DigitalOcean Holdings Inc.
Cloud infrastructure provider focused on simplifying cloud computing for developers, startups, and SMBs
What the page says before deeper research
Quality, growth, value, ownership, risk, and source confidence.
Moat 6/100 with medium retention risk and medium switching costs.
Growth appears healthy from +18% YoY revenue growth.
Forward P/E of 129x versus +18% growth gives a 7.3x multiple-to-growth read.
No SEC-backed 13F layer is matched yet, so ownership confirmation is unavailable.
Monitor valuation, retention, and AI disruption risk.
Fundamentals from finnhub as of 2026-05-17; ownership confirmation is not available here.
This is the cleanest available operating growth check in the provided data.
Beginner valuation check
Data pending from FMP or Finnhub.
Positive price performance shows recent market sentiment, not a full investment thesis.
Forward P/E around 129.2x means investors pay about $129.2 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.
A P/E around 68.2x means investors pay about $68.2 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.
Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.
Beginner guide
DigitalOcean gives small developers and startups simple, affordable cloud servers to put their websites and apps on the internet.
Cloud infrastructure provider focused on simplifying cloud computing for developers, startups, and SMBs
DigitalOcean Holdings Inc. makes money through Cloud Hosting (~80% of revenue) and Cloudways (~20% of revenue).
Developer-first UI creates strong workflow lock-in once teams standardize on DO tooling
DigitalOcean Holdings Inc. can disappoint if execution, competition, valuation, or demand cycles weaken growth, margins, customer retention, or investor confidence.
DigitalOcean Holdings Inc. is like a specialized business engine: investors want to know whether cloud hosting can keep producing durable cash flow.
You are basically betting that DigitalOcean Holdings Inc. can keep turning cloud hosting into durable value while managing execution, competition, valuation, or demand cycles.
A 0-100 shortcut for how defensible the business looks in this company brief. DigitalOcean Holdings Inc. is scored at 6.
How painful it is for customers to leave. this company brief rates DigitalOcean Holdings Inc. as medium.
Whether existing customers tend to spend more or less over time. The company brief model uses 103%.
The main pieces of the company here are Cloud Hosting and Cloudways.
Price divided by earnings. It is a quick valuation check, but it can mislead when earnings are temporarily high, low, or negative.
A quarterly filing that shows what many large institutional investors owned at quarter end.
The first four questions
Developer-first UI and simpler cloud tooling can keep locking in SMB and startup teams as they standardize on DO’s hosting stack.
DOCN can disappoint if competition, execution, or customer retention pressure slows growth faster than the market expects for a high forward multiple.
Revenue growth YoY: 17.61%
Next earnings date unavailable from configured sources.
Bull / Neutral / Bear
DOCN keeps turning cloud hosting into durable value, but the stock remains sensitive to whether growth can support a high forward multiple.
Forward P/E around 129x continues to be weighed against mid-to-high teens growth.
Developer-first workflow lock-in and Cloudways demand help DigitalOcean keep growing while investors stay comfortable with the valuation setup.
Revenue growth stays near the high-teens and cloud hosting remains the main operating engine.
DOCN keeps turning cloud hosting into durable value, but the stock remains sensitive to whether growth can support a high forward multiple.
Forward P/E around 129x continues to be weighed against mid-to-high teens growth.
Medium retention risk, heavier competition, or weaker demand makes it harder for DigitalOcean to justify the current valuation.
Revenue growth slows, customer retention weakens, or the market stops rewarding the re-rating.
Beginner checklist
Needs earnings calendar data from a provider.
This is the cleanest available operating growth check in the provided data.
Margin trend needs company financial statement data; do not infer it from price movement.
This is the main valuation anchor in the provided fundamentals.
No SEC-backed ownership rows are available for this ticker yet.
Needs insider transaction data from a provider.
For DOCN, tracking whether cloud hosting stays the dominant engine is more useful than a generic score.
DigitalOcean Holdings Inc. is exposure to cloud infrastructure operating model with medium switching costs and 103% net revenue retention.
Developer-first UI creates strong workflow lock-in once teams standardize on DO tooling
The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.
Pro access unlocks the workflow simulator for this company brief.
Simulator coverage pending
This ticker has a company brief, but richer workflow modules have not been built yet.
No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.
- Developer-first UI creates strong workflow lock-in once teams standardize on DO tooling
- 1-click marketplace apps reduce time-to-deployment but are easily replicated by AWS/GCP
- Pricing transparency and simplicity vs hyperscalers creates loyalty among SMBs
- Managed Kubernetes and databases increase switching costs through data gravity
- Limited enterprise features make customers vulnerable to poaching by hyperscalers
- Strong brand with developer community but lacks technical moats of core infrastructure