DigitalOcean Holdings Gestion
Gestion contrôle des critères 4/4
Le PDG DigitalOcean Holdings est Paddy Srinivasan, nommé en Feb2024, a un mandat de 2.25 ans. La rémunération annuelle totale est $ 1.21M, composée du salaire de 49.6% et des bonus 50.4%, y compris les actions et options de la société. détient directement 0.14% des actions de la société, d'une valeur de $ 23.83M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 5.5 ans.
Informations clés
Paddy Srinivasan
Directeur général
US$1.2m
Rémunération totale
| Pourcentage du salaire du PDG | 49.55% |
| Durée du mandat du directeur général | 2.3yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.5yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • May 05
DigitalOcean: Massive Momentum As Capacity Expands
Summary DigitalOcean is emerging as a critical infrastructure provider in the AI-driven IT landscape, benefiting from a strategic pivot to serve AI-native enterprises. DOCN's Q1 earnings revealed accelerating revenue growth and improved adjusted EBITDA margins, prompting a >30% post-earnings rally. I reiterate my "Buy" rating, as DOCN's growth acceleration and margin expansion justify a sustained rally despite valuation nearing the upper end of reasonable. The company's rapid increase in large AI clients is materially rewriting its growth trajectory and supports continued bullishness. Read the full article on Seeking Alpha
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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).Mise à jour de l'analyse • 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).Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • May 08
Results: DigitalOcean Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Last week, you might have seen that DigitalOcean Holdings, Inc. ( NYSE:DOCN ) released its quarterly result to the...Seeking Alpha • Jan 29
DigitalOcean: Value Trap Amidst Competition From Cloud Titans
Summary DigitalOcean faces significant competitive threats from cloud giants, with sub-100% net dollar retention indicating market share loss. The company's heavy debt load and prioritization of share repurchases over innovation hinder its long-term growth potential. Despite some profitability improvements, DOCN's valuation isn't compelling enough given the competitive risks and decelerating revenue growth projections. I recommend avoiding DOCN stock due to its muted growth rates, high leverage, and insufficient valuation discount to offset competitive pressures. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$237m |
| Dec 31 2025 | US$1m | US$600k | US$259m |
| Sep 30 2025 | n/a | n/a | US$252m |
| Jun 30 2025 | n/a | n/a | US$126m |
| Mar 31 2025 | n/a | n/a | US$109m |
| Dec 31 2024 | US$28m | US$534k | US$84m |
Rémunération vs marché: La rémunération totale de Paddy ($USD 1.21M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.67M ).
Rémunération et revenus: La rémunération de Paddy a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Paddy Srinivasan (49 yo)
2.3yrs
Titularisation
US$1,210,795
Compensation
Mr. Padmanabhan T. Srinivasan, also known as Paddy, serves as Chief Executive Officer & Director at DigitalOcean Holdings, Inc.since February 12, 2024. He serves as Chief Executive Officer and Director at...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$1.21m | 0.14% $ 23.8m | |
| Chief Financial Officer | 3.3yrs | US$4.80m | 0.28% $ 47.2m | |
| Chief Revenue Officer | 1.8yrs | US$2.97m | 0.016% $ 2.8m | |
| Senior VP & Chief Accounting Officer | 2.4yrs | pas de données | 0.010% $ 1.7m | |
| Chief Product and Technology Officer | less than a year | pas de données | pas de données | |
| General Counsel & Secretary | 9yrs | US$7.65m | pas de données | |
| Senior Vice President of People | no data | pas de données | pas de données |
2.3yrs
Durée moyenne de l'emploi
53.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de DOCN est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$1.21m | 0.14% $ 23.8m | |
| Independent Director | 5.4yrs | US$277.92k | 0.024% $ 4.1m | |
| Independent Director | 5.5yrs | US$272.56k | 0.021% $ 3.5m | |
| Independent Director | 10.9yrs | US$264.36k | 0.031% $ 5.2m | |
| Lead Independent Director | 5.5yrs | US$296.92k | 0.061% $ 10.2m | |
| Independent Director | 5.3yrs | US$264.29k | 0.078% $ 13.1m |
5.5yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de DOCN sont considérés comme expérimentés (ancienneté moyenne 5.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 05:12 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| 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
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.
| Analyste | Institution |
|---|---|
| Raimo Lenschow | Barclays |
| Wamsi Mohan | BofA Global Research |
| Wamsi Mohan | BofA Global Research |