US · Technology · Software - Infrastructure
EPS came in at 0.32 against a street estimate of 0.10 — a beat of 220.0%.
Analysts rate DigitalOcean Holdings Inc a buy (14 buy, 3 hold, 0 sell out of 17) with an average price target of $175.20.
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 |
|---|---|
| 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 |
| Quarterly report · Q1 2026 DIGITALOCEAN HOLDINGS, INC. — Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Revenue Q1 2026: $257.9 million (up 22.4% vs. Q1 2025: $210.7 million) • | 2026-05-05 |
| Proxy statement · Q2 2026 DIGITALOCEAN HOLDINGS, INC. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect two Class II directors—Warren Adelman and Pueo | 2026-04-24 |
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 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.