DOCN logo

DigitalOcean Holdings, Inc. Stock Price

NYSE:DOCN Community·US$14.6b Market Cap
  • 4 Narratives written by author
  • 3 Comments on narratives written by author
  • 163 Fair Values set on narratives written by author

DOCN Share Price Performance

US$124.15
94.59 (319.99%)
US$50.00
Fair Value
US$124.15
94.59 (319.99%)
148.3% overvalued intrinsic discount
US$50.00
Fair Value
Price US$124.15
Nenad US$50.00
AnalystConsensusTarget US$178.77
AnalystHighTarget US$200.00

DOCN Community Narratives

Fair Value
·
Fair Value US$50 148.3% overvalued intrinsic discount

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

3users have liked this narrative
3users have commented on this narrative
38users have followed this narrative
·
Fair Value US$178.77 30.6% undervalued intrinsic discount

Digital Transformation And AI Adoption Will Spur Expansion Despite Risks

1users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
·
Fair Value US$200 37.9% undervalued intrinsic discount

SMB Digitalization And Growing Developer Community Will Drive Cloud Expansion

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
DOCN logo
DigitalOcean Holdings

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

1. Current Business (Present Narrative): DigitalOcean is a cloud computing provider focused on small and medium-sized businesses (SMBs) , startups, and developers.Read more

View narrative
US$50
148.3% overvalued intrinsic discount
Fair Value
Revenue
18.62% p.a.
Profit Margin
10.86%
Future PE
39.22x
Price in 2029
US$58.47
US$200
37.9% undervalued intrinsic discount
Revenue
50.17% p.a.
Profit Margin
11.38%
Future PE
90.81x
Price in 2029
US$259.61
US$178.77
30.6% undervalued intrinsic discount
Revenue
42.27% p.a.
Profit Margin
10.51%
Future PE
102.63x
Price in 2029
US$230.57

Trending Discussion

No trending discussion available.

Updated Narratives

DOCN logo

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

Fair Value: US$50 148.3% overvalued intrinsic discount
38 users have set this as their fair value
3 users have commented on this narrative
0 users have liked this narrative
DOCN logo

DOCN: AI Infrastructure Pivot And Deleveraging Moves Are Expected To Drive Repricing

Fair Value: US$155 19.9% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DOCN logo

DOCN: AI Inference Demand And Note Buyback Will Drive Bullish Repricing

Fair Value: US$200 37.9% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Moderate risk with proven track record.

5 Risks
3 Rewards

DigitalOcean Holdings, Inc. Key Details

US$1.0b

Revenue

US$432.5m

Cost of Revenue

US$578.6m

Gross Profit

US$343.3m

Other Expenses

US$235.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.00
57.22%
23.27%
117.0%
View Full Analysis

About DOCN

Founded
2012
Employees
1462
CEO
Padmanabhan Srinivasan
WebsiteView website
www.digitalocean.com

DigitalOcean Holdings, Inc., through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally. The company provides AI and Digital Native Enterprises build, run, and scale intelligent applications for growing technology companies. It also offers infrastructure-as-a-service (IaaS) solutions comprising compute, storage, and networking products, including cloud firewalls, managed load balancers, NAT gateways, and virtual private cloud software, as well as IP address management and domain name system management. In addition, the company provides platform-as-a-service (PaaS) and software-as-a-service (SaaS) solutions, such as managed databases; managed Kubernetes and container registry; application platform to build, deploy, and scale applications; Functions, a serverless compute solution; and Uptime for real-time uptime and latency alerts, as well as managed hosting and DigitalOcean Marketplace, a platform where developers can find pre-configured applications and solutions. Further, it offers artificial intelligence (AI)/machine learning (ML) applications comprising GPU droplets; bare metal GPUS, which provides access to a GPU server without any virtualization layer and gives developers with customizable server for their use case; and Jupyter Notebooks that provides cloud workspace and managed interactive development environment for exploring data and training, and building machine learning models. Its customers use its platform in various industry verticals, such as online gaming, fintech, and cybersecurity, as well as for a range of use cases, including building and hosting websites, web and mobile applications development, AI integration, and building AI products and applications. DigitalOcean Holdings, Inc. was incorporated in 2012 and is headquartered in Broomfield, Colorado.

Recent DOCN News & Updates

Seeking Alpha Aug 05

DigitalOcean Affirms 50%+ Growth Acceleration In FY 2027, Buy The Dip

Summary DigitalOcean offers a compelling buy-the-dip opportunity as shares are down ~25% from YTD highs despite strong fundamentals. DOCN posted a Q2 beat-and-raise, lifting full-year revenue guidance to over 30% y/y growth, underscoring robust AI-native enterprise momentum. Recurring revenue and $1.1B ARR growing >10% sequentially position DOCN favorably versus chip stocks reliant on one-time sales. With >40% adjusted EBITDA margins and a net leverage ratio of 0.7x, DOCN combines profitability with financial flexibility for continued capacity investment. Read the full article on Seeking Alpha
Narrative Update Aug 04

DOCN: AI Infrastructure Pivot And Deleveraging Moves Are Expected To Drive Repricing

The analyst fair value estimate for DigitalOcean Holdings has been raised from $143.58 to $155.00. Analysts cite the company’s AI-focused transformation, recent GPU pricing actions, and increased balance sheet flexibility as key factors behind their updated price targets.

Recent updates

No updates