DigitalOcean Holdings

SMB Digitalization And Growing Developer Community Will Drive Cloud Expansion

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

30 Apr 25

Updated

05 Mar 26

Views

75

05 Mar

US$139.28

AnalystHighTarget's Fair Value

US$86.00

62.0% overvalued

1Y

387.7%

7D

-16.2%

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1Y

387.7%

7D

-16.2%

Author's Valuation

US$8662.0% overvalued

AnalystHighTarget Fair Value

Shared on 05 Mar 26

Fair value Increased 32%

DOCN: AI Inference Workloads And New Capacity Will Drive Bullish Repricing

The analyst fair value estimate for DigitalOcean has increased from $65.00 to $86.00, reflecting updated views that emphasize stronger revenue growth and profitability potential related to AI inference workloads and new capacity coming online, as highlighted in recent Street research. Analyst Commentary Recent Street research around DigitalOcean highlights a clear split between bullish analysts raising targets on the back of AI related momentum and more cautious voices that prefer to wait for additional proof points.

6 views

Shared on 21 Jan 26

DOCN: 2026 Software Rebound And AI Deals Will Drive Bullish Repricing

Analysts have raised their price target on DigitalOcean Holdings by US$14 to US$63, citing stable macro and IT spending, relatively low software valuations, and the stock's current out-of-favor status as key elements of their rationale. Analyst Commentary Recent Street research on DigitalOcean Holdings highlights a more constructive tone from bullish analysts, who are pointing to a combination of stock-specific and sector-wide factors as the basis for their updated views.

6 views

Shared on 23 Dec 25

Fair value Increased 18%

DOCN: AI Partnership And Takeover Buzz Will Drive Bullish Rerating

Analysts have raised their fair value estimate for DigitalOcean Holdings from 55 dollars to 65 dollars, citing expectations of faster revenue growth and a richer future earnings multiple, despite modeling lower long term profit margins and a slightly reduced discount rate. What's in the News Speculation about a potential takeover surfaced after the Betaville blog flagged DigitalOcean as a possible bid target, drawing trader attention to the stock (Betaville via The Fly).

16 views

Shared on 07 May 25

Fair value Increased 5.72%

5 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$86

62.0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

26.86%

Historical revenue growth rate

18.17%

IT revenue growth rate

0.74%

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

9.08%

Calculation

US$365.58m

Earnings '29

x

29.50x

PE Ratio '29

=

US$10.79b

Market Cap '29

US$10.79b

Market Cap '29

/

94.95m

No. shares '29

=

US$113.61

Share Price '29

US$113.61 Share Price '29

Discounted to 2026 @ 10.09% p.a.

=

US$85.14

Fair Value '26