DOCU

Box (NYSE:BOX) provides a cloud-based software platform that helps organizations securely manage and collaborate on digital content. It recently launched workflow automation tools and expanded its geographic footprint, while reporting an 80% gross margin for the quarter ended April 30, 2026. DocuSign (NASDAQ:DOCU) offers electronic signature software and an extensive suite of tools for digital agreement management to businesses globally. It integrated new intelligent agreement features and formed identity verification partnerships. The company reported a 13% EBIT margin for the quarter ended April 30, 2026. Revenue represents the total amount of money a business earns from its primary operations over a specific period, and it serves as a baseline indicator of customer demand and overall market scale. Data source: Company filings. Data as of July 13, 2026. DocuSign’s sales are far larger than Box’s, but these software companies serve different customer segments. Both are seeing solid year-over-year revenue growth, a sign that their businesses continue to expand. As a leader in digital legal documents, DocuSign has built up a base of nearly two million customers. It posted a solid 9% year-over-year sales increase in its fiscal first quarter ended April 30. However, its stock fell earlier in 2026 due to investor concerns over artificial intelligence eroding the business of software companies, resulting in a sector-wide sell-off. DocuSign has incorporated AI into its document management workflows, and its rising revenue indicates customers are embracing the functionality. The company expects its fiscal 2027 sales to grow to about $3.5 billion, up from $3.2 billion in the prior year, so it seems AI is not hurting its business. Box stock was also hit by Wall Street’s software sell-off, although its sales are growing faster than DocuSign’s. Its revenue of $305.9 million in its fiscal Q1, ended April 30, represented an 11% year-over-year increase. Box generates 35% of revenue internationally with 70% of that from Japan, so it expects fiscal 2027 sales to be impacted by currency headwinds. Therefore, it forecasted only 9% year-over-year growth in fiscal 2027. Even so, the consistent revenue growth trend for Box, and DocuSign, suggests these are solid businesses to invest in for the long-term investor. Before you buy stock in Box, consider this: The Motley Fool Stock...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. DocuSign's share price is roughly US$47 today and has fallen about 83% over the past 5 years, yet the broader valuation checks currently lean cheap. This raises the question of whether the market has become too pessimistic or the stock still lacks a clear margin of safety. Over 5 years, DocuSign has declined 82.9%, which suggests a major reset in investor expectations compared with where the stock traded during its peak enthusiasm. The long term case for the valuation can depend heavily on whether DocuSign turns its e-signature and agreement workflows into consistent, high quality cash generation. Any signs of slowing adoption or weaker profitability may cap how much investors are willing to pay. On Simply Wall St's checks, DocuSign screens as undervalued across most metrics, with 5 out of 6 tests suggesting the broader checks lean cheap rather than expensive. The issue now is whether DocuSign's current valuation already reflects the longer term risks to its business model or if the share price still embeds too much caution after such a steep multi year pullback. Find out why DocuSign's -40.7% return over the last year is lagging behind its peers. The P/E multiple suits DocuSign because the company is generating positive earnings that can anchor what investors are currently paying for each dollar of profit. On this basis, DocuSign trades at about 28.6x earnings, which sits very close to both its modelled fair P/E of roughly 28.7x and the wider software industry average of about 28.9x. That means the stock is not flashing a clear discount or premium relative to typical software peers on earnings alone. Compared with a peer group average P/E of 48.2x, DocuSign looks more conservative on this metric. However, the fair ratio suggests that a level near the current multiple is where the stock lines up once its earnings profile, risks and scale are taken into account. For you as an investor, this points to a market view that DocuSign is neither especially cheap nor stretched when judged by its current earnings power. Overall, DocuSign’s share price looks roughly fairly valued on its current P/E multiple. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives for DocuSign build on the valuation work ab...

Docusign DOCU reported impressive first-quarter fiscal 2027 results, with both earnings and revenues beating the Zacks Consensus Estimate, driven by continued adoption of its Intelligent Agreement Management (IAM) platform and solid profitability. The company’s first-quarter fiscal 2027 adjusted earnings of $1.09 per share beat the Zacks Consensus Estimate by 9% and increased 21.1% year over year. Revenues of $830.2 million surpassed the consensus estimate by 0.7% and rose 8.7% year over year. However, the better-than-expected results failed to impress the market, as the stock has declined 7.2% since the earnings release on June 4, due to skepticism among shareholders. Docusign Inc. price-consensus-eps-surprise-chart | Docusign Inc. Quote First-quarter revenues reached $830.2 million, driven by steady customer demand and approximately 1.6 percentage points of favorable foreign-exchange impact. International markets remained an important growth driver, with overseas operations accounting for 31% of total revenues. Management noted that customer activity remained healthy across the business. Total customer count approached 1.9 million, while envelope volume continued to grow year over year. Consumption trends improved across most customer segments and vertical markets, supporting management’s confidence in accelerating annual recurring revenue (ARR) growth during fiscal 2027. IAM continued emerging as Docusign’s primary growth initiative. The company reported that 40,000 customers invested in the platform and IAM bookings in North American enterprise accounts grew faster than in any other customer segment during this quarter. The company expanded the platform’s capabilities through new artificial intelligence (AI)-powered offerings under its Iris agreement AI engine. New contract review agents, workflow automation tools and integrations with platforms such as Anthropic Claude, OpenAI ChatGPT, Salesforce, Coupa and Thomson Reuters are intended to deepen customer engagement and strengthen Docusign’s competitive position in agreement management. A notable highlight was IAM’s growing contribution to the business in this quarter. The platform represented 12.6% of total ARR, up from 10.8% at the end of the prior quarter, reflecting rising customer adoption. Profitability remained a key strength. Non-GAAP operating income rose 18% year over year to $266 million, whil...

DocuSign, Inc. has reported its first-quarter 2026 results, with revenue rising to US$830.24 million and net income reaching US$78.2 million, while also issuing guidance for up to US$869 million in second-quarter revenue and up to US$3.50 billion for the full fiscal year. At the same time, DocuSign is deepening its AI push by launching an app for OpenAI’s ChatGPT and Codex and appointing former UiPath and Microsoft product leader Graham Sheldon as Chief Product Officer to advance its Intelligent Agreement Management platform. We’ll now examine how DocuSign’s OpenAI-powered Intelligent Agreement Management expansion could influence its investment narrative and future growth assumptions. The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own DocuSign, you need to believe its shift from a stand‑alone e‑signature tool to a broader AI‑powered Intelligent Agreement Management platform can offset slowing growth in its core business. The latest earnings beat and slightly higher revenue guidance support that thesis but do not materially change the key short term catalyst, which remains clear evidence of IAM adoption, nor the biggest risk, which is intensifying competition and possible commoditization of e‑signature and agreement tools. The announcement that DocuSign’s app is now embedded in OpenAI’s ChatGPT and Codex looks most relevant here, because it places IAM workflows directly inside widely used AI interfaces. For the investment story, this matters less as a headline partnership and more as a live test of whether DocuSign’s AI layer can deepen usage and differentiate the platform in a market where rivals are increasingly bundling similar agreement tools. Yet beneath the solid AI story, there is a risk investors should be aware of around... Read the full narrative on DocuSign (it's free!) DocuSign’s narrative projects $4.0 billion revenue and $482.3 million earnings by 2029. This implies 7.5% yearly revenue growth and a $173.2 million earnings increase from $309.1 million today. Uncover how DocuSign's forecasts yield a $60.16 fair value, a 27% upside to its current price. Some of the most optimistic analysts were already assuming DocuSign could reach about US$4.2 billion of revenue and roughly US$490 million of earnings by 2029, but this quarter’s measured gu...

(Updates with latest stock movement in the headline and lede.) DocuSign (DOCU) shares were down 5

DocuSign (DOCU) reported $830.24 million in revenue for the quarter ended April 2026, representing a year-over-year increase of 8.7%. EPS of $1.09 for the same period compares to $0.90 a year ago. The reported revenue represents a surprise of +0.67% over the Zacks Consensus Estimate of $824.75 million. With the consensus EPS estimate being $1.00, the EPS surprise was +9%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how DocuSign performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total Customers: 1.87 million versus 1.86 million estimated by two analysts on average. Enterprise & Commercial Customers: 284 thousand compared to the 286.38 thousand average estimate based on two analysts. Revenue- Professional services and other: $19.02 million compared to the $16.93 million average estimate based on six analysts. The reported number represents a change of +9% year over year. Revenue- Subscription: $811.22 million versus $807.32 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +8.7% change. View all Key Company Metrics for DocuSign here>>> Shares of DocuSign have returned +5.7% over the past month versus the Zacks S&P 500 composite's +5.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Docusign Inc. (DOCU) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

DocuSign (DOCU) reported a solid earnings beat for Q1 FY2027, delivering $830.2 million in revenue and $1.09 in non-GAAP earnings per share. The company generated $289 million in free cash flow at a 35% margin. Yet, despite these top-line metrics, the stock closed at $50.95 during regular trading and slid nearly 4% to approximately $49 in extended trading. This price implies just 11 times its expected FY2027 earnings of $4.44 per share, significantly lower than the historical software sector average of 22 times. While the stock looks highly attractive from a pure valuation perspective, this steep discount reveals a deeper reality: the market is pricing DocuSign as a company navigating a mature transition phase rather than a high-growth compounder. Trying to catch the bottom on a transitioning single-name software stock is its own kind of risk. The Trefis High Quality (HQ) Portfolio takes the other side of that bet: 30 quality names, sized and re-balanced with discipline, with a track record of consistently outpacing the S&P 500. The negative market reaction exposes a structural mismatch. DocuSign's legacy e-signature business is facing heavy commoditization. Competitors like Microsoft (MSFT) and Adobe (ADBE) are bundling signature capabilities into ubiquitous enterprise ecosystems at marginal costs. This external pressure forces DocuSign to rely entirely on its AI-native Intelligent Agreement Management (IAM) platform to defend its pricing power and re-accelerate growth. For a look at how a different mature technology player is managing a major market shift, consider Is Oracle Stock A Smart Buy At $230? On the surface, the platform pivot is gaining traction. The IAM suite now accounts for 12.6% of total Annual Recurring Revenue and has been adopted by 40,000 companies. Enterprise upselling is operational, evidenced by a 12% year-over-year increase in customers spending over $300,000 in annual contract value, reaching a total of 1,258. Net dollar retention has stabilized at over 102%. However, the underlying unit economics are shifting. To drive platform adoption, DocuSign is swapping highly standardized e-signature seat revenue for a more complex platform model that demands higher initial integration investments. This structural shift compressed non-GAAP gross margins from 82.3% to 81.5% year-over-year. See how DocuSign's margins compare with its peers. Cons...

DocuSign (DOCU) remains a "wait-and-see" story despite delivering a Q1 beat across all financial met

DocuSign (DOCU) reported fiscal Q1 non-GAAP net income late Thursday of $1.09 per diluted share, up

SAN FRANCISCO, June 4, 2026 /PRNewswire/ -- Docusign, Inc. (NASDAQ: DOCU) today announced results for its fiscal quarter ended April 30, 2026. Prepared remarks and the news release with the financial results will be accessible on Docusign's website at investor.docusign.com prior to its webcast. "In Q1, we saw continued growing demand for Docusign's AI-native IAM platform with 40,000 customers investing in our rapidly expanding roadmap," said Allan Thygesen, CEO of Docusign. "We delivered significant innovation this quarter while driving strong financial results through durable revenue growth, substantial free cash flow, and record share buybacks." First Quarter Financial Highlights Revenue was $830.2 million, a 9% year-over-year increase including approximately 1.6% positive impact from foreign exchange rates. Intelligent Agreement Management ("IAM") represented 12.6% of our total Annual Recurring Revenue ("ARR") as of April 30, 2026, compared to 10.8% of our total ARR as of January 31, 2026. GAAP gross margin was 79.4% for both periods. Non-GAAP gross margin was 81.5% compared to 82.3% in the same period last year. GAAP net income per basic share was $0.40 on 195 million shares outstanding compared to $0.35 on 203 million shares outstanding in the same period last year. GAAP net income per diluted share was $0.40 on 196 million shares outstanding compared to $0.34 on 213 million shares outstanding in the same period last year. Non-GAAP net income per diluted share was $1.09 on 196 million shares outstanding compared to $0.90 on 213 million shares outstanding in the same period last year. Net cash provided by operating activities was $321.7 million compared to $251.4 million in the same period last year. Free cash flow was $289.4 million compared to $227.8 million in the same period last year. Cash, cash equivalents, and investments were $1.0 billion at the end of the quarter. Repurchases of common stock were $317.5 million compared to $183.4 million in the same period last year. Key Business Highlights AI-Powered Intelligent Agreement Management ("IAM") announcements: In May at our annual Momentum conference, Docusign announced new IAM capabilities powered by Iris, our agreement AI engine: Iris assistant and agents: Iris is Docusign's AI engine for agreements, which helps teams work smarter, faster, and trigger actions using natural language. Customers can...

Interested in Docusign Inc.? Here are five stocks we like better. DocuSign posted solid Q1 results, with revenue up 9% year over year to $830 million and non-GAAP operating income rising 18%. Free cash flow reached $289 million, and the company completed a record $318 million stock buyback during the quarter. AI-native IAM is becoming a bigger growth driver for the company, with 40,000 customers now using the platform and IAM reaching 12.6% of total ARR, up from 10.8% last quarter. Management said it remains on track for IAM to represent about 18% of ARR by fiscal 2027 year-end. Docusign maintained its fiscal 2027 outlook, forecasting about 9% full-year revenue growth and continued margin expansion. The company also highlighted new AI product launches and partnerships, including integrations with Anthropic, Harvey, and others to deepen its agreement workflow platform. These 3 Beaten-Down Stocks Just Announced Massive Share Buybacks Docusign (NASDAQ:DOCU) reported 9% year-over-year revenue growth in the first quarter of fiscal 2027 and said adoption of its AI-native Intelligent Agreement Management platform, or IAM, continued to expand across its customer base. CEO Allan Thygesen said on the company’s earnings call that Docusign began the fiscal year with “continued strong demand” for IAM, which he described as the company’s AI-native platform for managing agreements across enterprises. Thygesen said 40,000 companies have invested in IAM, and the platform generated 12.6% of total company annual recurring revenue, up from 10.8% in the prior quarter. → Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors AI Is Separating Software Winners From Losers, 2 Experts Explain For the quarter, revenue was $830 million, up 9% from a year earlier. CFO Blake Grayson said foreign exchange rates provided an approximately 1.6 percentage point benefit. International revenue represented 31% of total revenue. Non-GAAP operating income was $266 million, up 18% year-over-year, while non-GAAP operating margin reached 32.0%, compared with 29.5% in the year-ago quarter. Free cash flow was $289 million, representing a 35% margin. Docusign repurchased $318 million of stock during the quarter, which Grayson said was the largest quarterly repurchase in the company’s history. → Will the SpaceX IPO Put These 5 Public Space Stocks Into a Higher Orbit? The Cloud Co...

SAN FRANCISCO (AP) — SAN FRANCISCO (AP) — DocuSign Inc. (DOCU) on Thursday reported fiscal first-quarter profit of $78.2 million. On a per-share basis, the San Francisco-based company said it had net income of 40 cents. Earnings, adjusted for one-time gains and costs, were $1.09 per share. The results beat Wall Street expectations. The average estimate of eight analysts surveyed by Zacks Investment Research was for earnings of $1 per share. The provider of electronic signature technology posted revenue of $830.2 million in the period, also exceeding Street forecasts. Seven analysts surveyed by Zacks expected $824.8 million. For the current quarter ending in July, DocuSign said it expects revenue in the range of $865 million to $869 million. The company expects full-year revenue in the range of $3.49 billion to $3.5 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on DOCU at https://www.zacks.com/ap/DOCU