DocuSign（DOCU）株式概要
DocuSign, Inc.は、米国内外で電子署名ソリューションを提供している。 詳細
DOCU Community Fair Values
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Analyst Price Targets
DocuSign, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$49.18 |
| 52週高値 | US$86.65 |
| 52週安値 | US$40.16 |
| ベータ | 0.90 |
| 1ヶ月の変化 | 9.22% |
| 3ヶ月変化 | 8.28% |
| 1年変化 | -33.13% |
| 3年間の変化 | -6.71% |
| 5年間の変化 | -82.56% |
| IPOからの変化 | 23.79% |
最新ニュース
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
ナラティブの更新 • 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.分析記事 • 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...Recent updates
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ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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 Alpha株主還元
| DOCU | US Software | US 市場 | |
|---|---|---|---|
| 7D | 7.5% | -1.2% | 0.8% |
| 1Y | -33.1% | -20.8% | 20.6% |
業界別リターン: DOCU過去 1 年間で-20.8 % の収益を上げたUS Software業界を下回りました。
リターン対市場: DOCUは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。
価格変動
| DOCU volatility | |
|---|---|
| DOCU Average Weekly Movement | 7.0% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: DOCU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DOCUの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2003 | 7,044 | Allan Thygesen | www.docusign.com |
は、米国および海外で電子署名ソリューションを提供している。同社は、契約書のライフサイクル全体にわたってゲインインテリジェンスと自動化を最適化するAIを搭載したインテリジェント契約書管理（IAM）プラットフォーム、さまざまなデバイスで契約書の送信と署名を可能にする電子署名ソリューション、契約プロセス全体のワークフローを自動化する契約書ライフサイクル管理（CLM）、新しいカスタム契約書の生成プロセスを合理化する文書生成（Document Generation）を提供している。また、政府発行のIDをチェックするための署名者識別オプション「Identify」、デジタル証明書を使用した署名をサポートする「Standards-Based Signatures」、高度な分析機能を使用する「Monitor」、公証人がリモートでオンライン公証取引を行うことができる「Notary」、「Web Forms」も提供している。eSignatureとCLMは、Federal Risk and Authorization Management Program (FedRAMP)、米国連邦政府機関向けのDocuSign eSignatureの公認バージョン、電子署名のコンプライアンスをサポートするライフサイエンス・モジュールである。同社は、直接販売、パートナー支援販売、デジタル・セルフサービス購入を通じて製品を販売している。ドキュサイン社は2003年に設立され、カリフォルニア州サンフランシスコに本社を置いている。
DocuSign, Inc. 基礎のまとめ
| DOCU 基礎統計学 | |
|---|---|
| 時価総額 | US$9.39b |
| 収益（TTM） | US$315.20m |
| 売上高(TTM) | US$3.29b |
29.8x
PER（株価収益率2.9x
P/SレシオDOCU は割高か？
公正価値と評価分析を参照収益と収入
| DOCU 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.29b |
| 売上原価 | US$672.31m |
| 売上総利益 | US$2.61b |
| その他の費用 | US$2.30b |
| 収益 | US$315.20m |
直近の収益報告
Apr 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.65 |
| グロス・マージン | 79.54% |
| 純利益率 | 9.59% |
| 有利子負債／自己資本比率 | 0% |
DOCU の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/12 10:04 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
DocuSign, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| William Power | Baird |
| Matthew Bullock | BofA Global Research |
| Bradley Sills | BofA Global Research |