DigitalOcean Holdings, Inc.

NYSE:DOCN Rapport sur les actions

Capitalisation boursière : US$10.7b

DigitalOcean Holdings Croissance future

Future contrôle des critères 3/6

Les bénéfices de DigitalOcean Holdings devraient diminuer de 14.2% par an tandis que son chiffre d'affaires annuel devrait croître de 20% par an. Le BPA devrait croître de diminuer de 82.8% par an. Le rendement des capitaux propres devrait être 35.4% dans 3 ans.

Informations clés

-14.2%

Taux de croissance des bénéfices

-82.78%

Taux de croissance du BPA

IT croissance des bénéfices15.9%
Taux de croissance des recettes20.0%
Rendement futur des capitaux propres35.40%
Couverture par les analystes

Good

Dernière mise à jour30 Apr 2026

Mises à jour récentes de la croissance future

Recent updates

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.

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.

DigitalOcean: The Inference Cloud Thesis Has Still Not Priced In

Apr 06

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.

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.

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.

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.

DigitalOcean Holdings, Inc. (NYSE:DOCN) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

Feb 14
DigitalOcean Holdings, Inc. (NYSE:DOCN) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

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.

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.

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.

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).

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).

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.

DigitalOcean Holdings, Inc.'s (NYSE:DOCN) 31% Share Price Surge Not Quite Adding Up

Nov 08
DigitalOcean Holdings, Inc.'s (NYSE:DOCN) 31% Share Price Surge Not Quite Adding Up

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.

What DigitalOcean Holdings, Inc.'s (NYSE:DOCN) 27% Share Price Gain Is Not Telling You

Aug 31
What DigitalOcean Holdings, Inc.'s (NYSE:DOCN) 27% Share Price Gain Is Not Telling You

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.

Is DigitalOcean Holdings, Inc. (NYSE:DOCN) Trading At A 33% Discount?

Jun 28
Is DigitalOcean Holdings, Inc. (NYSE:DOCN) Trading At A 33% Discount?

Results: DigitalOcean Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

May 08
Results: DigitalOcean Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Weekly Picks: 🫣 DSP's Potential, VOLV's Bold Plans and DOCN's Tailwinds

May 07
Weekly Picks: 🫣 DSP's Potential, VOLV's Bold Plans and DOCN's Tailwinds

DigitalOcean: Value Trap Amidst Competition From Cloud Titans

Jan 29

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. It differentiates itself from larger c

Prévisions de croissance des bénéfices et des revenus

NYSE:DOCN - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20281,8242434225968
12/31/20271,4319725644613
12/31/20261,0961117035313
12/31/2025901259168310N/A
9/30/2025864252165324N/A
6/30/202583312694301N/A
3/31/202580710974280N/A
12/31/20247818496283N/A
9/30/20247578299292N/A
6/30/202473568118273N/A
3/31/202471250120265N/A
12/31/202369319108235N/A
9/30/2023675-7115217N/A
6/30/2023650-18105219N/A
3/31/2023614-2677201N/A
12/31/2022576-2870195N/A
9/30/2022533-3036165N/A
6/30/2022492-3927149N/A
3/31/2022462-3529144N/A
12/31/2021429-2024133N/A
9/30/2021396-2111118N/A
6/30/2021366-30-5101N/A
3/31/2021339-30-3577N/A
12/31/2020318-44-5758N/A
12/31/2019255-40-4540N/A
12/31/2018203-36N/A38N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de DOCN devraient diminuer au cours des 3 prochaines années ( -14.2% par an).

Bénéfices vs marché: Les bénéfices de DOCN devraient diminuer au cours des 3 prochaines années ( -14.2% par an).

Croissance élevée des bénéfices: Les bénéfices de DOCN devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de DOCN ( 20% par an) devrait croître plus rapidement que le marché US ( 11.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de DOCN ( 20% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de DOCN devrait être élevé dans 3 ans ( 35.4 %)

Découvrir les entreprises en croissance

7D

1Y

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1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/04 14:24
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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

DigitalOcean Holdings, Inc. est couverte par 20 analystes. 13 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.

AnalysteInstitution
Raimo LenschowBarclays
Wamsi MohanBofA Global Research
Wamsi MohanBofA Global Research