Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$14.5B
104M shares
52-week range
$25.56 – $187.50
75% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $203.1M | $254.8M | $318.4M | $428.6M | $576.3M | $692.9M | $780.6M | $901.4M |
| Cost of revenue | $97.0M | $122.3M | $145.5M | $170.6M | $211.9M | $284.0M | $314.7M | $361.8M |
| Gross profit | $106.1M | $132.6M | $172.8M | $258.0M | $364.4M | $408.9M | $465.9M | $539.6M |
| Gross margin | 52.2% | 52.0% | 54.3% | 60.2% | 63.2% | 59.0% | 59.7% | 59.9% |
| R&D | $44.9M | $60.0M | $75.0M | $115.7M | $143.9M | $140.4M | $142.5M | $161.6M |
| Operating income | −$27.3M | −$29.9M | −$15.8M | −$11.2M | −$25.7M | $11.9M | $91.0M | $157.0M |
| EBITDA | $23.9M | $32.8M | $46.5M | $73.9M | $86.7M | $153.6M | $236.9M | $362.1M |
| Net income | −$36.0M | −$40.4M | −$43.6M | −$19.5M | −$27.8M | $19.4M | $84.5M | $259.3M |
| Net margin | -17.7% | -15.9% | -13.7% | -4.6% | -4.8% | 2.8% | 10.8% | 28.8% |
| EPS (diluted) | -0.41 | -0.38 | -0.41 | -0.18 | -0.24 | 0.20 | 0.89 | 2.52 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.1B | $1.20 | $1.08–$1.50 | 9 |
| 2027 | $1.7B | $1.70 | $1.29–$2.32 | 8 |
| 2028 | $2.4B | $3.09 | $3.05–$3.19 | 1 |
| 2029 | $2.7B | $4.31 | $4.25–$4.45 | 1 |
Forward consensus · source: Financial Modeling Prep
DigitalOcean Holdings Inc is a cloud computing platform offering on-demand infrastructure and platform tools for developers, start-ups, and small and medium-sized businesses. The customers use the platform for a wide range of cases, such as web and mobile applications, website hosting, e-commerce, media and gaming, personal web projects, and managed services, among many others. Geographically, the company generates maximum revenue from North America and also has a presence in Europe, Asia, and the Rest of the world.
www.digitalocean.comNo one on the platform currently holds DOCN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 167,000 | $5.7M |
| Bridgewater Associatesas of 2025-12-31 | 25,772 | $1.2M |
No one on the platform has traded DOCN yet.
| $3.8B |
| — |
| PLXSPlexus Corp. | $286.68 | -0.26% | $7.7B | — |
| QLYSQualys, Inc. | $127.89 | +3.75% | $4.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$APLD $CIFR $DOCN Can I ask your data source? As the APLD numbers look off…..I’ll leave the current investor brief projection here. https://ir.applieddigital.com/_assets/_6e2094badae50e7c351c4f1c9445f1a9/appliedblockchaininc/db/2905/27269/pdf/APLD_InvestorPresentation_Final+.pdf
View on StockTwits ↗Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer • $DOCN ~$3.1B revenue w/ 63% EBITDA margins • $CIFR ~$1.5B revenue w/ 31% EBITDA margins • $APLD ~$521M revenue w/ 48% EBITDA margins The next phase of AI competition isn't just about models—it's about compute capacity. DOCN, CIFR, and APLD are all positioning themselves as beneficiaries of the AI overflow layer. DOCN offers attractive margin potential through its cloud infrastructure platform. CIFR is transforming from a Bitcoin miner into an AI data center operator, while APLD is building its AI story around high-density data centers and GPU hosting. If these 2030 revenue and EBITDA estimates are achieved, the market may still be underestimating the long-term value of AI infrastructure. Ultimately, the winners will be determined by power access, customer demand, and execution on capacity expansion. Which story do you prefer: DOCN's cloud platform or the AI infrastructure plays in CIFR and APLD?
View on StockTwits ↗2030 revenue projections — AI compute overflow layer watchlist: $CRWV ~$66.9B revenue w/ 68% EBITDA margins $NBIS ~$39.7B revenue w/ 90% EBITDA margins $IREN ~$10.9B revenue w/ 74% EBITDA margins $WULF ~$4.3B revenue w/ 70% EBITDA margins $DOCN ~$3.1B revenue w/ 63% EBITDA margins This is the “overflow compute” stack - where demand exceeds core hyperscalers and secondary infrastructure gets priced as critical capacity. In AI cycles, the second-order beneficiaries often carry the highest operating leverage when utilization tightens.
View on StockTwits ↗$DELL $ARM $BE $DOCN $NBIS all of these could be cut in half in 2 months
View on StockTwits ↗HERE ARE THE TOP 15 PERFORMERS OF 2026 11. $DELL +213% 12. $ARM +206% 13. $BE +191% 14. $DOCN +190% 15. $NBIS +187% Hardware giant DELL prints a massive +213% return, driven by explosive AI server backlogs that validate enterprise-level monetization. Concurrently, mobile and edge architecture sovereign ARM leverages its high-margin licensing model to capture stellar right-side PEG expansion. Clean energy play BE (Bloom Energy) capitalizes on the massive megawatt grid squeeze via behind-the-meter data center fuel cells. Flanked by deep NVIDIA-allied GPU cloud pioneer NBIS (Nebius) and developer cloud DOCN, this cohort secures the vital physical infrastructure bottlenecks. The computing supercycle is strictly governed by grid limits and hard order execution. Within this elite 2026 innovative vanguard, where are you deploying size today? Are you hunting for left-side limit positions on these localized tech pullbacks, or sitting on cash? Drop your execution playbook below!
View on StockTwits ↗Many traders are saying on random stocks "yeah but there was an Index rebalancing" In my opinion so what?? The only question I have is did $$ flow INTO the stock or did it flow OUT of the stock?? Using the chart of $DOCN as an example I would say $$ flowed OUT! That's all I need to know
View on StockTwits ↗TOP 15 PERFORMERS OF 2026 - final batch: $DELL - +213% (AI server demand + enterprise infrastructure expansion) $ARM - +206% (AI compute architecture + licensing leverage cycle) $BE - +191% (energy transition + distributed power demand growth) $DOCN - +190% (cloud infrastructure re-rating + SMB cloud adoption) $NBIS - +187% (AI-native cloud platform scaling phase) Full list spans the core AI stack: semis → servers → cloud → energy → infrastructure. Key idea: these kinds of returns don’t come from one sector - they come from entire supply chains moving at once.
View on StockTwits ↗$DOCN all these AI, Tech plays have run so hard.. today is the halfway point for the trading year, large institutions need to rebalance, nothing else. This is a healthy pullback. My cost base is 42. I sold half my position at 175ieh last Friday. The rest is gravy, long and strong.
View on StockTwits ↗$DOCN hetzer, netcup, kamatera, contabo are all better than DO and they are not overstretched building gpu datacenters or have debt obligations to build then like DO had. I used to be a shareholder in the 150s a while back, warned people that they will be bag holding if they don't get out, told you. Its a repeat of 2022 but worse. Cloudways was there best buy it had all the digitalocean DNA. Acquisitions since are bagage ai crap that you can run on their cheapest droplet so makes no sense this whole ai native cloud crap.
View on StockTwits ↗$DOCN they made a big mistake going AI native cloud. They abandoned droplets and small developers for token burners, who won't be around much longer or who will move locally to small cheap locally available open source models such as DeepSeek v4flash. Enterprise computers with ai models built in are coming also. What's the benefit of digitalocean now? Nobody needs them to choose the cheapest available model to use for certain tasks when it's obvious that Chinese models are the cheapest.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 17.2× sales vs its 4.6× historical median P/S.
Fair value ≈ $39.28 · price $147.47 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.