DigitalOcean Holdings, Inc. $DOCN Position Reduced by Vanguard Group Inc.

Vanguard Group Inc. trimmed its position in DigitalOcean Holdings, Inc. (NYSE:DOCN) by 3.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 9,004,930 shares of the company’s stock after selling 357,959 shares during the quarter. Vanguard Group Inc. owned about 0.10% of DigitalOcean worth $433,317,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Allworth Financial LP increased its position in shares of DigitalOcean by 54.4% during the 3rd quarter. Allworth Financial LP now owns 724 shares of the company’s stock valued at $25,000 after purchasing an additional 255 shares during the period. NBC Securities Inc. acquired a new stake in shares of DigitalOcean in the fourth quarter valued at $32,000. Wilmington Savings Fund Society FSB acquired a new stake in shares of DigitalOcean in the third quarter valued at $37,000. Advisory Services Network LLC bought a new position in DigitalOcean during the third quarter valued at about $54,000. Finally, GAMMA Investing LLC boosted its stake in DigitalOcean by 33.8% during the fourth quarter. GAMMA Investing LLC now owns 1,581 shares of the company’s stock valued at $76,000 after buying an additional 399 shares in the last quarter. 49.77% of the stock is owned by institutional investors.

Key Headlines Impacting DigitalOcean

Here are the key news stories impacting DigitalOcean this week:

• Positive Sentiment: Q1 beat on both EPS and revenue (EPS $0.44 vs. $0.27 est.; revenue $257.9M vs. $249.8M) and management raised FY26 and Q2 guidance, giving investors confidence in near-term growth. DigitalOcean Stock Soars 18% After Q1 Double Beat, Raises FY26 Guidance
• Positive Sentiment: Management emphasized AI-driven demand on the earnings call and highlighted new AI/inference products (Inference Engine) and capacity expansion — framing DigitalOcean as a go-to for AI-native customers. DigitalOcean (DOCN) Earnings Call Signals AI-Fueled Surge
• Positive Sentiment: Market reaction and analyst commentary point to accelerating revenue growth and improving margins after the quarter, supporting a re-rating in an AI-focused market backdrop. DigitalOcean surges as it ups guidance after strong Q1 results
• Positive Sentiment: The stock hit an all-time high as investors priced in the combination of beats, raised guidance and AI product traction. DigitalOcean (DOCN) Hits All-Time High on Stellar Revenues, Upbeat Q2
• Neutral Sentiment: Full earnings call transcript and slide deck are available for deeper due diligence (useful for verifying commentary on customer adoption, unit economics and capacity plans). DigitalOcean Holdings, Inc. (DOCN) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Insider selling and shifts in institutional holdings were flagged in pre-earnings positioning reports — worth monitoring for potential short-term supply pressure. DigitalOcean shares rise as investors position ahead of Q1 earnings and recent AI product announcements
• Negative Sentiment: Valuation is rich vs. longer-term comps (P/E ~60) and several analyst price targets remain below current levels (median ~$105), leaving upside tied to sustained execution and AI monetization. DigitalOcean shares rise as investors position ahead of Q1 earnings and recent AI product announcements

DigitalOcean Stock Up 40.6%

Shares of NYSE DOCN opened at $153.03 on Wednesday. DigitalOcean Holdings, Inc. has a 12 month low of $25.56 and a 12 month high of $153.47. The company has a market cap of $15.97 billion, a price-to-earnings ratio of 60.48 and a beta of 1.42. The business has a fifty day simple moving average of $79.74 and a 200-day simple moving average of $60.64.

DigitalOcean (NYSE:DOCN) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.17. DigitalOcean had a negative return on equity of 127.00% and a net margin of 28.76%.The firm had revenue of $257.91 million for the quarter, compared to the consensus estimate of $249.76 million. During the same quarter in the previous year, the company earned $0.56 EPS. The business’s revenue for the quarter was up 22.4% compared to the same quarter last year. DigitalOcean has set its Q2 2026 guidance at 0.200-0.230 EPS and its FY 2026 guidance at 1.100-1.200 EPS. As a group, sell-side analysts expect that DigitalOcean Holdings, Inc. will post 0.4 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have commented on DOCN shares. Bank of America boosted their price target on shares of DigitalOcean from $103.00 to $107.00 and gave the stock a “buy” rating in a research report on Thursday, April 9th. Oppenheimer raised their price objective on shares of DigitalOcean from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Tuesday, April 28th. Citizens Jmp lifted their price objective on shares of DigitalOcean from $83.00 to $105.00 and gave the stock a “market outperform” rating in a research note on Thursday, March 26th. Piper Sandler reiterated a “neutral” rating and issued a $155.00 target price on shares of DigitalOcean in a report on Tuesday. Finally, The Goldman Sachs Group increased their target price on shares of DigitalOcean from $50.00 to $78.00 and gave the company a “buy” rating in a research note on Wednesday, February 25th. Nine research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $101.46.

Insider Activity at DigitalOcean

In other news, CFO Matt Steinfort sold 20,000 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $55.40, for a total transaction of $1,108,000.00. Following the sale, the chief financial officer owned 545,916 shares in the company, valued at $30,243,746.40. The trade was a 3.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Cherie Barrett sold 22,000 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $54.77, for a total transaction of $1,204,940.00. Following the completion of the transaction, the chief accounting officer directly owned 62,469 shares of the company’s stock, valued at $3,421,427.13. This represents a 26.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.96% of the company’s stock.

DigitalOcean Profile

DigitalOcean Holdings, Inc is a cloud infrastructure provider that focuses on simplicity, performance and developer experience. The company offers a range of cloud services designed to help software developers, startups and small- to medium-sized businesses deploy, manage and scale applications. Its flagship offering, Droplets, provides virtual private servers that can be configured with various CPU, memory and storage options. In addition to compute instances, DigitalOcean’s platform includes managed Kubernetes, scalable object and block storage, managed databases, load balancers and networking capabilities such as Virtual Private Cloud (VPC) and Floating IPs.

Founded in 2011 and headquartered in New York City, DigitalOcean was created with the goal of making cloud computing more accessible to individual developers and smaller teams.