Digitalocean（NYSE：DOCN）股票比其創紀錄的高度下降了76％。這就是為什麼投資者可能會後悔不購買蘸醬的原因。

雲計算行業以亞馬遜，微軟和字母表等巨人為主，但這些提供商通常專注於最大和最高

DigitalOcean (NYSE:DOCN) stock is down a whopping 76% from its all-time high, which was set during the peak of the tech frenzy in 2021.

Digitalocean（NYSE：DOCN）的股票比歷史最高高的股票下跌了76％，這是在2021年技術瘋狂的高峰期。

While the stock was undeniably overvalued then, it's starting to look very attractive, especially in light of the company's rapidly accelerating revenue growth and soaring profits. Here's why investors might regret not buying the dip in DigitalOcean stock.

雖然當時該股票被不可否認地被高估了，但它開始看起來非常有吸引力，尤其是鑑於該公司迅速加速的收入增長和飆升的利潤。這就是為什麼投資者可能會後悔沒有購買Digitalocean股票的蘸料的原因。

Where to invest $1,000 right now?

現在在哪裡投資1,000美元？

Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »

我們的分析師團隊剛剛透露了他們認為現在要購買的10種最佳股票。了解更多 ”

Delivering AI to small and medium-sized businesses

向中小型企業提供AI

DigitalOcean provides a range of cloud services to more than 600,000 customers, from simple data storage and website hosting to complex software development tools. It differentiates itself from the larger cloud platforms by offering cheap and transparent pricing, highly personalized support, and simple deployment processes. These attributes are suited to SMBs, especially those without in-house technical expertise.

Digitalocean為600,000多個客戶提供了一系列雲服務，從簡單的數據存儲和網站託管到復雜的軟件開發工具。它通過提供廉價且透明的價格，高度個性化的支持和簡單的部署流程來與較大的雲平台區分開來。這些屬性適用於中小型企業，尤其是那些沒有內部技術專業知識的屬性。

DigitalOcean is now helping SMBs access the power of AI. It operates data center infrastructure fitted with graphics processing units (GPUs) from top suppliers like Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NYSE:AMD). In order to keep prices down, DigitalOcean doesn't use the latest GPU variants, but it does offer Nvidia's H200 and AMD's MI300X, which can deliver more than enough computing power for moderate AI workloads.

Digitalocean現在正在幫助SMB訪問AI的力量。它運行來自NVIDIA（NASDAQ：NVDA）和高級微型設備（NYSE：AMD）等頂級供應商的數據中心基礎架構（GPU）。為了降低價格，Digitalocean不使用最新的GPU變體，但它確實提供了NVIDIA的H200和AMD的MI300X，它們可以為適度的AI工作量提供足夠的計算能力。

Plus, DigitalOcean offers fractional capacity, meaning SMBs can access between one and eight GPUs at a time. This is ideal for small businesses that might want to deploy an AI chatbot on their website to handle customer service inquiries, for example. That kind of workload doesn't require thousands of Nvidia's latest Blackwell GPUs, which is what the bigger cloud platforms are focused on providing.

另外，Digitalocean提供了分數的能力，這意味著SMB可以一次訪問一到八個GPU。這對於可能想要在其網站上部署AI聊天機器人以處理客戶服務查詢的小型企業是理想的選擇。這種工作量不需要成千上萬的NVIDIA最新的Blackwell GPU，這是更大的雲平台專注於提供的。

Earlier this year, DigitalOcean also launched a new platform called GenAI which allows SMBs to create custom AI agents to serve customers, onboard new employees, and even generate business insights from internal data. These agents are built on the latest large language models (LLMs) from top developers like OpenAI, Anthropic, and Meta Platforms (NASDAQ:META), which are among the most complex in the world. The GenAI platform is still in beta mode, but DigitalOcean says 5,000 customers have already used it to deploy over 8,000 AI agents so far.

今年早些時候，Digitalocean還推出了一個名為Genai的新平台，該平台允許中小型企業創建自定義AI代理，以服務於客戶，新員工，甚至從內部數據中產生業務見解。這些代理商建立在最新的大型語言模型（LLMS）上，例如OpenAI，Anthropic和Meta平台（NASDAQ：META）等頂級開發人員，它們是世界上最複雜的。 Genai平台仍處於Beta模式，但Digitalocean表示，到目前為止，有5,000名客戶已經使用它來部署8,000多名AI代理。

Accelerating revenue growth and soaring profits

加速收入增長和飆升的利潤

DigitalOcean generated $210.7 million in total revenue during the first quarter of 2025 (ended March 31), which was a 14% increase from the year-ago period. That growth rate accelerated for the second consecutive quarter, which is a sign that momentum is building, and AI is a key reason why.

Digitalocean在2025年第一季度（截至3月31日）的總收入為2.107億美元，比去年同期增長了14％。連續第二個季度加速了這種增長率，這表明動量正在建立，而AI是原因。

Although DigitalOcean doesn't disclose exactly how much revenue its AI services generate, the company said it grew by an eye-popping 160% y/y during Q1. But it gets better -- management says demand for GPU capacity continues to outpace supply, so investors should expect rapid growth from the AI business for the foreseeable future.

儘管Digitalocean並未確切地透露其AI服務產生的收入，但該公司表示，在第一季度中，它以高達160％的y/y而增長。但是它會變得更好 - 管理層表示，對GPU容量的需求繼續超過供應，因此投資者應該期望可預見的未來AI業務的快速增長。

When you factor in that DigitalOcean slashed its total operating expenses by 6% to improve its bottom line, its Q1 results become even more impressive. In other words, the company could be growing its revenue even faster by investing more aggressively in costs like marketing, which would attract more customers.

當您考慮到Digitalocean將其總運營支出削減6％以提高其底線時，其第一季度的結果變得更加令人印象深刻。換句話說，該公司可以通過更積極地在諸如營銷之類的成本上進行積極投資，從而吸引更多客戶，該公司可能會更快地增加收入。

But the strategy worked like a charm. DigitalOcean's net income (profit) soared by a whopping 171% to $38.2 million during the quarter, which translated to $0.39 in earnings per share (EPS).

但是該策略就像魅力一樣。在本季度，Digitalocean的淨收入（利潤）飆升了171％，至3820萬美元，每股收益為0.39美元（EPS）。

DigitalOcean stock looks like a bargain

Digitalocean股票看起來像便宜貨

When DigitalOcean stock peaked in 2021, it was trading at a lofty price-to-sales (P/S) ratio of around 30, which was clearly unsustainable. The 76% decline in the stock since then, combined with the company's consistent revenue growth, has pushed its P/S ratio down to just 3.7.

當Digitalocean股票在2021年達到頂峰時，它的交易價格高於價格（P/s）的比例約為30，這顯然是不可持續的。從那以後，該股票下降了76％，加上公司的一致收入增長，其市盈率下降到僅為3.7。

To put that into perspective, it's a 34% discount to its three-year average of 5.6, which excludes the 2021 period.

從角度來看，它的三年平均折扣為34％，不包括2021個時期。

Now that DigitalOcean is consistently profitable, we can also measure its valuation using the price-to-earnings (P/E) ratio. Based on the company's trailing 12-month EPS of $1.11, its stock trades at a P/E ratio of 27.6, which is close to its cheapest level since it went public four years ago.

現在，Digitalocean始終獲得盈利，我們還可以使用市盈率（P/E）比率來衡量其估值。根據該公司落後12個月的每股收益為1.11美元，其股票交易的市盈率為27.6，自四年前公開以來，該股票比例接近其最便宜的水平。

The Nasdaq-100 index trades at a P/E ratio of 29.3, so DigitalOcean is currently cheaper than a basket of the world's biggest technology

NASDAQ-100指數的市盈率為29.3，因此Digitalocean目前比世界上最大的技術便宜