DocuSign, Inc.

Report azionario NasdaqGS:DOCU

Capitalizzazione di mercato: US$8.9b

DocuSign Gestione

Criteri Gestione verificati 3/4

DocuSign Il CEO è Allan Thygesen, nominato in Oct2022, e ha un mandato di 3.58 anni. la retribuzione annua totale è $ 25.65M, composta da 3.9% di stipendio e 96.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.078% delle azioni della società, per un valore di $ 7.00M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.1 anni e 10.3 anni.

Informazioni chiave

Allan Thygesen

Amministratore delegato

US$25.7m

Compenso totale

Percentuale dello stipendio del CEO3.90%
Mandato del CEO3.6yrs
Proprietà del CEO0.08%
Durata media del management3.1yrs
Durata media del Consiglio di amministrazione10.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

Docusign Bottoms And Delivers Renewed Growth Prospects - Reiterate Buy

Apr 23

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.

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.

Some Investors May Be Willing To Look Past DocuSign's (NASDAQ:DOCU) Soft Earnings

Mar 25
Some Investors May Be Willing To Look Past DocuSign's (NASDAQ:DOCU) Soft Earnings

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.

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.

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.

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.

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.

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).

DocuSign (NASDAQ:DOCU) Is Looking To Continue Growing Its Returns On Capital

Jan 03
DocuSign (NASDAQ:DOCU) Is Looking To Continue Growing Its Returns On Capital

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.

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.

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.

Should You Be Adding DocuSign (NASDAQ:DOCU) To Your Watchlist Today?

Jul 31
Should You Be Adding DocuSign (NASDAQ:DOCU) To Your Watchlist Today?

DocuSign, Inc.'s (NASDAQ:DOCU) Business Is Trailing The Industry But Its Shares Aren't

May 12
DocuSign, Inc.'s (NASDAQ:DOCU) Business Is Trailing The Industry But Its Shares Aren't

Docusign: Growth Is Too Low, Valuation Isn't Low Enough

Mar 14

DocuSign Stock: Don't Sign Me Up

Feb 11

DocuSign: Why $92 Per Share Is A Bargain

Jan 17

DocuSign: Not Signing Up After The Rally

Jan 09

DocuSign: High-Quality Operation But Low Growth Prospects

Dec 30

DocuSign: This Is The Perfect Time To Sell (Rating Downgrade)

Dec 09

DocuSign Q3 Preview: Incredible Turnaround, 2025 Looks Strong

Dec 03

DocuSign Q2: Focusing On International Expansion; Reiterate 'Buy' Rating

Nov 26

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Allan Thygesen rispetto agli utili di DocuSign?
DataCompenso totaleStipendioUtili della società
Jan 31 2026US$26mUS$1m

US$309m

Oct 31 2025n/an/a

US$302m

Jul 31 2025n/an/a

US$281m

Apr 30 2025n/an/a

US$1b

Jan 31 2025US$26mUS$1m

US$1b

Oct 31 2024n/an/a

US$1b

Jul 31 2024n/an/a

US$988m

Apr 30 2024n/an/a

US$107m

Jan 31 2024n/an/a

US$74m

Oct 31 2023n/an/a

US$52m

Jul 31 2023n/an/a

-US$17m

Apr 30 2023n/an/a

-US$70m

Jan 31 2023US$86mUS$269k

-US$97m

Compensazione vs Mercato: La retribuzione totale di Allan ($USD 25.65M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.54M ).

Compensazione vs guadagni: La retribuzione di Allan è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Allan Thygesen (62 yo)

3.6yrs
Mandato
US$25,650,100
Compensazione

Mr. Allan C. Thygesen serves as Chief Executive Officer and Director at DocuSign, Inc. since October 09, 2022 and serves as its President. He serves as an Independent Director at A.P. Møller - Mærsk A/S si...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Allan Thygesen
President3.6yrsUS$25.65m0.078%
$ 7.0m
Robert Chatwani
President & GM of Growth3.3yrsUS$7.20m0.037%
$ 3.3m
Paula Hansen
President & Chief Revenue Officer1.8yrsUS$8.22m0.041%
$ 3.6m
Blake Grayson
Executive VP & CFO2.9yrsUS$10.17m0.069%
$ 6.2m
James Shaughnessy
Chief Legal Officer4yrsUS$6.98m0.028%
$ 2.5m
Anwar Akram
Chief Operating Officer3.3yrsNessun datoNessun dato
Sagnik Nandy
Chief Technology Officer & Executive VP of Engineering2.3yrsNessun datoNessun dato
Shanthi Iyer
Chief Information Officerno dataNessun datoNessun dato
Matt Sonefeldt
Head of Investor Relationsno dataNessun datoNessun dato
Jennifer Christie
Chief People Officer3.9yrsNessun datoNessun dato
Dmitri Krakovsky
Chief Product Officer2.9yrsNessun datoNessun dato
Michael Adams
Group VP & Chief Information Security Officer1.1yrsNessun datoNessun dato
3.1yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di DOCU è considerato esperto (durata media dell'incarico 3.1 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Allan Thygesen
President3.6yrsUS$25.65m0.078%
$ 7.0m
Bruce Chizen
Member of Advisory Board10.3yrsNessun datoNessun dato
Thomas Dolan
Member of Advisory Board10.3yrsNessun datoNessun dato
Enrique Salem
Independent Director12.8yrsUS$311.43k0.086%
$ 7.7m
Lewis Coleman
Member of Advisory Boardno dataNessun datoNessun dato
Peter Solvik
Independent Director20.2yrsUS$320.03k0.10%
$ 9.2m
David Barram
Member of Advisory Boardno dataNessun datoNessun dato
James Beer
Independent Chairman of the Board5.8yrsUS$311.43k0.010%
$ 933.8k
Blake Irving
Independent Director7.8yrsUS$324.93k0.013%
$ 1.2m
Guy Chiarello
Member of Advisory Board10.3yrsNessun datoNessun dato
Teresa Briggs
Independent Director6yrsUS$326.43k0.0051%
$ 454.8k
John Batelle
Member of Advisory Board10.3yrsNessun datoNessun dato
10.3yrs
Durata media
65yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di DOCU è composto da personale esperto e esperto (durata media dell'incarico 10.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 13:38
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2026/01/31
Utili annuali2026/01/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e 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 33 analisti. 20 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.

AnalistaIstituzione
William PowerBaird
Bradley SillsBofA Global Research
Matthew BullockBofA Global Research