DocuSign, Inc.

NasdaqGS:DOCU Lagerbericht

Marktkapitalisierung: US$8.9b

DocuSign Management

Management Kriterienprüfungen 3/4

DocuSign CEO ist Allan Thygesen , ernannt in Oct 2022, hat eine Amtszeit von 3.58 Jahren. Die jährliche Gesamtvergütung beträgt $25.65M , bestehend aus 3.9% Gehalt und 96.1% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.078% der Aktien des Unternehmens, im Wert von $7.00M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.1 Jahre bzw. 10.3 Jahre.

Wichtige Informationen

Allan Thygesen

Geschäftsführender

US$25.7m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts3.90%
Amtszeit als Geschäftsführer3.6yrs
Eigentum des Geschäftsführers0.08%
Durchschnittliche Amtszeit des Managements3.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder10.3yrs

Jüngste Management Updates

Recent updates

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.

Docusign Bottoms And Delivers Renewed Growth Prospects - Reiterate Buy

Apr 23

DOCU: AI Pricing Experiments Will Support Future Bullish Re Rating

DocuSign's updated fair value estimate shifts from $78.28 to $60.16 as analysts trim assumed future P/E multiples, despite slightly more constructive views on revenue growth, profit margins, and pricing experiments highlighted in recent research. Analyst Commentary Recent Street research paints a mixed picture for DocuSign, with several firms cutting price targets and ratings while a few see room for upside tied to product and pricing initiatives.

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

DocuSign's updated fair value estimate shifts to $94.10 from $117.02 as analysts cut price targets across the Street. This reflects adjusted assumptions for future P/E, discount rate, growth expectations and profitability in light of recent research commentary.

Some Investors May Be Willing To Look Past DocuSign's (NASDAQ:DOCU) Soft Earnings

Mar 25
Some Investors May Be Willing To Look Past DocuSign's (NASDAQ:DOCU) Soft Earnings

DOCU: AI Pricing Tests And Agreement Automation Will Support Future Bullish Re Rating

Analysts have trimmed DocuSign's fair value estimate from about $85.11 to $78.28 as they factor in lower assumed long term growth and margins, ongoing AI related competitive concerns, and uncertainty around the potential impact of recently uncovered A/B pricing tests on the Professional tier. Analyst Commentary Recent research on DocuSign highlights a split view, with some analysts focusing on potential upside from product and pricing changes, while others emphasize competitive and growth risks tied to AI and the broader applications software group.

DOCU: AI Execution And Margin Strength Will Drive Future Upside Potential

Narrative Update on DocuSign We are trimming our DocuSign fair value estimate slightly from $118.15 to $117.02 as analysts factor in softer revenue growth expectations, higher perceived risk from AI related competition, and lower future P/E multiples, partly offset by higher assumed profit margins. Analyst Commentary Recent Street research on DocuSign reflects a more cautious stance, with several firms reassessing revenue growth expectations, competitive pressure from AI enabled alternatives, and the multiples they are willing to apply to the stock.

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

Analysts have reset their price target on DocuSign from $70 to $53, citing updated expectations for revenue growth, profit margins, and a lower future P/E multiple that together point to a more conservative valuation framework. Analyst Commentary Bearish analysts are signaling a more cautious stance on DocuSign, with the latest reset in price targets reflecting concerns around how the business might balance growth ambitions with profitability and valuation discipline.

DOCU: AI Expansion And Buybacks Will Support Future Bullish Re Rating

Analysts have trimmed their DocuSign fair value estimate by about $1 to roughly $85, reflecting slightly lower assumed future P/E while keeping revenue growth and profit margin expectations largely unchanged. Analyst Commentary Analysts see the modest trim to DocuSign’s fair value estimate as more about a reset in assumed P/E than a shift in the fundamental outlook for growth or margins.

DOCU: AI Agreement Tools And Buyback Program Will Support Future Upside

Analysts have trimmed their DocuSign fair value estimate from US$72.97 to US$70.00, reflecting slightly higher discount rate assumptions and a lower future P/E multiple, even as they model modest improvements in revenue growth and profit margins. Analyst Commentary With the fair value estimate now at US$70.00, bearish analysts are signaling that the risk and return trade off for DocuSign looks less compelling than before, even as they factor in modest improvements in growth and profitability.

DOCU: Buyback Completion And AI Expansion Will Support Future Upside

Analysts now place DocuSign's price target at about $73, down from roughly $77, citing updated assumptions that combine slightly higher projected revenue growth and profit margins with a lower future P/E multiple and a modestly higher discount rate. What's in the News Buyout rumor flagged in a Betaville blog alert focused on takeover situations, with contacts citing an alert to subscribers about DocuSign (The Fly / Betaville rumor).

DocuSign (NASDAQ:DOCU) Is Looking To Continue Growing Its Returns On Capital

Jan 03
DocuSign (NASDAQ:DOCU) Is Looking To Continue Growing Its Returns On Capital

DOCU: Potential Buyout Rumor Will Support Future Bullish Re-Rating

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.

DOCU: Margin Expansion And Buyback Activity Will Support Bullish Re-Rating Outlook

Analysts have modestly reduced their price target on DocuSign, trimming fair value estimates by about $5 to reflect slightly softer revenue growth assumptions and a higher discount rate, which are partially offset by improved long term profitability expectations and a lower projected earnings multiple. Analyst Commentary Analysts describe the latest price target adjustment for DocuSign as more of a recalibration than a fundamental shift in thesis, with the stock still viewed as a solid, albeit more mature, growth story.

International IAM Launch Will Open New Markets But Encounters AI And Economic Uncertainties

DocuSign's analyst price target has been revised upward to $92.87, reflecting stronger-than-expected Q2 results, improving net retention rates, successful platform innovations, and a recovery in renewal activity, with some caution persisting as analysts await further sustained execution. Analyst Commentary Bullish analysts cite stronger-than-expected Q2 results with beats on revenue, subscription revenue, billings, and non-GAAP operating margin, reflecting improved execution and outperformance of guidance.

Should You Be Adding DocuSign (NASDAQ:DOCU) To Your Watchlist Today?

Jul 31
Should You Be Adding DocuSign (NASDAQ:DOCU) To Your Watchlist Today?

DocuSign, Inc.'s (NASDAQ:DOCU) Business Is Trailing The Industry But Its Shares Aren't

May 12
DocuSign, Inc.'s (NASDAQ:DOCU) Business Is Trailing The Industry But Its Shares Aren't

Docusign: Growth Is Too Low, Valuation Isn't Low Enough

Mar 14

DocuSign Stock: Don't Sign Me Up

Feb 11

DocuSign: Why $92 Per Share Is A Bargain

Jan 17

DocuSign: Not Signing Up After The Rally

Jan 09

DocuSign: High-Quality Operation But Low Growth Prospects

Dec 30

DocuSign: This Is The Perfect Time To Sell (Rating Downgrade)

Dec 09

DocuSign Q3 Preview: Incredible Turnaround, 2025 Looks Strong

Dec 03

DocuSign Q2: Focusing On International Expansion; Reiterate 'Buy' Rating

Nov 26

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Allan Thygesen im Vergleich zu den Einnahmen von DocuSign verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jan 31 2026US$26mUS$1m

US$309m

Oct 31 2025n/an/a

US$302m

Jul 31 2025n/an/a

US$281m

Apr 30 2025n/an/a

US$1b

Jan 31 2025US$26mUS$1m

US$1b

Oct 31 2024n/an/a

US$1b

Jul 31 2024n/an/a

US$988m

Apr 30 2024n/an/a

US$107m

Jan 31 2024n/an/a

US$74m

Oct 31 2023n/an/a

US$52m

Jul 31 2023n/an/a

-US$17m

Apr 30 2023n/an/a

-US$70m

Jan 31 2023US$86mUS$269k

-US$97m

Vergütung im Vergleich zum Markt: AllanDie Gesamtvergütung ($USD25.65M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.54M).

Entschädigung vs. Einkommen: AllanDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

Allan Thygesen (62 yo)

3.6yrs
Amtszeit
US$25,650,100
Vergütung

Mr. Allan C. Thygesen serves as Chief Executive Officer and Director at DocuSign, Inc. since October 09, 2022 and serves as its President. He serves as an Independent Director at A.P. Møller - Mærsk A/S si...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Allan Thygesen
President3.6yrsUS$25.65m0.078%
$ 7.0m
Robert Chatwani
President & GM of Growth3.3yrsUS$7.20m0.037%
$ 3.3m
Paula Hansen
President & Chief Revenue Officer1.8yrsUS$8.22m0.041%
$ 3.6m
Blake Grayson
Executive VP & CFO2.9yrsUS$10.17m0.069%
$ 6.2m
James Shaughnessy
Chief Legal Officer4yrsUS$6.98m0.028%
$ 2.5m
Anwar Akram
Chief Operating Officer3.3yrskeine Datenkeine Daten
Sagnik Nandy
Chief Technology Officer & Executive VP of Engineering2.3yrskeine Datenkeine Daten
Shanthi Iyer
Chief Information Officerno datakeine Datenkeine Daten
Matt Sonefeldt
Head of Investor Relationsno datakeine Datenkeine Daten
Jennifer Christie
Chief People Officer3.9yrskeine Datenkeine Daten
Dmitri Krakovsky
Chief Product Officer2.9yrskeine Datenkeine Daten
Michael Adams
Group VP & Chief Information Security Officer1.1yrskeine Datenkeine Daten
3.1yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter

Erfahrenes Management: DOCUDas Führungsteam des Unternehmens gilt als erfahren (3.1 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Allan Thygesen
President3.6yrsUS$25.65m0.078%
$ 7.0m
Bruce Chizen
Member of Advisory Board10.3yrskeine Datenkeine Daten
Thomas Dolan
Member of Advisory Board10.3yrskeine Datenkeine Daten
Enrique Salem
Independent Director12.8yrsUS$311.43k0.086%
$ 7.7m
Lewis Coleman
Member of Advisory Boardno datakeine Datenkeine Daten
Peter Solvik
Independent Director20.2yrsUS$320.03k0.10%
$ 9.2m
David Barram
Member of Advisory Boardno datakeine Datenkeine Daten
James Beer
Independent Chairman of the Board5.8yrsUS$311.43k0.010%
$ 933.8k
Blake Irving
Independent Director7.8yrsUS$324.93k0.013%
$ 1.2m
Guy Chiarello
Member of Advisory Board10.3yrskeine Datenkeine Daten
Teresa Briggs
Independent Director6yrsUS$326.43k0.0051%
$ 454.8k
John Batelle
Member of Advisory Board10.3yrskeine Datenkeine Daten
10.3yrs
Durchschnittliche Betriebszugehörigkeit
65yo
Durchschnittliches Alter

Erfahrener Vorstand: DOCUDie Vorstandsmitglieder sind sehr erfahren ( 10.3 ).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/01 05:13
Aktienkurs zum Tagesende2026/05/01 00:00
Gewinne2026/01/31
Jährliche Einnahmen2026/01/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

DocuSign, Inc. wird von 33 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
William PowerBaird
Bradley SillsBofA Global Research
Matthew BullockBofA Global Research