DigitalOcean Holdings Förvaltning
Förvaltning kriterier kontrolleras 3/4
DigitalOcean Holdings VD är Paddy Srinivasan, utsedd i Feb 2024, har en mandatperiod på 2.33 år. totala årliga ersättningen är $ 1.21M, bestående av 49.6% lön 50.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.76% av företagets aktier, värda $ 131.16M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 0.4 år respektive 5.5 år.
Viktig information
Paddy Srinivasan
Verkställande direktör
US$1.2m
Total ersättning
| VD-lön i procent | 49.55% |
| Anställning som VD | 2.3yrs |
| Ägande av VD | 0.8% |
| Ledningens genomsnittliga anställningstid | less than a year |
| Styrelsens genomsnittliga mandatperiod | 5.5yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 23
DOCN: Heavy 2026 AI Capacity Spending Will Likely Delay Margin Improvement
DigitalOcean Holdings' analyst price target has been revised upward to $200, with analysts pointing to increased 2026 investment plans to support future cloud and AI workload growth, while acknowledging a slightly higher discount rate and modestly adjusted margin assumptions. Analyst Commentary Recent Street research around DigitalOcean Holdings points to a more complex picture behind the higher US$200 price target, with analysts weighing the company’s 2026 investment plans against execution risk, future growth expectations for cloud and AI workloads, and the timing of any potential margin expansion.Seeking Alpha • Jun 22
DigitalOcean: AI Inflection Story, FCF To Double (Upgrade)
Summary DigitalOcean is positioned for a major inflection, targeting at least 50% revenue growth in 2027, driven by AI-focused cloud offerings. DOCN's platform upgrades and open ecosystem uniquely attract AI startups seeking scalable, cost-effective infrastructure solutions. Management's track record of conservative guidance and consistent outperformance enhances confidence in DOCN’s ambitious free cash flow targets. Despite trading at 55x forward free cash flow, DOCN’s adjusted PEG of ~1.1x and credible path to nearly doubling FCF by 2027 make it a compelling inflection play. Read the full article on Seeking AlphaAnalysartikel • Jun 16
DigitalOcean (DOCN) Stock After New AI-Focused Hires And AI-Native Cloud Launch Is Valuation Stretched Or Justified
DigitalOcean Holdings (DOCN) is back in focus after the company appointed three senior executives with deep roots in cloud and AI infrastructure, shortly after rolling out its AI-Native Cloud platform. See our latest analysis for DigitalOcean Holdings. The share price has moved sharply in recent months, with a 30-day share price return of 17.06% and a 90-day share price return of 133.65%. The 1-year total shareholder return is also very large, suggesting momentum has strengthened around the...Uppdatering av berättelse • Jun 03
DOCN: Heavy AI Infrastructure Spending Will Likely Restrain Shareholder Returns
Analysts have nudged the updated fair value estimate for DigitalOcean Holdings to about $144 per share from roughly $143, citing a slightly lower discount rate, modestly higher profit margin assumptions, and continued support from recent price target increases across the Street focused on AI related growth investment. Analyst Commentary Across recent research, the tone around DigitalOcean has generally leaned constructive, with several firms lifting price targets and one initiating coverage with an optimistic stance on the company’s cloud and AI workload exposure.Uppdatering av berättelse • May 19
DOCN: AI Inference Capacity And Profit Investment Will Likely Remain In Tense Balance
Analysts have lifted the fair value estimate for DigitalOcean Holdings from about $57 to roughly $143, reflecting a wave of higher price targets tied to expectations for stronger AI driven revenue growth, updated margin forecasts and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on DigitalOcean shows a cluster of higher price targets tied to AI related opportunities, capacity additions and updated long term revenue and margin frameworks.Analysartikel • May 12
DigitalOcean Holdings' (NYSE:DOCN) Promising Earnings May Rest On Soft Foundations
DigitalOcean Holdings, Inc.'s ( NYSE:DOCN ) stock was strong after they recently reported robust earnings. However, we...
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$237m |
| Dec 31 2025 | US$1m | US$600k | US$259m |
| Sep 30 2025 | n/a | n/a | US$252m |
| Jun 30 2025 | n/a | n/a | US$126m |
| Mar 31 2025 | n/a | n/a | US$109m |
| Dec 31 2024 | US$28m | US$534k | US$84m |
Ersättning vs marknad: Paddy s total kompensation ($USD 1.21M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.56M ).
Ersättning vs inkomst: Ersättningen från Paddy har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Paddy Srinivasan (50 yo)
2.3yrs
Anställning
US$1,210,795
Kompensation
Mr. Padmanabhan T. Srinivasan, also known as Paddy, serves as Chief Executive Officer & Director at DigitalOcean Holdings, Inc.since February 12, 2024. He serves as Chief Executive Officer and Director at...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$1.21m | 0.76% $ 131.2m | |
| Chief Financial Officer | 3.4yrs | US$4.80m | 0.33% $ 56.4m | |
| Senior VP & Chief Accounting Officer | 2.5yrs | inga uppgifter | 0.017% $ 2.9m | |
| Chief Product and Technology Officer | less than a year | inga uppgifter | 0.30% $ 51.9m | |
| Chief Legal & Administrative Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Revenue Officer | no data | inga uppgifter | inga uppgifter | |
| General Counsel & Secretary | no data | US$7.65m | inga uppgifter |
0.4yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder
Erfaren ledning: DOCN s ledningsgrupp anses inte vara erfaren ( 0.4 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$1.21m | 0.76% $ 131.2m | |
| Independent Director | 5.5yrs | US$277.92k | 0.024% $ 4.2m | |
| Independent Director | 5.6yrs | US$272.56k | 0.017% $ 2.9m | |
| Independent Director | 11yrs | US$264.36k | 0.031% $ 5.4m | |
| Lead Independent Director | 5.6yrs | US$296.92k | 0.061% $ 10.5m | |
| Independent Director | 5.3yrs | US$264.29k | 0.078% $ 13.6m |
5.5yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder
Erfaren styrelse: DOCN s styrelse anses vara erfaren ( 5.5 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/23 12:44 |
| Aktiekurs vid dagens slut | 2026/06/23 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar 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
DigitalOcean Holdings, Inc. bevakas av 18 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Raimo Lenschow | Barclays |
| Wamsi Mohan | BofA Global Research |
| William Kingsley Crane | Canaccord Genuity |