DigitalOcean Holdings, Inc. (DOCN)

Arrowstreet Capital Limited Partnership cut its stake in shares of DigitalOcean Holdings, Inc. (NYSE: DOCN) by 33.2% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 728,468 shares of the company's stock after selling 362,378 shares during the period. Arrowstreet Capital Limited Partnership owned

DigitalOcean is upgraded to buy with a $56.4 price target, reflecting a successful pivot to AI-native, large-spending enterprise customers. DOCN's revenue growth is accelerating, with ARR up 16% to $919M and management projecting $1.06B in sales next year. Gross margins remain stable at 59-60%, while adj. EBITDA margins are projected to stay in the 39-40% range amid new product launches.

DigitalOcean Holdings, Inc. (DOCN) Presents at UBS Global Technology and AI Conference 2025 Transcript

Cetera Investment Advisers decreased its holdings in DigitalOcean Holdings, Inc. (NYSE: DOCN) by 4.4% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 53,385 shares of the company's stock after selling 2,462 shares during the quarter. Cetera Investment

BROOMFIELD, Colo.--(BUSINESS WIRE)--DigitalOcean Holdings, Inc. (NYSE: DOCN), the comprehensive agentic cloud, today announced that Chief Executive Officer Paddy Srinivasan and Chief Financial Officer Matt Steinfort will participate in a fireside chat at the UBS Global Technology and AI Conference 2025 on Monday, December 1, 2025 at 2:15 p.m. (MT) / 4:15 p.m. (ET). A live webcast and replay will be available on DigitalOcean's investor relations website at investors.digitalocean.com. About Digit.

Ensign Peak Advisors Inc trimmed its position in DigitalOcean Holdings, Inc. (NYSE: DOCN) by 13.2% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 21,320 shares of the company's stock after selling 3,250 shares during the period. Ensign Peak Advisors Inc's holdings in DigitalOcean

Paddy Srinivasan, CEO of DigitalOcean (DOCN), talks about how his company's recent earnings and the role cloud plays in business growth. He labels an addition of $1 million-plus customers and A.I.

DigitalOcean's latest results make it clear that the company's focus on providing affordable AI compute and software development is paying off. The company's growth rate is improving thanks to higher spending by existing customers and the addition of new customers.

DigitalOcean provides cloud computing services to small and mid-sized businesses, and it's aggressively entering the AI space. The company's AI revenue has more than doubled for five consecutive quarters, fueled by a rapid increase in high-spending customers.

The AI trade, as it relates to the DOCN stock price, is not only strong but also gaining momentum, signaling a shift in the tide for this mid-cap market. With shares near long-term lows in Q4, the upside potential is tremendous.

DigitalOcean beat expectations in the third quarter as artificial intelligence (AI) revenue boomed. The company is winning with larger customers as its AI platform matures.

DigitalOcean Holdings, Inc. ( DOCN ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants Melanie Strate Padmanabhan Srinivasan - CEO & Director Matt Steinfort - Chief Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Radi Sultan - UBS Investment Bank, Research Division Josh Baer - Morgan Stanley, Research Division William Kingsley Crane - Canaccord Genuity Corp., Research Division James Fish - Piper Sandler & Co., Research Division Matthew Calitri - Needham & Company, LLC, Research Division Mark Zhang - Citigroup Inc., Research Division Wamsi Mohan - BofA Securities, Research Division Robert Galvin - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Thank you for standing by. My name is Rebecca, and I will be your conference operator today.

While the top- and bottom-line numbers for DigitalOcean (DOCN) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

DigitalOcean (NYSE: DOCN) reported Q3 2025 earnings on Oct.

DigitalOcean Holdings, Inc. (DOCN) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.52 per share a year ago.

BROOMFIELD, Colo.--(BUSINESS WIRE)--DigitalOcean Holdings, Inc. (NYSE: DOCN), the comprehensive agentic cloud, today announced results for its third quarter ended September 30, 2025. “DigitalOcean's unified agentic cloud is driving accelerated momentum in Q3. Revenue increased 16% year over year and we delivered the strongest incremental organic ARR in our history,” said Paddy Srinivasan, CEO of DigitalOcean. “Our unified agentic cloud platform is emerging as a preferred destination for AI and.