DocuSign (DOCU) Panoramica del titolo
DocuSign, Inc. fornisce soluzioni di firma elettronica negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
DOCU Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$60.99
FV
1.2% sottovalutato sconto intrinseco7.00%
Revenue growth p.a.
36
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Concorrenti di DocuSign, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$60.26 |
| Massimo di 52 settimane | US$86.65 |
| Minimo di 52 settimane | US$40.16 |
| Beta | 0.87 |
| Variazione di 1 mese | 22.53% |
| Variazione a 3 mesi | 32.47% |
| Variazione di 1 anno | -12.91% |
| Variazione a 3 anni | 22.43% |
| Variazione a 5 anni | -79.64% |
| Variazione dall'IPO | 51.67% |
Notizie e aggiornamenti recenti
Nuova 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.Seeking Alpha • Jul 09
Docusign: Falling From Excessive Market Fears, Buy The Opportunity (Rating Upgrade)
Summary Docusign (DOCU) earns a Strong Buy rating as AI disruption fears are overblown, and the business fundamentals remain robust. DOCU demonstrates impressive operating leverage, with EBIT up 84.7% YoY on flat OPEX and revenue guidance of $3.5B (+9% YoY). Security and legal risks from AI tools reinforce DOCU’s moat, sustaining high adoption despite increased competition and higher pricing. With a 13.9% shareholder yield from aggressive buybacks and a 25% sector discount at 18x earnings, DOCU offers compelling value. Read the full article on Seeking AlphaRecent updates
Nuova 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.Seeking Alpha • Jul 09
Docusign: Falling From Excessive Market Fears, Buy The Opportunity (Rating Upgrade)
Summary Docusign (DOCU) earns a Strong Buy rating as AI disruption fears are overblown, and the business fundamentals remain robust. DOCU demonstrates impressive operating leverage, with EBIT up 84.7% YoY on flat OPEX and revenue guidance of $3.5B (+9% YoY). Security and legal risks from AI tools reinforce DOCU’s moat, sustaining high adoption despite increased competition and higher pricing. With a 13.9% shareholder yield from aggressive buybacks and a 25% sector discount at 18x earnings, DOCU offers compelling value. Read the full article on Seeking Alpha
Aggiornamento 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.Articolo di analisi • 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...
Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.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 AlphaRendimenti per gli azionisti
| DOCU | US Software | US Mercato | |
|---|---|---|---|
| 7D | 9.9% | 9.0% | 4.2% |
| 1Y | -12.9% | -8.6% | 20.6% |
Ritorno vs Industria: DOCU ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -8.6 % nell'ultimo anno.
Rendimento vs Mercato: DOCU ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.6 % nell'ultimo anno.
Volatilità dei prezzi
| DOCU volatility | |
|---|---|
| DOCU Average Weekly Movement | 7.7% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: DOCU non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di DOCU è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2003 | 7,044 | Allan Thygesen | www.docusign.com |
DocuSign, Inc. fornisce soluzioni di firma elettronica negli Stati Uniti e a livello internazionale. L'azienda offre una piattaforma di gestione intelligente degli accordi (IAM) alimentata dall'intelligenza artificiale per ottimizzare l'intelligenza e l'automazione dell'intero ciclo di vita degli accordi; fornisce inoltre una soluzione di firma elettronica che consente l'invio e la firma di accordi su vari dispositivi; Contract Lifecycle Management (CLM), che automatizza i flussi di lavoro nell'intero processo di stipula degli accordi; e Document Generation, che semplifica il processo di generazione di nuovi accordi personalizzati. L'azienda offre anche Identify, un'opzione di identificazione del firmatario per la verifica dei documenti d'identità rilasciati da enti pubblici; Standards-Based Signatures, che supporta le firme con certificati digitali; Monitor, che utilizza analisi avanzate; Notary, che consente ai notai di effettuare transazioni notarili online a distanza; e Web Forms.
DocuSign, Inc. Riepilogo dei fondamenti
| DOCU statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$11.51b |
| Utili (TTM) | US$315.20m |
| Ricavi(TTM) | US$3.29b |
36.5x
Rapporto P/E3.5x
Rapporto P/SDOCU è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DOCU Conto economico (TTM) | |
|---|---|
| Ricavi | US$3.29b |
| Costo del fatturato | US$672.31m |
| Profitto lordo | US$2.61b |
| Altre spese | US$2.30b |
| Utili | US$315.20m |
Ultimi utili riportati
Apr 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.65 |
| Margine lordo | 79.54% |
| Margine di profitto netto | 9.59% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato DOCU nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/09 14:58 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
DocuSign, Inc. è coperta da 35 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Power | Baird |
| Bradley Sills | BofA Global Research |
| Matthew Bullock | BofA Global Research |