Company Performance - DocuSign (DOCU) closed at $44.13, reflecting a -1.54% change from the previous day's closing price, underperforming the S&P 500's daily loss of 0.28% [1] - Prior to the recent trading session, DocuSign shares had decreased by 20.01%, significantly lagging behind the Computer and Technology sector's loss of 3.36% and the S&P 500's loss of 0.76% [1] Financial Projections - The upcoming earnings per share (EPS) for DocuSign is projected to be $0.95, indicating a 10.47% increase from the same quarter last year [2] - Revenue is expected to reach $828.2 million, representing a 6.69% increase compared to the year-ago quarter [2] - For the entire fiscal year, earnings are projected at $3.79 per share and revenue at $3.21 billion, reflecting changes of +6.76% and +7.86% respectively from the prior year [3] Analyst Estimates and Valuation - Recent changes to analyst estimates for DocuSign suggest confidence in the company's business performance and profit potential [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks DocuSign as 2 (Buy) [5] - DocuSign's Forward P/E ratio stands at 10.77, indicating a discount compared to the industry average Forward P/E of 19.62 [5] - The company has a PEG ratio of 0.75, lower than the average PEG ratio of 1.1 for the Internet - Software industry [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 88, placing it in the top 36% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - DocuSign is expected to report positive earnings growth and revenue increase in its upcoming financial results, despite recent stock underperformance compared to the broader market and its sector Financial Performance - In the upcoming earnings report, analysts anticipate DocuSign to post earnings of $0.95 per share, reflecting a year-over-year growth of 10.47% [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $827.15 million, which is an increase of 6.56% from the previous year [2] - For the full year, the Zacks Consensus Estimates predict earnings of $3.79 per share and revenue of $3.21 billion, indicating year-over-year changes of +6.76% and +7.83% respectively [3] Analyst Estimates - Recent changes to analyst estimates for DocuSign suggest positive short-term business trends, which are generally viewed as favorable for the company's outlook [3] - The Zacks Rank system, which reflects these estimate changes, currently rates DocuSign as 3 (Hold) [5] Valuation Metrics - DocuSign is trading with a Forward P/E ratio of 14.64, which is below the industry average Forward P/E of 23.28, indicating a potential discount [6] - The company has a PEG ratio of 1.02, compared to the Internet - Software industry's average PEG ratio of 1.37, suggesting that DocuSign's stock may be undervalued relative to its expected earnings growth [7] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 77, placing it in the top 32% of over 250 industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries tend to outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - DocuSign (DOCU) stock increased by 2.62% to $57.50, outperforming the S&P 500's daily gain of 0.55% [1] - Over the past month, DocuSign shares have declined by 19.54%, underperforming the Computer and Technology sector's gain of 0.04% and the S&P 500's gain of 0.71% [1] Earnings Expectations - Analysts expect DocuSign to report earnings of $0.95 per share, reflecting a year-over-year growth of 10.47% [2] - The consensus estimate for quarterly revenue is $827.15 million, which represents a 6.56% increase from the previous year [2] Annual Forecast - Zacks Consensus Estimates project earnings of $3.79 per share and revenue of $3.21 billion for the year, indicating changes of +6.76% and +7.83% respectively compared to the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for DocuSign indicate shifting business dynamics, with upward revisions suggesting analysts' positive outlook on the company's profitability [4] Stock Performance Correlation - Research shows that revisions in estimates correlate with stock price performance, and the Zacks Rank model utilizes these changes to provide an operational rating system [5] Zacks Rank and Valuation - DocuSign currently holds a Zacks Rank of 3 (Hold), with a Forward P/E ratio of 14.8, which is lower than the industry average Forward P/E of 23.12 [6] - The PEG ratio for DocuSign is 1.04, compared to the Internet - Software industry's average PEG ratio of 1.39 [7] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 73, placing it in the top 30% of over 250 industries [7][8]

Core Viewpoint - DocuSign's stock has experienced a decline, and the investment community is closely monitoring its upcoming earnings performance, which is expected to show growth in both earnings per share and revenue [1][2]. Group 1: Stock Performance - In the latest trading session, DocuSign (DOCU) was down 5.03% at $56.69, which was a smaller decline compared to the S&P 500's loss of 0.06% [1]. - Prior to the recent trading, DocuSign shares had lost 13.99%, underperforming the Computer and Technology sector's gain of 2.88% and the S&P 500's gain of 1.99% [1]. Group 2: Earnings Estimates - The upcoming earnings release for DocuSign is projected to show earnings per share (EPS) of $0.95, reflecting a 10.47% increase from the same quarter last year [2]. - Revenue for the same quarter is estimated at $827.15 million, indicating a 6.56% rise from the equivalent quarter last year [2]. Group 3: Full Year Projections - For the full year, Zacks Consensus Estimates project earnings of $3.79 per share and revenue of $3.21 billion, showing increases of +6.76% and +7.83% respectively from the previous year [3]. - Recent revisions to analyst forecasts for DocuSign are important, as positive revisions indicate analyst optimism about the company's business and profitability [3]. Group 4: Valuation Metrics - DocuSign currently has a Forward P/E ratio of 15.77, which is lower than the industry average of 23.54, suggesting that DocuSign is trading at a discount [6]. - The company has a PEG ratio of 1.1, compared to the Internet - Software industry's average PEG ratio of 1.42 [6]. Group 5: Industry Context - The Internet - Software industry, which includes DocuSign, has a Zacks Industry Rank of 57, placing it in the top 24% of over 250 industries [7]. - Strong industry rankings are correlated with performance, with the top 50% of rated industries outperforming the bottom half by a factor of 2 to 1 [7].

Core Insights - Globant reported quarterly earnings of $1.53 per share, slightly missing the Zacks Consensus Estimate of $1.54 per share, and down from $1.63 per share a year ago, indicating an earnings surprise of -0.65% [1] - The company posted revenues of $617.14 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.31% and showing a year-over-year increase from $614.67 million [2] - Globant's stock has underperformed significantly, losing about 71.2% since the beginning of the year compared to the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.55 on revenues of $605.12 million, while for the current fiscal year, the estimate is $6.12 on revenues of $2.45 billion [7] - The estimate revisions trend for Globant was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software and Services industry, to which Globant belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Company Overview - DocuSign (DOCU) closed at $67.12, down 1.16% from the previous trading session, underperforming the S&P 500, which lost 0.63% [1] - Over the past month, DocuSign shares have decreased by 19.65%, while the Computer and Technology sector gained 1.9% and the S&P 500 gained 0.92% [1] Upcoming Earnings - The upcoming earnings release is anticipated, with expected EPS of $0.92, reflecting a 2.22% increase from the prior-year quarter [2] - Revenue is projected to be $806.13 million, indicating a 6.8% increase compared to the same quarter last year [2] Annual Forecast - For the entire year, earnings are forecasted at $3.69 per share and revenue at $3.2 billion, representing increases of 3.94% and 7.34% respectively from the previous year [3] - Recent analyst estimate revisions suggest a positive outlook for the business [3] Analyst Ratings - The Zacks Rank system, which evaluates estimate changes, currently ranks DocuSign as 1 (Strong Buy), indicating a favorable investment opportunity [5] - Over the past month, the Zacks Consensus EPS estimate has increased by 2.13% [5] Valuation Metrics - DocuSign's Forward P/E ratio is 18.4, which is lower than the industry average of 29.25 [6] - The PEG ratio for DocuSign is 1.24, compared to the industry average of 1.98, suggesting a more attractive valuation relative to expected earnings growth [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 62, placing it in the top 26% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - DocuSign reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, but down from $0.97 per share a year ago, indicating an earnings surprise of +9.52% [1][2] Financial Performance - The company achieved revenues of $800.64 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 2.78% and up from $736.03 million year-over-year [2] - Over the last four quarters, DocuSign has consistently exceeded consensus EPS estimates and revenue expectations [2] Stock Performance - DocuSign shares have declined approximately 15.6% since the beginning of the year, contrasting with the S&P 500's gain of 9.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $795.56 million, and for the current fiscal year, it is $3.54 on revenues of $3.16 billion [7] - The outlook for the Internet - Software industry, where DocuSign operates, is favorable, ranking in the top 29% of over 250 Zacks industries, suggesting potential for outperformance [8]

Company Performance - DocuSign (DOCU) closed at $73.55, reflecting a -3.68% change from the previous day, underperforming the S&P 500's daily loss of 0.33% [1] - Over the past month, DocuSign shares have appreciated by 0.46%, lagging behind the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Financial Results - DocuSign is expected to report an EPS of $0.84, indicating a 13.4% decline compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $778.96 million, representing a 5.83% growth year-over-year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $3.54 per share and revenue at $3.16 billion, reflecting changes of -0.28% and +6.05% respectively from the prior year [3] - Recent adjustments to analyst estimates indicate evolving short-term business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - DocuSign is currently trading at a Forward P/E ratio of 21.6, which is below the industry average of 28.6 [6] - The company has a PEG ratio of 9.43, compared to the Internet - Software industry's average PEG ratio of 2.21 [7] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [8] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [8]

Company Performance - DocuSign (DOCU) closed at $86.29, reflecting a +1.99% change from the previous day, underperforming the S&P 500's gain of 2.05% [1] - Over the past month, DocuSign shares increased by 3.15%, lagging behind the Computer and Technology sector's gain of 8.52% and the S&P 500's gain of 5.21% [1] Upcoming Earnings - DocuSign is set to report earnings on June 5, 2025, with projected earnings of $0.81 per share, indicating a year-over-year decline of 1.22% [2] - The consensus estimate for revenue is $746.98 million, reflecting a 5.26% increase from the same quarter last year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates predict earnings of $3.46 per share and revenue of $3.13 billion, representing changes of -2.54% and +5.2% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for DocuSign indicate confidence in the company's business performance and profit potential [3] - The Zacks Rank system, which includes estimate changes, currently ranks DocuSign at 3 (Hold) [5] Valuation Metrics - DocuSign has a Forward P/E ratio of 24.44, which is lower than the industry average Forward P/E of 28.23 [6] - The company has a PEG ratio of 5.55, compared to the Internet - Software industry's average PEG ratio of 2.12 [7] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 64, placing it in the top 26% of all industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - DocuSign (DOCU) closed at $81.65, reflecting a -0.96% change compared to the previous day, underperforming against the S&P 500's daily loss of 0.77% [1] - Over the past month, DocuSign's shares have increased by 14.58%, which is lower than the Computer and Technology sector's gain of 16.73% but higher than the S&P 500's gain of 11.54% [2] Earnings Projections - The upcoming earnings report for DocuSign is anticipated to show earnings per share (EPS) of $0.81, a decrease of 1.22% from the same quarter last year, with revenue projected at $746.98 million, an increase of 5.26% year-over-year [3] - For the entire year, the Zacks Consensus Estimates predict earnings of $3.46 per share and revenue of $3.13 billion, indicating a decrease of 2.54% in earnings and an increase of 5.2% in revenue compared to the previous year [4] Analyst Sentiment - Recent shifts in analyst projections for DocuSign are crucial for investors, as positive revisions indicate a favorable outlook on the company's business health and profitability [5] - The Zacks Rank system, which assesses estimate changes, currently ranks DocuSign at 3 (Hold), with a recent downward adjustment of 0.52% in the EPS estimate [7] Valuation Metrics - DocuSign's Forward P/E ratio stands at 23.81, which is a discount compared to the industry's average Forward P/E of 27.82, while its PEG ratio is 5.41, significantly higher than the Internet - Software industry's average PEG ratio of 2.05 [8] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 84, placing it in the top 35% of over 250 industries, indicating strong performance potential [9]