Update shared on 20 Dec 2025
Fair value Decreased 1.57%Analysts have lowered their price target on DocuSign to approximately 86.50 dollars from about 87.88 dollars. This change reflects slightly softer long term revenue growth assumptions, partially offset by improved margin expectations and a lower projected valuation multiple.
What's in the News
- Rumors of a potential DocuSign buyout circulated after a takeover focused blog alert, drawing investor attention to possible strategic interest in the company (Betaville via The Fly).
- DocuSign announced a EUR 4.5 million investment to expand its AI Centre of Excellence and R&D operations in Dublin, targeting stronger European growth and innovation in agreement technology (company announcement).
- The company provided fiscal 2026 guidance, projecting quarterly revenue of 825 million dollars to 829 million dollars and full year revenue of 3.208 billion dollars to 3.212 billion dollars (company guidance).
- DocuSign entered a strategic partnership with Socure to embed advanced identity verification and risk based authentication into DocuSign Identify, aiming to reduce fraud and friction in digital signing workflows (company announcement).
- DossDocs integrated DocuSign into its platform to automate time sensitive mortgage disclosure documents for lenders, improving compliance and speeding up borrower signatures (company announcement).
Valuation Changes
- The fair value estimate has fallen slightly, decreasing from approximately 87.88 dollars to about 86.50 dollars per share.
- The discount rate has edged down marginally from roughly 8.49 percent to about 8.45 percent, reflecting a modestly lower required return.
- Revenue growth assumptions have been reduced slightly, moving from around 7.02 percent to about 6.61 percent.
- The net profit margin outlook has risen moderately, increasing from roughly 10.91 percent to about 11.93 percent.
- The assumed future P/E multiple has declined meaningfully, moving from about 53.4 times earnings to roughly 46.6 times earnings.
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