 2 days ago 77% |
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