DOCU

DocuSign has gotten torched over the last six months - since November 2025, its stock price has dropped 22.7% to $49.50 per share. This may have investors wondering how to approach the situation. Is now the time to buy DocuSign, or should you be careful about including it in your portfolio? Dive into our full research report to see our analyst team’s opinion, it’s free. Despite the more favorable entry price, we don't have much confidence in DocuSign. Here are three reasons we avoid DOCU and a stock we'd rather own. While reported revenue for a software company can include low-margin items like implementation fees, annual recurring revenue (ARR) is a sum of the next 12 months of contracted revenue purely from software subscriptions, or the high-margin, predictable revenue streams that make SaaS businesses so valuable. DocuSign’s ARR came in at $3.27 billion in Q4, and over the last four quarters, its year-on-year growth averaged 8.5%. This performance was underwhelming and suggests that increasing competition is causing challenges in securing longer-term commitments. Forecasted revenues by Wall Street analysts signal a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect DocuSign’s revenue to rise by 8.4%, close to its 17.2% annualized growth for the past five years. This projection is underwhelming and indicates its newer products and services will not lead to better top-line performance yet. Many software businesses adjust their profits for stock-based compensation (SBC), but we prioritize GAAP operating margin because SBC is a real expense used to attract and retain engineering and sales talent. This is one of the best measures of profitability because it shows how much money a company takes home after developing, marketing, and selling its products. Analyzing the trend in its profitability, DocuSign’s operating margin rose by 2.6 percentage points over the last two years, as its sales growth gave it operating leverage. Its operating margin for the trailing 12 months was 9.3%. DocuSign isn’t a terrible business, but it isn’t one of our picks. After the recent drawdown, the stock trades at 2.9× forward price-to-sales (or $49.50 per share). While this valuation is fair, the upside is...

SAN FRANCISCO, May 15, 2026 /PRNewswire/ -- Docusign (Nasdaq: DOCU) today announced that its first quarter fiscal 2027 results will be released on Thursday, June 4th, 2026, after the close of the market. The company will host a conference call at 2:00 p.m. Pacific Daylight Time (5:00 p.m. Eastern Daylight Time) to discuss its financial results. A live webcast of the event will be available on the Docusign Investor Relations website at investor.docusign.com. A live dial-in will be available domestically at 877-407-0784 or internationally at 201-689-8560. A replay will be available domestically at 844-512-2921 or internationally at 412-317-6671 until midnight (EDT) June 18th, 2026, using the passcode 13760337. About Docusign Docusign brings agreements to life. More than 1.8 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people's lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign's IAM platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and CLM. Learn more at www.docusign.com. Copyright 2026. Docusign, Inc. is the owner of DOCUSIGNﾮ and all its other marks (www.docusign.com/IP). Investor Relations: Investor Relations [email protected] Media Relations: Corporate Communications [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/docusign-announces-timing-of-first-quarter-fiscal-2027-earnings-conference-call-302773807.html

Gilat Satellite (GILT) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of a loss of $0.06 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +400.00%. A quarter ago, it was expected that this satellite broadband communications company would post earnings of $0.13 per share when it actually produced earnings of $0.2, delivering a surprise of +53.85%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Gilat, which belongs to the Zacks Satellite and Communication industry, posted revenues of $110.47 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 3.77%. This compares to year-ago revenues of $92.04 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Gilat shares have added about 53.9% since the beginning of the year versus the S&P 500's gain of 8.1%. While Gilat has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Gilat was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today...

Freshworks Inc. (FRSH) came out with quarterly earnings of $0.11 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.14, delivering a surprise of +27.27%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Freshworks, which belongs to the Zacks Internet - Software industry, posted revenues of $228.63 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.28%. This compares to year-ago revenues of $196.27 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Freshworks shares have lost about 26.7% since the beginning of the year versus the S&P 500's gain of 5.2%. While Freshworks has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Freshworks was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quart...

In recent days, DocuSign has drawn heightened investor attention ahead of its upcoming earnings release, as analysts project year-over-year increases in both earnings per share and revenue. What makes this development especially material is DocuSign’s track record of exceeding consensus estimates over the last four quarters, which is shaping current expectations around the company’s execution and earnings quality. Next, we’ll examine how optimism around DocuSign’s projected earnings growth and consistent estimate beats could influence its existing investment narrative. Find 54 companies with promising cash flow potential yet trading below their fair value. To own DocuSign, you need to believe digital agreement workflows and AI-enhanced contract tools can keep driving steady revenue and earnings growth despite rising competition and slowing industry tailwinds. The latest focus on its upcoming earnings, with analysts looking for year over year gains and another potential estimate beat, may reinforce confidence in near term execution, but it does not materially change the key risk that growth in the core eSignature market could keep moderating. Against this backdrop, DocuSign’s March 2026 launch of an AI powered contract review assistant for IAM and CLM customers looks especially relevant, because it directly targets higher value workflows that could support future ARPU and margin improvement. If the upcoming results show that these newer AI driven offerings are gaining traction, it could strengthen the case that DocuSign’s investment story is shifting from pure eSignature volume to deeper, smarter agreement management. Yet while optimism around AI and earnings beats is encouraging, investors should also be aware of how slower core growth and margin pressure could still... 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 requires 7.5% yearly revenue growth and about a $173.2 million earnings increase from $309.1 million today. Uncover how DocuSign's forecasts yield a $60.16 fair value, a 30% upside to its current price. Some of the most optimistic analysts see IAM and AI features sharply expanding DocuSign’s role, with revenue reaching about US$4.2 billion and earnings near US$490 million by 2029, so this new focus on estimate beats and AI adoption could either support,...

BOSTON, April 21, 2026 (GLOBE NEWSWIRE) -- SpartanX, the AI-native offensive security company behind the industry's first fully autonomous full-stack red teaming platform, today announced the close of its seed round led by Venture Guides, with participation from additional angel and corporate investors. Alongside the funding, the company has established its new Global Headquarters in Boston and appointed a new President and Chief Operating Officer to lead the scaling of its sales, marketing, and customer success teams. A Partnership Built to Lead The round was led by Venture Guides, a Boston-based venture capital firm focused exclusively on early-stage security, AI, cloud infrastructure, and data companies. Venture Guides has guided portfolio companies to more than 80% positive outcomes, with over 40% achieving multi-billion-dollar valuations, including Dynatrace, SolarWinds, LinkedIn and DocuSign. Venture Guides operates on a fundamentally different model from traditional venture capital. The firm maintains a concentrated portfolio of 15 investments and commits 10% or more of personal capital to its funds. Every partner is actively involved in guiding portfolio companies across business strategy, finance, go-to-market execution, and product positioning on a weekly basis. "SpartanX has built something truly unique in offensive security. A fully autonomous platform where 500+ AI agents coordinate across every attack surface, validate findings with real exploits, and deliver remediation in one continuous workflow," said Anton Simunovic, Partner at Venture Guides. "The founding team's deep domain experience, from building and exiting past security companies to securing platforms at the scale of Uber, provides that rare combination of both understanding and solving the customers’ pain through product vision. We are proud to partner with them." Scaling for Growth: New HQ and Executive Leadership SpartanX has established its new Global Headquarters in Boston, positioning the company at the center of one of the world's leading cybersecurity and enterprise technology ecosystems. The company is actively hiring and excited to bring new jobs to the Boston area, tapping into the region's deep talent pool to accelerate its mission to make autonomous full-stack red teaming accessible to organizations of all sizes. As part of this expansion, SpartanX has appointed Erik Har...

A month has gone by since the last earnings report for DocuSign (DOCU). Shares have lost about 4.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is DocuSign due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Docusign, Inc. reported impressive fourth-quarter fiscal 2026 results, with both earnings and revenues beating their respective Zacks Consensus Estimate. DOCU’s adjusted earnings (excluding 57 cents from non-recurring items) were $1.01 per share, which surpassed the Zacks Consensus Estimate by 6 cents and increased 17.4% from the year-ago quarter’s level. Total revenues were $836.9 million, which beat the consensus estimate by $8.7 million and improved 7.8% on a year-over-year basis. Subscription revenues totaled $819 million, increasing 8% year over year. The figure beat our estimate of $809.6 million. Professional services and other revenues of $17.9 million fell 3% from the year-ago quarter’s level, surpassing our expectation of $16.5 million. Billings amounted to $1 billion, up 10% year over year. The figure topped our estimate of $998.1 million. The non-GAAP gross margin was 81.8% compared with 82.3% a year ago, beating our estimate of 81.2%. The non-GAAP gross profit of $684.1 million grew 7.1% year over year and outpaced our expectation of $671 million. The non-GAAP operating margin was 29.5%, up 70 basis points from the year-ago quarter’s level. The figure beat our estimate of 28.4%. Docusign exited the fourth quarter of fiscal 2026 with cash and cash equivalents of $602.4 million compared with $648.6 million at the end of fiscal 2025. Net cash generated by operating activities was $377.2 million for the reported quarter. Free cash flow generation was $350.2 million. For the first quarter of fiscal 2027, DOCU expects revenues to be between $822 million and $826 million. The non-GAAP gross margin and the non-GAAP operating margin are expected to be in the range of 80.8-81.2% and 29-29.5%, respectively. Non-GAAP diluted weighted-average outstanding shares are expected to be in the range of 196-201 million. For fiscal 2027, the company expects revenues to be between $3.4...

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 Fortinet, Inc. (FTNT) : Free Stock Analysis Report Docusign Inc. (DOCU) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

DocuSign, Inc. (NASDAQ:DOCU) earns a place on our list of the 8 most undervalued cloud stocks to buy according to analysts. As of March 18, 2026, analysts have taken a cautious approach toward DocuSign, Inc. (NASDAQ:DOCU), with firms making adjustments to their price forecasts following strong quarterly results. Amid industry challenges and declining valuations, the company’s Q4 results offered some reassurance; however, they did not significantly alter analyst perspectives. RBC Capital Markets analysts reduced the firm’s price target for DocuSign, Inc. (NASDAQ:DOCU) from $70 to $55, while keeping a “Sector Perform” rating. It cited improvements in the dollar net retention rate and initial progress on the Intelligent Agreement Management (IAM) platform, although it remains cautious about enterprise adoption. The firm added that its price target reduction reflects multiple headwinds across its peers. Similarly, on the same day, Morgan Stanley analyst Josh Baer lowered the price target on DocuSign, Inc. (NASDAQ:DOCU) to $69.00 from $90.00, maintaining a “Equal Weight” rating. The firm cited restricted margin expansion and a stagnant 102% dollar-based net retention rate as limiting factors for potential growth. While the company reported solid results that beat analyst expectations, the investment firm noted that the improvement was only a small margin. DocuSign, Inc. (NASDAQ:DOCU) offers cloud-based electronic signature and agreement solutions that facilitate secure document workflows, automation, and transaction management. Established in 2003, it is based in San Francisco, California. While we acknowledge the potential of DOCU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

DocuSign, Inc. (NASDAQ:DOCU) is one of the cheap rising stocks to buy now. On March 18, UBS lowered its price target on DocuSign Inc. (NASDAQ:DOCU) to $54 from $75 while keeping a Neutral rating. The firm noted that investors are watching for a rebound in application software stocks, with DocuSign currently trading at eight times CY26 free cash flow. UBS highlighted that most Q4 and January metrics were in line with expectations, including revenue growth of 8.2% over the past year and a strong gross margin of 79.4%. Looking ahead, DocuSign’s fiscal 2027 outlook projects constant‑currency revenue growth of about 7%, slightly below its long‑term target of 10% or higher. UBS suggested that this deceleration is unlikely to shift investor sentiment, reinforcing its Neutral stance. The firm emphasized that while profitability remains solid, growth momentum appears constrained compared to earlier ambitions. DocuSign reported Q4 FY2026 earnings per share of $1.01, beating forecasts of $0.95, with revenue of $837 million surpassing expectations. Piper Sandler lowered its price target on DocuSign Inc. to $52 from $75 while keeping a Neutral rating, noting strong fourth‑quarter results with top‑ and bottom‑line beats and stabilization in the core business. The firm highlighted steady retention metrics and growing traction in Identity and Access Management, which is expected to reach an 18% revenue mix by fiscal 2027. While annual recurring revenue growth is projected to modestly accelerate, Piper Sandler said the risk‑reward profile remains balanced until DocuSign demonstrates consistent execution and a clear path to sustainable double‑digit growth. DocuSign, Inc. (NASDAQ:DOCU) is an American software company that provides electronic signature solutions worldwide, supported by its AI‑powered Intelligent Agreement Management (IAM) platform that automates and analyzes the agreement lifecycle. While we acknowledge the potential of DOCU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Best Cheapest Stocks to Buy on Robinhood and 9 Best Psychedelic Stocks to Buy in 2026. Disclosure: None. Follow Insider Mon...

The market for DocuSign, Inc.'s (NASDAQ:DOCU) shares didn't move much after it posted weak earnings recently. We think that the softer headline numbers might be getting counterbalanced by some positive underlying factors. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. In high finance, the key ratio used to measure how well a company converts reported profits into free cash flow (FCF) is the accrual ratio (from cashflow). To get the accrual ratio we first subtract FCF from profit for a period, and then divide that number by the average operating assets for the period. The ratio shows us how much a company's profit exceeds its FCF. That means a negative accrual ratio is a good thing, because it shows that the company is bringing in more free cash flow than its profit would suggest. That is not intended to imply we should worry about a positive accrual ratio, but it's worth noting where the accrual ratio is rather high. To quote a 2014 paper by Lewellen and Resutek, "firms with higher accruals tend to be less profitable in the future". For the year to January 2026, DocuSign had an accrual ratio of -0.72. That implies it has very good cash conversion, and that its earnings in the last year actually significantly understate its free cash flow. In fact, it had free cash flow of US$1.1b in the last year, which was a lot more than its statutory profit of US$309.1m. DocuSign shareholders are no doubt pleased that free cash flow improved over the last twelve months. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Happily for shareholders, DocuSign produced plenty of free cash flow to back up its statutory profit numbers. Based on this observation, we consider it possible that DocuSign's statutory profit actually understates its earnings potential! On the other hand, its EPS actually shrunk in the last twelve months. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. While conducting our analysis, we found that DocuSign has 1 warning sign and it would...

Docusign, Inc. DOCU reported impressive fourth-quarter fiscal 2026 results, with both earnings and revenues beating their respective Zacks Consensus Estimate. DOCU’s adjusted earnings (excluding 57 cents from non-recurring items) were $1.01 per share, which surpassed the Zacks Consensus Estimate by 6 cents and increased 17.4% from the year-ago quarter’s level. Total revenues were $836.9 million, which beat the consensus estimate by $8.7 million and improved 7.8% on a year-over-year basis. DOCU’s shares have lost 44.4% over the past year compared with a 5.1% decline of the industry. The Zacks S&P 500 composite has risen 21.3% in the said time frame. Docusign Inc. price-consensus-eps-surprise-chart | Docusign Inc. Quote Subscription revenues totaled $819 million, increasing 8% year over year. The figure beat our estimate of $809.6 million. Professional services and other revenues of $17.9 million fell 3% from the year-ago quarter’s level, surpassing our expectation of $16.5 million. Billings amounted to $1 billion, up 10% year over year. The figure topped our estimate of $998.1 million. The non-GAAP gross margin was 81.8% compared with 82.3% a year ago, beating our estimate of 81.2%. The non-GAAP gross profit of $684.1 million grew 7.1% year over year and outpaced our expectation of $671 million. The non-GAAP operating margin was 29.5%, up 70 basis points from the year-ago quarter’s level. The figure beat our estimate of 28.4%. Docusign exited the fourth quarter of fiscal 2026 with cash and cash equivalents of $602.4 million compared with $648.6 million at the end of fiscal 2025. Net cash generated by operating activities was $377.2 million for the reported quarter. Free cash flow generation was $350.2 million. For the first quarter of fiscal 2027, DOCU expects revenues to be between $822 million and $826 million, above the Zacks Consensus Estimate of $813.4 million. The non-GAAP gross margin and the non-GAAP operating margin are expected to be in the range of 80.8-81.2% and 29-29.5%, respectively. Non-GAAP diluted weighted-average outstanding shares are expected to be in the range of 196-201 million. For fiscal 2027, the company expects revenues to be between $3.484 billion and $3.496 billion. The Zacks Consensus Estimate is pegged at $3.42 billion. DOCU anticipates the annual recurring revenue (ARR) growth rate to be between 8.25% and 8.75%. The non-GAAP gro...