DOCN

DigitalOcean Holdings Inc. (DOCN) | Rumor.io

DigitalOcean Holdings

DOCN

Attention (50-day avg)0.02%

Attention rank (50-day avg)#292

Bullish sentiment (50-day avg)96%

Price to earnings ratio63.8

Market capitalization16B

Earnings per share2.19

Dividend yield (TTM)—

Revenue (annual)901.4M

Net income (annual)259.3M

Social

What share of all stock conversation is about DOCN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.02% -0.01	0.02% -0.01	0.02% +0.01

Sep 23

DigitalOcean Holdings, Inc. (DOCN) saw a significant price increase due to market re-rating of their DC business, specifically the GPU/AI segment, after AI ARR jumped 200%+.
DOCN had impressive revenue growth of 70% and net income growth of >100% during a period of flat stock price.
The market's irrationality and focus on sentiment over reality led to the stock's price jump, similar to other companies like RXT and DOCN, despite no material changes in their business.

Generated by AI

Sentiment

Of the messages about DOCN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100.2% +3.74	98.56% +5.95	94.28% -2.12
Bearish	—	-0.2% -3.74	1.44% -5.95	5.72% +2.12

Bullish· Sep 23

DOCN has shown explosive growth, with a 39% increase in value since September 2nd.
The company's strong fundamentals, including 70% revenue growth and over 100% net income growth during a period of flat stock price, suggest a promising future.
DOCN's market re-rating of their DC business, particularly in the GPU/AI segment, has led to a significant jump in value, driven by the 200% increase in AI ARR.

Bearish· Jun 6

DOCN held the breakout level on closing basis, indicating a possible reversal.
DOCN stopped at the top of its consolidation after a breakout, suggesting a failed attempt to continue the trend.
DOCN's high P/E ratio makes it vulnerable to a significant price drop, potentially settling at $35-$45.

Generated by AI

Topics

Of the messages about DOCN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	91.84%	21.15%	25.07%
Technical Analysis	—	7.76%	66.51%	27.05%
Earnings	—	0%	2.55%	10.5%
Analysts	—	0%	7.42%	11.62%
Macro	—	0.41%	2.37%	25.7%
Controversies	—	0%	0%	0.06%

Earnings· Nov 5

DigitalOcean Holdings, Inc. ($DOCN) reported strong Q3 earnings, with revenue increasing 16% YoY to $230M and Adjusted EPS of $0.54, beating estimates.
The company raised its full-year revenue guidance to $896-$897M, up from $891M, and increased its Adjusted EBITDA margin guidance to 41%.
DigitalOcean's agentic cloud strategy is driving record new sales and strong profitability, attracting larger AI customers, with customers with annual run-rate of more than $1 million driving $110 million total ARR, up 72% YoY.

Analysts· Nov 6

Bank of America upgraded DigitalOcean Holdings (DOCN) to "Buy" from "Underperform" with a price target of $60, citing 20% growth in 2026 and improved visibility in demand.
BofA Securities double upgraded DOCN to "Buy" with a $60 price target, reversing a previous downgrade, and expects sustained growth driven by stronger demand trends and margin expansion.
Analysts have revised their price targets for DOCN, with BofA Securities raising its target to $60, Piper Sandler to $47, UBS to $48, Barclays to $49, and Canaccord Genuity to $60, while maintaining neutral or overweight ratings.

Announcements· Jul 7

DigitalOcean Holdings, Inc. ($DOCN) expects to report record Q2 2026 results with Revenue Performance Obligations (RPO) exceeding $800M, up more than 10X year over year.
The company's revenue growth is accelerating to ~29% in Q2 2026, driven by multiple nine-figure annual customer commitments for inference and cloud products.
DigitalOcean has secured 20 MW of additional data center capacity, bringing the total committed to 155 MW, and is seeing strong demand for its AI inference and cloud products.

Macro· Jun 6

DigitalOcean Holdings (DOCN) is positioned to capitalize on the AI trend through inference services, rather than training/compute.
Inference providers like DOCN may see increased demand as the industry moves towards more efficient and cost-effective models.
The public market may force companies to stop investing in AI model development due to margin concerns and declining share prices.

Technical Analysis· Jun 11

$DOCN is trading with inside days, making it a top watch for potential additions if the market holds up.
A key level to watch for $DOCN is $177.67, the top of this week's Value Area, where there has been rejection so far.
$DOCN is showing strong relative strength with consistent buying support and a constructive overall structure, favoring the bulls.

Generated by AI

Community

Of the messages about DOCN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	85.6%	87.61%	71.24%
Newcomers	—	14.4%	12.39%	28.76%

Regulars· Aug 4

DigitalOcean's Q2 earnings beat expectations, with revenue growing 29% YoY and EPS beating the consensus estimate by 73.08%.
The company raised its FY26 revenue outlook to approximately 30%, expecting 38.5-39.5% adjusted EBITDA margin and 11-13% adjusted free cash flow margin.
DigitalOcean's growth momentum is accelerating, with its highest spending customers driving a 30x increase in token consumption over the last 60 days, and 85% of AI customer ARR coming from inference and core cloud.

Newcomers· Sep 23

Newcomers are excited about DigitalOcean's (DOCN) 200%+ AI ARR growth and its impact on the company's stock price.
Many are comparing DOCN's growth to other companies, such as RDDT, and questioning whether DOCN's market re-rate is justified.
Others are pointing out that DOCN's growth is not necessarily a result of their business model, but rather a reaction to the broader market's sentiment and AI trend.

Generated by AI

News

DigitalOcean: Don't Let A Brutal Market Make You Miss This (NYSE:DOCN)

DigitalOcean (DOCN) is an Inflection opportunity. An Inflection opportunity is a company that has rapidly increasing free cash flows.

1d agoSeeking Alpha

DigitalOcean, UiPath, nCino, BlackLine, and Pegasystems Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after a deepening Treasury selloff and higher oil prices pushed the benchmark 10-year yield to 5.218%, reinforcing expectations of further Federal Reserve rate hikes.

1d agoYahoo Finance

DigitalOcean Holdings Q2 2026 Earnings Call: Complete Transcript - DigitalOcean Holdings (NYSE:DOCN)

DigitalOcean Holdings (NYSE:DOCN) held its second-quarter earnings conference call on Tuesday. Below is the complete transcript from the call. This transcript is brought to you by Benzinga APIs. For real-time access to

5d agobenzinga.com

DigitalOcean CEO Srinivasan sells $1.6m in shares

7d agoInvesting.com

DigitalOcean launches managed agents service in preview

7d agoInvesting.com

DigitalOcean Launches Managed Agents, Bringing Agent Execution, Tool Access, and Inference Together on One Cloud

BROOMFIELD, Colo., September 22, 2026--DigitalOcean Holdings, Inc. (NYSE: DOCN), the AI-Native Cloud, today announced the public preview of DigitalOcean Managed Agents. Managed Agents is a set of services that gives every agent its own harness runtime, governed tool access, and fast Serverless Inference in one place so that developers can easily scale agentic work without having to build and maintain infrastructure themselves. Developers can pick a harness they already use, connect tools, and ha

7d agoYahoo Finance

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DigitalOcean Holdings Inc.

Technology
Software - Infrastructure

DigitalOcean Holdings Inc. is a cloud computing company that provides infrastructure and platform services tailored primarily to developers, startups, and small to medium-sized businesses. Its core offering is an AI-native cloud platform that combines virtual servers, managed databases, storage, networking, and developer tools with specialized capabilities for AI inference and agentic workloads. Customers use DigitalOcean to build, host, and scale web and mobile applications, e-commerce sites, APIs, gaming and media services, and a wide range of SaaS and data-driven products. The platform emphasizes simplicity, transparent pricing, and an integrated experience, making it accessible for smaller teams and individual builders who need reliable infrastructure without complex enterprise tooling. DigitalOcean operates globally through multiple data centers across North America, Europe, and Asia, serving a large base of users who rely on its services to deploy and manage applications in the cloud. Founded in 2012 and headquartered in Broomfield, Colorado, DigitalOcean today plays a focused role in the cloud market as a developer-centric and SMB-oriented provider.

Website

Location

105 Edgeview Drive

Broomfield, CO, 80021

United States

Social

What share of all stock conversation is about DOCN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.02% -0.01	0.02% -0.01	0.02% +0.01

Sep 23

DigitalOcean Holdings, Inc. (DOCN) saw a significant price increase due to market re-rating of their DC business, specifically the GPU/AI segment, after AI ARR jumped 200%+.
DOCN had impressive revenue growth of 70% and net income growth of >100% during a period of flat stock price.
The market's irrationality and focus on sentiment over reality led to the stock's price jump, similar to other companies like RXT and DOCN, despite no material changes in their business.

Generated by AI

Sentiment

Of the messages about DOCN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100.2% +3.74	98.56% +5.95	94.28% -2.12
Bearish	—	-0.2% -3.74	1.44% -5.95	5.72% +2.12

Bullish· Sep 23

DOCN has shown explosive growth, with a 39% increase in value since September 2nd.
The company's strong fundamentals, including 70% revenue growth and over 100% net income growth during a period of flat stock price, suggest a promising future.
DOCN's market re-rating of their DC business, particularly in the GPU/AI segment, has led to a significant jump in value, driven by the 200% increase in AI ARR.

Bearish· Jun 6

DOCN held the breakout level on closing basis, indicating a possible reversal.
DOCN stopped at the top of its consolidation after a breakout, suggesting a failed attempt to continue the trend.
DOCN's high P/E ratio makes it vulnerable to a significant price drop, potentially settling at $35-$45.

Generated by AI

Topics

Of the messages about DOCN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	91.84%	21.15%	25.07%
Technical Analysis	—	7.76%	66.51%	27.05%
Earnings	—	0%	2.55%	10.5%
Analysts	—	0%	7.42%	11.62%
Macro	—	0.41%	2.37%	25.7%
Controversies	—	0%	0%	0.06%

Earnings· Nov 5

DigitalOcean Holdings, Inc. ($DOCN) reported strong Q3 earnings, with revenue increasing 16% YoY to $230M and Adjusted EPS of $0.54, beating estimates.
The company raised its full-year revenue guidance to $896-$897M, up from $891M, and increased its Adjusted EBITDA margin guidance to 41%.
DigitalOcean's agentic cloud strategy is driving record new sales and strong profitability, attracting larger AI customers, with customers with annual run-rate of more than $1 million driving $110 million total ARR, up 72% YoY.

Analysts· Nov 6

Bank of America upgraded DigitalOcean Holdings (DOCN) to "Buy" from "Underperform" with a price target of $60, citing 20% growth in 2026 and improved visibility in demand.
BofA Securities double upgraded DOCN to "Buy" with a $60 price target, reversing a previous downgrade, and expects sustained growth driven by stronger demand trends and margin expansion.
Analysts have revised their price targets for DOCN, with BofA Securities raising its target to $60, Piper Sandler to $47, UBS to $48, Barclays to $49, and Canaccord Genuity to $60, while maintaining neutral or overweight ratings.

Announcements· Jul 7

DigitalOcean Holdings, Inc. ($DOCN) expects to report record Q2 2026 results with Revenue Performance Obligations (RPO) exceeding $800M, up more than 10X year over year.
The company's revenue growth is accelerating to ~29% in Q2 2026, driven by multiple nine-figure annual customer commitments for inference and cloud products.
DigitalOcean has secured 20 MW of additional data center capacity, bringing the total committed to 155 MW, and is seeing strong demand for its AI inference and cloud products.

Macro· Jun 6

DigitalOcean Holdings (DOCN) is positioned to capitalize on the AI trend through inference services, rather than training/compute.
Inference providers like DOCN may see increased demand as the industry moves towards more efficient and cost-effective models.
The public market may force companies to stop investing in AI model development due to margin concerns and declining share prices.

Technical Analysis· Jun 11

$DOCN is trading with inside days, making it a top watch for potential additions if the market holds up.
A key level to watch for $DOCN is $177.67, the top of this week's Value Area, where there has been rejection so far.
$DOCN is showing strong relative strength with consistent buying support and a constructive overall structure, favoring the bulls.

Generated by AI

Community

Of the messages about DOCN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	85.6%	87.61%	71.24%
Newcomers	—	14.4%	12.39%	28.76%

Regulars· Aug 4

DigitalOcean's Q2 earnings beat expectations, with revenue growing 29% YoY and EPS beating the consensus estimate by 73.08%.
The company raised its FY26 revenue outlook to approximately 30%, expecting 38.5-39.5% adjusted EBITDA margin and 11-13% adjusted free cash flow margin.
DigitalOcean's growth momentum is accelerating, with its highest spending customers driving a 30x increase in token consumption over the last 60 days, and 85% of AI customer ARR coming from inference and core cloud.

Newcomers· Sep 23

Newcomers are excited about DigitalOcean's (DOCN) 200%+ AI ARR growth and its impact on the company's stock price.
Many are comparing DOCN's growth to other companies, such as RDDT, and questioning whether DOCN's market re-rate is justified.
Others are pointing out that DOCN's growth is not necessarily a result of their business model, but rather a reaction to the broader market's sentiment and AI trend.

Generated by AI

DigitalOcean Holdings

Social

Sep 23

Bullish· Sep 23

Bearish· Jun 6

Earnings· Nov 5

Analysts· Nov 6

Announcements· Jul 7

Macro· Jun 6

Technical Analysis· Jun 11

Regulars· Aug 4

Newcomers· Sep 23

DigitalOcean: Don't Let A Brutal Market Make You Miss This (NYSE:DOCN)

DigitalOcean, UiPath, nCino, BlackLine, and Pegasystems Stocks Trade Down, What You Need To Know

DigitalOcean Holdings Q2 2026 Earnings Call: Complete Transcript - DigitalOcean Holdings (NYSE:DOCN)

DigitalOcean CEO Srinivasan sells $1.6m in shares

DigitalOcean launches managed agents service in preview

DigitalOcean Launches Managed Agents, Bringing Agent Execution, Tool Access, and Inference Together on One Cloud

Also Discussed

DigitalOcean Holdings Inc.

Company Information

Location

DigitalOcean: Don't Let A Brutal Market Make You Miss This (NYSE:DOCN)

DigitalOcean, UiPath, nCino, BlackLine, and Pegasystems Stocks Trade Down, What You Need To Know

DigitalOcean Holdings Q2 2026 Earnings Call: Complete Transcript - DigitalOcean Holdings (NYSE:DOCN)

DigitalOcean CEO Srinivasan sells $1.6m in shares

DigitalOcean launches managed agents service in preview

DigitalOcean Launches Managed Agents, Bringing Agent Execution, Tool Access, and Inference Together on One Cloud

Also Discussed

Social

Sep 23

Bullish· Sep 23

Bearish· Jun 6

Earnings· Nov 5

Analysts· Nov 6

Announcements· Jul 7

Macro· Jun 6

Technical Analysis· Jun 11

Regulars· Aug 4

Newcomers· Sep 23