DOCN Earnings
Wednesday, May 06 2026
EPS Estimate
$0.26
$0.24 – $0.37
Revenue Estimate
$250M
Current Price
$89.57
Our Position
bullishDigitalOcean Swings on Profit-Taking, Guides Double-Digit Growth
structured data
est. revisions rising
(+42.2pp / 30d)
The profit-taking suggests DOCN has already priced in near-term upside and may face headwinds from valuation exhaustion after its February surge. However, net income growth (tripled YoY) and Q4 momentum (40.4% net profit growth) show underlying strength — the pullback is likely a reset rather than a fundamental deterioration.
Watch: Monitor Q1 2026 execution against guidance and whether management can sustain the margin expansion (net income grew 3x while revenue grew 1.5x). Any beat or raised guidance could reignite momentum; a miss would confirm the selloff as justified.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
34.0
Est. Revisions (30d)
-0.3% 1up/2dn
Analyst Target (mean)
$84 $57–$107 -6%
Options P/C Ratio
0.50
Est. Dispersion
51% 14 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Soros, D.E. Shaw, Bridgewater
Recent Activity
insider trades
76 transactions
Award
·
SCHNEIDER HILARY A. (Director)
·281 shares
·$24,104
Award
·
KEFFER PUEO (Director)
·234 shares
·$20,073
Award
·
STEINFORT MATTHEW WILLIAM (Chief Financial Officer)
·52,356 shares
Award
·
SRINIVASAN PADMANABHAN T (Chief Executive Officer)
·130,891 shares
Award
·
BARRETT CHERIE (Officer)
·9,349 shares
71 more
Award
·
VINAY KUMAR S.
·32,722 shr
Sell
·
STEINFORT MATTHEW WILLIAM
·20,000 shr
·$1,108,000
Sell
·
BARRETT CHERIE
·22,000 shr
·$1,204,940
Award
·
STEINFORT MATTHEW WILLIAM
·67,223 shr
Award
·
BARRETT CHERIE
·5,704 shr
Award
·
VINAY KUMAR S.
·280,214 shr
Award
·
SCHNEIDER HILARY A.
·434 shr
·$18,731
Award
·
ADELMAN WARREN J
·550 shr
·$23,738
Award
·
KEFFER PUEO
·362 shr
·$15,624
Award
·
JENSON WARREN C
·448 shr
·$19,336
Award
·
ADELMAN WARREN J
·658 shr
·$23,741
Award
·
KEFFER PUEO
·433 shr
·$15,623
Award
·
JENSON WARREN C
·537 shr
·$19,375
Award
·
SCHNEIDER HILARY A.
·519 shr
·$18,726
Sell
·
SAHA BRATIN
·13,010 shr
·$414,629
Award
·
ADELMAN WARREN J
·849 shr
·$23,747
Award
·
KEFFER PUEO
·558 shr
·$15,607
Award
·
JENSON WARREN C
·692 shr
·$19,355
Award
·
SCHNEIDER HILARY A.
·601 shr
·$16,810
Sell
·
SAHA BRATIN
·3,461 shr
·$96,112
Sell
·
BUTTE AMY
·5,417 shr
·$157,418
Award
·
ADELMAN WARREN J
·6,968 shr
Award
·
KEFFER PUEO
·6,968 shr
Award
·
ARORA PRATIMA
·6,968 shr
Award
·
MERRITT CHRISTOPHER
·335 shr
Award
·
JENSON WARREN C
·6,968 shr
Award
·
SCHNEIDER HILARY A.
·6,968 shr
Sell
·
SAHA BRATIN
·41,541 shr
·$1,225,044
Sell
·
SAHA BRATIN
·3,461 shr
·$104,522
Sell
·
SAHA BRATIN
·3,461 shr
·$92,962
Award
·
SCHNEIDER HILARY A.
·449 shr
·$16,222
Award
·
ADELMAN WARREN J
·657 shr
·$23,737
Award
·
KEFFER PUEO
·432 shr
·$15,608
Award
·
MERRITT CHRISTOPHER
·345 shr
·$12,465
Award
·
JENSON WARREN C
·493 shr
·$17,812
Award
·
D ANGELO LAWRENCE M
·22,141 shr
Award
·
STEINFORT MATTHEW WILLIAM
·40,671 shr
Award
·
BARRETT CHERIE
·11,904 shr
Award
·
SAHA BRATIN
·42,704 shr
Sell
·
SAHA BRATIN
·3,948 shr
·$144,615
Sell
·
STEINFORT MATTHEW WILLIAM
·12,497 shr
·$499,880
Award
·
STEINFORT MATTHEW WILLIAM
·80,079 shr
Sell
·
SAHA BRATIN
·4,516 shr
·$208,097
Sell
·
D ANGELO LAWRENCE M
·10,551 shr
·$474,795
Sell
·
SAHA BRATIN
·4,289 shr
·$157,835
Award
·
ADELMAN WARREN J
·550 shr
·$19,476
Award
·
KEFFER PUEO
·328 shr
·$11,614
Award
·
MERRITT CHRISTOPHER
·247 shr
·$8,746
Award
·
JENSON WARREN C
·370 shr
·$13,102
Award
·
SCHNEIDER HILARY A.
·353 shr
·$12,500
Sell
·
SAHA BRATIN
·3,468 shr
·$132,408
Sell
·
STEINFORT MATTHEW WILLIAM
·12,498 shr
·$499,920
Sell
·
SAHA BRATIN
·20,457 shr
·$750,823
Award
·
ADELMAN WARREN J
·189 shr
·$7,813
Award
·
KEFFER PUEO
·295 shr
·$12,195
Award
·
MERRITT CHRISTOPHER
·211 shr
·$8,723
Award
·
JENSON WARREN C
·317 shr
·$13,105
Award
·
SCHNEIDER HILARY A.
·338 shr
·$13,973
Award
·
D ANGELO LAWRENCE M
·150,933 shr
Award
·
SAHA BRATIN
·421,996 shr
Award
·
KEFFER PUEO
·12,156 shr
·$12,603
Award
·
MERRITT CHRISTOPHER
·257 shr
·$8,730
Award
·
JENSON WARREN C
·386 shr
·$13,112
Award
·
SCHNEIDER HILARY A.
·441 shr
·$14,981
Sell
·
BUTTE AMY
·5,220 shr
·$195,541
Award
·
BUTTE AMY
·5,417 shr
Award
·
KEFFER PUEO
·5,417 shr
Award
·
ARORA PRATIMA
·5,417 shr
Award
·
MERRITT CHRISTOPHER
·5,417 shr
Award
·
JENSON WARREN C
·5,417 shr
Award
·
SCHNEIDER HILARY A.
·5,417 shr
analyst ratings
1 rating
Barclays
→Overweight
12h ago
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