Added to YB: 2025-05-22
Pitch date: 2025-05-20
DOCN [bullish]
DigitalOcean Holdings, Inc.
+192.18%
current return
Author Info
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Company Info
DigitalOcean Holdings, Inc., through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.
Market Cap
$9.4B
Pitch Price
$29.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.29
P/E
35.79
EV/Sales
11.98
Sector
IT Services
Category
growth
DigitalOcean Might Be the AWS of SMEs – An Undervalued Opportunity Giving You Much-Needed AI Exposure?
DOCN: Cloud platform for SMBs & developers w/ $800M run-rate revenue, 600K+ customers. Trading below IPO at $30. Differentiated by simplicity vs hyperscalers - easy setup, transparent pricing (30% TCO savings). Net retention back >100%, $100K+ customers +41% YoY. 55-60% margins, FCF positive. New GenAI platform showing traction with 5K customers. Key risk: capital intensity while competing with trillion$ giants.
Read full article (22 min)