View ValuationDigitalOcean Holdings 향후 성장Future 기준 점검 3/6DigitalOcean Holdings (는) 각각 연간 4.7% 및 27.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 145.1% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.4% 로 예상됩니다.핵심 정보4.7%이익 성장률-145.10%EPS 성장률IT 이익 성장13.8%매출 성장률27.1%향후 자기자본이익률8.38%애널리스트 커버리지Good마지막 업데이트31 Jul 2026최근 향후 성장 업데이트공고 • Jul 07DigitalOcean Holdings, Inc. Provides Earnings Guidance for the Second Quarter 2026DigitalOcean Holdings, Inc. provided earnings guidance for the second quarter 2026. For the quarter, the company expects year over year revenue growth of approximately 29%.모든 업데이트 보기Recent updates공고 • Jul 21DigitalOcean Holdings, Inc. to Report Q2, 2026 Results on Aug 04, 2026DigitalOcean Holdings, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 28% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (28% increase in shares outstanding). Significant insider selling over the past 3 months (€3.9m sold).Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €101, the stock trades at a forward P/E ratio of 743x. Average forward P/E is 15x in the IT industry in Germany.공고 • Jul 07DigitalOcean Holdings, Inc. Provides Earnings Guidance for the Second Quarter 2026DigitalOcean Holdings, Inc. provided earnings guidance for the second quarter 2026. For the quarter, the company expects year over year revenue growth of approximately 29%.Buy Or Sell Opportunity • Jul 07Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at €123. The fair value is estimated to be €98.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 102% in 2 years. Earnings are forecast to decline by 33% in the next 2 years.공고 • Jun 29+ 2 more updatesDigitalOcean Holdings, Inc.(NYSE:DOCN) dropped from Russell 2000 IndexDigitalOcean Holdings, Inc.(NYSE:DOCN) dropped from Russell 2000 IndexValuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €129, the stock trades at a forward P/E ratio of 1313x. Average forward P/E is 15x in the IT industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €82.28 per share.공고 • Jun 12DigitalOcean Holdings, Inc. Announces Additions to its Executive Leadership TeamDigitalOcean announced three additions to its executive leadership team: Kevin Van Gundy as Chief Revenue Officer, Leo Leung as Chief Marketing Officer, and Brady Mickelsen as Chief Legal & Administrative Officer. The appointments come weeks after DigitalOcean unveiled its AI-Native Cloud at Deploy, the company’s developer and customer conference, and positioned the company to capture what it sees as a once-in-a-generation shift in how software is built and run. Van Gundy is a builder of hyper-growth companies. As Chief Operating Officer at Vercel, he scaled revenue more than 50X and grew the team from fewer than 20 people to over 450 in four years — one of the standout growth runs in developer infrastructure. He joins DigitalOcean from Hypermode, where he served as Chief Executive Officer, and earlier built and led go-to-market organizations at AI infrastructure leaders Domino Data Lab, Tray.ai, and Neo4j. He pairs technical fluency with deep relationships across the AI-native and developer ecosystems and a proven record of turning explosive growth into durable revenue. As Chief Revenue Officer, Van Gundy will architect the sales motion that lands DigitalOcean’s marquee AI-native accounts and expands them on multi-year contracts. Leung combines deep product instincts from his time in computing and AI infrastructure at Google with senior marketing leadership roles at Oracle and EMC previously. At Google Cloud, he launched multiple generations of custom AI chips as well as leading inference and agent platforms. At Oracle Cloud Infrastructure (OCI), he led all web, social, sales, press, and analyst messaging over eight years, as the unit grew from inception to a $12 billion run rate. This blend of technical depth and positioning expertise maps directly to DigitalOcean’s mandate: clearly define the company’s position against the neo-clouds and hyperscalers, accelerate outbound engagement with AI-native companies, and scale developer mindshare for the AI-Native Cloud. Mickelsen joins from Tanium, where he served as Chief Legal Officer, and previously held senior in-house legal leadership roles including SVP, General Counsel at C3.ai, Chief Legal Officer at TriNet, and head of corporate, securities and M&A at Oracle. He is a seasoned public-company operator with deep commercial and M&A experience and a command of the governance demands of a fast-scaling business. As Chief Legal & Administrative Officer, he will lead legal, people and real estate functions with integrated, accountable leadership — providing the governance and operational velocity DigitalOcean needs as it invests to meet surging customer demand.이익 및 매출 성장 예측XTRA:0SU - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,5473005947731012/31/20271,7661192985531512/31/20261,15855116341153/31/2026949237159292N/A12/31/2025901259168310N/A9/30/2025864252165324N/A6/30/202583312694301N/A3/31/202580710974280N/A12/31/20247818496283N/A9/30/20247578299292N/A6/30/202473568118273N/A3/31/202471250120265N/A12/31/202369319108235N/A9/30/2023675-7115217N/A6/30/2023650-18105219N/A3/31/2023614-2677201N/A12/31/2022576-2870195N/A9/30/2022533-3036165N/A6/30/2022492-3927149N/A3/31/2022462-3529144N/A12/31/2021429-2024133N/A9/30/2021396-2111118N/A6/30/2021366-30-5101N/A3/31/2021339-30-3577N/A12/31/2020318-44-5758N/A12/31/2019255-40N/A40N/A12/31/2018203-36N/A38N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0SU 의 연간 예상 수익 증가율(4.7%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 0SU 의 연간 수익(4.7%)이 German 시장(15.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 0SU 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0SU 의 수익(연간 27.1%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0SU 의 수익(연간 27.1%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0SU의 자본 수익률은 3년 후 8.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/01 19:38종가2026/07/30 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스DigitalOcean Holdings, Inc.는 20명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Robert OliverBairdRaimo LenschowBarclaysWamsi MohanBofA Global Research17명의 분석가 더 보기
공고 • Jul 07DigitalOcean Holdings, Inc. Provides Earnings Guidance for the Second Quarter 2026DigitalOcean Holdings, Inc. provided earnings guidance for the second quarter 2026. For the quarter, the company expects year over year revenue growth of approximately 29%.
공고 • Jul 21DigitalOcean Holdings, Inc. to Report Q2, 2026 Results on Aug 04, 2026DigitalOcean Holdings, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026
New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 28% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (28% increase in shares outstanding). Significant insider selling over the past 3 months (€3.9m sold).
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €101, the stock trades at a forward P/E ratio of 743x. Average forward P/E is 15x in the IT industry in Germany.
공고 • Jul 07DigitalOcean Holdings, Inc. Provides Earnings Guidance for the Second Quarter 2026DigitalOcean Holdings, Inc. provided earnings guidance for the second quarter 2026. For the quarter, the company expects year over year revenue growth of approximately 29%.
Buy Or Sell Opportunity • Jul 07Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at €123. The fair value is estimated to be €98.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 102% in 2 years. Earnings are forecast to decline by 33% in the next 2 years.
공고 • Jun 29+ 2 more updatesDigitalOcean Holdings, Inc.(NYSE:DOCN) dropped from Russell 2000 IndexDigitalOcean Holdings, Inc.(NYSE:DOCN) dropped from Russell 2000 Index
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €129, the stock trades at a forward P/E ratio of 1313x. Average forward P/E is 15x in the IT industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €82.28 per share.
공고 • Jun 12DigitalOcean Holdings, Inc. Announces Additions to its Executive Leadership TeamDigitalOcean announced three additions to its executive leadership team: Kevin Van Gundy as Chief Revenue Officer, Leo Leung as Chief Marketing Officer, and Brady Mickelsen as Chief Legal & Administrative Officer. The appointments come weeks after DigitalOcean unveiled its AI-Native Cloud at Deploy, the company’s developer and customer conference, and positioned the company to capture what it sees as a once-in-a-generation shift in how software is built and run. Van Gundy is a builder of hyper-growth companies. As Chief Operating Officer at Vercel, he scaled revenue more than 50X and grew the team from fewer than 20 people to over 450 in four years — one of the standout growth runs in developer infrastructure. He joins DigitalOcean from Hypermode, where he served as Chief Executive Officer, and earlier built and led go-to-market organizations at AI infrastructure leaders Domino Data Lab, Tray.ai, and Neo4j. He pairs technical fluency with deep relationships across the AI-native and developer ecosystems and a proven record of turning explosive growth into durable revenue. As Chief Revenue Officer, Van Gundy will architect the sales motion that lands DigitalOcean’s marquee AI-native accounts and expands them on multi-year contracts. Leung combines deep product instincts from his time in computing and AI infrastructure at Google with senior marketing leadership roles at Oracle and EMC previously. At Google Cloud, he launched multiple generations of custom AI chips as well as leading inference and agent platforms. At Oracle Cloud Infrastructure (OCI), he led all web, social, sales, press, and analyst messaging over eight years, as the unit grew from inception to a $12 billion run rate. This blend of technical depth and positioning expertise maps directly to DigitalOcean’s mandate: clearly define the company’s position against the neo-clouds and hyperscalers, accelerate outbound engagement with AI-native companies, and scale developer mindshare for the AI-Native Cloud. Mickelsen joins from Tanium, where he served as Chief Legal Officer, and previously held senior in-house legal leadership roles including SVP, General Counsel at C3.ai, Chief Legal Officer at TriNet, and head of corporate, securities and M&A at Oracle. He is a seasoned public-company operator with deep commercial and M&A experience and a command of the governance demands of a fast-scaling business. As Chief Legal & Administrative Officer, he will lead legal, people and real estate functions with integrated, accountable leadership — providing the governance and operational velocity DigitalOcean needs as it invests to meet surging customer demand.