DigitalOcean Holdings, Inc.

NYSE:DOCN 株式レポート

時価総額：US$15.7b

DigitalOcean Holdings 将来の成長

Future 基準チェック /36

DigitalOcean Holdings利益と収益がそれぞれ年間5.3%と27.1%増加すると予測されています。EPS は年間 減少すると予想されています。自己資本利益率は 3 年後に8.3% 104.2%なると予測されています。

主要情報

5.3%

収益成長率

-104.24%

EPS成長率

IT 収益成長17.5%
収益成長率27.1%
将来の株主資本利益率8.26%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 19

DOCN: AI Inference Capacity And Profit Investment Will Likely Remain In Tense Balance

Analysts have lifted the fair value estimate for DigitalOcean Holdings from about $57 to roughly $143, reflecting a wave of higher price targets tied to expectations for stronger AI driven revenue growth, updated margin forecasts and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on DigitalOcean shows a cluster of higher price targets tied to AI related opportunities, capacity additions and updated long term revenue and margin frameworks.
分析記事 • May 12

DigitalOcean Holdings' (NYSE:DOCN) Promising Earnings May Rest On Soft Foundations

DigitalOcean Holdings, Inc.'s ( NYSE:DOCN ) stock was strong after they recently reported robust earnings. However, we...
Seeking Alpha • May 12

DigitalOcean: I Underestimated The Agentic AI Boom, Time To Re-Evaluate

Summary DigitalOcean is experiencing a major AI-driven growth inflection, with management guiding for revenue growth to double by next year. DOCN's focus on agentic AI inference has enabled it to outperform expectations, despite intense hyperscaler competition and limited CapEx. Management raised full-year guidance to 27% revenue growth and 39% adjusted EBITDA margin, but consensus long-term estimates may be too optimistic. I maintain a "Neutral" rating on DOCN, citing valuation concerns, margin risks, and potential long-term pressure from hyperscalers despite recent outperformance. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...

業績と収益の成長予測

NYSE:DOCN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,474284N/A7018
12/31/20271,73011630253413
12/31/20261,1424711833213
3/31/2026949237159292N/A
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
12/31/2019255-40N/A40N/A
12/31/2018203-36N/A38N/A

アナリストによる今後の成長予測

収入対貯蓄率: DOCNの予測収益成長率 (年間5.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: DOCNの収益 ( 5.3% ) US市場 ( 17% ) よりも低い成長が予測されています。

高成長収益: DOCNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: DOCNの収益 ( 27.1% ) US市場 ( 11.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: DOCNの収益 ( 27.1% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DOCNの 自己資本利益率 は、3年後には低くなると予測されています ( 8.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/28 20:26
終値2026/05/28 00:00
収益2026/03/31
年間収益2025/12/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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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

DigitalOcean Holdings, Inc. 13 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。20

アナリスト機関
Raimo LenschowBarclays
Wamsi MohanBofA Global Research
Wamsi MohanBofA Global Research