DOCUDocusign
- Next report
- Dec 3
- Thursday, in 21 days · time not announced yet
- EPS expected
- $0.53
- quarter ending Oct 31, 2026
- Last result
- $1.09Beat
- vs $0.38 expected on Jun 4
- Stock move on it
- −7.22%
- one session
- Price
- $80.18
- +0.04% today · $11.1B cap
Past and upcoming reports
2
| Dec 3, 2026 | Oct 31, 2026 | Time not announced yet | $0.53 | not yet | |
| Jun 4, 2026 | Apr 30, 2026 | Time not given | $0.38 | Beat$1.09 | −7.22% |
Pre-earnings read
No pre-earnings read for this report
None for this company right now.
After the report
Jun 4, 2026 report
Docusign Q1 EPS beats estimates by 10%, but cautious ARR growth and IAM concerns weigh
Docusign reported Q1 EPS of $1.09, beating estimates by 10%, yet the stock declined 1.3% amid cautious guidance on ARR growth and uncertainty around IAM platform adoption.
Reported against expected
Docusign reported Q1 EPS of $1.09 versus an estimate of $0.99, a 10.1% positive surprise.
Guidance
Management expressed caution on ARR growth outlook and highlighted uncertainty in IAM platform traction.
How the stock reacted
The stock declined 1.3% on the day of the earnings release despite the EPS beat.
What changed
Q1 EPS beat estimates by 10%, but management signaled cautious ARR growth and IAM adoption uncertainty.
What the price now assumes
Stock declined 1.3% reflecting investor concern over growth outlook despite EPS beat.
What it means for the business
Maintain neutral bias. monitor ARR growth and IAM platform traction for potential thesis upgrades.
The next one to three months, as we saw it then
Better case30%
ARR growth accelerates and IAM platform gains meaningful customer traction, driving multiple expansion.
Base case50%
ARR growth remains modest with gradual IAM platform adoption, supporting stable valuation.
Worse case20%
ARR growth disappoints and IAM platform fails to gain traction, pressuring multiples and valuation.
If you hold it
Hold shares unless ARR growth guidance falls below current levels or IAM adoption deteriorates further.
If you are watching
Consider entry if ARR growth guidance improves or IAM platform adoption metrics become positive. avoid if growth outlook remains cautious or worsens.
Scenario odds are a judgement, not measured.