Docusign (DOCU -4.42%) is a pioneer of e-signature technology and parlayed its success into an entire portfolio of digital document software to help businesses manage every stage of the contract lifecycle. The company is fresh off the launch of a brand-new platform with artificial intelligence (AI) at its core.
DocuSign's Q3 results showed unexpected momentum, with revenue and billings growth accelerating, driving shares up ~30% immediately after earnings. I'm downgrading DocuSign to a hold rating, as the company is no longer value-oriented at just shy of ~7x FY26 revenue. Competition from Adobe, whose Document Cloud is growing at a faster pace than DocuSign, and lack of significant AI tailwinds are major concerns, despite DocuSign's large $50 billion TAM.
DocuSign stock (Nasdaq: DOCU) stock is on fire this morning after the company reported its third quarter earnings after the closing bell on Thursday. As of the time of this writing, DOCU stock is up over 20% to $101.16 per share.
DocuSign CEO Allan Thygesen discusses the latest company outlook as it boosts its revenue forecast for the full year. He joins Caroline Hyde to discuss on "Bloomberg Technology.
DocuSign, Inc DOCU stock climbed after the company reported better-than-expected third-quarter financial results and issued fourth-quarter and fiscal 2025 revenue guidance above estimates.
Shares of Docusign (DOCU 28.61%) surged around 28.7% on Friday, as of 1:13 p.m. ET.
Docusign surging after earnings, up 44% since the election. It's our Chart of the Day.
DocuSign Inc DOCU reported better-than-expected financial results for the third quarter Thursday.
Docusign (DOCU) shares soared nearly 20% Friday, a day after the e-document software provider posted better-than-expected results and raised its guidance as billings and subscription revenue surged.
Allan Thygesen, DocuSign CEO, joins 'Squawk Box' to discuss the company's quarterly earnings results, the implementation of AI, whether AI poses a challenge to the company business in the future, and more.
DocuSign, Inc. (NASDAQ:DOCU ) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Heather Harwood - Head of Investor Relations Allan Thygesen - Chief Executive Officer Blake Grayson - Chief Financial Officer Conference Call Participants Jake Roberge - William Blair Tyler Radke - Citi Brent Thill - Jefferies Austin Cole - Citizens JMP Joshua Baer - Morgan Stanley Sonak Kolar - JPMorgan Michael Berg - Wells Fargo Securities Arsenije Matovic - Wolfe Research Ian Black - Needham & Company Operator Greetings and welcome to the Docusign Q3 Fiscal 2025 Earnings Call. At this time, all participants are in a listen-only mode.