DigitalOcean Holdings Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 4/6
DigitalOcean Holdings verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 75.6%, während die Gewinne der Branche IT jährlich um gewachsen und zwar um 10.3%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 18.2%. Die Eigenkapitalrendite von DigitalOcean Holdings beträgt 26.7% und die Nettomargen betragen 25%.
Wichtige Informationen
75.58%
Wachstumsrate der Gewinne
76.70%
EPS-Wachstumsrate
| IT Wachstum der Industrie | 22.43% |
| Wachstumsrate der Einnahmen | 18.17% |
| Eigenkapitalrendite | 26.69% |
| Netto-Marge | 24.97% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • May 19
DOCN: AI Inference Capacity And Profit Investment Will Likely Remain In Tense Balance
Analysts have lifted the fair value estimate for DigitalOcean Holdings from about $57 to roughly $143, reflecting a wave of higher price targets tied to expectations for stronger AI driven revenue growth, updated margin forecasts and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on DigitalOcean shows a cluster of higher price targets tied to AI related opportunities, capacity additions and updated long term revenue and margin frameworks.Analyseartikel • May 12
DigitalOcean Holdings' (NYSE:DOCN) Promising Earnings May Rest On Soft Foundations
DigitalOcean Holdings, Inc.'s ( NYSE:DOCN ) stock was strong after they recently reported robust earnings. However, we...Seeking Alpha • May 12
DigitalOcean: I Underestimated The Agentic AI Boom, Time To Re-Evaluate
Summary DigitalOcean is experiencing a major AI-driven growth inflection, with management guiding for revenue growth to double by next year. DOCN's focus on agentic AI inference has enabled it to outperform expectations, despite intense hyperscaler competition and limited CapEx. Management raised full-year guidance to 27% revenue growth and 39% adjusted EBITDA margin, but consensus long-term estimates may be too optimistic. I maintain a "Neutral" rating on DOCN, citing valuation concerns, margin risks, and potential long-term pressure from hyperscalers despite recent outperformance. Read the full article on Seeking Alpha
Narrativ-Update • Apr 30
DOCN: AI Inference And New Capacity Will Shape Balanced 2026 Outlook
DigitalOcean Holdings' analyst fair value estimate has been updated from $84.00 to $94.50 as analysts incorporate a series of higher price targets tied to AI inference opportunities, new capacity coming online, and revenue outlooks that they view as better aligned with recent guidance and customer trends. Analyst Commentary Recent Street research on DigitalOcean points to a generally constructive tone, with multiple firms revising price targets and updating models around AI inference, new data center capacity and multi year revenue guidance.Narrativ-Update • Apr 16
DOCN: AI Inference Buildout And 2026 Guidance Will Temper Future Upside
Analysts have lifted the fair value estimate for DigitalOcean Holdings to $84 from about $59.58, reflecting higher assumed revenue growth and profit margins, supported by a wave of recent price target increases tied to AI inference opportunities and stronger long term guidance. Analyst Commentary Recent research shows a clear skew toward higher price targets for DigitalOcean, with many bullish analysts tying their revisions to AI inference opportunities, longer term guidance and updated capacity plans.Narrativ-Update • Apr 02
DOCN: AI Capacity Buildout Will Likely Outpace Profits And Demand Utilization
DigitalOcean Holdings' fair value estimate remains at $57.00, while analysts have raised price targets in recent research, citing stronger revenue outlooks, improving customer metrics, and growing interest in the company's AI and inference related offerings. Analyst Commentary Recent research coverage centers on DigitalOcean's expanding AI and inference offerings, new capacity coming online, and updated long term revenue and profit targets.Narrativ-Update • Mar 19
DOCN: AI Capacity Hype Will Likely Outrun Execution And Utilization
The analyst fair value estimate for DigitalOcean has increased from $32.00 to $57.00. This reflects higher Street price targets tied to stronger AI related growth expectations, updated long term revenue outlooks, and a higher assumed future P/E multiple, even as some firms maintain more cautious ratings.
Narrativ-Update • Mar 05
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.Narrativ-Update • Feb 19
DOCN: Elevated AI Optimism And 2026 Software Setup Will Restrain Future Returns
Analysts have raised their implied fair value estimate for DigitalOcean to about $59.58, up from $56.17. This change reflects updated views on the company’s growth profile, margin outlook, and a higher assumed future P/E multiple following recent price target increases and upgrades from several firms.Analyseartikel • Feb 14
DigitalOcean Holdings, Inc. (NYSE:DOCN) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected
DigitalOcean Holdings, Inc. ( NYSE:DOCN ) shares have continued their recent momentum with a 29% gain in the last month...Narrativ-Update • Feb 04
DOCN: AI Partnerships And 2026 Software Setup Will Shape A Measured Outlook
Analysts have raised their fair value target for DigitalOcean to about US$56.17 from US$54, reflecting updated views on discount rates, long term revenue growth, profit margins and future P/E multiples in light of recent price target increases from major firms. Analyst Commentary Recent research updates on DigitalOcean reflect a mix of optimism on the setup for software names in 2026 and ongoing questions about execution and valuation risk.Narrativ-Update • Jan 21
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.Narrativ-Update • Jan 07
DOCN: Takeover Rumors And AI Partnerships Will Shape A Measured Outlook
Analysts now estimate fair value for DigitalOcean Holdings at US$54.00 per share, compared with US$53.33 previously. This reflects updated assumptions around revenue growth, profit margins and future P/E levels in their models.Narrativ-Update • Dec 23
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).Narrativ-Update • Dec 09
DOCN: Takeover Chatter And AI Partnerships Will Shape Balanced Outlook
Analysts have nudged their price target for DigitalOcean Holdings slightly higher to approximately $53.33 per share from roughly $53.33 per share, citing marginal improvements in the company’s discount rate assumptions and stable expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Betaville blog highlighted market chatter about a potential takeover bid for DigitalOcean, drawing investor attention to the stock (Betaville via The Fly).Narrativ-Update • Nov 25
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.Analyseartikel • Nov 08
DigitalOcean Holdings, Inc.'s (NYSE:DOCN) 31% Share Price Surge Not Quite Adding Up
Despite an already strong run, DigitalOcean Holdings, Inc. ( NYSE:DOCN ) shares have been powering on, with a gain of...Narrativ-Update • Nov 05
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.Analyseartikel • Aug 31
What DigitalOcean Holdings, Inc.'s (NYSE:DOCN) 27% Share Price Gain Is Not Telling You
DigitalOcean Holdings, Inc. ( NYSE:DOCN ) shares have had a really impressive month, gaining 27% after a shaky period...Narrativ-Update • Aug 07
Digital Transformation And AI Adoption Will Spur Expansion Despite Risks
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.Analyseartikel • Jun 28
Is DigitalOcean Holdings, Inc. (NYSE:DOCN) Trading At A 33% Discount?
Key Insights The projected fair value for DigitalOcean Holdings is US$42.30 based on 2 Stage Free Cash Flow to Equity...Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie DigitalOcean Holdings Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 949 | 237 | 228 | 171 |
| 31 Dec 25 | 901 | 259 | 221 | 162 |
| 30 Sep 25 | 864 | 252 | 214 | 157 |
| 30 Jun 25 | 833 | 126 | 212 | 155 |
| 31 Mar 25 | 807 | 109 | 215 | 148 |
| 31 Dec 24 | 781 | 84 | 220 | 142 |
| 30 Sep 24 | 757 | 82 | 214 | 130 |
| 30 Jun 24 | 735 | 68 | 192 | 126 |
| 31 Mar 24 | 712 | 50 | 191 | 132 |
| 31 Dec 23 | 693 | 19 | 194 | 137 |
| 30 Sep 23 | 675 | -7 | 206 | 149 |
| 30 Jun 23 | 650 | -18 | 233 | 147 |
| 31 Mar 23 | 614 | -26 | 233 | 145 |
| 31 Dec 22 | 576 | -28 | 230 | 144 |
| 30 Sep 22 | 533 | -30 | 220 | 141 |
| 30 Jun 22 | 492 | -39 | 202 | 140 |
| 31 Mar 22 | 462 | -35 | 181 | 131 |
| 31 Dec 21 | 429 | -20 | 153 | 116 |
| 30 Sep 21 | 396 | -21 | 135 | 100 |
| 30 Jun 21 | 366 | -30 | 122 | 90 |
| 31 Mar 21 | 339 | -30 | 111 | 78 |
| 31 Dec 20 | 318 | -44 | 114 | 75 |
| 31 Dec 19 | 255 | -40 | 102 | 60 |
| 31 Dec 18 | 203 | -36 | 88 | 45 |
Qualität der Erträge: DOCN hat einen großen einmalig Gewinn von $48.4M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.
Wachsende Gewinnspanne: DOCNDie aktuellen Gewinnspannen (25%) sind höher als im letzten Jahr (13.5%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: DOCN ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 75.6% pro Jahr gesteigert.
Beschleunigtes Wachstum: DOCNDas Gewinnwachstum des Unternehmens im letzten Jahr (118.2%) übertrifft seinen 5-Jahres-Durchschnitt (75.6% pro Jahr).
Erträge im Vergleich zur Industrie: DOCN Das Gewinnwachstum im vergangenen Jahr (118.2%) übertraf das der Branche IT 25.7% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: Die Eigenkapitalrendite (26.69%) von DOCN ist zwar hoch, aber aufgrund der hohen Verschuldung des Unternehmens ist diese Kennzahl verzerrt.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/25 05:10 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
DigitalOcean Holdings, Inc. wird von 20 Analysten beobachtet. 13 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.
| Analyst | Einrichtung |
|---|---|
| Raimo Lenschow | Barclays |
| Wamsi Mohan | BofA Global Research |
| Wamsi Mohan | BofA Global Research |