Market Commoditization And Regulation Will Undercut Valuation

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Apr 25

Updated

16 Feb 26

Views

123

16 Feb

US$49.73

AnalystLowTarget's Fair Value

US$53.00

6.2% undervalued

1Y

-41.8%

7D

10.3%

Loading

1Y

-41.8%

7D

10.3%

You can edit this narrative until Feb 17 10:10 PM. Then, changes will post as Updates.

Author's Valuation

US$536.2% undervalued

AnalystLowTarget Fair Value

Shared on 16 Feb 26

Fair value Decreased 24%

DOCU: AI Agreement Platform And Reset Expectations Will Support Future Upside

Analysts have reset their price target on DocuSign from $70 to $53, citing updated expectations for revenue growth, profit margins, and a lower future P/E multiple that together point to a more conservative valuation framework. Analyst Commentary Bearish analysts are signaling a more cautious stance on DocuSign, with the latest reset in price targets reflecting concerns around how the business might balance growth ambitions with profitability and valuation discipline.

12 views

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.

20 views

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).

22 views

Shared on 07 May 25

Fair value Decreased 0.22%

4 views

Shared on 30 Apr 25

Fair value Increased 1.54%

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

2 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$53

6.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.75%

Historical revenue growth rate

12.67%

Software revenue growth rate

1.52%

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

8.51%

Calculation

US$474.17m

Earnings '29

x

27.51x

PE Ratio '29

=

US$13.04b

Market Cap '29

US$13.04b

Market Cap '29

/

193.85m

No. shares '29

=

US$67.28

Share Price '29

US$67.28 Share Price '29

Discounted to 2026 @ 8.44% p.a.

=

US$52.77

Fair Value '26