US · Technology · Software - Infrastructure
EPS came in at 0.23 against a street estimate of 0.11 — a beat of 109.1%.
Analysts rate DigitalOcean Holdings Inc a strong buy (15 buy, 2 hold, 0 sell out of 17) with an average price target of $168.13.
CONFIDENT DigitalOcean beat Q2 guidance on 29% YoY revenue growth, raised FY26 outlook to ~30% with 35%+ Q4 exit rate, and signaled 50%+ growth in 2027. AI inference services surged 800% YoY; flywheel emerging as customers attach core cloud products. Q2 2026 No geographic breakdown provided in call; 20 global data centers mentioned but no regional revenue split disclosed. Analysts probed scaling to enterprise buyers (talent, sales motion), open-weight model mix and production use (confirmed production, no attach gap), and 2027 upside (executives confirmed momentum but deferred formal guidance pending data center timing). Management emphasized product-led growth, ecosystem partnerships, and full-stack differentiation over sales scaling. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| JPMorgan Chase & Co | 11.78% |
| BlackRock Inc | 7.48% |
| Vanguard Portfolio Management, LLC | 3.87% |
| Hood River Capital Management LLC | 3.57% |
| Vanguard Capital Management, LLC | 3.18% |
| Fuller & Thaler Asset Management Inc | 2.24% |
| State Street Corp | 2.13% |
| Two Sigma Investments LLC | 1.60% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $321,192,000, up from $229,634,000 in the third quarter of 2025. • Nine-month 2026 revenue was $86 | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $321 million, up 40% year-over-year. • Annual Run-Rate Revenue (ARR) reached $1,285 million, up 40%. • Recor | 2026-11-03 |
| Material agreement · Q3 2026 DIGITALOCEAN HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Equipment Finance Facility: $725 million in committed financing for data center eq | 2026-09-10 |
| Quarterly report · Q2 2026 DIGITALOCEAN HOLDINGS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6 months ended June 30, 2026): $539,089k, up from $429,403k in prior | 2026-08-04 |
| Results announced · Q3 2026 DIGITALOCEAN Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $281 million, up 29% year-over-year • Annual Run-Rate Revenue (ARR): $1,12 | 2026-08-04 |
| Company announcement · Q3 2026 DIGITALOCEAN HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company completed repurchase of $471,828,000 principal amount of 0.00% Convertible | 2026-07-24 |
| Company announcement · Q3 2026 DIGITALOCEAN HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 23, 2026 • Company: DigitalOcean Holdings, Inc. (Ticker: DOCN, N | 2026-07-23 |
| Results announced · Q3 2026 DIGITALOCEAN HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • This is a preliminary, unaudited financial results announcement for Q2 2026 (quart | 2026-07-07 |
Readable in the app.
| Announcement | Date |
|---|---|
| Equipment financing facility secured for data center capacity expansion DigitalOcean secured $725 million in equipment financing from MUFG, with an option to increase to $1.025 billion. The facility funds data center equipment purchases through September 2027, w | 2026-09-10 |
| Equity offering to fund infrastructure capacity expansion for cloud/AI platform DigitalOcean completed a secondary stock offering on March 24-25, 2026, selling 10.4 million shares at $74.40 per share, with underwriters exercising their full option for an additional 1.6 | 2026-03-26 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for DigitalOcean Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.