Headquartered in Broomfield, CO Fiscal year ends December NYSE: DOCN digitalocean.com
DigitalOcean Holdings, Inc. (NYSE: DOCN) positions itself as an AI-Native Cloud built for inference and agentic workloads. Its five-layer integrated platform spans:
- GPU and CPU infrastructure
- core cloud (IaaS)
- inference, including its Inference Engine and a catalog of AI models
- data services
- managed agent orchestration, including Managed Agents, Agent Droplets, Agent Learning Services and Agent Data Services
The company says the platform is open throughout with no vendor lock-in. Revenue is generated mainly through usage-based and, increasingly, commitment-based contracts; remaining performance obligations were $800 million at quarter-end.
It serves more than 680,000 customers and millions of developers. The customer base is shifting toward larger AI-native and digital-native enterprise customers: those spending $100K+ annually account for 41% of revenue, and AI Customer ARR reached $376 million.
The company is expanding data center capacity, with about 180 MW of committed capacity, including a newly opened Memphis facility. This expansion is funded through cash flow, equity offerings, a term loan and a $785 million equipment lease facility. It is also winding down its legacy dedicated bare metal CPU offering. Updated
Beats on both lines and a raised outlook calling for 60%-plus revenue growth in 2027 still sent the stock lower, because the AI buildout is showing up in the costs: operating income fell 26.5%. The debate now is how much more capacity spending that growth demands.
Optical and chip names owned the close, with Lumentum up 8.21% to $818.26 and Coherent, Applied Optoelectronics and Arm all gaining more than 5%. Both Petrobras lines sat at the bottom, the preferred shares down 15.6%.
Every one of the five worst names at Friday's close was an AI data center or cloud stock, led by CoreWeave's 12.3% drop. The entire winners' list came from energy and defense.
CoreWeave's 6.8% drop anchors a decline list made up entirely of compute and data-center names. Downside is moving roughly three times faster than upside this morning.
Every one of today's five worst performers in a 383-name universe lost double digits, led by CoreWeave's 15.42% drop. The best gain on the other side was capped at 4.62%, so the downside is moving far faster than the upside.
A 12.99% slide to $109.62 strips roughly $1.7 billion off DigitalOcean's $12.9 billion market cap in a single session. Moves this large are rare for the cloud name, and the after-hours tape will set the tone for tomorrow's open.
An 11.9% slide wipes out roughly a tenth of DigitalOcean's market value in a single session, a violent move even for this name. Whether the $125.99 open gets reclaimed is the level to track.
All three major US wireless carriers closed down double digits on the same day, a rare sweep for names usually bought as defensive income. Moderna's 13.8% gain topped the board on the other side.
Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.
A 12.4% intraday run adds roughly $2 billion of market value in one session. Moves that big are rare for this cloud name, and holding the $131.50 open as support is the next test.
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Joel South Monday's top analyst upgrades and downgrades included Adobe, Apple, Arch Capital, ChargePoint, CSX, Digital Ocean, First Solar, Gilead Sciences, Lucid, Shopify and Snowflake.
Friday's top analyst upgrades and downgrades included Alcoa, Archer Daniels Midland, Caterpillar, Dow, Expedia, Kellogg, PagSeguro Digital, Sea, Tesla, Tripadvisor and Walmart.
DigitalOcean Holdings, Inc. (NYSE: DOCN) positions itself as an AI-Native Cloud built for inference and agentic workloads.
The Wall Street consensus 12-month price target for DOCN is $166.40. DOCN price prediction →
