Doximity, Inc.
DOCS
NYSE·Healthcare·Medical - Healthcare Information Services·Mkt cap $4.9B
$26.35
▼ -2.77%
P/E
24.63
Mkt Cap
$4.9B
52-Wk Range
$17.15–$76.51
52-Week Range
$17.15 - $76.51
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 62.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Largest physician network with 80%+ U.S. doctor penetration creating powerful network effects
- Direct access to high-value pharmaceutical and healthcare system customers willing to pay premium rates
- HIPAA-compliant, purpose-built platform with high switching costs and deep physician engagement
- Recurring subscription-based revenue model with high gross margins and predictable cash flows
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Expansion of pharmaceutical advertising and sponsored content monetization
Value
Fairly valued vs Healthcare IT & Services peers
Momentum
Hot
+29.8% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying DOCS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $0.29 vs $0.30 consensus (-4.3% surprise). Revenue of $156.6M vs $151.8M expected (+3.2%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-4.3%
Revenue trend · last 8Q
—
—
—
+17%
+15%
+23%
+10%
+7%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q1 27
$126.7M
$136.8M
$168.6M
$138.3M
$145.9M
$168.5M
$185.1M
$156.6M
Margins · last 8Q
Gross
84.9%
Operating
21.5%
Profit
15.5%
Wall Street consensus
19 analysts · 32% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
32%
Hold
58%
Sell
11%
Median Price Target
—
Latest: Wolfe Research · Aug 13, 2026
vs Industry
How DOCS stacks vs Medical - Healthcare Information Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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