DigitalOcean Holdings Inkomsten in het verleden
Verleden criteriumcontroles 4/6
DigitalOcean Holdings heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 75.6%, terwijl de IT-industrie de winst zag groeien met 9.3% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 18.2%. Het rendement op eigen vermogen van DigitalOcean Holdings is 26.7%, en het heeft een nettomarge van 25%.
Belangrijke informatie
75.58%
Groei van de winst
76.70%
Groei van de winst per aandeel
| IT Groei van de industrie | 22.43% |
| Inkomstengroei | 18.17% |
| Rendement op eigen vermogen | 26.69% |
| Nettomarge | 24.97% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • May 05
DigitalOcean: Massive Momentum As Capacity Expands
Summary DigitalOcean is emerging as a critical infrastructure provider in the AI-driven IT landscape, benefiting from a strategic pivot to serve AI-native enterprises. DOCN's Q1 earnings revealed accelerating revenue growth and improved adjusted EBITDA margins, prompting a >30% post-earnings rally. I reiterate my "Buy" rating, as DOCN's growth acceleration and margin expansion justify a sustained rally despite valuation nearing the upper end of reasonable. The company's rapid increase in large AI clients is materially rewriting its growth trajectory and supports continued bullishness. Read the full article on Seeking Alpha
Analyse-update • 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.Analyse-update • 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.
Analyse-update • 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.Analyse-update • 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.
Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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).Analyse-update • 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).Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • May 08
Results: DigitalOcean Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Last week, you might have seen that DigitalOcean Holdings, Inc. ( NYSE:DOCN ) released its quarterly result to the...Seeking Alpha • Jan 29
DigitalOcean: Value Trap Amidst Competition From Cloud Titans
Summary DigitalOcean faces significant competitive threats from cloud giants, with sub-100% net dollar retention indicating market share loss. The company's heavy debt load and prioritization of share repurchases over innovation hinder its long-term growth potential. Despite some profitability improvements, DOCN's valuation isn't compelling enough given the competitive risks and decelerating revenue growth projections. I recommend avoiding DOCN stock due to its muted growth rates, high leverage, and insufficient valuation discount to offset competitive pressures. Read the full article on Seeking AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe DigitalOcean Holdings geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 949 | 237 | 228 | 171 |
| 31 Dec 25 | 901 | 259 | 221 | 162 |
| 30 Sep 25 | 864 | 252 | 214 | 157 |
| 30 Jun 25 | 833 | 126 | 212 | 155 |
| 31 Mar 25 | 807 | 109 | 215 | 148 |
| 31 Dec 24 | 781 | 84 | 220 | 142 |
| 30 Sep 24 | 757 | 82 | 214 | 130 |
| 30 Jun 24 | 735 | 68 | 192 | 126 |
| 31 Mar 24 | 712 | 50 | 191 | 132 |
| 31 Dec 23 | 693 | 19 | 194 | 137 |
| 30 Sep 23 | 675 | -7 | 206 | 149 |
| 30 Jun 23 | 650 | -18 | 233 | 147 |
| 31 Mar 23 | 614 | -26 | 233 | 145 |
| 31 Dec 22 | 576 | -28 | 230 | 144 |
| 30 Sep 22 | 533 | -30 | 220 | 141 |
| 30 Jun 22 | 492 | -39 | 202 | 140 |
| 31 Mar 22 | 462 | -35 | 181 | 131 |
| 31 Dec 21 | 429 | -20 | 153 | 116 |
| 30 Sep 21 | 396 | -21 | 135 | 100 |
| 30 Jun 21 | 366 | -30 | 122 | 90 |
| 31 Mar 21 | 339 | -30 | 111 | 78 |
| 31 Dec 20 | 318 | -44 | 114 | 75 |
| 31 Dec 19 | 255 | -40 | 102 | 60 |
| 31 Dec 18 | 203 | -36 | 88 | 45 |
Kwaliteitswinsten: DOCN heeft een grote eenmalige winst van $48.4M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st March, 2026.
Groeiende winstmarge: De huidige netto winstmarges (25%) DOCN } zijn hoger dan vorig jaar (13.5%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: DOCN is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 75.6% per jaar laten groeien.
Versnelling van de groei: De winstgroei van DOCN over het afgelopen jaar ( 118.2% ) overtreft het 5-jarig gemiddelde ( 75.6% per jaar).
Winst versus industrie: De winstgroei DOCN over het afgelopen jaar ( 118.2% ) overtrof de IT -sector 32.1%.
Rendement op eigen vermogen
Hoge ROE: Hoewel het rendement op eigen vermogen ( 26.69% ) van DOCN hoog is, is deze metriek vertekend vanwege hun hoge schuldenniveau.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/07 04:03 |
| Aandelenkoers aan het einde van de dag | 2026/05/07 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
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| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
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| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
DigitalOcean Holdings, Inc. wordt gevolgd door 20 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Raimo Lenschow | Barclays |
| Wamsi Mohan | BofA Global Research |
| Wamsi Mohan | BofA Global Research |