LoadingLoadingLoadingNet selling: insiders sold $5.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsEach bar is 100% of that source’s money. The notch marks an even split.
Lean is the direction of the latest moves. Descriptive, not advice.
Buys/Adds (3)
Two Sigma
$280.0M
added
D.E. Shaw
$137.7M
added
Qube Research
$64.9M
bought
$DOCN fell 14.8% yesterday to $109. $CRWV fell 15.5%. $NBIS fell 10%. The market sold DigitalOcean as a neocloud. In the same week, it shipped the most complete agentic AI product stack I've seen from a cloud this size. Here's what I think the market is missing. AI agents need far more than GPUs. An agent that fixes a bug or books a meeting needs a sandbox to run in, memory, storage, databases, tools and web access. That is boring cloud plumbing. DigitalOcean already sells it to 680,000 customers. The last four weeks of press releasesBullish
No tracked top-trader positions in DOCN as of Oct 24, 08:15 UTC.
Hyperliquid positioning - not every stock is covered
Last report
Aug 4, 2026
Period ending
Jun 30, 2026
Earnings per share
$0.10 expected
Revenue
Financial statements: Alpha Vantage
Estimates as of Oct 23, 2026
EPS expected
$0.29 to $0.43
Revenue expected
15 analysts
Last 30 days
Analysts raising estimates
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 4, 2026 | $0.32 / $0.10Alpha Vantage | +$0.22 beat | $281.2M No estimate | Unavailable |
| Mar 31, 2026 | May 5, 2026 | Unavailable | - | $257.9M No estimate | Unavailable |
| Dec 31, 2025 | Feb 24, 2026 | $0.44 / $0.38Alpha Vantage | +15.61% beat | $242.4M No estimate | Unavailable |
| Sep 30, 2025 | Nov 5, 2025 | $0.38 / $0.31Alpha Vantage | +22.58% beat | $229.6M No estimate | Unavailable |
| Jun 30, 2025 | Aug 5, 2025 | $0.59 / $0.47Alpha Vantage | +25.53% beat | $218.7M No estimate | Unavailable |
| Mar 31, 2025 | May 6, 2025 | $0.56 / $0.44Alpha Vantage | +27.27% beat | $210.7M No estimate | Unavailable |
| Dec 31, 2024 | Feb 25, 2025 | $0.49 / $0.34Alpha Vantage | +43.70% beat | $204.9M No estimate | Unavailable |
| Sep 30, 2024 | Nov 4, 2024 | $0.52 / $0.40Alpha Vantage | +30.00% beat | $198.5M No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $229.6M | $242.4M | $257.9M | $281.2M |
| Cost of what it sold | $92.7M | $100.1M | $113.2M | $126.5M |
| Gross profit | $136.9M | $142.3M | $144.7M | $154.7M |
| What it spent | ||||
| Research and development | $38.1M | $44.3M | $48.8M | $57.5M |
| Sales and admin | $32.7M | $36.7M | $37.6M | $45.2M |
| Other operating costs | $21.2M | $22.5M | $21.7M | $22.6M |
| Total operating expenses | $92.0M | $103.5M | $108.1M | $125.3M |
| What was left | ||||
| Operating profit | $44.9M | $38.8M | $36.6M | $29.4M |
| Interest on debt | $5.0M | $4.9M | $10.6M | $7.5M |
| Profit before tax | $90.3M | $32.5M | $24.5M | $27.1M |
| Tax | -$68.1M | $6.9M | $8.7M | -$8.3M |
| Net profit | $158.4M | $25.7M | $15.8M | $35.4M |
| EBITDA | $130.4M | $128.6M | $80.5M | $34.6M |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is bullish
Is DigitalOcean (NYSE:DOCN) Ready For Its Next Big Cloud Rally?
BullishOct 21Piper Sandler calls DigitalOcean pullback overdone, upgrades to Overweight
BullishOct 21DigitalOcean (NYSE:DOCN) Stock Rating Raised to Strong-Buy at Zacks Research
BullishOct 21Piper Sandler upgrades DigitalOcean stock rating on AI growth outlook By Investing.com
BullishOct 21Press Release: DigitalOcean Announces Date of Third Quarter 2026 Earnings Conference Call
NeutralOct 2082% say AI recommendations are changing how customers find brands
Leans bullishOct 20Assenagon Asset Management S.A. Acquires 136,020 Shares of DigitalOcean Holdings, Inc. $DOCN
BullishOct 19JPMorgan Chase Reports 9.6% Ownership Stake in DigitalOcean Holdings
NeutralOct 1632 macro signals shaping DOCN right now
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