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DocuSign Community
NasdaqGS:DOCU Community
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AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Cloud Data Center Migration Will Pressure Profit Margins In Future
Key Takeaways Lower revenue growth forecasts and flat dollar net retention suggest challenges in sustaining high growth and expanding customer revenue. Migration to cloud data centers and reduced early renewal volume may decrease profitability and billings growth, impacting revenue stability.
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US$65.00
FV
32.0% overvalued
intrinsic discount
4.21%
Revenue growth p.a.
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about 19 hours ago
author updated this narrative
DocuSign
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AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Transformation Will Drive Secure e-Signature Expansion Despite Rival Risks
Key Takeaways Rapid AI-powered platform adoption and workflow integrations are expected to boost upselling, customer value, and margin expansion while strengthening customer retention. Global rollout, regulatory acceptance, and deeper partnerships position DocuSign for major international growth and increased enterprise market penetration.
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US$120.16
FV
28.6% undervalued
intrinsic discount
9.08%
Revenue growth p.a.
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15 days ago
author updated this narrative
DocuSign
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
International IAM Launch Will Open New Markets But Encounters AI And Economic Uncertainties
Key Takeaways Intelligent Agreement Management and enhanced partner channels could drive significant revenue growth in SMB, mid-market, and international segments. Focus on efficiency and federal market expansion may improve operating margins and generate additional revenue streams.
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US$91.74
FV
6.4% undervalued
intrinsic discount
7.40%
Revenue growth p.a.
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22 days ago
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Your Valuation for
DOCU
DOCU
DocuSign
Your Fair Value
US$
Current Price
US$85.83
0.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-427m
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$4.1b
Earnings US$1.5b
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