DocuSign, Inc.

NasdaqGS:DOCU Aktierapport

Börsvärde: US$8.6b

DocuSign Tidigare resultatutveckling

Tidigare kriterier kontrolleras 2/6

DocuSign har ökat intäkterna med en genomsnittlig årlig takt på 59.7%, medan Software -branschen såg intäkterna växer på 24.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 11.4% per år. DocuSign s avkastning på eget kapital är 17.3% och den har en nettomarginal på 9.6%.

Viktig information

59.72%

Tillväxttakt i vinsten

60.02%

Tillväxttakt för EPS

Software Tillväxt i branschen17.33%
Intäkternas tillväxttakt11.38%
Avkastning på eget kapital17.32%
Nettomarginal9.59%
Senaste uppdateringen av resultatet30 Apr 2026

Senaste uppdateringar av tidigare prestationer

Analysartikel Mar 25

Some Investors May Be Willing To Look Past DocuSign's (NASDAQ:DOCU) Soft Earnings

Shareholders appeared unconcerned with DocuSign, Inc.'s ( NASDAQ:DOCU ) lackluster earnings report last week. We think...

Recent updates

Seeking Alpha Jun 08

Docusign: IAM A Growth Catalyst

Summary Docusign, Inc. delivered strong Q1 ’27 results, beating both revenue and earnings estimates despite a subsequent 7% share price decline. Revenues and annual recurring revenue continue to grow, supported by expanding enterprise IAM adoption and a robust margin profile. Non-GAAP operating income and free cash flow margins improved year-over-year, highlighting DOCU’s profitability and operational efficiency in the document lifecycle market. The selloff appears unjustified, as broader AI sector pressures overshadowed Docusign's growth and margin expansion. Read the full article on Seeking Alpha
Uppdatering av berättelse May 31

DOCU: AI Rollout And Pricing Uncertainty Will Pressure Future Returns

DocuSign's updated analyst price target has shifted from $53.00 to $45.00 as analysts factor in adjusted assumptions for slightly lower revenue growth, a modestly higher discount rate, better profit margins, and a lower future P/E multiple following recent downgrades and target cuts across the Street. Analyst Commentary Recent Street research around DocuSign points to a more cautious tone as several firms reset expectations and valuation assumptions.
Uppdatering av berättelse Apr 28

DOCU: AI Pricing Tests And New Workflows Will Drive Future Re Rating

Analysts have trimmed DocuSign's average price target by a wide margin, cutting it by more than $20 in several cases. They are reassessing the stock's risk profile and growth outlook in light of recent downgrades and cautious commentary on application software and AI related headwinds.
Uppdatering av berättelse Apr 14

DOCU: AI Pricing Experiments Will Support Future Bullish Re Rating

DocuSign's updated fair value estimate shifts from $78.28 to $60.16 as analysts trim assumed future P/E multiples, despite slightly more constructive views on revenue growth, profit margins, and pricing experiments highlighted in recent research. Analyst Commentary Recent Street research paints a mixed picture for DocuSign, with several firms cutting price targets and ratings while a few see room for upside tied to product and pricing initiatives.
Uppdatering av berättelse Mar 31

DOCU: AI Monetisation And Margin Discipline Will Drive Future Upside Potential

DocuSign's updated fair value estimate shifts to $94.10 from $117.02 as analysts cut price targets across the Street. This reflects adjusted assumptions for future P/E, discount rate, growth expectations and profitability in light of recent research commentary.
Analysartikel Mar 25

Some Investors May Be Willing To Look Past DocuSign's (NASDAQ:DOCU) Soft Earnings

Shareholders appeared unconcerned with DocuSign, Inc.'s ( NASDAQ:DOCU ) lackluster earnings report last week. We think...
Uppdatering av berättelse Mar 17

DOCU: AI Pricing Tests And Agreement Automation Will Support Future Bullish Re Rating

Analysts have trimmed DocuSign's fair value estimate from about $85.11 to $78.28 as they factor in lower assumed long term growth and margins, ongoing AI related competitive concerns, and uncertainty around the potential impact of recently uncovered A/B pricing tests on the Professional tier. Analyst Commentary Recent research on DocuSign highlights a split view, with some analysts focusing on potential upside from product and pricing changes, while others emphasize competitive and growth risks tied to AI and the broader applications software group.
Uppdatering av berättelse Mar 02

DOCU: AI Execution And Margin Strength Will Drive Future Upside Potential

Narrative Update on DocuSign We are trimming our DocuSign fair value estimate slightly from $118.15 to $117.02 as analysts factor in softer revenue growth expectations, higher perceived risk from AI related competition, and lower future P/E multiples, partly offset by higher assumed profit margins. Analyst Commentary Recent Street research on DocuSign reflects a more cautious stance, with several firms reassessing revenue growth expectations, competitive pressure from AI enabled alternatives, and the multiples they are willing to apply to the stock.
Uppdatering av berättelse Feb 16

DOCU: AI Agreement Platform And Reset Expectations Will Support Future Upside

Analysts have reset their price target on DocuSign from $70 to $53, citing updated expectations for revenue growth, profit margins, and a lower future P/E multiple that together point to a more conservative valuation framework. Analyst Commentary Bearish analysts are signaling a more cautious stance on DocuSign, with the latest reset in price targets reflecting concerns around how the business might balance growth ambitions with profitability and valuation discipline.
Uppdatering av berättelse Feb 02

DOCU: AI Expansion And Buybacks Will Support Future Bullish Re Rating

Analysts have trimmed their DocuSign fair value estimate by about $1 to roughly $85, reflecting slightly lower assumed future P/E while keeping revenue growth and profit margin expectations largely unchanged. Analyst Commentary Analysts see the modest trim to DocuSign’s fair value estimate as more about a reset in assumed P/E than a shift in the fundamental outlook for growth or margins.
Uppdatering av berättelse Jan 19

DOCU: AI Agreement Tools And Buyback Program Will Support Future Upside

Analysts have trimmed their DocuSign fair value estimate from US$72.97 to US$70.00, reflecting slightly higher discount rate assumptions and a lower future P/E multiple, even as they model modest improvements in revenue growth and profit margins. Analyst Commentary With the fair value estimate now at US$70.00, bearish analysts are signaling that the risk and return trade off for DocuSign looks less compelling than before, even as they factor in modest improvements in growth and profitability.
Uppdatering av berättelse Jan 05

DOCU: Buyback Completion And AI Expansion Will Support Future Upside

Analysts now place DocuSign's price target at about $73, down from roughly $77, citing updated assumptions that combine slightly higher projected revenue growth and profit margins with a lower future P/E multiple and a modestly higher discount rate. What's in the News Buyout rumor flagged in a Betaville blog alert focused on takeover situations, with contacts citing an alert to subscribers about DocuSign (The Fly / Betaville rumor).
Analysartikel Jan 03

DocuSign (NASDAQ:DOCU) Is Looking To Continue Growing Its Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Uppdatering av berättelse Dec 20

DOCU: Potential Buyout Rumor Will Support Future Bullish Re-Rating

Analysts have lowered their price target on DocuSign to approximately 86.50 dollars from about 87.88 dollars. This change reflects slightly softer long term revenue growth assumptions, partially offset by improved margin expectations and a lower projected valuation multiple.
Uppdatering av berättelse Dec 06

DOCU: Margin Expansion And Buyback Activity Will Support Bullish Re-Rating Outlook

Analysts have modestly reduced their price target on DocuSign, trimming fair value estimates by about $5 to reflect slightly softer revenue growth assumptions and a higher discount rate, which are partially offset by improved long term profitability expectations and a lower projected earnings multiple. Analyst Commentary Analysts describe the latest price target adjustment for DocuSign as more of a recalibration than a fundamental shift in thesis, with the stock still viewed as a solid, albeit more mature, growth story.
Uppdatering av berättelse Sep 06

International IAM Launch Will Open New Markets But Encounters AI And Economic Uncertainties

DocuSign's analyst price target has been revised upward to $92.87, reflecting stronger-than-expected Q2 results, improving net retention rates, successful platform innovations, and a recovery in renewal activity, with some caution persisting as analysts await further sustained execution. Analyst Commentary Bullish analysts cite stronger-than-expected Q2 results with beats on revenue, subscription revenue, billings, and non-GAAP operating margin, reflecting improved execution and outperformance of guidance.
Analysartikel Jul 31

Should You Be Adding DocuSign (NASDAQ:DOCU) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Mar 14

Docusign: Growth Is Too Low, Valuation Isn't Low Enough

Summary Docusign reported mixed Q4 and fiscal 2025 results, with slight EPS and revenue beats but lower-than-expected revenue estimates for Q1 and the full year. Despite high margins and improving free cash flow, Docusign's slowed revenue growth and Rule of 40 score of just under 40% leads me to rate it as a Hold. The company's IAM platform shows growth potential but remains a small part of the business. With a forward P/E ratio of ~22x and single-digit growth, the stock isn't attractive enough for value or growth investors, placing it in an awkward investment position. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

DocuSign Stock: Don't Sign Me Up

Summary The technicals are mixed in their signalling and generally show indecisiveness and uncertainty in DocuSign stock. Most recent earnings show that the fundamentals are weak as revenue growth is at rock bottom levels while FCF growth has turned negative. The P/S and P/FCF ratios show that DOCU stock is currently overvalued, as there is a significant disconnect with their respective growth rates. DocuSign stock is a sell since the technicals are mixed and the fundamentals are unattractive. Read the full article on Seeking Alpha
Seeking Alpha Jan 17

DocuSign: Why $92 Per Share Is A Bargain

Summary DocuSign, Inc.'s stock at $92 per share is a compelling entry point with a favorable risk-reward profile that investors are overlooking. I value that DocuSign is profitable, with non-GAAP operating margins on track to hit 33% next fiscal year. I like that DocuSign is transitioning from just eSignatures to a broader agreement management platform, which opens up new growth opportunities. I believe paying 21x forward free cash flow for a company of this caliber is a solid deal. Read the full article on Seeking Alpha
Seeking Alpha Jan 09

DocuSign: Not Signing Up After The Rally

Summary DocuSign shares have doubled over the past six months, driven by operating leverage and margin improvements, but current valuations are demanding. Despite sales growth and margin expansion, competition from Adobe and potential entrants like Microsoft and Alphabet pose significant risks. DocuSign's acquisition of Lexicon and continued sales growth highlight strategic moves, yet high earnings multiples remain concerns. While operating margins are likely to improve, the stock's high valuation and competitive threats warrant a cautious investment approach. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

DocuSign: High-Quality Operation But Low Growth Prospects

Summary DocuSign operates in a niche market with a $50 billion TAM, offering significant growth potential by replacing legacy processes and tools. The DocuSign Agreement Cloud simplifies and automates bureaucratic processes with over 900 integrations, reducing costs and errors. Competition from established players such as Adobe is strong, which translates into lower growth. Despite a high-quality operation, DocuSign expected growth implies low returns for the future. Read the full article on Seeking Alpha

Fördelning av intäkter och kostnader

Hur DocuSign tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NasdaqGS:DOCU Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
30 Apr 263,2863151,594665
31 Jan 263,2203091,593665
31 Oct 253,1593021,582652
31 Jul 253,0952811,571636
30 Apr 253,0311,1061,545614
31 Jan 252,9771,0681,533588
31 Oct 242,9131,0121,539585
31 Jul 242,8589881,556570
30 Apr 242,8101071,576558
31 Jan 242,762741,588539
31 Oct 232,709521,607514
31 Jul 232,654-171,603493
30 Apr 232,589-701,607484
31 Jan 232,516-971,559481
31 Oct 222,437-1331,521465
31 Jul 222,337-1091,455452
30 Apr 222,227-891,378420
31 Jan 222,107-701,332393
31 Oct 211,957-1121,216363
31 Jul 211,795-1651,146334
30 Apr 211,625-2041,070303
31 Jan 211,453-243991272
31 Oct 201,297-218914243
31 Jul 201,164-206837219
30 Apr 201,057-210782203
31 Jan 20974-208739186
31 Oct 19899-227708176
31 Jul 19828-233679166
30 Apr 19759-201622152
31 Jan 19701-427749186
31 Oct 18650-367682166
31 Jul 18602-329618151
30 Apr 18561-305571141
31 Jan 18519-5435992
31 Jan 17381-11730590
31 Jan 16250-12423462

Kvalitetsintäkter: DOCU har inkomster av hög kvalitet.

Växande vinstmarginal: DOCU s nuvarande netto vinstmarginaler (9.6%) är lägre än förra året (36.5%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: DOCU har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 59.7% per år.

Accelererande tillväxt: DOCU s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: DOCU hade negativ intäktstillväxt ( -71.5% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Software ( 14.3% ).


Avkastning på eget kapital

Hög ROE: DOCU s avkastning på eget kapital ( 17.3% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/11 04:15
Aktiekurs vid dagens slut2026/06/11 00:00
Intäkter2026/04/30
Årlig intjäning2026/01/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

DocuSign, Inc. bevakas av 34 analytiker. 21 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
William PowerBaird
Matthew BullockBofA Global Research
Bradley SillsBofA Global Research