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DocuSign, Inc. Stock Price

NasdaqGS:DOCU Community·US$9.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 213 Fair Values set on narratives written by author

DOCU Share Price Performance

US$47.90
-39.96 (-45.48%)
US$60.16
Fair Value
US$47.90
-39.96 (-45.48%)
20.4% undervalued intrinsic discount
US$60.16
Fair Value
Price US$47.90
AnalystConsensusTarget US$60.16
AnalystHighTarget US$94.10
AnalystLowTarget US$53.00

DOCU Community Narratives

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Fair Value US$60.16 20.4% undervalued intrinsic discount

Digital Workflows Will Unlock New Global Opportunities

1users have liked this narrative
0users have commented on this narrative
66users have followed this narrative
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Fair Value US$94.1 49.1% undervalued intrinsic discount

Accelerated Digital Transformation Will Define Global Agreement Standards

0users have liked this narrative
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5users have followed this narrative
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Fair Value US$53 9.6% undervalued intrinsic discount

Market Commoditization And Regulation Will Undercut Valuation

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$60.16
20.4% undervalued intrinsic discount
Revenue
7.51% p.a.
Profit Margin
12.05%
Future PE
27.57x
Price in 2029
US$76.76
US$53
9.6% undervalued intrinsic discount
Revenue
6.76% p.a.
Profit Margin
12.34%
Future PE
27.51x
Price in 2029
US$67.28

Trending Discussion

Updated Narratives

DOCU logo

DOCU: AI Pricing Tests And New Workflows Will Drive Future Re Rating

Fair Value: US$60.16 20.4% undervalued intrinsic discount
66 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DOCU logo

DOCU: AI Monetisation And Margin Discipline Will Drive Future Upside Potential

Fair Value: US$94.1 49.1% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DOCU logo

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

Fair Value: US$53 9.6% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and fair value.

1 Risk
2 Rewards

DocuSign, Inc. Key Details

US$3.2b

Revenue

US$657.6m

Cost of Revenue

US$2.6b

Gross Profit

US$2.3b

Other Expenses

US$309.1m

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
n/a
1.59
79.58%
9.60%
0%
View Full Analysis

About DOCU

Founded
2003
Employees
7044
CEO
Allan Thygesen
WebsiteView website
www.docusign.com

DocuSign, Inc. provides electronic signature solution in the United States and internationally. The company offers AI-powered intelligent agreement management (IAM) platform to optimize the gain intelligence and automation across the entire agreement lifecycle; and provides e-signature solution that enables sending and signing of agreements on various devices; Contract Lifecycle Management (CLM), which automates workflows across the entire agreement process; and Document Generation streamlines the process of generating new, custom agreements. It also provides Identify, a signer-identification option for checking government-issued IDs; Standards-Based Signatures, which support signatures that involve digital certificates; Monitor that uses advanced analytics; Notary which enables notaries public to conduct remote online notarization transactions; and Web Forms. In addition, the company offers Real Estate for eSignature that provides a way for brokers and agents to manage the entire real estate transaction digitally. eSignature and CLM are Federal Risk and Authorization Management Program (FedRAMP), an authorized version of DocuSign eSignature for U.S. federal government agencies; and life sciences modules that support compliance with the electronic signature practices. The company sells its products through direct and partner-assisted sales, and digital self-service purchasing. DocuSign, Inc. was incorporated in 2003 and is headquartered in San Francisco, California.

Recent DOCU News & Updates

Seeking Alpha May 03

Docusign: Beware The High Stock-Based Compensation That Makes This A Value Trap

Summary Docusign appears optically cheap, but true economics are obscured by stock-based compensation consuming nearly 20% of revenue. After adjusting for SBC, DOCU's economic free cash flow is ~$378M, implying a 20x EV/FCF multiple versus the headline 8x. Competitive risk from Microsoft, Adobe, and Google threatens DOCU's growth, with dollar net retention stagnant at 102%. I rate DOCU a 'strong sell' due to limited upsell traction, flat sequential guidance, and insufficient margin of safety. Read the full article on Seeking Alpha
Narrative Update Apr 28

DOCU: AI Pricing Tests And New Workflows Will Drive Future Re Rating

Analysts have trimmed DocuSign's average price target by a wide margin, cutting it by more than $20 in several cases. They are reassessing the stock's risk profile and growth outlook in light of recent downgrades and cautious commentary on application software and AI related headwinds.

Recent updates

No updates