Key Points Its digital contract management tools exploded in popularity at the height of the pandemic. Demand for the company's products slowed thereafter, which sent its stock plummeting. A new agreement management platform is helping revive some of its lost momentum. 10 stocks we like better than Docusign › Docusign (NASDAQ: DOCU) stock went public in 2018 at $29, and by September 2021, it had soared more than tenfold to a record high of $310. The COVID-19 pandemic fueled incredible demand for t ...

Tom Gardner: Of course, this is a standard opening question for you that everybody thinks historically of DocuSign as a signature company. Let's talk about all that it does now with AI workflows and just get right into it in terms of the end-to-end workflow opportunities of the company.Tom Gardner: Hello, fools. Tom Gardner here with our Chief Investment Officer, Andy Cross and Toby Bordeloon, and we're so excited to be able to spend this time with the CEO of DocuSign, a Molly Fool recommendation, ticker sy ...

We came across a bullish thesis on DocuSign, Inc. on Value investing subreddit by TolgaDurman. In this article, we will summarize the bulls’ thesis on DOCU. DocuSign, Inc.'s share was trading at $71.35 as of October 9th. DOCU’s trailing and forward P/E were 51.59 and 16.81 respectively according to Yahoo Finance. BILL Holdings (BILL) Gets 18% Boost From Impressive Earnings, Outlook DocuSign (DOCU) recently experienced a sharp 12% drop following OpenAI’s introduction of “DocuGPT,” a contract analysis tool ...

Oct 22, 2025 4:32 PM Eastern Daylight Time Halper Sadeh LLC Encourages Chegg, Inc. Shareholders to Contact the Firm to Discuss Their Rights Share Industry: Shareholders should contact the firm immediately as there may be limited time to enforce your rights. NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Chegg, Inc. (NYSE: CHGG) breached their fiduciary duties to shareholders. If you currently own Chegg stock and acquired s ...

近期股价表现 - 公司股票在最近一个交易日收于67.12美元，当日下跌1.16% [1] - 公司股价表现逊于大盘，同期标普500指数下跌0.63%，道琼斯指数下跌0.65%，纳斯达克指数下跌0.47% [1] - 在过去一个月中，公司股价累计下跌19.65%，而同期计算机与技术板块上涨1.9%，标普500指数上涨0.92% [1] 业绩预期与分析师观点 - 市场预期公司下一季度每股收益为0.92美元，较去年同期增长2.22% [2] - 市场预期公司下一季度营收为8.0613亿美元，较去年同期增长6.8% [2] - 市场预期公司全年每股收益为3.69美元，同比增长3.94%，全年营收预期为32亿美元，同比增长7.34% [3] - 过去一个月中，Zacks共识每股收益预期上调了2.13% [5] - 公司目前获得Zacks Rank第1级评级 [5] 估值水平 - 公司当前远期市盈率为18.4倍，低于其行业平均的29.25倍，显示估值存在折价 [6] - 公司当前市盈增长比率为1.24倍，低于互联网软件行业平均的1.98倍 [6] 行业概况 - 公司所属的互联网软件行业是计算机与技术板块的一部分 [7] - 该行业目前的Zacks行业排名为62位，位列所有250多个行业的前26% [7]

公司战略与行业环境 - 公司首席执行官指出当前技术发展速度是其从业数十年来所经历的最快节奏，公司必须保持警觉以应对[1] - OpenAI新模型和工具的快速推出迫使包括公司在内的企业科技参与者加速其产品路线图[1] - 公司团队需要超前6至12个月进行规划以保持竞争力，若仅基于当前可用技术进行建设将错失未来发展机遇[2] - 公司正试图充分利用OpenAI、谷歌、微软、Anthropic等公司的巨额投资，因为AI能力正在飞速变化[5] - 对于公司而言，OpenAI既是行业发展的催化剂也是关键盟友，公司大量AI技术构建于OpenAI及其他前沿大语言模型之上[6] 财务表现与市场预期 - 公司股价年内下跌超过23%，同期标普500指数上涨13%[2] - 第二季度营收达8.01亿美元，同比增长9%，超出彭博共识预期的7.809亿美元[4] - 第二季度调整后每股收益为0.92美元，同比增长8.6%，高于市场预期的0.85美元[4] - 公司上调全年业绩指引，预计总营收将增长7%，达到31.89亿美元至32.01亿美元[4] - 摩根大通分析师将公司目标股价从77美元上调至80美元，称此次业绩是今年早些时候账单问题后的“恢复正常”[5] 产品方向与技术应用 - 尽管股价表现不稳，公司最新季度业绩显示出增长势头，主要由订阅和账单业务驱动[3] - 投资者可能密切关注公司如何将新AI能力整合至其产品中[3] - 这家电子签名和协议公司正大力押注AI“智能体”，即专门用于自动化合同工作流程中各个环节的工具[6] - 构建成功的AI智能体需要具备为答案和决策提供支持的“数据动力”，以及对工作流程本身的深刻理解[6]

市场整体趋势 - 华尔街牛市已持续三年且未有减弱迹象，除人工智能技术驱动外，工业、金融、非必需消费品和公用事业等周期性板块也参与上涨 [1] - 预计牛市在近期将持续，支撑因素包括美国经济韧性、通胀率下降、稳健的盈利业绩、美联储重新启动低利率制度和宽松货币政策 [2] 个股投资机会：DocuSign Inc (DOCU) - 公司优势在于订阅收入，该部分在过去三年构成其营收主体，并能有效将销售费用转化为国际增长 [4] - 研发投入推动了产品增强和客户体验改善，有助于保留不断增长的客户群，与Salesforce和微软等科技巨头的牢固关系进一步支持其生态系统 [5] - 当前财年（截至2026年1月）预期营收和盈利增长率分别为7.1%和3.9%，当前财年盈利的Zacks共识预期在过去30天内提升了0.5% [6] - 公司股价目前较52周高点有37%的折价，券商短期平均目标价较最新收盘价67.91美元有37.3%的上涨空间，目标价区间为70-124美元，意味着最大上行潜力达82.6%且无下行风险 [7] 个股投资机会：Reddit Inc (RDDT) - 作为社交媒体和社区主导的平台，公司受益于用户参与度的强劲增长，包括日/周活跃用户数上升、平均每用户收入提升以及广告工具扩展 [8] - 人工智能驱动的功能（如Reddit Answers，拥有超600万周用户）是增强内容发现和个性化的关键催化剂，通过与Smartly.io和Meta Platforms的整合深化广告商入驻并改善广告活动效果，AI应用也推动着国际用户群增长 [9] - 当前财年预期营收和盈利增长率分别为58.6%和超过100%，当前财年盈利的Zacks共识预期在过去30天内提升了0.5% [10] - 公司股价目前较52周高点有40.9%的折价，券商短期平均目标价较最新收盘价200.76美元有11.8%的上涨空间，目标价区间为110至300美元，意味着最大上行潜力为49.4%，下行风险为45.2% [12] 个股投资机会：Fair Isaac Corp (FICO) - 公司强劲的财务表现得益于其Scores和Software部门的稳健增长，其评分模型已扩展至纳入“先买后付”贷款数据，从而提升了FICO评分的预测准确性 [13] - 信用建模的进步（包括针对非GSE抵押贷款开发FICO Score 10T）带来显著增长机遇，Software部门表现强劲，软件即服务和许可收入的增长表明平台参与度高 [14] - 当前财年（截至2026年9月）预期营收和盈利增长率分别为19.6%和30.7%，当前财年盈利的Zacks共识预期在过去30天内提升了0.1% [15] - 公司股价目前较52周高点有31.9%的折价，券商短期平均目标价较最新收盘价1,636.65美元有21.1%的上涨空间，目标价区间为1,047至2,400美元，意味着最大上行潜力为46.6%，下行风险为36% [16]

Key Takeaways Docusign shares are down 24% YTD, lagging its industry and the broader S&P 500 composite.The firm strengthened its IAM platform with new integrations across Microsoft 365 and Salesforce tools.Fiscal Q2 revenues rose 9% to $800M, with $218M in free cash flow and solid earnings growth projected ahead.Docusign, Inc. (DOCU) has been under considerable selling pressure, with the stock declining 24% year to date.This drop is in stark contrast to the 18% rally of its industry and the 14% gain of the ...

Docusign Demonstrates Excellence in Enabling Agentic Enterprise Transformations within Salesforce Ecosystem , /PRNewswire/ -- Docusign (Nasdaq: DOCU) announced that it has been named a recipient of the Salesforce Partner Innovation Award in the High Technology category for its Intelligent Agreement Management (IAM) for Sales solution. Docusign integrates with Salesforce to help teams accelerate sales cycles by streamlining agreement creation, signing, and management – including surfacing agentic actions a ...

Key Takeaways U.S. markets extended gains in 2025, hitting new highs amid rate-cut hopes and AI-driven optimism. Five momentum picks for October, namely ADI, CCL, WDC, DOCU and WDAY with solid earnings outlooks.Each stock shows improving earnings estimates and growth potential across AI, travel and data center space.U.S. stock markets have continued their northward journey in 2025 following an impressive rally over the previous two years. In August, all three major stock indexes — the Dow, the S&P 500 and t ...