Docusign
Extends electronic signatures across contract preparation, execution, management, and AI-assisted analysis.
Something off on this page? Send us feedback.
Profile
Provides eSignature and agreement-lifecycle tools spanning document preparation, execution, management, identity, notarization, and AI-supported analysis. Operating as one reportable segment, the portfolio centers on the flagship signing product while IAM extends into contract review, workflow, and portfolio insight.
Anchored by eSignature, the product set covers document preparation, signature, identity, click-to-agree, contract lifecycle management, remote online notarization, and post-signature analysis. Agreement Cloud assembled these capabilities across the prepare-sign-act-manage workflow, while Intelligent Agreement Management adds AI-supported review, workflow, and portfolio insight.
Built from Seattle origins and now headquartered in San Francisco, the business expanded internationally as an enterprise software platform. Product execution has centered on folding acquired capabilities from SpringCM, Seal, Liveoak, and Lexion into named workflow layers rather than operating them as a financial roll-up.
Demand accelerated when remote work pushed agreements online, then slowed as that surge normalized. The company reports one operating segment, so performance depends on adoption and integration of its unified agreement platform, customer trust in secure execution, and continued expansion beyond electronic signatures.
Company facts
Categories
Key statistics
Year to date −1.3% · Average volume (30d) 2.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Wedbush | Reiterate | Neutral | $75 | $58 | |
| Jun 5, 2026 | UBS | Target | $75 | $60 | ||
| Jun 5, 2026 | Wells Fargo | Reiterate | Equal Weight | $75 | $55 | |
| Apr 10, 2026 | Citigroup | Downgrade | Buy | Neutral | ||
| Feb 23, 2026 | Jefferies | Downgrade | Buy | Hold | $70 | $45 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 4, 2026Q1 FY27 | $0.99 | $1.09 | +9.7% | $824.7M | $830.2M | +0.7% | −7.22% |
| Mar 17, 2026Q4 FY26 | $0.95 | $1.01 | +6.3% | $827.3M | $836.9M | +1.2% | +2.86% |
| Dec 4, 2025Q3 FY26 | $0.92 | $1.01 | +10.3% | $806.1M | $818.4M | +1.5% | −7.64% |
| Sep 4, 2025Q2 FY26 | $0.85 | $0.92 | +8.6% | $780.1M | $800.6M | +2.6% | +4.75% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $776.3M | $763.7M | $800.6M | $818.4M | $836.9M | $830.2M | |
| Gross profit | $616.0M | $606.4M | $635.2M | $647.8M | $667.1M | $659.0M | |
| Operating income | $60.5M | $60.3M | $65.2M | $85.4M | $87.7M | $111.3M | |
| Net income | $83.5M | $72.1M | $63.0M | $83.7M | $90.3M | $78.2M | |
| Diluted EPS | $0.39 | $0.34 | $0.30 | $0.40 | $0.44 | $0.40 | |
| Gross margin | 79.4% | 79.4% | 79.3% | 79.2% | 79.7% | 79.4% | |
| Operating margin | 7.8% | 7.9% | 8.1% | 10.4% | 10.5% | 13.4% |
Fiscal years (4-quarter sums)FY22 $2.11B · FY23 $2.52B · FY24 $2.76B · FY25 $2.98B · FY26 $3.22B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Apr 30, 2026Cash & short-term investments $814.2M · Total debt $183.3M · Total assets $3.98B · Shareholders' equity $1.82B
Dividends
No dividends on record.
Ownership
Shares outstanding 190.95M · Float 189.75M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 20.87M | 10.93% | 13F | Aug 7, 2026 |
| JPMorgan Chase & Co. | 13.71M | 6.40% | 13G | Jan 16, 2026 |
| Vanguard Portfolio Management LLC | 11.59M | 6.07% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 8.97M | 4.70% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 8.77M | 4.59% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2026 | James A. Beer | director | −450 | $64.02 |
| Aug 7, 2026 | Blake Jeffrey Grayson | officer: Chief Financial Officer | −15,000 | $60.00 |
| Jul 1, 2026 | Allan C. Thygesen | director, officer: President and CEO | −26,250 | $46.02 |
| Jul 1, 2026 | James P. Shaughnessy | officer: Chief Legal Officer | −12,000 | $45.54 |
| Jul 1, 2026 | Blake Jeffrey Grayson | officer: Chief Financial Officer | −15,000 | $45.55 |
Peers
- Adobe
Primary global e-signature rival through Acrobat Sign and Document Cloud
- Dropbox
E-signature rival integrated with Dropbox document workflows
- OneSpan
Regulated-industry e-signature rival with identity and workflow tools
- Box
Content-cloud competitor offering native enterprise e-signatures
