News

In the past week, DigitalOcean Holdings, Inc. reported second-quarter 2026 results with revenue rising to US$281.18 million while net income eased slightly to US$35.44 million and the company booked a US$311,000 impairment on certain long-lived assets. Management also issued new guidance calling for third-quarter 2026 revenue of US$304 million to US$307 million and full-year 2026 revenue of US$1.17 billion to US$1.18 billion, highlighting confidence in demand from AI customers and broader...

Moby summary of DigitalOcean Holdings, Inc.'s Q2 2026 earnings call

DigitalOcean's Q2 revenue surged 29% year-over-year to $281 million, driven by record incremental ARR and 200% growth in AI customer ARR, prompting an increased full-year 2026 guidance.

Cloud computing platform DigitalOcean (NYSE:DOCN) will be reporting earnings this Tuesday before market hours. Here’s what you need to know.

Definitive Healthcare (DH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

DigitalOcean (DOCN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

DigitalOcean Holdings stock has delivered a very strong 356.3% return over the past year, and investors are now weighing a sharp rally against a split valuation picture where a Discounted Cash Flow (DCF) estimate points to meaningful upside while market multiples lean the other way. Over the past 12 months, DigitalOcean Holdings has returned 356.3%, which puts extra focus on whether the current price already reflects much of the good news. Recent bullish analyst ratings, index inclusion...

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]

Investing.com -- Analysts turned more constructive on several AI infrastructure providers this week, arguing that the next phase of artificial intelligence spending will be driven increasingly by inference workloads and enterprise adoption of open-source models.

Wall Street analysts reshuffled their bets on Wednesday, handing out fresh upgrades to CoreWeave and Digital Ocean while cutting Vornado and Trimble loose. Here is everything investors need to know before making a move.

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States […]

Nvidia, Lam Research Lead Oppenheimer's Fresh Momentum Stock Picks

The cloud provider will retire up to $500 million of its 2030 convertible notes to reduce net leverage

DigitalOcean Holdings (DOCN) recently issued earnings guidance for the second quarter of 2026, telling investors to expect approximately 29% year over year revenue growth. This has put fresh attention on how the stock reflects its growth profile. See our latest analysis for DigitalOcean Holdings. The earnings guidance lands after a sharp share price run, with DigitalOcean Holdings posting a 62.53% 90 day share price return and a very large 1 year total shareholder return, although the 30 day...

Datadog's revenue lead is widening, but both cloud players have posted unbroken quarterly growth over eight quarters.

A quiet but intense standoff is underway between a company buying its own shares and a market that keeps selling them.

Check out the companies making headlines this week:

One brutal week and one chaotic Thursday left Rackspace investors staring at a guidance cut, a shareholder investigation, and a last-minute AI gamble with Palantir. Now the stock is bouncing hard, and the question is whether this recovery has any real foundation under it.

Here is how DigitalOcean Holdings, Inc. (DOCN) and ASE Technology Hldg (ASX) have performed compared to their sector so far this year.

DigitalOcean shares jumped over 10% after strong preliminary Q2 results and a surge in AI-driven contracted revenue, though heavy insider selling and a 57x P/E ratio warrant caution.

DigitalOcean Holdings, Inc. (NYSE:DOCN) ranks 3rd on our list of Best Performing Agentic AI Stocks to Buy. The stock has gained more than 195% over the past 6-months. The strong momentum is driven by surging AI demand and strong Q1 earnings in May. Wall Street continues to expect more than 37% upside over the next […]

Shares of cloud computing platform DigitalOcean (NYSE:DOCN) jumped 7% in the morning session after the company pre-announced record preliminary Q2 2026 results, with remaining performance obligations (RPO – leading growth indicator) expected to top $800 million (more than 10 times higher than a year earlier).

The cloud company finally made it to a major stock index, so why did investors hit the sell button.

DigitalOcean Holdings has delivered a very strong 460.4% return over the past year, yet its valuation checks currently lean expensive. This sets up a clear tension between recent share price momentum and what the broader metrics are saying about value. The stock's roughly 4.6x gain over 12 months suggests expectations around DigitalOcean's growth and cash generation are high and leave less room for disappointment. Ongoing growth in customer billings and free cash flow margins can support the...

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

A number of stocks jumped in the afternoon session after the United States and Iran agreed to halt their tit-for-tat military exchanges, easing fears of a wider Middle East conflict that had rattled markets over the weekend.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

A number of stocks jumped in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.