DigitalOcean is trading 5.17% up at $133.25, extending the September 8, 2026 rally after management outlined its AI-native cloud strategy and emphasis on inference workloads at the Goldman Sachs technology conference.
- Investors responded positively to reported 35%+ 2026 growth expectations and 50%+ 2027 growth targets.
- Additional infrastructure capacity was also highlighted.
- The broader market is modestly lower, so company-specific AI optimism appears to be the primary driver.