DigitalOcean因Cantor Fitzgerald升级而崛起

2026-02-05 21:36

DigitalOcean (DOCN) rose 1% in premarket trading on Thursday after investment firm Cantor Fitzgerald upgraded the cloud service provider.
"We are raising our rating to [Overweight] (from Neutral) and our 12-month PT to $68 (from $47) on DOCN shares representing ~6x our C27 updated revenue targets, which are now above the Street (Visible Alpha) consensus," analyst Thomas Blakey wrote in a note to clients.
Delving deeper, Blakey said he expects DigitalOcean to continue scaling its business, including winning large customers, as evidenced by the Character.ai win earlier this year. He also expects more traction with its GPU-led platform-as-a-service this year, as the product expands.
"DigitalOcean is likely to host another Analyst Day in the coming months, like last year, which could serve as a catalyst for shares, in our view," Blakey explained. "DigitalOcean’s digital-native-focused and developer-first approach to providing hyperscale services to the mass market appears well-positioned to scale up-market, driving profitable growth and additional re-rating of shares informing our upgrade and OW rating of DOCN shares."

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