DocuSign stock gained 2.6% following the company's announcement of third quarter fiscal 2026 financial results and a partnership with Anthropic. The company reported revenue of 818.4 million dollars, an 8 percent year-over-year increase, with subscription revenue up 9 percent. The Intelligent Agreement Management platform surpassed 25,000 customers. DocuSign also announced a partnership with Anthropic to bring intelligent contract workflows to enterprise customers. Software stocks broadly rebounded on news of Anthropic's new enterprise capabilities and partnerships with companies including DocuSign, Salesforce, and FactSet. This announcement came after software stocks had declined significantly earlier in the month due to AI disruption concerns. However, analyst downgrades from Jefferies and price target reductions from multiple firms also occurred during this period.
Read full analysisDocuSign stock gained 2.6% following the company's announcement of third quarter fiscal 2026 financial results and a partnership with Anthropic. The company reported revenue of 818.4 million dollars, an 8 percent year-over-year increase, with subscription revenue up 9 percent. The Intelligent Agreement Management platform surpassed 25,000 customers. DocuSign also announced a partnership with Anthropic to bring intelligent contract workflows to enterprise customers. Software stocks broadly rebounded on news of Anthropic's new enterprise capabilities and partnerships with companies including DocuSign, Salesforce, and FactSet. This announcement came after software stocks had declined significantly earlier in the month due to AI disruption concerns. However, analyst downgrades from Jefferies and price target reductions from multiple firms also occurred during this period.
DocuSign is the dominant provider of electronic signature and digital agreement management software, used by businesses worldwide to sign contracts and manage documents online. The company has been building an AI-native Intelligent Agreement Management platform with over 25,000 customers, but faces mounting concerns from analysts that AI tools could disrupt its core business — making it a focal point of the broader software selloff. Today's Anthropic partnership positions DocuSign as an AI integration partner rather than an AI casualty, directly addressing the disruption narrative that has driven the stock down roughly 50% from its highs.