DigitalOcean Holdings Tidigare resultatutveckling
Tidigare kriterier kontrolleras 4/6
DigitalOcean Holdings har ökat intäkterna med en genomsnittlig årlig takt på 73.1%, medan IT -branschen såg intäkterna växer på 12.1% årligen. Intäkterna har varit växande med en genomsnittlig takt på 17.5% per år. DigitalOcean Holdings s avkastning på eget kapital är 25.3% och den har en nettomarginal på 23.3%.
Viktig information
73.10%
Tillväxttakt i vinsten
73.31%
Tillväxttakt för EPS
| IT Tillväxt i branschen | 22.43% |
| Intäkternas tillväxttakt | 17.53% |
| Avkastning på eget kapital | 25.27% |
| Nettomarginal | 23.27% |
| Senaste uppdateringen av resultatet | 30 Jun 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Sep 14
DigitalOcean: The Credit Market Has Priced The Thesis, The Equity Has Overpriced It
Summary DigitalOcean Holdings, Inc. has outperformed expectations, with rapid AI-driven ARR and revenue growth, but shares now reflect much of this upside. Q2 results showed 29% revenue growth, 212% AI Customer ARR growth, and a record $93M incremental ARR, but cash conversion lags due to capital intensity. The new $725M debt facility signals strong lender confidence and supports capacity expansion, yet increases off-balance-sheet leverage and future cash flow risks. I move DOCN to Hold with a $119 target, seeing limited near-term upside; would reconsider at $95–$105 or if backlog conversion accelerates. Read the full article on Seeking Alpha
Uppdatering av berättelse • Aug 18
DOCN: AI Pivot And Deleveraging Efforts Are Expected To Shape Repricing
Analysts have trimmed the long term fair value estimate for DigitalOcean Holdings to $140 from $155, reflecting a higher discount rate, sharply lower projected profit margins, and a much higher assumed future P/E multiple, despite broadly supportive Street price targets in the $155 to $200 range. Analyst Commentary Street research on DigitalOcean Holdings over the past several months has leaned supportive, with a cluster of Buy and Outperform ratings and price targets generally in the mid US$150s to US$200 range.Uppdatering av berättelse • Aug 04
DOCN: AI Infrastructure Pivot And Deleveraging Moves Are Expected To Drive Repricing
The analyst fair value estimate for DigitalOcean Holdings has been raised from $143.58 to $155.00. Analysts cite the company’s AI-focused transformation, recent GPU pricing actions, and increased balance sheet flexibility as key factors behind their updated price targets.
Uppdatering av berättelse • Jul 21
DOCN: AI Inference Demand And Note Buyback Will Drive Bullish Repricing
The analyst fair value estimate for DigitalOcean Holdings has been lifted from $86.00 to $200.00, reflecting updated assumptions on growth, margins and P/E multiples, along with recent Street research that highlights mixed but generally constructive views on price targets, balance sheet flexibility from the convert buyback and expectations around longer term cloud and AI demand. Analyst Commentary Recent Street research around DigitalOcean Holdings points to a generally constructive tone, with several bullish analysts adjusting price targets higher and highlighting company specific drivers such as cloud demand, AI related workloads and capital structure actions.
Uppdatering av berättelse • Jul 07
DOCN: AI Workloads And New Capacity Will Drive Post 2026 Margin Upside
DigitalOcean Holdings' analyst price target has effectively doubled to about $179 from roughly $95 as analysts factor in higher projected revenue growth and a richer future P/E multiple, supported by recent research pointing to continued demand for AI workloads and longer term margin expansion. Analyst Commentary Recent research on DigitalOcean Holdings points to a strongly constructive tone from several firms, with bullish analysts lifting price targets and highlighting what they see as a favorable setup around AI demand and margin potential.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.Analysartikel • 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.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur DigitalOcean Holdings tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Jun 26 | 1,011 | 235 | 240 | 189 |
| 31 Mar 26 | 949 | 237 | 228 | 171 |
| 31 Dec 25 | 901 | 259 | 221 | 162 |
| 30 Sep 25 | 864 | 252 | 214 | 157 |
| 30 Jun 25 | 833 | 126 | 212 | 155 |
| 31 Mar 25 | 807 | 109 | 215 | 148 |
| 31 Dec 24 | 781 | 84 | 220 | 142 |
| 30 Sep 24 | 757 | 82 | 214 | 130 |
| 30 Jun 24 | 735 | 68 | 192 | 126 |
| 31 Mar 24 | 712 | 50 | 191 | 132 |
| 31 Dec 23 | 693 | 19 | 194 | 137 |
| 30 Sep 23 | 675 | -7 | 206 | 149 |
| 30 Jun 23 | 650 | -18 | 233 | 147 |
| 31 Mar 23 | 614 | -26 | 233 | 145 |
| 31 Dec 22 | 576 | -28 | 230 | 144 |
| 30 Sep 22 | 533 | -30 | 220 | 141 |
| 30 Jun 22 | 492 | -39 | 202 | 140 |
| 31 Mar 22 | 462 | -35 | 181 | 131 |
| 31 Dec 21 | 429 | -20 | 153 | 116 |
| 30 Sep 21 | 396 | -21 | 135 | 100 |
| 30 Jun 21 | 366 | -30 | 122 | 90 |
| 31 Mar 21 | 339 | -30 | 111 | 78 |
| 31 Dec 20 | 318 | -44 | 114 | 75 |
| 31 Dec 19 | 255 | -40 | 102 | 60 |
| 31 Dec 18 | 203 | -36 | 88 | 45 |
Kvalitetsintäkter: DOCN har en hög nivå av icke-kontantintäkter.
Växande vinstmarginal: DOCN s nuvarande netto vinstmarginaler (23.3%) är högre än förra året (15.2%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: DOCN har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 73.1% per år.
Accelererande tillväxt: DOCN s intäktstillväxt under det senaste året ( 86% ) överstiger sitt 5-åriga genomsnitt ( 73.1% per år).
Resultat vs industri: DOCN vinsttillväxt under det senaste året ( 86% ) översteg IT branschen 1.5%.
Avkastning på eget kapital
Hög ROE: Medan DOCN s avkastning på eget kapital ( 25.27% ) är hög, är detta mått skevt på grund av deras höga skuldnivå.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/18 21:49 |
| Aktiekurs vid dagens slut | 2026/09/18 00:00 |
| Intäkter | 2026/06/30 |
| 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 den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det 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 22 analytiker. 16 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 |
|---|---|
| Robert Oliver | Baird |
| "Raimo Lenschow | Barclays |
| Raimo Lenschow | Barclays |