I reiterate my 'Buy' rating on DocuSign, with a fair value estimate of $95 per share, despite near-term billing growth deceleration. DocuSign's international expansion and growing Intelligent Agreement Management platform are key drivers for sustained high-single-digit revenue growth. Recent go-to-market changes led to lower renewal billings, but I see this as a timing issue, not a demand problem.
Although the revenue and EPS for DocuSign (DOCU) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
DocuSign (DOCU) came out with quarterly earnings of $0.90 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.82 per share a year ago.
DOCU's first-quarter fiscal 2026 growth may hinge on IAM adoption, but weak liquidity and macro risks can test investor confidence.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for DocuSign (DOCU), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2025.
In the most recent trading session, DocuSign (DOCU) closed at $86.29, indicating a +1.99% shift from the previous trading day.
We rate DocuSign a buy with a $130 PT, driven by faster-than-expected revenue growth and accelerating Intelligent Agreement Management monetization. IAM is rapidly scaling, now >20% of new direct deals, and is set to drive both top-line growth and margin expansion beyond consensus expectations. Cloud migration is structurally expanding margins, supporting mid-30% operating margins and enabling reinvestment for sustainable, profitable scale.
Zacks.com users have recently been watching DocuSign (DOCU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Stan Druckenmiller's Duquesne Family Office aggressively reshaped its portfolio in Q1 2025, exiting numerous stocks and slashing others.
DocuSign (DOCU) reachead $90.27 at the closing of the latest trading day, reflecting a -0.08% change compared to its last close.
DocuSign (DOCU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
DocuSign's revenue growth has slowed, due to plateauing internet, PC, and smartphone penetration, impacting the global eSignature market. Despite increased competition and premium pricing, DocuSign maintains a strong market position with a robust feature set and high popularity. The company's financial strength and strategic acquisitions, like Lexion, support future growth and enhanced AI capabilities.