Starboard delivers letter to Dynatrace (DT) and looks forward to continuing constructive engagement with Dynatrace management and board

Starboard's engagement with Dynatrace signals an active push for strategic changes that could enhance shareholder value.

Newsquawk StaffPublished On the live feed at 2 more headlines followed before this page went public
Newsquawk headlinesUTC

IATA's Walsh says current jet fuel crisis is not on the scale of covid, demand for flying continues to be strong

S&P Global Inc. (SPGI) Q1 2026 (USD): Adj. EPS 4.97 (exp. 4.82), Revenue 4.17bln (exp. 4.07bln), Adj. net income 1.48bln (exp. 1.44bln)

Starboard delivers letter to Dynatrace (DT) and looks forward to continuing constructive engagement with Dynatrace management and board

Honeywell (HON) announces new Board of Directors for its Aerospace unit.

Corning Inc (GLW) Q1 2026 (USD): Core EPS 0.70 (exp. 0.69), Revenue 4.35bln (exp. 4.30bln); Two additional hyperscale customers entered into large, long-term agreements with Corning

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Free. No signup, no card.
  • Believe DT should target at least 500bps of adj. operating margin expansion by FY29.
  • DT board and management team must be open to all paths to maximize shareholder value.
  • Over next three years, believe Co. could repurchase more than USD 2.5bln of its shares.
Context

Their call for substantial operating margin expansion and significant share repurchase indicates confidence in the company’s future cash flow potential, which may boost investor sentiment and influence price action. This could also attract other investors looking for companies with a proactive approach to capital management.

Related headlines

The whole workspace, free to try.

Try it free