DigitalOcean
Cloud infrastructure, managed services, and AI tooling for developers and growing technology businesses.
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Profile
Provides consumption-priced cloud infrastructure, managed hosting, databases, Kubernetes, application deployment, and AI services for developers and growing technology businesses worldwide. A self-service model and curated product set emphasize simpler deployment and predictable billing while spanning conventional applications and production AI workloads.
Provides a self-service cloud for AI-native and digital-native businesses, spanning Droplet virtual machines; Spaces object storage and networking; Cloudways managed hosting; managed databases and Kubernetes; App Platform; and Gradient AI services for GPUs, model access, and agents. The newer AI-Native Cloud integrates CPU and GPU infrastructure, core cloud, inference, data, and managed-agent orchestration. Infrastructure spans global regions, and most revenue comes from outside the United States.
Combines a curated product catalog, predictable consumption pricing, rapid deployment, technical documentation, and round-the-clock support to reduce cloud complexity. Acquisitions of Cloudways, Paperspace, and Katanemo Labs expanded managed hosting, AI infrastructure, and agentic tooling. Revenue is reported as one segment and depends on customer usage; operations rely on leased data-center capacity, hardware and network providers, and compliance with evolving privacy, data-transfer, AI, and export-control rules.
Company facts
Categories
Key statistics
Year to date +127% · Average volume (30d) 3.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Truist Financial | Target | $175 | |||
| Aug 5, 2026 | UBS | Reiterate | Neutral | $155 | $140 | |
| Aug 5, 2026 | Barclays | Reiterate | Overweight | $160 | $161 | |
| Jul 22, 2026 | Stifel | Upgrade | Hold | Buy | ||
| Jul 21, 2026 | Stifel Nicolaus | Target | $57 | $160 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.26 | $0.45 | +72.9% | $279.0M | $281.2M | +0.8% | +1.35% |
| May 5, 2026Q1 FY26 | $0.27 | $0.44 | +63.0% | $249.8M | $257.9M | +3.3% | +5.38% |
| Feb 24, 2026Q4 FY25 | $0.38 | $0.44 | +15.8% | $237.7M | $242.4M | +2.0% | −5.53% |
| Nov 5, 2025Q3 FY25 | $0.31 | $0.33 | +6.5% | $237.7M | $229.6M | −3.4% | +2.77% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $210.7M | $218.7M | $229.6M | $242.4M | $257.9M | $281.2M | |
| Gross profit | $129.4M | $130.9M | $136.9M | $142.3M | $144.7M | $154.7M | |
| Operating income | $37.6M | $35.6M | $44.9M | $38.8M | $36.6M | $29.4M | |
| Net income | $38.2M | $37.0M | $158.4M | $25.7M | $15.8M | $35.4M | |
| Diluted EPS | $0.37 | $0.39 | $1.51 | $0.25 | $0.15 | $0.29 | |
| Gross margin | 61.4% | 59.9% | 59.6% | 58.7% | 56.1% | 55.0% | |
| Operating margin | 17.9% | 16.3% | 19.6% | 16.0% | 14.2% | 10.4% |
Fiscal years (4-quarter sums)FY21 $428.6M · FY22 $576.3M · FY23 $692.9M · FY24 $780.6M · FY25 $901.4M
Balance sheet, Jun 30, 2026Cash & short-term investments $767.0M · Total debt $1.50B · Total assets $3.12B · Shareholders' equity $930.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 116.91M · Float 93.42M · 79.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Access Industries Management, LLC | 18.65M | 15.86% | 13D | Aug 6, 2026 |
| JPMorgan Chase & Co | 13.85M | 11.85% | 13F | Aug 12, 2026 |
| BlackRock, Inc. | 8.79M | 7.52% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.55M | 3.89% | 13F | Aug 13, 2026 |
| Hood River Capital Management LLC | 4.20M | 3.59% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Padmanabhan T. Srinivasan | director, officer: Chief Executive Officer | −5,697 | $129.11 |
| Aug 13, 2026 | Cherie Barrett | officer: SVP, Chief Accounting Officer | −4,456 | $132.37 |
| Aug 7, 2026 | Warren J. Adelman | director | −4,200 | $124.01 |
| Jun 2, 2026 | Matt Steinfort | officer: Chief Financial Officer | −10,000 | $170.07 |
| May 19, 2026 | Warren Jenson | director | −20,000 | $147.62 |
Peers
- Amazon
Hyperscaler #1; Lightsail targets SMB/developer VPS; Bedrock/SageMaker in AI.
- Microsoft
Hyperscaler #2; Azure startup programs and managed services rival DO SMB pitch.
- Alphabet Class A
Hyperscaler #3; GKE leads in Kubernetes; Vertex AI competes with GenAI Platform.
- Akamai Technologies
Acquired Linode to enter developer IaaS; edge network paired with SMB compute.
- CoreWeave
NVIDIA-dedicated GPU neocloud; explicit 10-K AI/ML competitor; enterprise AI.
- Cloudflare
Edge-native developer platform; serverless, storage, and AI inference overlap.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| DigitalOcean | $111.21 | −0.05% | $13.00B | 50.5 | 82.2 | 12.9 | +28.6% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Akamai Technologies | $107.02 | −0.39% | $15.62B | 38.7 | 15.6 | 3.6 | +5.4% |
| CoreWeave | $84.03 | −0.27% | $45.95B | — | — | 6.1 | +112.3% |
| Cloudflare | $301.61 | +0.66% | $106.39B | — | 203.4 | 42.3 | +35.9% |
| Median | 25.0 | 26.2 | 7.7 | +21.9% |