DigitalOcean

DOCN

Market cap $5.13B

Bought 202,000 shares of DigitalOcean Holdings, with an estimated trade size of $9.71 million. Post-trade, the position represents 1.27% of 13F reportable assets under management.

DigitalOcean is on track to deliver stronger growth over the next few years as adoption of its AI-centric offerings grows. It trades at an attractive valuation right now, and the potential acceleration in its growth should pave the way for impressive upside.

Glenview purchased 2,004,299 shares of DigitalOcean Holdings, valued at $96.45 million (based on the quarterly average price). Quarter-end position value increased by $96.45 million, reflecting both share acquisition and price movement.

DigitalOcean provides cloud and AI services exclusively to small and medium-sized businesses. The company's annual run-rate revenue for its AI business soared by a whopping 150% year over year in Q4.

BROOMFIELD, Colo.--(BUSINESS WIRE)--DigitalOcean Holdings, Inc. (NYSE: DOCN), the Agentic Inference Cloud built for production AI, today announced that Chief Executive Officer Paddy Srinivasan and Chief Financial Officer Matt Steinfort will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, March 3rd, 2026 at 7:45 a.m. (PT) / 10:45 a.m. (ET). A live webcast and replay will be available on DigitalOcean's investor relations website at inves.

For the past two years, the artificial intelligence (AI) boom has felt like an exclusive party. If a company wasn't part of the Magnificent Seven, Wall Street barely paid attention.

DigitalOcean stands out in 2026 as a rare tech name with strong momentum, benefiting from AI-native customers expanding infrastructure usage. DOCN's ARR is accelerating, driven by large AI-native clients, and the company maintains EBITDA margins above 40%, despite ramping server capacity. FY26 guidance calls for 19%-22% revenue growth, with EBITDA margins compressing to 37% as investments in capacity continue, but nominal EBITDA still grows 8%.

The headline numbers for DigitalOcean (DOCN) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

DigitalOcean Holdings, Inc. (DOCN) Q4 2025 Earnings Call Transcript

DigitalOcean Holdings, Inc. (DOCN) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.49 per share a year ago.