Analyst Bullish on Docusign (DOCU) Amid ‘Realistic’ Double-Digit Growth Path

Aswath Damodaran from NYU Stern School of Business said successful a caller programme connected CNBC that AI “buzzwords” are not boosting the marketplace anymore arsenic investors turn much acrophobic astir superior spending.

“I’ve said astir information centers we’ve gotten mode up of the game. I mean, the AI merchandise and work business, which yet is what has to wage for each of this, has not taken disconnected successful immoderate important way. I’m hard-pressed to deliberation astir immoderate institution making important wealth from the AI merchandise and work business.”

Damodaran said that the “sobering” of the AI commercialized started successful September past twelvemonth and the DeepSeek breakthrough successful China besides had an interaction connected the industry.

“It’s portion of, I think, what you spot astir each buzzword successful past successful the past 4 decades. I telephone these the ‘bar mitzvah moment,’ wherever radical aftermath up and say, ‘Okay, there’s a batch of committedness here, but amusement maine thing that I tin bent my chapeau on.'”

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A bundle technologist successful beforehand of a machine screen, typing codification to physique the company's physics signature software.

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Wall Street is focusing connected Docusign Inc (NASDAQ:DOCU) aft the company’s latest results.

“While bears propulsion backmost connected the Q4 outperformance fixed fractional of the upside was driven by aboriginal renewals, bulls constituent to improving gross retention and higher-than-expected IAM billings arsenic good arsenic the above-consensus billings usher for FY26,” said Morgan Stanley analysts, led by Josh Baer, successful a caller capitalist note. “With FY26 billings guidance already starting astatine 8% cc, the way to double-digit maturation has go much realistic.”

The company’s Intelligent Agreement Management, oregon IAM, is expected to spot a double-digit percent stock of full subscription recurring gross successful fiscal 2026.