DocuSign (DOCU) Aperçu de l'action
DocuSign, Inc. propose une solution de signature électronique aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 2/6 |
| Performances passées | 2/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
DOCU Community Fair Values
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Analyst Price Targets
DocuSign, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$52.52 |
| Plus haut sur 52 semaines | US$94.67 |
| Plus bas sur 52 semaines | US$40.16 |
| Bêta | 0.88 |
| Variation sur 1 mois | 9.51% |
| Variation sur 3 mois | 13.78% |
| Variation sur 1 an | -40.73% |
| Variation sur 3 ans | -8.61% |
| Variation sur 5 ans | -77.48% |
| Évolution depuis l'introduction en bourse | 32.19% |
Nouvelles et mises à jour récentes
Seeking Alpha • May 28
Docusign Will Most Likely Survive The Negativity
Summary Docusign trades at a significant discount to intrinsic value amid exaggerated AI disruption fears and excessive stock-based compensation concerns. DOCU's Intelligent Agreement Management platform, integrating AI and workflow automation, is the main growth driver with ARR contribution rising from 2.3% to 11%. Despite modest 8% revenue growth, DOCU maintains robust 82% adjusted gross margins and generates $1.06B in free cash flow with no debt. An aggressive $2B buyback offsets high SBC, but true shareholder value hinges on future SBC reduction and sustained innovation investment. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Recent updates
Seeking Alpha • May 28
Docusign Will Most Likely Survive The Negativity
Summary Docusign trades at a significant discount to intrinsic value amid exaggerated AI disruption fears and excessive stock-based compensation concerns. DOCU's Intelligent Agreement Management platform, integrating AI and workflow automation, is the main growth driver with ARR contribution rising from 2.3% to 11%. Despite modest 8% revenue growth, DOCU maintains robust 82% adjusted gross margins and generates $1.06B in free cash flow with no debt. An aggressive $2B buyback offsets high SBC, but true shareholder value hinges on future SBC reduction and sustained innovation investment. Read the full article on Seeking AlphaMise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • Jul 31
Should You Be Adding DocuSign (NASDAQ:DOCU) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Mar 14
Docusign: Growth Is Too Low, Valuation Isn't Low Enough
Summary Docusign reported mixed Q4 and fiscal 2025 results, with slight EPS and revenue beats but lower-than-expected revenue estimates for Q1 and the full year. Despite high margins and improving free cash flow, Docusign's slowed revenue growth and Rule of 40 score of just under 40% leads me to rate it as a Hold. The company's IAM platform shows growth potential but remains a small part of the business. With a forward P/E ratio of ~22x and single-digit growth, the stock isn't attractive enough for value or growth investors, placing it in an awkward investment position. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
DocuSign Stock: Don't Sign Me Up
Summary The technicals are mixed in their signalling and generally show indecisiveness and uncertainty in DocuSign stock. Most recent earnings show that the fundamentals are weak as revenue growth is at rock bottom levels while FCF growth has turned negative. The P/S and P/FCF ratios show that DOCU stock is currently overvalued, as there is a significant disconnect with their respective growth rates. DocuSign stock is a sell since the technicals are mixed and the fundamentals are unattractive. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
DocuSign: Why $92 Per Share Is A Bargain
Summary DocuSign, Inc.'s stock at $92 per share is a compelling entry point with a favorable risk-reward profile that investors are overlooking. I value that DocuSign is profitable, with non-GAAP operating margins on track to hit 33% next fiscal year. I like that DocuSign is transitioning from just eSignatures to a broader agreement management platform, which opens up new growth opportunities. I believe paying 21x forward free cash flow for a company of this caliber is a solid deal. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
DocuSign: Not Signing Up After The Rally
Summary DocuSign shares have doubled over the past six months, driven by operating leverage and margin improvements, but current valuations are demanding. Despite sales growth and margin expansion, competition from Adobe and potential entrants like Microsoft and Alphabet pose significant risks. DocuSign's acquisition of Lexicon and continued sales growth highlight strategic moves, yet high earnings multiples remain concerns. While operating margins are likely to improve, the stock's high valuation and competitive threats warrant a cautious investment approach. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
DocuSign: High-Quality Operation But Low Growth Prospects
Summary DocuSign operates in a niche market with a $50 billion TAM, offering significant growth potential by replacing legacy processes and tools. The DocuSign Agreement Cloud simplifies and automates bureaucratic processes with over 900 integrations, reducing costs and errors. Competition from established players such as Adobe is strong, which translates into lower growth. Despite a high-quality operation, DocuSign expected growth implies low returns for the future. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
DocuSign: This Is The Perfect Time To Sell (Rating Downgrade)
Summary DocuSign reported strong Q3 results last week, beating earnings and revenue estimates, causing shares to surge 28% on Friday. Despite strong performance and AI traction, DocuSign's high valuation and moderate top-line growth pose significant risks, leading me to downgrade the stock to sell. DocuSign's valuation at a price-to-revenue ratio of 6.9X is high, especially given competition from heavyweights like Adobe. I see an unattractive risk profile for investor after Friday's surge and considerable correction risks in the short term. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
DocuSign Q3 Preview: Incredible Turnaround, 2025 Looks Strong
Summary DocuSign, Inc. is a strong buy due to its impressive growth, AI contract management innovations, and consistent earnings beats, with a 100% hit rate over the last 8 quarters. New leadership and strategic partnerships, such as with Legitify, are expected to drive further growth and market expansion, particularly in Europe and real estate. Despite strong performance and growth potential, DocuSign's forward GAAP P/E is significantly below the sector median, suggesting substantial upside potential if the market revalues the stock at the sector median. Heading into FY Q3 earnings, I am bullish on DocuSign's future, expecting strong earnings to act as a catalyst for further DOCU share price appreciation. Read the full article on Seeking AlphaRendement pour les actionnaires
| DOCU | US Software | US Marché | |
|---|---|---|---|
| 7D | 6.0% | 8.6% | 1.6% |
| 1Y | -40.7% | -0.9% | 28.5% |
Rendement vs Industrie: DOCU a sous-performé le secteur US Software qui a rapporté -0.9 % au cours de l'année écoulée.
Rendement vs marché: DOCU a sous-performé le marché US qui a rapporté 28.5 % au cours de l'année écoulée.
Volatilité des prix
| DOCU volatility | |
|---|---|
| DOCU Average Weekly Movement | 6.1% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Cours de l'action stable: DOCU n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de DOCU ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2003 | 7,044 | Allan Thygesen | www.docusign.com |
DocuSign, Inc. propose des solutions de signature électronique aux États-Unis et dans le monde entier. L'entreprise propose une plateforme de gestion intelligente des accords (IAM) alimentée par l'IA pour optimiser l'intelligence des gains et l'automatisation tout au long du cycle de vie des accords ; elle offre une solution de signature électronique qui permet d'envoyer et de signer des accords sur divers appareils ; la gestion du cycle de vie des contrats (CLM), qui automatise les flux de travail tout au long du processus d'accord ; et la génération de documents rationalise le processus de génération de nouveaux accords personnalisés. Elle propose également Identify, une option d'identification du signataire permettant de vérifier les pièces d'identité émises par le gouvernement ; Standards-Based Signatures, qui prend en charge les signatures impliquant des certificats numériques ; Monitor, qui utilise des analyses avancées ; Notary, qui permet aux notaires publics d'effectuer des transactions de notarisation en ligne à distance ; et Web Forms.
DocuSign, Inc. Résumé des fondamentaux
| DOCU statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$10.20b |
| Bénéfices(TTM) | US$309.09m |
| Recettes(TTM) | US$3.22b |
33.0x
Ratio P/E3.2x
Ratio P/SLe site DOCU est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| DOCU compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.22b |
| Coût des recettes | US$657.57m |
| Marge brute | US$2.56b |
| Autres dépenses | US$2.25b |
| Les revenus | US$309.09m |
Derniers bénéfices déclarés
Jan 31, 2026
Prochaine date de publication des résultats
Jun 04, 2026
| Résultat par action (EPS) | 1.59 |
| Marge brute | 79.58% |
| Marge bénéficiaire nette | 9.60% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de DOCU?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/31 09:29 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
DocuSign, Inc. est couverte par 33 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| William Power | Baird |
| Bradley Sills | BofA Global Research |
| Matthew Bullock | BofA Global Research |