DocuSign's Investment in Ireland: DocuSign has committed EUR4.5 million to expand its Dublin AI Centre of Excellence and increase its engineering team by 20%, highlighting Dublin's significance as its EMEA innovation hub.
AI and Intelligent Agreement Management: The company's focus on AI and its Intelligent Agreement Management (IAM) platform is expected to enhance its role in digital agreements, although challenges remain in upselling to existing customers.
Revenue Projections and Fair Value: DocuSign projects $3.8 billion in revenue and $359.8 million in earnings by 2028, with a fair value estimate ranging from $77 to $118, indicating varying investor perspectives on its future.
Investment Caution: While promising developments in AI are noted, investors should be cautious about potential pressures on IAM adoption and pricing power, emphasizing the need for thorough analysis before investment decisions.
DOCU
$69.98+Infinity%1D
Analyst Views on DOCU
Wall Street analysts forecast DOCU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DOCU is 97.62 USD with a low forecast of 80.00 USD and a high forecast of 124.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast DOCU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DOCU is 97.62 USD with a low forecast of 80.00 USD and a high forecast of 124.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
10 Hold
0 Sell
Moderate Buy
Current: 69.400
Low
80.00
Averages
97.62
High
124.00
Current: 69.400
Low
80.00
Averages
97.62
High
124.00
BTIG
Allan Verkhovski
initiated
$88
2025-12-16
New
Reason
BTIG
Allan Verkhovski
Price Target
$88
2025-12-16
New
initiated
Reason
BTIG analyst Allan Verkhovski initiated coverage of DocuSign with a Buy rating and $88 price target.
BTIG
Allan Verkhovski
Buy
initiated
$88
2025-12-16
New
Reason
BTIG
Allan Verkhovski
Price Target
$88
2025-12-16
New
initiated
Buy
Reason
BTIG analyst Allan Verkhovski initiated coverage of DocuSign with a Buy rating and $88 price target. Shares are now 34% off their multi-year high of $107 per share last December in what was a very "noisy" year for DocuSign, the analyst tells investors in a research note. The firm believes developments such as the DocuGPT agent and the company guiding to annual ARR instead of billings beginning next quarter factors intot share underperformance this year, presenting a "great" buying opportunity.
Baird
Neutral
downgrade
$90 -> $75
2025-12-05
Reason
Baird
Price Target
$90 -> $75
2025-12-05
downgrade
Neutral
Reason
Baird lowered the firm's price target on DocuSign to $75 from $90 and keeps a Neutral rating on the shares. The firm updated its model following solid Q3 results but awaiting a greater IAM lift in 2027.
Wedbush
Daniel Ives
Neutral
downgrade
$85 -> $75
2025-12-05
Reason
Wedbush
Daniel Ives
Price Target
$85 -> $75
2025-12-05
downgrade
Neutral
Reason
Wedbush analyst Daniel Ives lowered the firm's price target on DocuSign to $75 from $85 and keeps a Neutral rating on the shares. The firm notes the company reported its Q3 results featuring beats across the board as the company saw strong demand for IAM and eSignature, but the performance will be overshadowed by the relatively conservative outlook.
About DOCU
DocuSign, Inc. provides intelligent agreement management (IAM) platform an eSignature solution, and contract lifecycle management (CLM) solution - allow organizations to increase productivity, accelerate contract review cycles, and transform agreement data into insights and actions. The Company’s IAM platform automates agreement workflows, uncovers actionable insights, and leverages artificial intelligence (AI) capabilities, enabling organizations to create, commit, and manage agreements virtually. Its products include eSignature, CLM, IAM Apps, and Add-on Products. Its Add-on Products include Payments to collect payments along with signed agreements; Identity and standards-based signature for enhanced signer-identification and signatures with digital certification; Notary for remote online notarization; Monitor for advanced analytics; Gen for Salesforce for automated agreement generation within Salesforce, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
