The AI pivot is finally showing up in the numbers: the Intelligent Agreement Management platform hit 15.1% of total ARR, up from 12.6% a quarter earlier. Management raised full-year fiscal 2027 revenue guidance to as much as $3.51 billion, with non-GAAP operating margin widening to 31.6% from 29.8% a year ago.
Latest Activity
DocuSign reports at 4:05 PM ET today with buyout talks stalled and a third round of layoffs behind it, leaving growth and margins to carry the story alone. For a $12.5 billion company that lost its takeout bid, this is the update that resets the thesis.
A 9.8% run to $64.09 adds roughly $1 billion to an $11 billion software name in a single session, a magnitude this stock rarely posts. Whether it holds through the next open is the thing to track.
Workday closed 18.7% higher at $208.09, the biggest single-session move across our 110-stock priority list. Software names took four of the five top spots, while Coherent and Cipher Mining each shed more than 7%.
DOCU Coverage
Citi Cuts Docusign to Neutral With a $50 Target: Has the E-Signature Pioneer Lost Its Edge?
Citi has cut Docusign (NASDAQ:DOCU | DOCU Price Prediction) shares to Neutral from Buy, setting a $50 price target that sits just above where the stock is currently trading. With Docusign stock…
Watch These 4 Companies, Their Shares Could Rip Higher Once Layoffs Are Announced – Or Maybe Not
The gigantic push towards Artificial Intelligence to turbocharge computer functions and other tasks will greatly benefit society. However, much like the way the automobile replaced the horse drawn carriage, or, more recently,…
Here Are Monday’s Top Wall Street Analyst Research Calls: Alphabet, Blackrock, Deere & Co., DocuSign, General Mills, Monday.com, Nvidia, Workday, and More
Pre-Market Stock Futures: Futures are trading lower as we start the trading week, with the fourth-quarter earnings season all but over and a slew of issues still clouding the horizon for stocks.…
The SaaSpocalypse Has Cut These Stocks In Half
Once upon a time, horse-drawn carriages were the primary means of transportation for those who did not ride horses themselves. The use of horse-drawn carriages lasted for approximately 3,500 years until the…
Docusign Shares Sell off Despite Despite Strong FY26 Q3 Earnings
DocuSign (NASDAQ: DOCU | DOCU Price Prediction) reported third quarter fiscal 2026 results after the close on Dec. 4, 2025, beating Wall Street expectations on both the top and bottom lines. The…
Live: Will DocuSign (DOCU) Soar After Its Earnings Announcement?
Live Updates Final Reactions4:35pm ET Metric Prior Street New Company Guide Δ FY26 Revenue $3.12B $3.189–3.201B ▲ FY26 Billings $3.24B $3.325–3.355B ▲ Sentiment Signals: Bullish: AI-led IAM traction, raised guide, FCF strength.…
4 Well-Known Blue Chips Top Tuesday’s Wall Street Analyst Upgrades and Downgrades
One Dow stock received an upgrade on Tuesday morning and another was hit with a downgrade, as earnings season is hitting its stride.
New Meta Platforms (META), Amazon (AMZN) ‘Strong Buy’ Ratings Top Wall Street’s Wednesday Upgrades and Downgrades
Wednesday's top analyst calls were on Amazon, Costco, McDonald's, Meta, Salesforce and Starbucks.
Thursday’s Top Analyst Upgrades and Downgrades: Etsy, Johnson Controls, Kosmos Energy, Levi Strauss, Snowflake, Tesla and More
Thursday's top analyst upgrades and downgrades included DocuSign, Etsy, Guardant Health, International Paper, Johnson Controls, Kosmos Energy, Levi Strauss, Snowflake, Tesla, Topgolf Calloway Brands, WW International and XPO.
Earnings Previews: DocuSign, Kroger, Smith & Wesson
After U.S. markets close on Thursday or before they open on Friday, these three firms will be reporting quarterly results
Monday’s Top Analyst Upgrades and Downgrades: Activision Blizzard, Adobe, Caesars, Corning, PayPal, Target, Twilio and More
Monday's top analyst upgrades and downgrades included Activision Blizzard, Adobe, Caesars Entertainment, Corning, DocuSign, Park Hotels & Resorts, PayPal, Target, Trip.com, Twilio and UiPath.
Earnings Previews: DocuSign, Vail Resorts
Earnings reports due out Thursday afternoon include those from DocuSign and Vail Resorts.
Friday’s Top Analyst Upgrades and Downgrades: American Express, Caesars, Carnival, Dish Network, Disney, Ford, Microsoft, Nvidia, Snowflake and More
Friday's top analyst upgrades and downgrades included American Express, Caesars Entertainment, Carnival, Dish Network, DocuSign, Ford, Futu, Microsoft, Mobileye Global, Nvidia, SentinelOne, Snowflake, Vipshop and Walt Disney.
Wednesday’s Top Analyst Upgrades and Downgrades: Carnival, Fox, Marathon Petroleum, Occidental Petroleum, Paramount, Salesforce and More
Wednesday's top analyst upgrades and downgrades included Array Technology, Blink Charging, Carnival, Carrier Global, DocuSign, Fox, Marathon Petroleum, Occidental Petroleum, PagSeguro Digital, Paramount Global, Salesforce, Viking Therapeutics and Williams Companies.
Monday’s Top Analyst Upgrades and Downgrades: Caterpillar, Charles Schwab, Chewy, Gap, GE, Marathon Petroleum, Marvell Technology, Roblox, SunPower and More
Monday's top analyst upgrades and downgrades included Arista Networks, Array Technologies, Ballard Power Systems, Caterpillar, Charles Schwab, Chewy, Coterra Energy, DocuSign, Gap, General Electric, KeyCorp, Marathon Petroleum, Marvell Technology, Roblox, Shoals Technologies,…