Added to YB: 2026-07-10
Pitch date: 2026-07-08
DOCN [neutral]
DigitalOcean Holdings, Inc.
-1.47%
current return
Author Info
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Company Info
DigitalOcean Holdings, Inc., through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.
Market Cap
$14.3B
Pitch Price
$142.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.86
P/E
61.04
EV/Sales
15.88
Sector
IT Services
Category
growth
$DOCN - This Agentic Cloud Stock Is Surging Despite AI Sell Off
DOCN (earnings): Q2'26 prelim: rev +29% YoY (vs 14% prior yr), RPO exploded past $800M (+10x YoY, +$550M in Q2). Avg contract life 1.6→3+ yrs; signed multiple 9-figure inference deals. +20MW capacity (155MW total). Beat high-end EBITDA/EPS guide. Agentic full-stack cloud thesis. Val based on $130.
Read full article (5 min)