Q2 STOCKS TO BUY

Put Traders Load Up on DocuSign Stock Ahead of Earnings

DOCU has its year-to-date breakeven level as support

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Last time we checked on DocuSign, Inc. (NASDAQ:DOCU) was facing off with a key trendline ahead of earnings. Now, three months later, the software stock is contending with a much different technical landscape ahead of its third-quarter corporate report, set for after the market closes on Thursday, Dec. 2. 

DocuSign stock has shed 20% in the last three months, and was last seen down 4.3% to trade at $235.79, a far cry from its Aug. 10 record high of $314.76. Going forward, the shares will look to end 2021 above their year-to-date breakeven level, which stand at 6% right now. 

Put traders have been active lately, as revealed by DOCU's 10-day put/call volume ratio of 1.76 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), which stands higher than 99% of readings in its annual range. Echoing this, the equity's Schaeffer's put/call open interest ratio (SOIR) of 1.33 stands higher than 98% of annual readings, meaning short-term options traders have rarely been more put-biased. 

Those bearish bettors could be in trouble, because DocuSign has a rather upbeat post-earnings history the last two years. This includes a 19.8% bull gap back in June, and a 5.3% pop back in September. This time around, the options market is pricing in a post-earnings move of 12.6%, larger than the average post-earnings move of 8.6% the last eight quarters.

From a fundamental point of view, DocuSign stock continues to be an exciting growth opportunity, with grown revenues 246% since fiscal 2018 and increased net income by $262 million since fiscal 2019.

However, DocuSign stock’s valuation is still up substantially since the beginning of the COVID-19 pandemic (more than triple its March 2020 lows), making it a less attractive buy in the short-term. DOCU also has forward price-earnings ratio of 114.94 and a price-sales ratio of 26.82, further adding weight to the argument that DocuSign stock is overvalued.

 

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