Which of these cloud software plays has more upside potential? DocuSign (DOCU 0.47%) and ServiceNow (NOW 1.19%) both simplify and streamline tasks for companies with their cloud-based services. DocuSign is the world's largest provider of e-signature services, while ServiceNow's services help companies organize their unstructured work patterns into automated digital workflows. But over the past three years, DocuSign's stock plunged nearly 70% as ServiceNow's stock rallied by roughly the same amount. Let's se ...

The provider of electronic signature technology's stock has climbed by 8.11% in the past month, exceeding the Business Services sector's gain of 3.8% and the S&P 500's gain of 5.78%. Investors will be eagerly watching for the performance of DocuSign in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on June 6, 2024. It is anticipated that the company will report an EPS of $0.79, marking a 9.72% rise compared to the same quarter of the previous year. Meanwhile, our lates ...

Down 80%, can DocuSign return to all-time highs? DocuSign's financials In fiscal 2024 (ended Jan. 31), DocuSign reported revenue of just under $2.8 billion, 10% higher than the previous fiscal year. Fortunately for the company, it slowed its operating expense growth to 4% during that time, earning a net income of $74 million. That's a significant improvement over the $97 million loss seen in the same period of fiscal year 2023. DocuSign (DOCU 0.53%) was a darling during the pandemic. It was well-positioned ...

Media Relations: Corporate Communications [email protected] Copyright 2024. Docusign, Inc. is the owner of DOCUSIGN® and all its other marks (www.docusign.com/IP). Investor Relations: Investor Relations [email protected] SAN FRANCISCO, May 16, 2024 /PRNewswire/ -- Docusign (Nasdaq: DOCU) today announced that its first quarter fiscal 2025 results will be released on Thursday, June 6, 2024, after the close of the market. The company will host a conference call at 2:00 p.m. Pacific Standard Time (5:00 p.m. Eas ...

The latest trading session saw DocuSign (DOCU) ending at $59.50, denoting a -0.5% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a gain of 1.03% for the day. Elsewhere, the Dow gained 0.46%, while the tech-heavy Nasdaq added 1.19%.Prior to today's trading, shares of the provider of electronic signature technology had gained 0.55% over the past month. This has outpaced the Business Services sector's loss of 3.42% and the S&P 500's loss of 1.57% in that time.Market ...

收购交易 - Docusign宣布以1.65亿美元收购Lexion，计划将后者的人工智能合同管理技术整合至其智能协议管理平台[2] - 此次收购为Lexion提供了成功的退出机会，该公司成立于2018年，由三位联合创始人在西雅图艾伦人工智能研究所相识后创立[3] - Lexion自成立以来共融资约3600万美元，包括2022年4月完成的2000万美元融资，2022年收入增长两倍[4] 公司业务 - Lexion最初专注于帮助法律部门管理合同，后扩展至销售、IT、财务和人力资源等领域，管理合同及其他文件如提案请求和问卷[4] - Lexion拥有100多名员工，团队包括来自亚马逊、谷歌、Meta和微软的世界级人工智能工程师[6] - Lexion入围2024年GeekWire Awards年度最佳工作场所，其CEO Gaurav Oberoi入围年度最佳CEO[7] 整合计划 - Lexion三位联合创始人将加入Docusign担任高级产品和工程职位[4] - 收购后将推动创新，为Docusign和Lexion客户提供更大价值，并深化对协议管理领域的理解[5] - Docusign总部位于旧金山，但在西雅图有工程团队，与Lexion同处一地有利于整合[6]

As DocuSign reportedly explores a sale to private equity, it’s acquiring a company itself.On Monday, DocuSign announced that it’s buying Lexion, a contract workflow automation startup, for $165 million. The purchase comes as DocuSign makes increasing investments in the contract management space, most recently launching DocuSign IAM, a service aimed at connecting different components of the corporate agreement creation and negotiation process.Lexion was incubated at the Allen Institute for Artificial Intelli ...

文章核心观点 DocuSign收购Lexion，双方共享智能协议管理愿景，联合创新将为客户带来更多价值、提高生产力并简化流程，Lexion技术集成到DocuSign平台将带来多方面优势，双方合作将服务更多客户 [1][2][8] 收购情况 - DocuSign首席执行官欢迎Lexion加入，称联合人工智能创新将为客户带来价值、提高生产力和简化流程，战略收购体现为客户提供智能协议管理解决方案的承诺 [1][2] - Lexion首席执行官表示与DocuSign愿景一致，将推动创新并为双方客户带来更大价值 [3] - Lexion联合创始人将加入DocuSign担任高级职位，还带来世界级人工智能工程师团队和对协议管理领域有深入了解的组织 [2] 公司介绍 - DocuSign拥有超150万客户和超10亿用户，分布在超180个国家，可释放文档中关键业务数据，帮助公司创建、执行和管理协议 [9] - Lexion成立于2019年，是简单高效的协议工作流平台，可简化和集中合同流程，产品包括存储协议的知识库及人工智能工具 [10] 技术集成优势 - 集成Lexion先进人工智能能力到DocuSign IAM平台，可让组织从协议中获取更丰富见解和分析，加快合同审查和谈判，无缝定位文档见解并推动流程自动化 [4] - 带来更丰富见解和分析，帮助客户解锁协议中关键信息，支持日常运营、回答业务相关问题和识别风险，加速客户对协议结构、数据和属性的细致理解 [4] - Lexion AI Contract Assist插件可加速和智能协助合同审查和谈判，自动审查合同风险和偏差，并提供人工智能生成的修订建议 [5] - 可让用户通过问答体验轻松在协议中查找信息 [6] - 允许用户通过电子邮件、Microsoft Teams或Slack无缝管理任务，提高业务采用率并集中展示协议相关任务 [7] 合作影响 - 双方合作将推动更大规模创新和价值，使双方能更快服务更多行业和用例的客户，DocuSign将利用Lexion人工智能模型，Lexion客户也将受益于集成DocuSign解决方案 [8]

DocuSign盈利前景 - DocuSign最近被升级为Zacks Rank 2 (Buy) [1] - DocuSign的盈利前景积极，可能会带来购买压力和股价上涨 [4] - DocuSign的盈利预期持续上升，过去三个月Zacks共识预期增长了71% [10] Zacks评级系统 - Zacks评级系统主要跟踪卖方分析师对股票的盈利预期，这是评级变化的核心 [2] - Zacks评级系统在4000多支股票中保持'买入'和'卖出'评级的平衡，只有前5%的股票获得'Strong Buy'评级 [11] - DocuSign的Zacks Rank 2使其位于Zacks覆盖股票中前20%，暗示股价可能会在短期内上涨 [13] 机构投资者影响 - 机构投资者对盈利和盈利预期的影响与股价走势强相关 [5]

文章核心观点 - 自11月以来DocuSign股价持续反弹，良好财报、乐观前景和分析师评级上调为股价提供动力，虽有分析师持谨慎态度，但整体仍有上涨潜力 [1][2] 分组1：股价表现 - 自11月以来DocuSign股价持续反弹，涨幅达60%，但较2021年疫情期间高点仍下跌超80%，目前仅略高于2018年IPO价格 [1][3][4] 分组2：利好因素 - 公司Q4财报超预期，管理层前瞻性指引积极，市场认为公司已度过难关，股价上涨有支撑且有进一步上涨动力 [5] - 公司AI产品组合发展势头良好，有望在2025年前实现强劲盈利增长，管理层对利润率扩张的策略转变受投资者欢迎 [6] - 上周花旗将DocuSign列为价值创造者焦点名单中的顶级股票，给出93美元新目标价，较周一收盘价有66%上涨空间；JMP证券重申跑赢评级，目标价84美元 [7] 分组3：谨慎观点 - 部分分析师仍未转向看多，如加拿大皇家银行给予中性评级，瑞银从卖出上调至中性 [8] 分组4：投资建议 - 本周初DocuSign股价下跌3.5%，可能是随大盘下跌，通胀虽有波动但整体可控，投资者可关注入场机会 [9][10] - MarketBeat追踪的顶级分析师推荐另外五只股票，认为它们比DocuSign更值得买入 [11]