DigitalOcean Holdings, Inc. (DOCN)

In the past six months, DigitalOcean's stock (DOCN) has increased by 73.32%, reaching a new 52-week high. Key events impacting the stock price include strong Q3 2025 earnings, analyst rating changes, and strategic AI/ML initiatives. DigitalOcean reported strong third-quarter 2025 results on November 5, 2025, with earnings per share (EPS) of $0.54, significantly exceeding the consensus estimate of $0.31. Following the strong earnings, several analysts revised their price targets for DOCN. DigitalOcean has been actively expanding its AI and Machine Learning capabilities, including the strategic acquisition of Paperspace and partnerships with Hugging Face and Fal.ai. In December 2025, DigitalOcean announced a strategic partnership with Persistent Systems to advance accessible, scalable, and secure AI. In January 2026, DigitalOcean doubled production inference for Character.ai with an AMD collaboration.

DigitalOcean's products and services can experience demand seasonality, particularly influenced by the needs of its e-commerce customers. The company advises businesses to prepare their e-commerce infrastructure for the holiday season, anticipating higher website and mobile application traffic during this period. This suggests that demand for DigitalOcean's cloud services may see an increase leading up to and during major shopping holidays.

DigitalOcean Holdings, Inc. (DOCN) is a global cloud computing platform offering IaaS, PaaS, and SaaS solutions tailored for developers, startups, and SMBs. Its flagship offering is on-demand Linux virtual machines called Droplets. The company also provides managed Kubernetes and container registries, managed databases, networking products, a serverless compute solution called Functions, and a marketplace for pre-configured applications. DigitalOcean offers AI/ML infrastructure, including GPU Droplets, bare metal GPUs, a GENAI platform, and Jupyter Notebooks, enhanced by the acquisition of Paperspace. Additionally, it provides managed hosting and app platform services.

DigitalOcean is headquartered in New York City, with other offices in Cambridge, Massachusetts, Clifton, New Jersey, and Bengaluru, India. The company operates 16 globally distributed data centers across nine regions, including North America (New York City, San Francisco, Toronto), Europe (London, Frankfurt, Amsterdam), and Asia (Singapore, Bangalore, Sydney). This infrastructure supports a global workforce and customer base, with development and support hubs in South Asia.

In the past year, DigitalOcean has received several accolades, indicating a strong brand reputation. The company was recognized as a "2025-2026 Best Company to Work For" by U.S. News & World Report. It also received awards for "Best Cloud Web Hosting for 2025" and "Best Cloud Web Hosting Provider: User Reviews from February 2025." In 2024, DigitalOcean was listed among "The 20 Coolest Cloud Infrastructure Companies Of The 2024 Cloud 100" and received the "Devies awards: Best Innovation in IT Infrastructure & Security."

DigitalOcean Holdings, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, with figures ranging from approximately 64% to 85.65% across different reports. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp. Access Industries, Inc. is noted as the company's largest shareholder, holding 25% of shares outstanding, and Access Industries Holdings LLC owns 28.44% of the company. Andreessen Horowitz Fund III LP is also a significant owner.