DocuSign's Intelligent Agreement Management (IAM) platform expansion is a critical strategic pivot beyond core e-signature, targeting a larger TAM in contract lifecycle management. Customer adoption metrics for IAM are encouraging but slow. SMB cohort softness offsets enterprise traction. Margin profile and FCF support buybacks; re-rating depends on IAM revenue contribution.
Thesis reviewed May 29, 2026
DocuSign Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold DOCU may also have indirect exposure through these country funds.
DocuSign IAM adoption reaches 5,000 customers
Enterprise net retention rate improves to 102%
Estimates · Yahoo Finance · Not audited figures