Digitalocean（NYSE：DOCN）股票比其创纪录的高度下降了76％。这就是为什么投资者可能会后悔不购买蘸酱的原因。

云计算行业以亚马逊，微软和字母表等巨人为主，但这些提供商通常专注于最大和最高

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）的股票比历史最高高的股票下跌了76％，这是在2021年技术疯狂的高峰期。

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.

虽然当时该股票被不可否认地被高估了，但它开始看起来非常有吸引力，尤其是鉴于该公司迅速加速的收入增长和飙升的利润。这就是为什么投资者可能会后悔没有购买Digitalocean股票的蘸料的原因。

Where to invest $1,000 right now?

现在在哪里投资1,000美元？

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

我们的分析师团队刚刚透露了他们认为现在要购买的10种最佳股票。了解更多 ”

Delivering AI to small and medium-sized businesses

向中小型企业提供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为600,000多个客户提供了一系列云服务，从简单的数据存储和网站托管到复杂的软件开发工具。它通过提供廉价且透明的价格，高度个性化的支持和简单的部署流程来与较大的云平台区分开来。这些属性适用于中小型企业，尤其是那些没有内部技术专业知识的属性。

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现在正在帮助SMB访问AI的力量。它运行来自NVIDIA（NASDAQ：NVDA）和高级微型设备（NYSE：AMD）等顶级供应商的数据中心基础架构（GPU）。为了降低价格，Digitalocean不使用最新的GPU变体，但它确实提供了NVIDIA的H200和AMD的MI300X，它们可以为适度的AI工作量提供足够的计算能力。

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提供了分数的能力，这意味着SMB可以一次访问一到八个GPU。这对于可能想要在其网站上部署AI聊天机器人以处理客户服务查询的小型企业是理想的选择。这种工作量不需要成千上万的NVIDIA最新的Blackwell GPU，这是更大的云平台专注于提供的。

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.

今年早些时候，Digitalocean还推出了一个名为Genai的新平台，该平台允许中小型企业创建自定义AI代理，以服务于客户，新员工，甚至从内部数据中产生业务见解。这些代理商建立在最新的大型语言模型（LLMS）上，例如OpenAI，Anthropic和Meta平台（NASDAQ：META）等顶级开发人员，它们是世界上最复杂的。 Genai平台仍处于Beta模式，但Digitalocean表示，到目前为止，有5,000名客户已经使用它来部署8,000多名AI代理。

Accelerating revenue growth and soaring profits

加速收入增长和飙升的利润

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）的总收入为2.107亿美元，比去年同期增长了14％。连续第二个季度加速了这种增长率，这表明动量正在建立，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.

尽管Digitalocean并未确切地透露其AI服务产生的收入，但该公司表示，在第一季度中，它以高达160％的y/y而增长。但是它会变得更好 - 管理层表示，对GPU容量的需求继续超过供应，因此投资者应该期望可预见的未来AI业务的快速增长。

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.

当您考虑到Digitalocean将其总运营支出削减6％以提高其底线时，其第一季度的结果变得更加令人印象深刻。换句话说，该公司可以通过更积极地在诸如营销之类的成本上进行积极投资，从而吸引更多客户，该公司可能会更快地增加收入。

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).

但是该策略就像魅力一样。在本季度，Digitalocean的净收入（利润）飙升了171％，至3820万美元，每股收益为0.39美元（EPS）。

DigitalOcean stock looks like a bargain

Digitalocean股票看起来像便宜货

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.

当Digitalocean股票在2021年达到顶峰时，它的交易价格高于价格（P/s）的比例约为30，这显然是不可持续的。从那以后，该股票下降了76％，加上公司的一致收入增长，其市盈率下降到仅为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.

从角度来看，它的三年平均折扣为34％，不包括2021个时期。

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.

现在，Digitalocean始终获得盈利，我们还可以使用市盈率（P/E）比率来衡量其估值。根据该公司落后12个月的每股收益为1.11美元，其股票交易的市盈率为27.6，自四年前公开以来，该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指数的市盈率为29.3，因此Digitalocean目前比世界上最大的技术便宜