DocuSign: Why I Am Buying The Q1 Crash Hand Over Fist
DocuSign beat earnings and revenue estimates for Q1'26. The company remained highly FCF profitable and expanded its core subscription business. The market overreacted to lower billings, causing a 17% share price drop after-hours, which I see as a buying opportunity given the company's fundamentals. DocuSign generated solid free cash flow margins of 30% and raised its FY 2026 revenue outlook.
35% Downside For DocuSign Stock?
DocuSign (NASDAQ: DOCU) recently announced its fiscal first-quarter results for the period ending April 2025, reporting earnings of $0.90 per share on revenues of $763.7 million. These figures represent a 9.8% year-over-year increase in earnings and a 7.6% rise in sales, both exceeding Wall Street's expectations of $0.81 per share and $748.1 million, respectively.
DocuSign Q1: Lowered Billing Growth Is Just Renewal Timing Issue
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.
DocuSign (DOCU) Reports Q1 Earnings: What Key Metrics Have to Say
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) Surpasses Q1 Earnings and Revenue Estimates
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.
Docusign Set to Report Q1 Earnings: Buy, Sell or Hold the Stock?
DOCU's first-quarter fiscal 2026 growth may hinge on IAM adoption, but weak liquidity and macro risks can test investor confidence.
Countdown to DocuSign (DOCU) Q1 Earnings: Wall Street Forecasts for Key Metrics
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.
DocuSign (DOCU) Ascends But Remains Behind Market: Some Facts to Note
In the most recent trading session, DocuSign (DOCU) closed at $86.29, indicating a +1.99% shift from the previous trading day.
DocuSign: AI-Driven Agreement Upside; Initiate At Buy
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.
Docusign Inc. (DOCU) Is a Trending Stock: Facts to Know Before Betting on It
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.
Billionaire Stan Druckenmiller Shaves $660 M Off His Book And Jumps Into These Stocks
Stan Druckenmiller's Duquesne Family Office aggressively reshaped its portfolio in Q1 2025, exiting numerous stocks and slashing others.
DocuSign (DOCU) Stock Declines While Market Improves: Some Information for Investors
DocuSign (DOCU) reachead $90.27 at the closing of the latest trading day, reflecting a -0.08% change compared to its last close.
