DOCN · DigitalOcean Holdings, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. DigitalOcean reported 29% Q2 revenue growth to $281 million and raised its full-year 2026 revenue outlook to ~30% (with Q4 exit growth of 35%+), driven by accelerating AI customer ARR (+212% to $234M), $1M+ customer ARR (+214%), and record $93M of incremental ARR, while inference services grew nearly 800% year-over-year and the company strengthened its balance sheet by retiring $472M of convertible notes.
- + Record $93M of incremental ARR added in Q2, nearly triple the prior-year quarter
- − GAAP operating income fell 18% YoY to $29M, with operating margin compressing to 10% from 16%
- − Adjusted free cash flow margin compressed to 22% in Q2 from 26% a year ago, even as the full-year guide was raised to 11-13%
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DOCN
this stock
DigitalOcean Holdings, Inc.
|
$16.60B | +177.2% | +15.5% | 64.8 | 7.4% |
|
MSFT
Microsoft Corp
|
$3.83T | +6.1% | +6.9% | 28.8 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$455.79B | +5.2% | +56.2% | 162.1 | 2.5% |
|
ORCL
Oracle Corp
|
$414.55B | -29.6% | +17.3% | 21.5 | 1.7% |
|
PANW
Palo Alto Networks Inc
|
$306.54B | +115.7% | +29.0% | — | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DOCN | -5.5% | +22.5% | +53.0% | +20.5% | +177.2% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -4.9% | +22.4% | +40.9% | +21.1% | +165.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.