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.
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
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- 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.
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.
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