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DOCN logo

DigitalOcean Holdings, Inc. Stock Price

NYSE:DOCN Community·US$15.6b Market Cap
  • 4 Narratives written by author
  • 3 Comments on narratives written by author
  • 170 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DOCN Share Price Performance

US$131.05
94.49 (258.45%)
​
US$178.77
Fair Value
US$131.05
94.49 (258.45%)
26.7% undervalued intrinsic discount
US$178.77
Fair Value
Price US$131.05
AnalystConsensusTarget US$178.77
AnalystLowTarget US$140.00
Nenad US$50.00
Tue, 7 Jul 26
Fair ValueUS$178.77
Share Pricen/a

DOCN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$178.77 26.7% undervalued intrinsic discount

Digital Transformation And AI Adoption Will Spur Expansion Despite Risks

1users have liked this narrative
0users have commented on this narrative
38users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$140 6.4% undervalued intrinsic discount

Cloud Consolidation Will Increase Costs And Crush Market Share

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
NE
Nenad's
Fair Value
·
Fair Value US$50 162.1% overvalued intrinsic discount

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

3users have liked this narrative
3users have commented on this narrative
40users have followed this narrative
DOCN logo
DigitalOcean Holdings
162.1% overvalued intrinsic discount

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

View narrative
NE
Nenad
Updated 29 Dec 2024
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DOCN logo
DigitalOcean Holdings
26.7% undervalued intrinsic discount

Digital Transformation And AI Adoption Will Spur Expansion Despite Risks

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Jul
Read Narrative
DOCN logo
DigitalOcean Holdings
6.4% undervalued intrinsic discount

Cloud Consolidation Will Increase Costs And Crush Market Share

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 18 Aug
Read Narrative
DOCN logo
DigitalOcean Holdings
34.5% undervalued intrinsic discount

SMB Digitalization And Growing Developer Community Will Drive Cloud Expansion

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AN
AnalystHighTarget
AnalystHighTarget
Updated 21 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

NE
DOCN logo

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

Fair Value: US$50 162.1% overvalued intrinsic discount
40 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
DOCN logo

DOCN: AI Pivot And Deleveraging Efforts Are Expected To Shape Repricing

Fair Value: US$140 6.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
DOCN logo

DOCN: AI Inference Demand And Note Buyback Will Drive Bullish Repricing

Fair Value: US$200 34.5% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Proven track record with adequate balance sheet.

4 Risks
3 Rewards
View Full Analysis

DigitalOcean Holdings, Inc. Key Details

US$1.0b

Revenue

US$432.5m

Cost of Revenue

US$578.6m

Gross Profit

US$343.3m

Other Expenses

US$235.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.00
57.22%
23.27%
117.0%
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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