The great fear hanging over so many established software firms this year has been that the AI revolution will pass them by, or worse, sweep them aside. Docusign Inc. (NASDAQ: DOCU), long the dominant name in electronic signatures, has faced exactly that suspicion, with the bears wondering whether a company built on signing documents online can stay relevant in an age of agentic AI.
In recent weeks, however, investors have grown notably more optimistic, both for traditional software stocks in general and Docusign in particular. Heading into its Q2 fiscal year (FY2027) report, Docusign shares had already rallied more than 60%, and the numbers did nothing to dent the enthusiasm. The stock initially moved higher after the release, putting it within reach of its highest levels since late last year.
