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.
4 Jun 2025 Date | | - Cons. EPS | - EPS |
5 Mar 2025 Date | | 0.85 Cons. EPS | 0.86 EPS |
5 Dec 2024 Date | | 0.87 Cons. EPS | 0.9 EPS |
5 Sep 2024 Date | | 0.8 Cons. EPS | 0.97 EPS |
6 Jun 2024 Date | | 0.79 Cons. EPS | 0.82 EPS |
4 Jun 2025 Date | | - Cons. EPS | - EPS |
5 Mar 2025 Date | | 0.85 Cons. EPS | 0.86 EPS |
5 Dec 2024 Date | | 0.87 Cons. EPS | 0.9 EPS |
5 Sep 2024 Date | | 0.8 Cons. EPS | 0.97 EPS |
6 Jun 2024 Date | | 0.79 Cons. EPS | 0.82 EPS |
Software - Application Industry | Technology Sector | Mr. Allan C. Thygesen CEO | NASDAQ (NGS) Exchange | 256163106 Cusip |
US Country | 6,838 Employees | - Last Dividend | - Last Split | 27 Apr 2018 IPO Date |
DocuSign, Inc. is a pioneering company known for its electronic signature solution, operating both in the United States and internationally. Founded in 2003 and headquartered in San Francisco, California, DocuSign has effectively revolutionized the way agreements are sent and signed across the globe. By integrating its services across various devices, and catering to a broad spectrum of compliance needs, including those of U.S. federal government agencies and life sciences, the company has positioned itself as a key player in digital transaction management. DocuSign sells its innovative products through a combination of direct sales, partner-assisted sales, and digital self-service purchasing methods, showcasing its versatility and commitment to customer convenience and security.