DOCNDigitalOcean
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.23Beat
- vs $0.11 expected on Nov 3
- Stock move on it
- +0.79%
- one session
- Typical move
- ±1.1%
- average over 2 reports
- Price
- $90.13
- +3.42% today · $16.0B cap
Past and upcoming reports
2
| Nov 3, 2026 | Sep 30, 2026 | Time not given | $0.11 | Beat$0.23 | +0.79% |
| Aug 4, 2026 | Jun 30, 2026 | Time not given | $0.25 | Beat$0.32 | +1.35% |
After the report
Aug 4, 2026 report
This covers the Aug 4, 2026 report. The Nov 3, 2026 numbers are in the table above.
DigitalOcean beat EPS estimates, but premium valuation leaves little room for execution slippage
DigitalOcean reported $0.32 EPS for the quarter ended June 30, beating the $0.10 estimate by 220%. The stock was $124.11 on August 7, up 1.54% from the prior close, while remaining below its 20-day and 50-day averages. Management’s outlook was described as raised, but specific guidance values were unavailable. AI demand follow-through and capacity constraints remain the key 30. 90-day debate.
Reported against expected
BeatReported EPS was $0.32 versus the $0.10 estimate, a $0.22 or 220% beat, for the quarter ended June 30, 2026.
Guidance
RaisedThe post-earnings intelligence described a raised outlook tied to AI growth, but specific revenue, EPS, or margin guidance values were unavailable.
How the stock reacted
Event-day and subsequent reaction percentages were unavailable. on August 7, the stock closed at $124.11, up $1.88 or 1.54% from the prior close.
What changed
EPS was $0.32, beating $0.10 estimates by 220%, while the outlook was described as raised.
What the price now assumes
The $124.11 price and 54.27 trailing P/E reflect optimism, despite the stock remaining below its 20-day and 50-day averages.
What it means for the business
Maintain a constructive bias. upgrade only if AI demand converts into follow-through without capacity-driven execution misses.
The next one to three months, as we saw it then
Better case35%
AI demand follow-through validates the raised outlook and supports renewed momentum above the current $124.11 price.
Base case45%
The EPS beat supports the growth narrative, but the stock consolidates as investors weigh a 54.27 trailing P/E against execution risk.
Worse case20%
AI demand slows or capacity constraints prevent delivery, exposing the premium valuation and weakening confidence in the raised outlook.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.