DigitalOcean Holdings, Inc. (DOCN)
Information Technology · Cloud infrastructure and GPU-as-a-service · NYSE
An agentic inference cloud platform built for AI-driven enterprises seeking simplicity, scalability, and predictable economics in GPU computing and full-stack cloud services.
What DigitalOcean Holdings, Inc. does
DigitalOcean is an agentic inference cloud platform that helps AI-driven and digital-native enterprises build, run, and scale intelligent applications. The platform combines production-ready GPU infrastructure, full-stack cloud services, model-first inference workflows, and an agentic experience layer. It offers integrated Infrastructure-as-a-Service (IaaS), Platform-as-a-Service (PaaS), Software-as-a-Service (SaaS), and AI/ML products including GPU Droplets, Managed Databases, Managed Kubernetes, and the Gradient AI Agentic Cloud.
Themes: ["AI infrastructure / GPU cloud","Agentic inference platform","Cloud infrastructure for developers","Machine learning operations","IaaS / PaaS platforms"]
Fundamentals
- Price$130.49 as of 2026-07-10 close
- Market cap$13.6B as of 2026-07-12
- 1-year return+341.6% as of 2026-07-10 close
- P/E57.50 as of 2026-07-12
- Net margin+25.0% as of 2026-07-12
- Gross margin+58.5% as of 2026-07-12
- ROE+1.8% as of 2026-07-12
- Debt / equity1.34 as of 2026-07-12
- Revenue growth (YoY)+17.6% as of 2026-07-12
- Revenue CAGR (3y)+16.1% SEC XBRL
- Beta1.58 as of 2026-07-12
Key risks (from latest filing)
["Highly competitive and rapidly changing cloud infrastructure market; operating in an environment where new risks and uncertainties emerge frequently.","Exposure to macroeconomic uncertainties including geopolitical conflicts, tariffs, trade tensions, inflationary pressures, interest rate fluctuations, and foreign currency exchange rate volatility.","Ability to retain and expand usage of existing customers and successfully acquire new customers in a competitive landscape."]
Competitors & peers
- Amazon Web Services
- Microsoft Azure
- Google Cloud Platform (GCP)
- Linode (Akamai)
- Vultr
- Lambda Labs
- Paperspace
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.