DOCU

Longjumping-Lack8294

How do we feel on DOCU puts ?

zug_moneycomes

Opinions about $DOCU incoming today results?

zug_moneycomes

$DOCU full port put? Opinions? I think there is high probability it can go tits up

Harp-Note

DOCU. It'll probably go down, but I thought that was funny considering all the calls I have being red right now.

zug_moneycomes

$DOCU short for the earnings after bell thought?

Fantastic_Smoke9501

ok enough with crying in the casino. what are we thinking for tomorrow? PL, DOCU, RBRK- put Lulu - call

zug_moneycomes

Full port DOCU short what you think?

tocinoman

Anyone else playing DOCU?

WOTEugene

I keep adding more KEEL and a bunch of other BTC miners pivoting to HPC (CLSK MARA). Doing a small ER gamble on DOCU this week and also BOX calls as a DOCU synergy play in case DOCU really pops… this is 100% gambling though… KEEL/CLSK/MARA are my longer term plays (shares and leaps).

d3rFunk

So puts on DOCU.

theGameNWA

DOCU rhymes with ROKU and it will make yoooouuuu b.... ? correct!

FeverTreeCloud

Unless DOCU is now using AI 🤖 to automatically sign contracts on behalf of companies whether the parties authorize it or not 😤, I am out

CALAND951

Replace DOCU with CRDO and you've got about 90% of the posts on this forum over the past 24 hours. At this point, the consensus here is starting to rival Cramer's picks.

AlGAdams

Im gonna roll my INTU earnings gains into DOCU, see you on the moon

Complex-Walk8027

HPE - Earnings report and enterprise AI services. KR - Long term hold in case of recession. DOCU - Earnings report coming up, looks like annual plateau. DG - Dollar tree jumped 10% on earnings report last week. I figured DG might do the same this week. SPCE - One share to start DCA long term. Small investment in all of them to minimize risk.

DarkR124

They always crush earnings, last three have all been beats with most recent being pretty significant. Trading around half their 52W high. $2B stock buyback. Incorporating AI. Always liked DOCU. Not sure if the move is going to be crazy so will probably do calls a few months out to avoid crush + see if I can capture any movement back up if it does bomb.

Tweezers666

Why DOCU

DarkR124

PL calls, DOCU calls, DG calls. HPE…not sure yet. Not a bad week. Plenty of plays.

Necessary_Fly_9266

Thoughts on DOCU? Its been down YTD

stonketship

So your saying DOCU calls?

AbsorbingTax

I also hold some weed stocks, TDOC and DOCU from Covid. I averaged down on CHWY and got out profitable, but I keep those old relics to remind me not to chase the flavor of the week, or at least to sell when I'm up.

random20190826

Well, the call spreads are good enough that I could, in fact, make tens of thousands on them if LULU reverts back to ~$140. The next thing I am YOLO-ing into would likely be CRM, DOCU and other crashed software stocks.

lionlxh

I am not an expert in software stocks, but let me give it a try. \------ Even if there's no AI, Adobe is in a severe business **crisis**: **Canva** almost killed InDesign and Illustrator, 4B ARR, **+46%** YoY. Blackmagic Design (**DaVinci Resolve** \+ Hardwares) took away a portion of PR/AE's professional user share, 0.6B Sales, **\~+15%** YoY. **Figma** completely killed XD, 1.4B Sales, **+35%** YoY. **CapCut** (ByteDance) took away PR/AE's low-to-mid-end user share, 0.8B Sales, **+31%** YoY. (BTW, Bytedance has 30B CapEx + R&D, Adobe has 4.5B.) **Affinity** took away a portion of Photoshop's share, 100M Sales, one-time purchase. **CSP** took away a portion of Photoshop's share, 40M ARR, **+26%** YoY. BTW, there is **Krita** which is FOSS. (Think about what Blender and Godot did to the industry.) **Procreate** almost killed Fresco, 30M Sales, **\~+12%** YoY. Lightroom has no obvious single competitor, but in reality, it's being carved up, and it's basically non-existent on mobile. \------ If we talk about AI: Firstly, all of Adobe's tools are **NOT agent-friendly**. Figma and Krita are the best interm of agent-friendly. Canva is a disaster. Express is better than Canva and has the potential. But the problem is, Adobe was afraid that Express would hurt their traditional tools. So they deliberately withholded core functions. The Firefly image model has been destroyed by **GPT Image, Google Nano Banana, Bytedance Seedream, Alibaba Wan/Qwen-Image/Z-Image/Ovis-Image, Flux**... **Copyright compliance** (which is firefly's only advantage) looks like a moat, but it's **not**. **R&D capability** is the real key. If a model provider can make a good copyright non-compliant, they can make a copyright compliance one too, the reverse is not true. The video model (Rephrase.ai) has been destroyed by **Google Veo, ByteDance Seedance, Kuaishou Kling, Alibaba Wan**. The key here is, who has the **DATA**. (Alibaba might look weird, but they have Youku and Alibaba Pictures.) In principle, Meta, Sony, Tencent, Netflix also have high-quality video data, and might also enter the game. Adobe obviously has **NOTHING**, and it's physically impossible to compete. Firefly now had no choice but to integrates most of the US models above, but first, **the model providers siphon off the core profits**, and second, Canva integrates the **exact SAME models,** so Firefly has no moat. \------ Talking about Adobe: **Creative Cloud**, 14.2B, +12% The total revenue of the competitors mentioned above exceeds 7B, and creative tools have had a massive amount of **market share taken away**. Note a very serious thing: Creative overall is constantly **raising prices**, roughly estimated to have increased by 8%\~14% in '25, which means Creative Cloud's **organic growth is between -3.7%\~1.8%**. >e.g. Creative Cloud All Apps ($59.99) -> Creative Cloud Pro ($69.99) Document Cloud, 3.5B, **+15%** This is good news, Adobe PDF is eating away DocuSign's (NASDAQ: DOCU) share, which only has an +8% growth rate. Experience Cloud, 5.8B, +9.3% Competing heavily with Salesforce and Google. CRM is also considered the SaaS industry most easily replaced by AI. \------ Then again, as long as the price is right, even if growth is 0%, it can be considered. At this price, there are two ways we can bet on this: 1. **Kill itself**: Develop modern web-based applications from scratch—agent-friendly, high performance, modern features that meet current needs, completely backward incompatible, with a user experience no worse than Canva and CapCut—and compete directly with its own old products, including Pr and AE. If so, there might be a **massive valuation repair**. Because growth fixes DCFs. 2. Accept reality and **give up the struggle**. As long as management gives up the struggle, cuts expansionary spending (half of R&D, half of marketing, a quarter of G&A), and starts epic buybacks + dividend payouts, you will not only get these **shareholder returns** but also a **valuation boost**. To give two examples: **Philip Morris (MO)** and **Sage Group (LON:SGE)**. After the former started with 0% growth in 2018, its dividend-adjusted CAGR is 18%, and the latter is 16%. But the premise here is proving that it is truly **NOT IN DECLINE** but zero-growth (so that the DCF model will not give a result of **ZERO** ). Although the latter is a "tech stock," its **business model** is very solid. But this is not 100% guaranteed. For **Check Point (CHKP)**, the company's net profit growth from 2014 to 2024 was 4.5%, the share cancellation rate was 4.25%, and the company's dividend-adjusted stock price CAGR was indeed roughly 10% — meaning almost no valuation expansion. If counted from 2014 to present, the CAGR is 5.4%. The worst examples are the vast majority of SaaS stocks that dropped 80%, because hardly any SaaS companies that failed to compete can manage to stay flat without declining; 99% of the time, a **sudden death** would happen. Personally, I don't think it's worth it. **High growth + low valuation** = a lot of margin for error. **Low growth + low valuation** = opening a mystery box. Unless the business model is so solid that it doesn't even look like SaaS (like Sage Group/RELX Plc, but they're not cheap at all).

Happy-n-Healthy

Calls on DOCU

unpsyned

VM what say you to puts on DOCU ($42.5, $40) June 18 exp. This shit going to zero like I’m hoping?

Pinball_and_Proust

The following stocks are near all-time lows: ROKU, PYPL, Z, DOCU, MTN, RDDT (sort of), CMG, DECK (sort of). It seems like all Redditors just buy or sell the entire market rather than individual stocks. Plenty of individual stocks seem oversold. Does anybody think about individual stocks anymore?

vARIOSpREMios

Oh just buy DOCU UPST or something they have good software

Pinball_and_Proust

"If there's no LNG or oil to run your fabrication, how are you going to sell what was promised." I don't know how this applies to companies like RDDT, ROKU, PYPL, Z, DOCU, MTN, which don't manufacture anything.

Optionally_Invested

Tbh, I don’t focus too much on individual stocks, my main priority for now is broad indexes. At the moment, only these three individual: MSFT, GOOG, and DOCU. The latter is the most interesting in my opinion, as I don’t see how AI is an enemy of DocuSign. If anything, it’s a booster for their product. As for the indexes, I’m selling puts now on the classic ones: VOO, VTI, VXUS, and I just started with SMH and XSD. As gold seems to be coming back to a more reasonable price, I’ll probably add IAU into the game.

Pinball_and_Proust

What is capital investment for RDDT, ROKU, DECK, PYPL, DOCU, and Z. I do not think Z's profits are tied to house buying. I guess I can see how SHAK and CMG make capital investments (more locations).

robb0688

Yeah I think so. My iv to rv ratio puts it at like 0.9 so it's in kind of a shitty middle ground. I personally wouldn't see it as a green flag for straddles but I also wouldn't go in with condors or calendars...🤷 Either way, still pretty new so I'm paying attention whether I trade it or not. Did calendars on LULU, DOCU, and M yesterday into today and they all did well. LULU especially. That was +78%

chimera240495

Buying DOCU tomm ..

Harp-Note

So were OKLO, LULU, and DOCU options killed? Glad I got out with profit on puts earlier.

InfamousBreakfast228

I like the way you think . However I’m a little iffy about DOCU

TheScourgeOfHumanity

DOCU with the massive beat. Might open at $51 at this point

Soheeb

Yo thanks for DOCU. Much appreciated

newmoneyking

It’s 2026 I still don’t know what DOCU does for revenue.

WrexyWrex

lol DOCU

LengthObjective2253

Iron condors on DOCU thank me later

BetZealousideal7761

JBL, DOCU, MU calls

StonkaTrucks

OKLO puts, LULU puts, DOCU calls

Stocks_N_Bondage

Puts for DOCU & SAIL I think...

Stocks_N_Bondage

Maybe for today: - Calls: OSS • JBL • OKLO • M • HTHT - Puts: LULU • DRVN • DOCU • SAIL *Disclaimer: not advice, not recommendations, subject to change, nothing to see here....*

BetZealousideal7761

DOCU calls

StocksStormTrooper

By the rate it’s going DOCU will turn into a penny stock.

Three_of_a_kind3515

Sell covered calls on each until the shares get called away.. well.. maybe not RIVN, DIS, CHWY.. those, with the cash from the others, I would buy more. We got killed on DOCU as well..

TomatoSpecialist6879

Outside of RIVN(2020-2021), DOCU(2020-2021) and QS(Dec of 2020), none of these garbage managed to even pumped here. This reads more like ValueInvesting garbage

Impressive-Bee-5183

Solid fundamental breakdown. If you're considering a position, worth thinking about how to express this through options since the setup has some interesting characteristics: **Why DOCU might be a good options play right now:** Down 77% over 5 years but fundamentally stable (positive FCF, NRR > 100%, growing revenue). That's the kind of name where IV can be elevated relative to the actual risk of further collapse - the market prices in "tech stock that already crashed" fear even though the business is generating cash. **A few ways to play the thesis with options:** **If you're bullish but cautious (your "medium conviction"):** * **Sell cash-secured puts** at a strike you'd happily own it. You either get paid to wait or buy at a discount. Given your bear case concerns about commoditization, getting paid premium while the thesis plays out is better than buying shares outright. * **Bull put spread** if you want defined risk. Collect premium, cap your downside, and you profit as long as DOCU doesn't drop below your short strike. **If you want asymmetric upside on the IAM thesis:** * **LEAPS calls** (0.70+ delta, 1-2 years out) give you time for the Anthropic/IAM catalyst to play out without the full capital commitment of shares. Your bear case ("medium risk") is exactly why LEAPS make sense - defined risk while the thesis develops. **What I'd check before entering any of these:** * Is IV elevated vs DOCU's own history? If IV rank is high, selling premium (CSPs, put spreads) is the better play. If IV rank is low, buying premium (LEAPS) is cheaper. * What's the sentiment skew? If options flow is heavily bearish, selling puts into that is risky even if fundamentals look fine. * Any earnings/events within your DTE window? I built a tool that checks this stuff across \~4,000 tickers daily - would tell you whether DOCU currently favors buyers or sellers based on IV, sentiment, liquidity, and timing. Free to use, called Options Pilot. Might help you decide *how* to structure the trade, not just *whether* to take it. Your bear case about commoditization is real though. If you go the CSP route, pick a strike where you'd genuinely be happy owning DOCU even if the IAM thesis doesn't pan out. The worst outcome is being assigned into a stock you don't believe in anymore.

ReceptionSmall9941

This fits the current software AI debate: activist pressure for Block-style cost cuts is now part of the DOCU story. No position — summary link: https://modufinance.com/p/a2fd34d8-56b1-41a1-8adc-36a1d911f3e0/

Ancient-Purpose99

DOCU is single class, Block (and a huge portion of other companies that did massive one time layoffs) is dual class. Though this pop may force many other single class companies to change their mind.

DrHarrisonLawrence

Shit man how we have to line up calls on DOCU?!

Illustrious-Coat3532

Covid era stocks. Don’t forget about PLTN, DOCU, WDAY.

Ill-Ad1603

My bad Docusign is DOCU

SnickersnSnoopy

thoughts on DOCU at this range?

Real-Introduction221

How undervalued is DOCU?

Space_Miner6

who is buying garbage like DOCU?

chainerection

Whos still holding DOCU?

joe4942

Some of these software names (1yr): * DOCU: -52% * ADBE: -38% * CRM: 42% * HUBS: -67% * NOW: -46% * TEAM: -66%

SnickersnSnoopy

DOCU primed to bounce tmmw

SnickersnSnoopy

Thoughts on $DOCU tmmw?

czrty

I am doing it for DOCU, because of their new AI tool. I think it will be default tool for companies.

czrty

finally someone mentioned about it. this is the reason, why I invested in DOCU. They have all the data regarding to agreements, why agreements were postponed, what were reasons of delays/negotiations etc.. none can create better AI tool then them in this area. I believe 2026 will be their year. since they released their AI 1,5 years ago, it would take that long till companies adopt it.

Ok_Cry7572

Software stocks down big this year: $FTNT Fortinet: -17% $WDAY Workday: -21% $CRM Salesforce: -28% $ADBE Adobe: -26% $CSU Constellation Software: -29% $DOCU Docusign: -34% $NOW ServiceNow: -37%

reaper527

DOCU isn't necessarily as clear "must buy" as some of the others, but they have good revenue and pretty much have a monopoly on their industry. they just run the risk of getting adobe'd by ai long term, but definitely expect them to hit their ATH's again at some point this year due to part of their selling point is the legal backing their product has and how it holds up in court.

bighugebaby

I also still have unrealized losses in DOCU. more than your losses. sucks man

iD-10T_usererror

You might want to consider keeping $DOCU. Might be a long term winner and benefit from AI if they leverage it properly.

Scared_Step4051

Buying TMV is like buying LPSN/DOCU They are *ok* businesses to varying degrees, but will *never meaningfully recover* in terms of stock price imo

IndependentUsual7444

Anyone buying DOCU?

IndependentUsual7444

Has anyone done some DD on DOCU recently?

Ornery_Intern_2084

I am now 4/4 on being on the wrong side of ERs.. SNOW , DOCU, Oracle, Lulu... fml

rollinhating

How is it possible i hit 3/3 on ER plays… (I had calls) First SNOW, then DOCU and now Orcl…

Ornery_Intern_2084

I think i have fkd up every call bet i have placed.. first i had calls on SNOW ER, then DOCU ER, and now Oracle ER.... fml

milvanhouten

DocuSign $DOCU

dingusmingus2222

I don't know what the fuck happened but I was doing great this week and today smoked me... I should have just quit while I was ahead yesterday instead of betting on DOCU and then digger that hole deeper all day... Fuck you guys. I'll see you monday.

iDahves

NVDA and DOCU, why don’t you take me to dinner before you decide to fuck me!!

OkHelp7450

DOCU Calls on open?!?!? :)

Background_Guest_237

DOCU calls on open!?

Riskismyapellido

5%- on DOCU and it tanked? That is nothing

Cstooby

ASTS lol. Sam Alt(hu)man talking about acquiring them to compete with space x. Shoots up 18%. Me sitting here with HPE, DOCU, S, worthless calls. Fk me.

AcanthocephalaNo2439

Do you guys think DOCU will recover on open?

Fazedmonkey

Do you guys think DOCU is recovering tomorrow?

Ornery_Intern_2084

I swear in a none corrupt market, where the stock market work as intended, i would have made bank yestarday and today.. but no.. good earnings = 5-12% drop (SNOW & DOCU)

SteveStacks

Went full retard on DOCU

jsntx

My move tomorrow is wonder why DOCU exceeded earnings expectations and it's still tanking after hours 😡

OptionsHuduga

separate question - why is DOCU flat? in line revenue guide?

TruChains

DOCU crushing on earnings and tanking 5% is cinema

Ornery_Intern_2084

DOCU following SNOW.. great earnings but free falling

TradingDegen

Damn DOCU

the-real-batman3

just bought DOCU puts

Glittering-Fail-8056

DOCU, RUBRIK I opened a spread so i make money as long as both don't move more than 14% in either direction. Come on guys be stable.

Stocks_N_Bondage

- Calls: VSCO - Puts: DOCU CHPT

jsntx

DOCU calls

Late_Ocelot7619

Playing IOT($38 12/12) & DOCU ($68 12/12)

Ornery_Intern_2084

is DOCU the play for ER?

TolgaDurman

!banbet DOCU 77 2d

Syllabub_Visual

Why do I have a feeling that $DOCU will tank at least 20%?

Hopeful_Invite_8275

CRM/CRWD/SNOW are my biggest remaining plays. Also BOX/OKTA/PATH/TTAN/RBRK/DOCU

illegaltaco420

AEO calls. PUTS on CRM CRWD DOCU

M_from_Vegas

DOCU down SNOW and C3.AI down CHPT up after hours until trading actually starts then down Merry Thanksgiving... or Whatever

Tweezers666

DOCU calls?