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DigitalOcean Holdings, Inc. Stock Price

NYSE:DOCN Community·US$5.8b Market Cap
  • 4 Narratives written by author
  • 3 Comments on narratives written by author
  • 150 Fair Values set on narratives written by author

DOCN Share Price Performance

US$59.27
15.33 (34.89%)
US$59.58
Fair Value
US$59.27
15.33 (34.89%)
0.5% undervalued intrinsic discount
US$59.58
Fair Value
Price US$59.27
AnalystConsensusTarget US$59.58
AnalystHighTarget US$65.00
Nenad US$50.00

DOCN Community Narratives

AnalystConsensusTarget·
Fair Value US$59.58 0.5% undervalued intrinsic discount

Digital Transformation And AI Adoption Will Spur Expansion Despite Risks

1users have liked this narrative
0users have commented on this narrative
30users have followed this narrative
AnalystHighTarget·
Fair Value US$65 8.8% undervalued intrinsic discount

SMB Digitalization And Growing Developer Community Will Drive Cloud Expansion

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
Nenad·
Fair Value US$50 18.5% overvalued intrinsic discount

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

3users have liked this narrative
3users have commented on this narrative
35users have followed this narrative
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DigitalOcean Holdings

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

1. Current Business (Present Narrative): DigitalOcean is a cloud computing provider focused on small and medium-sized businesses (SMBs) , startups, and developers.Read more

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users have viewed this narrative
3users have liked this narrative
3users have commented on this narrative
35users have followed this narrative
US$50
18.5% overvalued intrinsic discount
Nenad's Fair Value
Revenue
18.62% p.a.
Profit Margin
10.86%
Future PE
39.22x
Price in 2029
US$58.47
US$59.58
0.5% undervalued intrinsic discount
Revenue
19.5% p.a.
Profit Margin
7.72%
Future PE
63.32x
Price in 2029
US$77.59
US$65
8.8% undervalued intrinsic discount
Revenue
21.36% p.a.
Profit Margin
9.11%
Future PE
54.79x
Price in 2029
US$85.84
US$32
85.2% overvalued intrinsic discount
Revenue
14.07% p.a.
Profit Margin
13.23%
Future PE
23.1x
Price in 2028
US$43.23

Trending Discussion

Updated Narratives

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DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

Fair Value: US$50 18.5% overvalued intrinsic discount
35 users have followed this narrative
3 users have commented on this narrative
0 users have liked this narrative
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DOCN: Elevated AI Optimism And 2026 Software Setup Will Restrain Future Returns

Fair Value: US$59.58 0.5% undervalued intrinsic discount
30 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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DOCN: 2026 Software Rebound And AI Deals Will Drive Bullish Repricing

Fair Value: US$65 8.8% undervalued intrinsic discount
6 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$901.4m

Revenue

US$361.8m

Cost of Revenue

US$539.6m

Gross Profit

US$280.3m

Other Expenses

US$259.3m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
2.82
59.86%
28.76%
-4,516.4%
View Full Analysis

About DOCN

Founded
2012
Employees
1462
CEO
Padmanabhan Srinivasan
WebsiteView website
www.digitalocean.com

DigitalOcean Holdings, Inc., through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally. The company provides AI and Digital Native Enterprises build, run, and scale intelligent applications for growing technology companies. It also offers infrastructure-as-a-service (IaaS) solutions comprising compute, storage, and networking products, including cloud firewalls, managed load balancers, NAT gateways, 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; 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 online 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 Broomfield, Colorado.

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