DigitalOcean's $1B AI Signal Implies Strong Inflection (Rating Upgrade)
DigitalOcean is upgraded to buy with a $56.4 price target, reflecting a successful pivot to AI-native, large-spending enterprise customers. DOCN's revenue growth is accelerating, with ARR up 16% to $919M and management projecting $1.06B in sales next year. Gross margins remain stable at 59-60%, while adj. EBITDA margins are projected to stay in the 39-40% range amid new product launches.
DigitalOcean Holdings, Inc. (DOCN) Presents at UBS Global Technology and AI Conference 2025 Transcript
DigitalOcean Holdings, Inc. (DOCN) Presents at UBS Global Technology and AI Conference 2025 Transcript
DigitalOcean's Tide Has Turned: Get Ready to Ride the Wave
The AI trade, as it relates to the DOCN stock price, is not only strong but also gaining momentum, signaling a shift in the tide for this mid-cap market. With shares near long-term lows in Q4, the upside potential is tremendous.
DigitalOcean Holdings, Inc. (DOCN) Q3 2025 Earnings Call Transcript
DigitalOcean Holdings, Inc. ( DOCN ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants Melanie Strate Padmanabhan Srinivasan - CEO & Director Matt Steinfort - Chief Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Radi Sultan - UBS Investment Bank, Research Division Josh Baer - Morgan Stanley, Research Division William Kingsley Crane - Canaccord Genuity Corp., Research Division James Fish - Piper Sandler & Co., Research Division Matthew Calitri - Needham & Company, LLC, Research Division Mark Zhang - Citigroup Inc., Research Division Wamsi Mohan - BofA Securities, Research Division Robert Galvin - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Thank you for standing by. My name is Rebecca, and I will be your conference operator today.
DigitalOcean Ends Win Streak on Q3 Earnings Miss
DigitalOcean (NYSE: DOCN) reported Q3 2025 earnings on Oct.
DigitalOcean Holdings, Inc. (DOCN) Q3 Earnings and Revenues Top Estimates
DigitalOcean Holdings, Inc. (DOCN) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.52 per share a year ago.
DigitalOcean: Turnaround Potential Backed By The Right AI Strategy
DigitalOcean presents a compelling turnaround opportunity for contrarian investors seeking asymmetric risk-reward profiles. DOCN's current struggles mirror past picks that eventually delivered multibagger returns after initial lagging periods. A well-executed AI strategy could be the catalyst for the company's recovery and long-term growth.
DigitalOcean Holdings: Riding The AI Wave With Scalable Innovation
DigitalOcean Holdings is rated a Buy, driven by the promising Gradient AI Platform and expanding AI cloud market opportunities. DOCN's Gradient AI Platform leverages advanced GPUs, serving over 600,000 customers and targeting digital native enterprises in a $140 billion market. Despite competition from larger cloud providers, DOCN shows improving profitability, rising margins, and raised FY2025 revenue guidance, justifying its premium valuation.
DigitalOcean (DOCN) Upgraded to Buy: Here's Why
DigitalOcean (DOCN) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
DigitalOcean: Stock Soars, But Market Misunderstands The AI Story
DigitalOcean posted solid earnings and AI/ML growth, but I remain cautious due to its leveraged balance sheet and competitive challenges. Despite a revenue beat and positive AI momentum, DOCN is growing slower than cloud titans and faces tough competition from larger peers. Valuation isn't excessive, but the stock still benefits from an overheated tech market and carries significant balance sheet risk.
DigitalOcean Holdings, Inc. (DOCN) Q2 2025 Earnings Call Transcript
DigitalOcean Holdings, Inc. (NYSE:DOCN ) Q2 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants Melanie Strate - Investor Relations Padmanabhan T. Srinivasan - CEO & Director W.
DigitalOcean Holdings, Inc. (DOCN) Tops Q2 Earnings and Revenue Estimates
DigitalOcean Holdings, Inc. (DOCN) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.48 per share a year ago.
