Market Commoditization And Regulation Will Undercut Valuation

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Apr 25

Updated

19 Jan 26

Views

88

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-51.7%

7D

-16.8%

Loading

1Y

-51.7%

7D

-16.8%

You can edit this narrative until Jan 20 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$7033.2% undervalued

AnalystLowTarget Fair Value

Shared on 19 Jan 26

Fair value Decreased 4.07%

DOCU: AI Agreement Tools And Buyback Program Will Support Future Upside

Analysts have trimmed their DocuSign fair value estimate from US$72.97 to US$70.00, reflecting slightly higher discount rate assumptions and a lower future P/E multiple, even as they model modest improvements in revenue growth and profit margins. Analyst Commentary With the fair value estimate now at US$70.00, bearish analysts are signaling that the risk and return trade off for DocuSign looks less compelling than before, even as they factor in modest improvements in growth and profitability.

Shared on 05 Jan 26

Fair value Decreased 5.23%

DOCU: Buyback Completion And AI Expansion Will Support Future Upside

Analysts now place DocuSign's price target at about $73, down from roughly $77, citing updated assumptions that combine slightly higher projected revenue growth and profit margins with a lower future P/E multiple and a modestly higher discount rate. What's in the News Buyout rumor flagged in a Betaville blog alert focused on takeover situations, with contacts citing an alert to subscribers about DocuSign (The Fly / Betaville rumor).

Shared on 07 May 25

Fair value Decreased 0.22%

Shared on 30 Apr 25

Fair value Increased 1.54%

AnalystLowTarget has decreased revenue growth from 6.7% to 4.2%.

AnalystLowTarget Fair Value

US$70

33.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.34%

Software revenue growth rate

1.35%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.47%

Calculation

US$282.38m

Earnings '29

x

61.05x

PE Ratio '29

=

US$17.24b

Market Cap '29

US$17.24b

Market Cap '29

/

193.85m

No. shares '29

=

US$88.93

Share Price '29

US$88.93 Share Price '29

Discounted to 2026 @ 8.47% p.a.

=

US$69.69

Fair Value '26