DigitalOcean Holdings, Inc.（DOCN）今日盘前股价大涨5.20%，引发市场广泛关注。公司即将于盘前公布二季度财报，市场对其业绩表现预期高度乐观。
消息面上，公司此前预告二季度营收同比增长约29%，调整后EBITDA利润率与非GAAP每股收益预计达到或超过此前指引高端。此外，公司在二季度签署了多项九位数年度AI推理及云产品客户承诺，剩余履约价值（RPO）预计突破8亿美元，同比增长超十倍。UBS指出，公司Richmond数据中心已接近满负荷运行，Kansas City新数据中心的上线进度将成为三季度营收的关键变量。强劲的基本面预期正持续修复多头信心。
此前，公司因完成约4.72亿美元可转换票据回购并新增约1250万股，股价一度累计下挫逾15%。随着短期抛压释放，市场重新聚焦其强劲的业绩增长和AI相关业务进展，推动股价在财报前夕持续走高。
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