DocuSign, Inc. (DOCU)

DocuSign's stock has experienced a significant decline over the past year, with a -52.45% change. As of February 2, 2026, DocuSign hit a new 52-week low, trading as low as $51.63. Several analysts have trimmed their price targets for DOCU, and the consensus rating is "Hold," indicating muted near-term sentiment. Insider selling of approximately 78,292 shares in the last quarter of 2025 could also be perceived as a negative signal amidst the stock's weakness. Bearish sentiment among traders was also indicated by a Put/Call Ratio of 3.61 and heightened market expectations with a rise in at-the-money implied volatility around February 5, 2026. DocuSign's anticipated earnings release on March 12th is being closely watched by investors.

While specific detailed information on demand seasonality for DocuSign's products and services is not explicitly provided, the nature of its offerings suggests potential influences. Demand could be tied to general business cycles, end-of-quarter or end-of-year financial reporting, and legal or contractual activities that might see fluctuations. The company's focus on "Intelligent Agreement Management" and its integration with various industries implies a broad and potentially consistent demand, though specific industry trends could introduce some seasonality. The growth of its IAM customer base indicates strong momentum for this newer product.

DocuSign, Inc., headquartered in San Francisco, California, specializes in electronic signature solutions and intelligent agreement management (IAM) platforms within the technology sector. Its core business revolves around providing products that enable organizations to manage electronic agreements and signatures across various devices. The company's flagship product, eSignature, facilitates sending and signing documents electronically across devices, offering various authentication options and compliance with regulations. The Intelligent Agreement Management (IAM) Platform is an AI-powered platform designed to optimize the entire agreement management process. Contract Lifecycle Management (CLM) automates workflows throughout the agreement process. Document Generation streamlines the creation of custom agreements, including Gen for Salesforce. Identify offers signer identification options, including checking government-issued IDs. Monitor utilizes advanced analytics to track activity and provide near-real-time alerts for agreements. Notary enables notaries public to conduct remote online notarization transactions. Web Forms provides tools for capturing user input during the signing and sending process. Payments allows for the request and processing of payments during the signing process. Clickwraps provide a solution for capturing customer consent to standard terms with a single click.

As of 2025, DocuSign serves approximately 1.7 million clients in 180 countries, providing electronic signature solutions both in the United States and internationally. DocuSign maintains five instances of its eSignature service, with data centers located in the U.S., Canada, Germany, France, Netherlands, Ireland, Australia, and Japan. Customers can select their region for data storage, ensuring eDocuments are stored only within DocuSign data centers in that chosen region. Some customer account identity information and audit trail data are shared between the U.S. and E.U. instances to facilitate a global user experience.

DocuSign underwent a rebrand in 2024, changing its name from "DocuSign" to "Docusign" and shifting its brand tone and messaging to holistically represent the seamless experience of "agreements". The rebrand was recognized, with DocuSign winning in the "Best Website Experience" category at The Drum Awards for Digital Experience in November 2024. In April 2025, DocuSign held its annual Customer Awards, honoring organizations and individuals who demonstrated innovation and achieved remarkable results using DocuSign's platform.

DocuSign, Inc. has a significant institutional ownership, with 1275 institutional owners and shareholders holding a total of 196,330,039 shares. Institutions collectively hold an 87% stake in the company, indicating their substantial influence over the share price. The top 19 shareholders own 51% of the company. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., and State Street Global Advisors, Inc. Jackson Square Ventures LLC is noted as the largest individual DocuSign shareholder, owning 16.43 million shares, representing 8.20% of the company.