DigitalOcean Holdings

Digital Transformation And AI Adoption Will Spur Expansion Despite Risks

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

04 Sep 24

Updated

25 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

16.0%

7D

2.0%

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1Y

16.0%

7D

2.0%

You can edit this narrative until Nov 26 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$53.3315.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 25 Nov 25

Fair value Increased 20%

DOCN: Takeover Rumors And AI Partnership Will Drive Share Momentum

Analysts have raised their price target for DigitalOcean Holdings from $44.45 to $53.33. They cite updated revenue growth forecasts and a reduced discount rate as key drivers of their more optimistic outlook.

Shared on 05 Nov 25

Fair value Increased 6.86%

DOCN: Takeover Speculation And AI Expansion Will Shape Future Performance

Analysts have raised their price target for DigitalOcean Holdings from $41.60 to $44.45. This update reflects revised projections that consider stronger expected revenue growth, even though profit margin assumptions have been slightly reduced.

Shared on 07 Aug 25

Fair value Increased 1.02%

With DigitalOcean Holdings’ net profit margin and revenue growth forecasts both largely unchanged, analysts have maintained their consensus price target at $41.18. What's in the News Issued Q3 and full-year 2025 revenue guidance, projecting $226–$227 million for Q3 and $888–$892 million for the year.

Shared on 08 May 25

Fair value Decreased 8.91%

Shared on 30 Apr 25

Fair value Increased 3.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 15%

AnalystConsensusTarget has increased profit margin from 13.1% to 15.6% and increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 09 Apr 25

Fair value Decreased 18%

Shared on 02 Apr 25

Fair value Increased 4.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 3.07%

AnalystConsensusTarget has increased profit margin from 11.8% to 14.4% and decreased future PE multiple from 41.0x to 33.4x.

AnalystConsensusTarget Fair Value

US$53.33

15.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

16.43%

IT revenue growth rate

0.49%

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

10.17%

Calculation

US$113.82m

Earnings '28

x

55.75x

PE Ratio '28

=

US$6.34b

Market Cap '28

US$6.34b

Market Cap '28

/

89.79m

No. shares '28

=

US$70.66

Share Price '28

US$70.66 Share Price '28

Discounted to 2025 @ 10.16% p.a.

=

US$52.87

Fair Value '25