DocuSign (DOCU) Resumen de Acciones
DocuSign, Inc. ofrece soluciones de firma electrónica en Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
DOCU Community Fair Values
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Analyst Price Targets
Top Community Narratives
DocuSign
5.7% sobrevalorado descuento intrínseco
Strip The Tax Benefit And Earnings Grew 36%
View narrativeRC
Published 4 Aug
Competidores de DocuSign, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$64.45 |
| Máximo en las últimas 52 semanas | US$86.65 |
| Mínimo de 52 semanas | US$40.16 |
| Beta | 0.90 |
| Cambio en 1 mes | 8.07% |
| Variación en 3 meses | 44.67% |
| Cambio de 1 año | -18.23% |
| Variación en 3 años | 41.71% |
| Variación en 5 años | -76.45% |
| Variación desde la OPV | 62.22% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • Sep 07
DOCU: AI Agreement Adoption And AI Integrations Will Drive Future Upside
Analysts have lifted their fair value price target on DocuSign to $86.00 from $75.24. The change reflects Q2 results that exceeded expectations, raised long term ARR guidance, continued Intelligent Agreement Management traction, a slightly higher assumed future P/E multiple, and a modestly stronger profit margin outlook.Seeking Alpha • Sep 04
Docusign: Rebounding Net Retention Rates Underpin Cheap FCF Multiples
Summary Docusign remains a critical enterprise utility, rebounding post-Q2 with better-than-expected growth and strong operating margins. DOCU excels in multi-product platform sales, enriching margins and generating robust earnings and free cash flow. Despite lacking novel AI features, DOCU's indispensable role in modern workflows and potential for consumption-based pricing drive its investment appeal. With ~$1B in debt-free cash and ongoing buybacks, DOCU trades at compelling valuation multiples after a 40%+ bounce but remains in an opportunistic window. Read the full article on Seeking AlphaActualización de narrativa • Aug 24
DOCU: AI Agreement Platform Adoption Will Support Future Upside
Analysts have trimmed their fair value estimate for DocuSign to about $75 from roughly $82, reflecting lower assumed future P/E multiples, even as they factor in slightly stronger revenue growth and profit margins supported by recent research that questions the likelihood of AI fully displacing established software platforms. Analyst Commentary on DocuSign Recent research on DocuSign points to a split view among Wall Street, with some bullish analysts highlighting solid execution in the near term and others applying more cautious valuation assumptions.
Nueva narrativa • Aug 04
Strip The Tax Benefit And Earnings Grew 36%
Start by correcting the earnings line. Fiscal 2025 GAAP diluted EPS of $5.08 contained roughly $3.99 per share of non-cash benefit from releasing an $838 million deferred tax valuation allowance.
Actualización de narrativa • Jun 28
DOCU: AI Agreement Platform Momentum And Mixed Billing Trends Will Shape Future Returns
DocuSign's analyst-derived fair value estimate has been adjusted modestly higher to $46.89 from $45.00, reflecting updated assumptions that balance slightly softer revenue growth expectations with improved profit margin outlook and a lower projected future P/E multiple cited by analysts following recent price target revisions. Analyst Commentary Recent Street research on DocuSign shows a mixed backdrop, with several firms revisiting their price targets and ratings after the latest quarterly results.Artículo de análisis • Jun 19
DocuSign (DOCU) Stock Could Be 27.7% Undervalued After Its Slackbot Launch
DocuSign’s Slackbot launch and why it matters for DOCU stock DocuSign (DOCU) has launched a new Slackbot app that brings its Intelligent Agreement Management platform and Iris AI engine directly into Slack, letting teams manage contracts and workflows through natural language inside workplace chats. See our latest analysis for DocuSign. Despite the Slackbot launch and other product updates around its Iris AI engine, DocuSign’s recent momentum has been weak, with the share price at $43.47 and...Actualización de narrativa • Jun 14
DOCU: AI Agreement Platform And Margin Discipline Will Support Future Upside
DocuSign's analyst price target has been revised lower to reflect a reduced fair value estimate of $82.09. Analysts attribute this to slower expected revenue growth, a lower assumed future P/E multiple, and the view that it may take time for the IAM strategy to translate recent Q1 demand and ARR guidance into faster top line momentum.Actualización de narrativa • May 31
DOCU: AI Rollout And Pricing Uncertainty Will Pressure Future Returns
DocuSign's updated analyst price target has shifted from $53.00 to $45.00 as analysts factor in adjusted assumptions for slightly lower revenue growth, a modestly higher discount rate, better profit margins, and a lower future P/E multiple following recent downgrades and target cuts across the Street. Analyst Commentary Recent Street research around DocuSign points to a more cautious tone as several firms reset expectations and valuation assumptions.
Actualización de narrativa • Apr 28
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.Actualización de narrativa • Apr 14
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.Actualización de narrativa • Mar 31
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.Artículo de análisis • Mar 25
Some Investors May Be Willing To Look Past DocuSign's (NASDAQ:DOCU) Soft Earnings
Shareholders appeared unconcerned with DocuSign, Inc.'s ( NASDAQ:DOCU ) lackluster earnings report last week. We think...Actualización de narrativa • Mar 17
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.Actualización de narrativa • Mar 02
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.Actualización de narrativa • Feb 16
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.Actualización de narrativa • Feb 02
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.Actualización de narrativa • Jan 19
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.Actualización de narrativa • Jan 05
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).Artículo de análisis • Jan 03
DocuSign (NASDAQ:DOCU) Is Looking To Continue Growing Its Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Actualización de narrativa • Dec 20
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.Actualización de narrativa • Dec 06
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.Actualización de narrativa • Sep 06
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.Rentabilidad de los accionistas
| DOCU | US Software | Mercado US | |
|---|---|---|---|
| 7D | -1.4% | -0.7% | -0.2% |
| 1Y | -18.2% | -9.0% | 14.8% |
Rentabilidad vs. Industria: Los resultados de DOCU fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -9% el año pasado.
Rentabilidad vs. Mercado: DOCU obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.8% el año pasado.
Volatilidad de los precios
| DOCU volatility | |
|---|---|
| DOCU Average Weekly Movement | 7.5% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: DOCU no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de DOCU (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2003 | 7,044 | Allan Thygesen | www.docusign.com |
DocuSign, Inc. ofrece soluciones de firma electrónica en Estados Unidos y a escala internacional. La empresa ofrece una plataforma de gestión inteligente de acuerdos (IAM) impulsada por IA para optimizar la inteligencia de ganancia y la automatización en todo el ciclo de vida del acuerdo; y proporciona una solución de firma electrónica que permite el envío y la firma de acuerdos en varios dispositivos; Contract Lifecycle Management (CLM), que automatiza los flujos de trabajo en todo el proceso del acuerdo; y Document Generation agiliza el proceso de generación de nuevos acuerdos personalizados. También ofrece Identify, una opción de identificación del firmante para comprobar los documentos de identidad emitidos por el gobierno; Standards-Based Signatures, que admite firmas que implican certificados digitales; Monitor, que utiliza análisis avanzados; Notary, que permite a los notarios públicos realizar transacciones de notarización remota en línea; y Web Forms.
Resumen de fundamentos de DocuSign, Inc.
| Estadísticas fundamentales de DOCU | |
|---|---|
| Capitalización bursátil | US$12.16b |
| Beneficios(TTM) | US$329.94m |
| Ingresos (TTM) | US$3.36b |
36.5x
Ratio precio-beneficio (PE)3.6x
Ratio precio-ventas (PS)¿Está DOCU sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de DOCU | |
|---|---|
| Ingresos | US$3.36b |
| Coste de los ingresos | US$685.39m |
| Beneficio bruto | US$2.68b |
| Otros gastos | US$2.35b |
| Beneficios | US$329.94m |
Últimos beneficios comunicados
Jul 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.77 |
| Margen bruto | 79.61% |
| Margen de beneficio neto | 9.82% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado DOCU a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 14:41 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/07/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
DocuSign, Inc. está cubierta por 36 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| William Power | Baird |
| Matthew Bullock | BofA Global Research |
| Bradley Sills | BofA Global Research |