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DigitalOcean Holdings, Inc. Stock Price

NYSE:DOCN Community·US$4.1b Market Cap
  • 4 Narratives written by author
  • 5 Comments on narratives written by author
  • 141 Fair Values set on narratives written by author

DOCN Share Price Performance

US$44.90
6.19 (15.99%)
US$55.00
Fair Value
US$44.90
6.19 (15.99%)
18.4% undervalued intrinsic discount
US$55.00
Fair Value
Price US$44.90
AnalystHighTarget US$55.00
AnalystConsensusTarget US$53.33
AnalystLowTarget US$31.75

DOCN Community Narratives

AnalystHighTarget·
Fair Value US$55 18.4% undervalued intrinsic discount

SMB Digitalization And Growing Developer Community Will Drive Cloud Expansion

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AnalystConsensusTarget·
Fair Value US$53.33 15.8% undervalued intrinsic discount

Digital Transformation And AI Adoption Will Spur Expansion Despite Risks

1users have liked this narrative
0users have commented on this narrative
29users have followed this narrative
AnalystLowTarget·
Fair Value US$32 40.3% overvalued intrinsic discount

Cloud Consolidation Will Increase Costs And Crush Market Share

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$50
10.2% undervalued intrinsic discount
Nenad Fair Value
Revenue growth
18.62% p.a.
Profit Margin
10.86%
Future PE
39.22x
Share price in 2029
US$58.47

Updated Narratives

DOCN logo

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

Fair Value: US$50 10.2% undervalued intrinsic discount
35 users have followed this narrative
5 users have commented on this narrative
0 users have liked this narrative
DOCN logo

Digital Transformation And AI Adoption Will Spur Expansion Despite Risks

Fair Value: US$53.33 15.8% undervalued intrinsic discount
29 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
DOCN logo

Cloud Consolidation Will Increase Costs And Crush Market Share

Fair Value: US$32 40.3% overvalued intrinsic discount
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Proven track record with slight risk.

4 Risks
3 Rewards

DigitalOcean Holdings, Inc. Key Details

US$864.0m

Revenue

US$340.6m

Cost of Revenue

US$523.4m

Gross Profit

US$271.5m

Other Expenses

US$251.9m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
2.75
60.58%
29.15%
-1,858.4%
View Full Analysis

About DOCN

Founded
2012
Employees
1210
CEO
Padmanabhan Srinivasan
WebsiteView website
www.digitalocean.com

DigitalOcean Holdings, Inc., through its subsidiaries, operates a cloud computing platform in North America, Europe, Asia, and internationally. The company provides on-demand infrastructure and platform tools for developers at growing technology companies. It also offers infrastructure-as-a-service (IaaS) solutions comprising compute, storage, and networking products, including cloud firewalls, managed load balancers, and virtual private cloud software, as well as IP address management and domain name system management. In addition, the company provides platform-as-a-service (PaaS) and software-as-a-service (SaaS) solutions, such as managed databases; managed Kubernetes and container registry; application platform to build, deploy, and scale applications; Functions, a serverless compute solution; and Uptime for real-time uptime and latency alerts, as well as managed hosting and DigitalOcean Marketplace, a platform where developers can find pre-configured applications and solutions. Further, it offers artificial intelligence (AI)/machine learning (ML) applications comprising GPU droplets; GENAI platform, a solution for deploying AI applications; bare metal GPUS which provides access to a GPU server without any virtualization layer and gives developers with customizable server for their use case; and Jupyter Notebooks that provides cloud workspace and managed interactive development environment for exploring data and training, and building machine learning models. Its customers use its platform in various industry verticals, such as gaming, fintech, and cybersecurity, as well as for a range of use cases, including building and hosting websites, web and mobile applications development, AI integration, and building AI products and applications. DigitalOcean Holdings, Inc. was incorporated in 2012 and is headquartered in New York, New York.

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