DigitalOcean Holdings, Inc.
DigitalOcean provides an agentic inference cloud platform for AI and digital-native businesses, especially growing technology companies. Customers use its services to host websites, develop applications, integrate AI into their businesses, and build AI products. Its offerings span infrastructure-as-a-service, platform- and software-as-a-service, and AI and machine-learning services. Products include Droplet virtual machines, storage and networking, managed hosting, databases, Kubernetes, App Platform, Marketplace, GPU Droplets, Bare Metal GPUs, and the Gradient AI Platform, which provides models and tools for building and deploying AI agents and applications. DigitalOcean primarily charges based on customer usage, with some customers entering contracts that commit to minimum spending. It acquires customers through self-service, supplemented by inside and targeted outside sales, partnerships, and paid support plans. The company provides 24/7 customer support, with paid options offering faster responses and dedicated technical managers. Its infrastructure spans nine geographic regions.
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No SEC Form 4 filings for $DOCN in the last 30 days.
See all $DOCN insider activity →Stifel cut DigitalOcean's (DOCN) price target to $130 from $160, citing margin pressure, but kept a Buy rating. DOCN's stock is at $89.60, with a market cap of $10.5B. The company reported 40% YoY revenue growth, raised its 2027 growth outlook to over 60%, and announced a $1B equity program. Gross margin compressed to 51% YoY, but Stifel views this as temporary.
DigitalOcean reported 3Q 2026 revenue of $321.19M, up 39.9% YoY, but a net loss of $42.61M and EPS loss of $0.37. This compares to a net income of $158.37M and EPS of $1.51 in the same quarter last year. DNE customers contributed 69% of revenue, and AI customers' annual recurring revenue reached $376M. The company is expanding its cloud and AI platform and data-center capacity.
DigitalOcean Holdings, Inc. (DOCN) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 DigitalOcean Announces Third Quarter 2026 Financial Results Raising Q4 2026 exit revenue growth outlook to 44-45% and increasing expected 2027 revenue growth to 60%+ Q3 2026 Revenue of $321 million grew 40% year-over-year Million+ Dollar Customer ARR grew 273% year-o
Over the past 7 days, AlphAI's AI scored 14 news stories mentioning DOCN (DigitalOcean Holdings, Inc.). Coverage has skewed bullish: 10 bullish, 1 neutral, and 3 bearish.
Recent DOCN coverage spans financial news, earnings and market movers.
Analyst PT reduction highlights near-term margin risk from data center ramp, even as growth outlook is raised.
Earnings miss versus prior-year profit could pressure the stock.
Raised guidance signals stronger demand for AI‑native cloud services, likely supporting a near‑term price rally.
Analyst target cut suggests weaker outlook, likely pressuring the stock.
Upgrade may support short‑term rally.
AlphAI scores every news story that mentions DOCN with an AI model for sentiment and relevance, and aggregates insider trades from DigitalOcean Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Stifel cut DigitalOcean's (DOCN) price target to $130 from $160, citing margin pressure, but kept a Buy rating. DOCN's stock is at $89.60, with a market cap of $10.5B. The company reported 40% YoY revenue growth, raised its 2027 growth outlook to over 60%, and announced a $1B equity program. Gross margin compressed to 51% YoY, but Stifel views this as temporary.
5 min readDigitalOcean reported 3Q 2026 revenue of $321.19M, up 39.9% YoY, but a net loss of $42.61M and EPS loss of $0.37. This compares to a net income of $158.37M and EPS of $1.51 in the same quarter last year. DNE customers contributed 69% of revenue, and AI customers' annual recurring revenue reached $376M. The company is expanding its cloud and AI platform and data-center capacity.
2 min readDigitalOcean Holdings, Inc. (DOCN) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 DigitalOcean Announces Third Quarter 2026 Financial Results Raising Q4 2026 exit revenue growth outlook to 44-45% and increasing expected 2027 revenue growth to 60%+ Q3 2026 Revenue of $321 million grew 40% year-over-year Million+ Dollar Customer ARR grew 273% year-o
2 min readUBS cut DigitalOcean's (DOCN) price target to $105 from $125, citing funding concerns ahead of its Q3 2026 earnings report. The stock is up 94% YTD but fell 7% last week. UBS noted risks include financing capacity and capital expenditure for 2027 expansion. Other analysts upgraded DOCN, citing AI-driven growth and setting higher price targets.
2 min readAnalysts made notable moves this week: Bernstein upgraded Datadog (DDOG) to Outperform with a $350 target, JPMorgan upgraded Intel (INTC) to Neutral, Barclays downgraded NuScale Power (SMR) to Underweight, Piper Sandler upgraded DigitalOcean (DOCN) to Overweight, and RBC downgraded Mobileye (MBLY) to Underperform. Nokia (NOK) also received upgrades from multiple firms. The article highlights a trend of upgrades for stocks that had sold off and downgrades for weaker or rate-sensitive stocks.
2 min readDigitalOcean (DOCN) and Nebius (NBIS) reported Q2 2026 results, both focusing on AI computing power. DOCN grew revenue 28.6%, maintained positive free cash flow, and has a stronger balance sheet. NBIS saw 454.0% revenue growth but spent heavily on data centers, raising capital to cover expenses. Both stocks have dropped over 23% in a month. DOCN's CEO highlighted attractive margins and steady growth, while NBIS faces dilution risk from convertible securities.
3 min readOppenheimer upgraded Zoom (ZM) to Outperform with a $130 target, citing new services. Baird upgraded Northrop Grumman (NOC) to Outperform with a $675 target. Erste Group upgraded Intuitive Surgical (ISRG) to Buy. Piper Sandler upgraded DigitalOcean (DOCN) to Overweight with a $126 target. Raymond James upgraded Prologis (PLD) to Outperform with a $163 target. Needham downgraded Netflix (NFLX) to Hold. TD Cowen downgraded Chipotle (CMG) to Hold with a $32 target.
2 min readAnalysts made several calls on Wednesday. Morgan Stanley reiterated Netflix as overweight, lowering its price target but noting double-digit revenue growth. SpaceX was also reiterated as overweight by Morgan Stanley, with Citi adding a positive watch. UBS reiterated Apple as neutral, citing lower wait times for foldable iPhones. Piper Sandler upgraded DigitalOcean to overweight, while TD Cowen downgraded Chipotle to hold.
3 min readWall Street analysts issued updates on multiple companies. Upgrades include Intuitive Surgical (ISRG) to Buy, Northrop Grumman (NOC) to Outperform, and Zoom (ZM) to Outperform. Downgrades include Chipotle (CMG) to Hold, Cirrus Logic (CRUS) to Underweight, and Netflix (NFLX) to Hold. Initiations include Applied Digital (APLD) with a Buy rating, Costco (COST) with an Outperform rating, and Robinhood (HOOD) with a Buy rating.
2 min readAnalysts updated ratings and price targets for several companies. Barclays downgraded Cirrus Logic (CRUS) to underweight, reducing its target to $95. UBS upgraded Clean Harbors (CLH) to buy, raising its target to $375. Fortinet (FTNT) was downgraded to sell by Arete Research, which increased its target to $117. GE Aerospace (GE) was downgraded to neutral by President Capital Management, cutting its target to $330.
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