DigitalOcean Holdings, Inc.
DOCN
NYSE·Technology·Software - Infrastructure·Mkt cap $13.1B
$112.47
▲ +2.81%
P/E
49.55
Mkt Cap
$13.1B
52-Wk Range
$32.74–$187.50
52-Week Range
$32.74 - $187.50
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 237.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Developer-first platform with simplified user experience and transparent pricing
- Cost-effective alternative to AWS, Azure, and Google Cloud for SMBs and startups
- Strong brand loyalty and community engagement among developers and technical users
- Vertical integration of infrastructure and managed services reducing complexity
Bear Case
2 risks
- Above-average volatility (beta 1.6).
- Extreme premium - high expectations embedded
Growth
Moderate growth ahead
Increasing cloud adoption among startups and small-to-medium businesses globally
Value
Extreme premium - high expectations embedded
Momentum
Falling
-33.6% over 3m
Quality
Strong
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying DOCN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 4, 2026
Reported EPS of $0.45 vs $0.26 consensus (+72.9% surprise). Revenue of $281.2M vs $279.0M expected (+0.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+72.9%
Revenue trend · last 8Q
—
+13%
+14%
+14%
+16%
+18%
+22%
+29%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$198.5M
$204.9M
$210.7M
$218.7M
$229.6M
$242.4M
$257.9M
$281.2M
Margins · last 8Q
Gross
55.0%
Operating
10.4%
Profit
12.6%
Wall Street consensus
12 analysts · 83% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
83%
Hold
17%
Sell
0%
Median Price Target
—
Latest: Barclays · Aug 5, 2026
vs Industry
How DOCN stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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