DigitalOcean Holdings, Inc.(DOCN)Earnings, Financials & Key RatiosDigitalOcean Holdings, Inc. (DOCN) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while top-line growth has accelerated to 22.4%, the significant gross margin compression to 56.1% and erratic free cash flow generation suggest that the company's transition to AI-optimized infrastructure remains a high-risk, capital-intensive endeavor.
DigitalOcean Holdings, Inc. (DOCN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
DigitalOcean Holdings, Inc. (DOCN) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.44vs $0.27+65.5% | $258Mvs $250M+3.3% |
| Q1 2026 | Feb 24, 2026 | $0.44vs $0.38+15.8% | $242Mvs $238M+2.0% |
| Q4 2025 | Nov 5, 2025 | $0.33vs $0.31+6.5% | $230Mvs $238M-3.4% |
| Q3 2025 | Aug 5, 2025 | $0.59vs $0.47+25.5% | $219Mvs $226M-3.4% |
Recent stock market news and headlines for DigitalOcean Holdings, Inc. (DOCN)
DigitalOcean's AI-focused cloud computing offerings are in healthy demand from customers. The company is now anticipating much stronger growth in 2026 and 2027.
DigitalOcean is positioned for a major inflection, targeting at least 50% revenue growth in 2027, driven by AI-focused cloud offerings. DOCN's platform upgrades and open ecosystem uniquely attract AI startups seeking scalable, cost-effective infrastructure solutions. Management's track record of conservative guidance and consistent outperformance enhances confidence in DOCN's ambitious free cash flow targets.
Key metrics vs top competitors for DigitalOcean Holdings, Inc. (DOCN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $137.12 | $14.31B | 54.41 | 15.48% | 28.76% | — | — | |
| $18.59 | $2.91B | -22.40 | 14.78% | -15.79% | -10.89% | — | |
| $268.77 | $95B | -926.78 | 29.85% | -3.72% | -6.23% | — | |
| $114.37 | $16.63B | 37.25 | 5.44% | 10.2% | 9.12% | — | |
| $67.56 | $2.16B | -157.12 | 0.71% | 1.96% | 4.04% | — | |
| $245.98 | $2.65T | 34.31 | 12.38% | 12.22% | 23.34% | — |
DigitalOcean Holdings, Inc. (DOCN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DigitalOcean Holdings, Inc. (DOCN) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 5, 2026·SEC
Mar 26, 2026·SEC
Feb 24, 2026·SEC
Get notified when DOCN posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
DigitalOcean Holdings, Inc. (DOCN) stock FAQ — growth, dividends, profitability & financials explained
DigitalOcean Holdings, Inc. (DOCN) reported $948.6M in revenue for fiscal year 2025. This represents a 367% increase from $203.1M in 2018.
DigitalOcean Holdings, Inc. (DOCN) grew revenue by 15.5% over the past year. This is strong growth.
Yes, DigitalOcean Holdings, Inc. (DOCN) is profitable, generating $254.3M in net income for fiscal year 2025 (28.8% net margin).
DigitalOcean Holdings, Inc. (DOCN) generated $37.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
