The Market Is Missing DigitalOcean's Inflection Point

  • DigitalOcean Holdings, Inc. has capitalized on underserved SMB and individual segments and is now successfully expanding into the mid-market for higher revenue durability and improved retention. A strategic shift to leasing infrastructure will accelerate growth, boost free cash flow, and better align with demand, signaling management's bullish outlook. Valuation is attractive, especially on a cash flow basis, with growth prospects and DOCN multiples more favorable than peers.