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FINWIRES

バンク・オブ・アメリカは、成長加速の中でデジタルオーシャンがエージェント型AIの恩恵を受けると見込んでいると述べている。

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-- バンク・オブ・アメリカ証券は水曜日のレポートで、DigitalOcean（DOCN）はエージェント型AIの恩恵を受ける企業として位置づけられており、計画されているキャパシティ拡張と推論ワークロードの比率増加が、長期的に収益とフリーキャッシュフローの成長を牽引すると予想されると述べた。 同証券によると、DigitalOceanは「好調な」第1四半期決算を発表し、2026年の収益成長率見通しを引き上げた。同社は2027年の収益成長率を従来の約30%から50%以上に引き上げると予想している。DigitalOceanはまた、2027年に60メガワットのキャパシティを追加する計画で、これにより総キャパシティは約135メガワットになる可能性がある。 同投資会社は、DigitalOceanが「堅牢な」エージェント型AIプラットフォームを構築しており、需要に対応するため、今後数年間で大幅なキャパシティ増強を行うと指摘した。レポートによると、投資の増加は短期的にはフリーキャッシュフローマージンを圧迫する可能性がある。 バンク・オブ・アメリカ（BofA）は、同社の2026年度調整後1株当たり利益予想を1.11ドルから1.29ドルに引き上げた。ファクトセットが調査したアナリスト予想は1.22ドルとなっている。 BofAは同社株の買い推奨を維持し、目標株価を107ドルから200ドルに引き上げた。

Price: $152.65, Change: $-0.13, Percent Change: -0.08%

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