DigitalOcean Holdings (DOCN) Hisse Özeti
DigitalOcean Holdings, Inc. iştirakleri aracılığıyla Kuzey Amerika, Avrupa, Asya ve uluslararası alanda bir aracı çıkarım bulut platformu işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
DOCN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$50
FV
174.1% aşırı değerlenmiş içsel indirim18.62%
Revenue growth p.a.
3.9k
users have viewed this narrative3users have liked this narrative
3users have commented on this narrative
36users have followed this narrative
DigitalOcean Holdings, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$137.04 |
| 52 Haftanın En Yüksek Seviyesi | US$187.50 |
| 52 Haftanın En Düşük Seviyesi | US$25.56 |
| Beta | 1.57 |
| 1 Aylık Değişim | -19.33% |
| 3 Aylık Değişim | 53.32% |
| 1 Yıllık Değişim | 365.17% |
| 3 Yıllık Değişim | 191.76% |
| 5 Yıllık Değişim | 152.56% |
| Halka arzdan bu yana değişim | 222.45% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 30
DigitalOcean: Great Disruptive Stock, But Now The Price Is Too High
Summary DigitalOcean has rapidly shifted to AI inference, driving 221% AI customer ARR growth and materially impacting financials. DOCN's valuation appears stretched at 60x forward FCF, leading me to rate the stock a hold despite strong business momentum. Management expects 30% revenue growth in 2026 and 50% in 2027, with FCF margins potentially rebounding to 20% as CapEx moderates. The recent $888M share issuance improved leverage, reducing debt to $0.76B and interest expense by $50M, supporting future investment. Read the full article on Seeking AlphaRecent updates
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 30
DigitalOcean: Great Disruptive Stock, But Now The Price Is Too High
Summary DigitalOcean has rapidly shifted to AI inference, driving 221% AI customer ARR growth and materially impacting financials. DOCN's valuation appears stretched at 60x forward FCF, leading me to rate the stock a hold despite strong business momentum. Management expects 30% revenue growth in 2026 and 50% in 2027, with FCF margins potentially rebounding to 20% as CapEx moderates. The recent $888M share issuance improved leverage, reducing debt to $0.76B and interest expense by $50M, supporting future investment. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Hissedar Getirileri
| DOCN | US IT | US Pazar | |
|---|---|---|---|
| 7D | -12.7% | 5.2% | -0.7% |
| 1Y | 365.2% | -5.2% | 20.3% |
Getiri vs. Endüstri: DOCN geçen yıl % -5.2 oranında getiri sağlayan US IT sektörünü aştı.
Getiri vs Piyasa: DOCN geçen yıl % 20.3 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| DOCN volatility | |
|---|---|
| DOCN Average Weekly Movement | 16.2% |
| IT Industry Average Movement | 11.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: DOCN hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: DOCN 'nin haftalık oynaklığı ( 16% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2012 | 1,462 | Paddy Srinivasan | www.digitalocean.com |
DigitalOcean Holdings, Inc. iştirakleri aracılığıyla Kuzey Amerika, Avrupa, Asya ve uluslararası alanda bir ajan çıkarım bulut platformu işletmektedir. Şirket, AI ve Digital Native Enterprises'ın büyüyen teknoloji şirketleri için akıllı uygulamalar oluşturmasını, çalıştırmasını ve ölçeklendirmesini sağlamaktadır. Ayrıca bulut güvenlik duvarları, yönetilen yük dengeleyiciler, NAT ağ geçitleri ve sanal özel bulut yazılımının yanı sıra IP adresi yönetimi ve alan adı sistemi yönetimi de dahil olmak üzere bilgi işlem, depolama ve ağ ürünlerinden oluşan hizmet olarak altyapı (IaaS) çözümleri sunmaktadır.
DigitalOcean Holdings, Inc. Temel Bilgiler Özeti
| DOCN temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$13.71b |
| Kazançlar(TTM) | US$236.83m |
| Gelir(TTM) | US$948.63m |
60.4x
F/K Oranı15.1x
P/S OranıDOCN aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| DOCN gelir tablosu (TTM) | |
|---|---|
| Gelir | US$948.63m |
| Gelir Maliyeti | US$393.77m |
| Brüt Kâr | US$554.86m |
| Diğer Giderler | US$318.03m |
| Kazançlar | US$236.83m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 2.27 |
| Brüt Marj | 58.49% |
| Net Kâr Marjı | 24.97% |
| Borç/Özkaynak Oranı | 103.6% |
DOCN uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/07 11:46 |
| Gün Sonu Hisse Fiyatı | 2026/07/07 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
DigitalOcean Holdings, Inc. 18 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Raimo Lenschow | Barclays |
| Wamsi Mohan | BofA Global Research |
| William Kingsley Crane | Canaccord Genuity |