In my view, it's more critical now than ever to rotate our portfolios into value-oriented stocks. While recent sharp Fed rate cuts certainly do help to pull more cash and bonds off the sidelines and into stocks, the fact that the S&P 500 With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular cont ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...

Artificial intelligence is spreading, and it's transforming some businesses you might not have expected. Artificial intelligence (AI) could be the most revolutionary technology in a generation. Chatbots like OpenAI's ChatGPT have already boosted productivity in a number of industries thanks to their ability to instantly generate text, images, videos, and even computer code with plain language prompts. Many companies -- including some you might not expect -- now deploy AI software applications, some with con ...

DocuSign (DOCU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this provider of electronic signature technology is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between ...

DocuSign (DOCU) is an eSignature solution provider that has performed well in the past three months and has the potential to sustain momentum in the near term. The stock has gained 12% in the said time frame compared with the 10% growth of the industry. What Makes DOCU an Attractive Pick? Solid Rank: DOCU currently sports a Zacks Rank #1 (Strong Buy). Our research shows that stocks with a Zacks Rank #1 or 2 (Buy) offer attractive investment opportunities for investors. Earnings Surprise History: DOCU has an ...

Economic Outlook - Wall Street anticipates the beginning of an interest rate cut regime by the Fed in the upcoming September FOMC meeting, with the current rate at a 23-year high of 5.25-5.5% [1] - The CME FedWatch tool indicates a 100% probability of a 25-basis point cut in September, with expectations of a total cut of 50 basis points by November and 75 basis points by December [2] Growth Stocks - Investment in growth stocks is expected to be fruitful, with five highlighted stocks: Ubiquiti Inc. (UI), Spotify Technology S.A. (SPOT), DocuSign Inc. (DOCU), Vertiv Holdings Co. (VRT), and Universal Health Services Inc. (UHS) [3][4] - These stocks have shown positive earnings estimate revisions in the past 60 days and are rated with a Zacks Rank 1 (Strong Buy) and a Growth Score of A or B [4] Ubiquiti Inc. (UI) - Ubiquiti has a strong global business model and a rapidly growing community of service providers, which supports its growth [6] - The company has an expected revenue growth rate of 11.9% and an earnings growth rate of 22.2% for the current year [8] Spotify Technology S.A. (SPOT) - Spotify operates through two segments: Premium and Ad-Supported, providing extensive audio streaming services [10][11] - The expected revenue growth rate for Spotify is 19.4%, with earnings growth exceeding 100% for the current year [12] DocuSign Inc. (DOCU) - DocuSign benefits from strong demand for its eSignature product, with a focus on customer acquisition and international expansion [14] - The expected revenue growth rate for DocuSign is 6.6%, with earnings growth of 15.1% for the current year [15] Vertiv Holdings Co. (VRT) - Vertiv designs and services critical digital infrastructure technologies, with an expected revenue growth rate of 12.8% and earnings growth of 45.8% for the current year [18] Universal Health Services Inc. (UHS) - UHS has seen growth driven by its Acute Care and Behavioral Health segments, with strategic buyouts enhancing its portfolio [20][21] - The expected revenue growth rate for UHS is 9.8%, with earnings growth of 51% for the current year [22]

Why DocuSign could be poised to rally. DocuSign (DOCU 2.13%) shares continue to tread water despite the electronic signature-solutions provider recently reporting better-than-expected second-quarter results. The stock is down about 5% year to date. Let's dive into the company's most recent quarterly results to see if this is a buying opportunity. Solid revenue growth, but bookings guidance disappoints For it fiscal second quarter, DocuSign's revenue jumped 7% year over year to $736 million. Subscription rev ...

Core Viewpoint - DocuSign's stock has underperformed compared to the S&P 500 and the Zacks Technology Services industry, raising questions about its near-term performance [2] Earnings Estimates Revisions - For the current quarter, DocuSign is expected to post earnings of $0.85 per share, reflecting a year-over-year increase of +7.6% and a +27.2% change in the Zacks Consensus Estimate over the last 30 days [5] - The consensus earnings estimate for the current fiscal year is $3.43, indicating a +15.1% year-over-year change, with a +19.5% revision in the last 30 days [5] - For the next fiscal year, the consensus estimate is $3.65, showing a +6.4% change from the previous year, with a +5.4% revision over the past month [6] Revenue Growth Projections - The consensus sales estimate for the current quarter is $743.44 million, indicating a +6.1% year-over-year change [9] - For the current and next fiscal years, sales estimates are $2.94 billion and $3.12 billion, reflecting +6.4% and +6.1% changes, respectively [9] Recent Performance and Surprises - In the last reported quarter, DocuSign achieved revenues of $736.03 million, a +7% year-over-year increase, and an EPS of $0.97 compared to $0.72 a year ago [10] - The reported revenues exceeded the Zacks Consensus Estimate of $726.15 million by +1.36%, and the EPS surprise was +21.25% [10] - The company has consistently beaten consensus EPS and revenue estimates over the past four quarters [10] Valuation Metrics - DocuSign is graded D in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [14] - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether the stock is overvalued or undervalued [12][13] Conclusion - The Zacks Rank 1 suggests that DocuSign may outperform the broader market in the near term, despite its current valuation concerns [15]

Docusign, Inc. (DOCU) shares have gained 6.3% over the past three months against the marginal decline of the industry it belongs to and compared with the marginal rise of the Zacks S&P 500 composite. DOCUreported impressive second-quarter fiscal 2025 results. EPS (excluding $3.29 from non-recurring items) was 97 cents, which surpassed the Zacks Consensus Estimate by 21.3% and increased 34.7% from the year-ago quarter. Total revenues of $736 million beat the consensus mark by 1.4% and gained 7% from second-q ...

Docusign stock is on the road to recovery, but it's still a long way from its all-time high. Docusign (DOCU -2.64%) has built an entire portfolio of digital document software to handle every stage of the agreement lifecycle, from contract drafting to final signatures. Its platform was a hit during the pandemic because it helped businesses close deals even though their employees couldn't physically meet. As a result, Docusign stock soared from $80 to $310 between March 2020 and September 2021. Unfortunately, ...