DigitalOcean Holdings (0SU) AI Stock Analysis
DigitalOcean Holdings
(XETRA:0SU)
No summary available
DigitalOcean Holdings (0SU) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 10.54B
- Dividend Yield
- ―
- Average Volume (3M)
- 184
- Price to Earnings (P/E)
- 35.6
- Beta (1Y)
- 0.36
- Revenue Growth
- 13.20%
- EPS Growth
- 71.06%
- Country
- Germany
- Employees
- 1,462
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Software - Infrastructure
DigitalOcean Holdings Business Overview & Revenue Model
Company Description
DigitalOcean Holdings, Inc., through its various operating entities, provides a global cloud computing environment with reach across North America, Europe, Asia, and beyond. This adaptable platform delivers on-demand infrastructure and essential deve...
DigitalOcean Holdings Earnings Call Summary
The call presented a strong set of operational and financial positives: accelerating revenue growth, record incremental ARR, very rapid adoption of the inference engine and AI workloads, robust margins, a significantly larger RPO, and balance sheet improvements. The primary negatives are capacity and timing constraints tied to data center buildouts and industry supply chain realities, RPO lumpiness, and potential effects of recent GPU price increases. On balance, the positive developments (strong growth, profitability, AI traction, and financial flexibility) substantially outweigh the challenges, though execution of capacity plans will be critical to sustain the momentum into 2027.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
DigitalOcean raised its 2026 outlook, guiding Q3 revenue of $304–$307 million (32–34% YoY) with adjusted EBITDA margins of 38–39% and non‑GAAP diluted EPS of $0.28–$0.30 on ~126.5 million diluted shares; for full‑year 2026 it now expects $1.17–$1.18 billion of revenue (~30.5% YoY) with a Q4 exit growth rate of ≥35%, ~39% adjusted EBITDA margin, non‑GAAP diluted EPS of $1.35–$1.40 and adjusted free cash flow margin of 11–13%; management also reiterated confidence in 50%+ revenue growth for 2027 and highlighted a strengthened balance sheet after equitizing ~$472 million of convertible notes (pro‑forma net leverage ~0.7x).
DigitalOcean Holdings Risk Analysis
DigitalOcean Holdings disclosed 58 risk factors in its most recent earnings report. DigitalOcean Holdings reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksDigitalOcean Holdings Peers Comparison
Overall Rating
NET74Outperform
AKAM61Neutral
BLZE50Neutral
CRWV47Neutral
RXT44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| NET | 74Outperform | $99.95B | -481.39 | -13.86% | ― | 33.53% | -72.17% |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| AKAM | 61Neutral | $13.33B | 32.65 | 8.49% | ― | 5.87% | -0.31% |
| BLZE | 50Neutral | $469.82M | -22.32 | -24.09% | ― | 13.85% | 61.09% |
| CRWV | 47Neutral | $30.26B | -15.03 | -45.37% | ― | 115.26% | -47.09% |
| RXT | 44Neutral | $667.77M | -4.05 | 12.97% | ― | 0.34% | 60.08% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:0SU | Digitalocean Holdings, Inc. | 78.82 | 43.56 | 123.54% | |
| AKAM | Akamai Technologies | 92.72 | 20.75 | 28.83% | |
| NET | Cloudflare Inc | 280.70 | 47.79 | 20.52% | |
| RXT | Rackspace Technology, Inc. | 2.62 | 1.12 | 74.67% | |
| BLZE | Backblaze, Inc. | 7.59 | -2.07 | -21.43% | |
| CRWV | Coreweave, Inc. | 54.87 | -60.88 | -52.60% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.