Doximity (DOCS) Aktienübersicht
Doximity, Inc. betreibt eine digitale Plattform für medizinische Fachkräfte in den Vereinigten Staaten. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 5/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 3/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
Bei unseren Risikoprüfungen wurden keine Risiken für DOCS festgestellt.
DOCS Community Fair Values
Create NarrativeSee what 86 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$33.7
FV
39.3% unterbewertet intrinsischer Abschlag17.00%
Revenue growth p.a.
25
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0users have commented on this narrative
3users have followed this narrative
Doximity, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$20.45 |
| 52-Wochen-Hoch | US$76.51 |
| 52-Wochen-Tief | US$17.15 |
| Beta | 1.29 |
| 1 Monat Veränderung | 4.44% |
| 3 Monate Veränderung | -17.54% |
| 1 Jahr Veränderung | -64.15% |
| 3 Jahre Veränderung | -35.10% |
| 5 Jahre Veränderung | n/a |
| Veränderung seit IPO | -61.42% |
Aktuelle Nachrichten und Updates
Neues Narrativ • Jun 13
High physician usership and impressive AI tools
What I like about Doximity is that there really is a very high viewership / user base of active practicing Physicians in the US and that is not invaluable and definitely could be monetized perhaps more efficiently. I also think that Doximity offers a lot of interesting tools for Physicians a lot of which you’re free and really marketed towards I think Physicians who are more in private practice.Seeking Alpha • Jun 12
Doximity: Cheaper, But Growth Is Still Missing
Summary Doximity remains a hold as near-term growth visibility is lacking despite a cheaper valuation. Revenue growth is subdued, with FY27 guidance implying only 4% growth and net revenue retention dropping to 109%. AI engagement is rising, but monetization is early; management expects minimal AI revenue in FY27 and continued margin pressure. Without clear catalysts for growth acceleration, I recommend monitoring DOCS rather than taking a new position. Read the full article on Seeking Alpha
Narrativ-Update • Jun 07
DOCS: Healthcare Moat And AI Investment Year Will Drive Future Engagement
Analyst price targets for Doximity have been reset lower, with the internal fair value estimate moving from $37.77 to $25.15 as analysts factor in slower projected revenue growth, softer profit margins, and a reduced future P/E multiple amid industry wide concerns about digital ad spending, rising competition, and uncertain payoffs from heavier AI investment. Analyst Commentary Street research has turned more cautious on Doximity following its recent results and fiscal 2027 outlook, with many firms cutting price targets and, in several cases, downgrading ratings.
Narrativ-Update • May 23
DOCS: Heavier AI Spending And Competition Will Drive A Cautious Bearish Outlook
Analysts cut the Doximity fair value estimate from $25.00 to $18.00, citing a wave of price target reductions and ratings downgrades that point to slower expected revenue growth, thinner margins, rising AI investment costs, and tougher digital advertising and healthcare IT competition. Analyst Commentary Street research around Doximity has shifted decisively more cautious, with a cluster of downgrades and lower price targets following the most recent earnings and long term outlook.Recent updates
Neues Narrativ • Jun 13
High physician usership and impressive AI tools
What I like about Doximity is that there really is a very high viewership / user base of active practicing Physicians in the US and that is not invaluable and definitely could be monetized perhaps more efficiently. I also think that Doximity offers a lot of interesting tools for Physicians a lot of which you’re free and really marketed towards I think Physicians who are more in private practice.Seeking Alpha • Jun 12
Doximity: Cheaper, But Growth Is Still Missing
Summary Doximity remains a hold as near-term growth visibility is lacking despite a cheaper valuation. Revenue growth is subdued, with FY27 guidance implying only 4% growth and net revenue retention dropping to 109%. AI engagement is rising, but monetization is early; management expects minimal AI revenue in FY27 and continued margin pressure. Without clear catalysts for growth acceleration, I recommend monitoring DOCS rather than taking a new position. Read the full article on Seeking AlphaNarrativ-Update • Jun 07
DOCS: Healthcare Moat And AI Investment Year Will Drive Future Engagement
Analyst price targets for Doximity have been reset lower, with the internal fair value estimate moving from $37.77 to $25.15 as analysts factor in slower projected revenue growth, softer profit margins, and a reduced future P/E multiple amid industry wide concerns about digital ad spending, rising competition, and uncertain payoffs from heavier AI investment. Analyst Commentary Street research has turned more cautious on Doximity following its recent results and fiscal 2027 outlook, with many firms cutting price targets and, in several cases, downgrading ratings.Narrativ-Update • May 23
DOCS: Heavier AI Spending And Competition Will Drive A Cautious Bearish Outlook
Analysts cut the Doximity fair value estimate from $25.00 to $18.00, citing a wave of price target reductions and ratings downgrades that point to slower expected revenue growth, thinner margins, rising AI investment costs, and tougher digital advertising and healthcare IT competition. Analyst Commentary Street research around Doximity has shifted decisively more cautious, with a cluster of downgrades and lower price targets following the most recent earnings and long term outlook.
Narrativ-Update • May 09
DOCS: AI Suite And Platform Stickiness Will Support Higher Future Earnings Power
Analysts trimmed their Doximity fair value estimate to $55.00 from $56.00, reflecting reduced revenue growth assumptions, partly offset by expectations for slightly higher profit margins and a marginally richer future P/E multiple following a series of recent price target cuts and mixed rating changes across the Street. Analyst Commentary Recent Street research on Doximity has been mixed, with a cluster of price target cuts and rating changes alongside a handful of more constructive views.Narrativ-Update • Apr 21
DOCS: Healthcare Moat And AI Tools Will Support Future Engagement
The updated analyst price target for Doximity reflects a modest fair value reduction of about $1.77 per share, as analysts factor in weaker revenue growth visibility highlighted in several recent downgrades and target cuts, while also noting resilient margins and interest in the company’s AI tool suite. Analyst Commentary Recent research on Doximity presents a mix of optimism around the platform and its AI tools, alongside concern about the visibility and durability of revenue growth.Narrativ-Update • Apr 07
DOCS: Rebased Sentiment And Healthcare Moat Will Support Future Engagement
The updated analyst price target for Doximity moves from about $63.57 to roughly $39.55. This reflects lower modeled revenue growth, profit margins and future P/E multiples, even as several firms highlight the platform's network effects, AI tools and healthcare marketing traction as key long term strengths.Narrativ-Update • Mar 24
DOCS: AI Tools And Buybacks Will Shape A Cautious Balanced Outlook
Analysts held the Doximity fair value estimate steady at $25.00, while modestly adjusting assumptions after mixed but generally constructive price target moves that highlight interest in the platform's AI tools, network effects, and healthcare marketing exposure. Analyst Commentary Recent Street research on Doximity reflects a split view, with some firms highlighting the medical AI tool suite, network effects and healthcare marketing exposure, while others reset expectations through lower price targets and more neutral ratings.Narrativ-Update • Mar 09
DOCS: AI Tools And Share Buybacks Will Drive Shares Higher
Doximity's updated fair value estimate has decreased to $56.00 from $68.90, reflecting analysts' reduced price targets from several firms, alongside ongoing support for the company's AI tools and healthcare marketing position. Analyst Commentary Street research on Doximity has been mixed, but there is a clear cluster of bullish analysts who see support for the story in healthcare marketing, AI tools and the company’s position with U.S. physicians.Narrativ-Update • Feb 23
DOCS: AI Suite And Share Buybacks Will Shape A More Balanced Outlook
The analyst fair value estimate for Doximity has been revised to $25 from $50, reflecting a wave of reduced price targets across several firms, even as some analysts highlight potential from the company’s AI tools and broader healthcare marketing ecosystem. Analyst Commentary Recent research on Doximity shows a split tape, with some firms cutting price targets sharply while others highlight potential upside tied to the company’s tools and healthcare marketing position.Narrativ-Update • Feb 09
DOCS: Pharma Ad Shift And Share Buybacks Will Drive Shares Higher
Analysts have reduced their Doximity fair value estimate from about US$83 to roughly US$69. This reflects updated expectations for more moderate revenue growth, slightly lower profit margins and a reduced future P/E multiple, even as several firms highlight the company’s strong position in digital healthcare marketing and its expanding product tools.Analyseartikel • Feb 06
Doximity, Inc.'s (NYSE:DOCS) Popularity With Investors Under Threat As Stock Sinks 27%
To the annoyance of some shareholders, Doximity, Inc. ( NYSE:DOCS ) shares are down a considerable 27% in the last...Narrativ-Update • Jan 26
DOCS: Rebased Sentiment And Strong Moat Will Support Future Engagement
Narrative Update on Doximity The analyst fair value estimate for Doximity has been adjusted from US$65.25 to about US$63.57 as analysts factor in lower target prices, along with continued confidence in the company's moat, market share gains, and higher reported ROI compared with other digital healthcare marketing platforms. Analyst Commentary Recent research on Doximity highlights a mix of optimism and caution as analysts update ratings and price targets while reassessing growth, execution, and risk pricing.Narrativ-Update • Jan 11
DOCS: Rebased Sentiment And Budget Shifts Will Support Stronger Engagement
Our updated analyst price target framework for Doximity moves fair value from US$71.11 to US$65.25 as analysts recalibrate growth, discount rate and forward P/E assumptions, while still pointing to strengthening platform engagement and expanding tools such as OpenEvidence, as well as what several describe as a defensible competitive position in healthcare professional marketing. Analyst Commentary Recent Street research on Doximity reflects a mix of optimism around the core franchise and its tools such as OpenEvidence, alongside a more cautious reset on valuation and competitive risk.Narrativ-Update • Dec 26
DOCS: Budget Flush And Pharma Ad Shift Will Drive Shares Higher
We modestly raised our Doximity price target to $83.00 per share from $62.00, as analysts highlight improving long term growth visibility, accelerating video driven revenue momentum, and an increasingly compelling risk reward profile following the recent pullback, despite ongoing debate around pharma digital ad trends. Analyst Commentary Bullish analysts are increasingly highlighting Doximity as a high conviction idea following the post earnings selloff, pointing to a more attractive entry point relative to its vertical software peers.Narrativ-Update • Dec 12
DOCS: Budget Flush And Ad Shift Will Drive Shares Higher
Analysts have lifted their Doximity fair value estimate to $83.00 from $78.58, reflecting stronger expected revenue growth and improving long term growth visibility, which they believe more than offset lower margin assumptions and a higher required return. Analyst Commentary Bullish analysts highlight that the recent pullback in Doximity shares has created a compelling entry point, with the stock now trading at what they view as an unjustified discount to the broader vertical software peer group.Analyseartikel • Nov 14
Doximity, Inc. (NYSE:DOCS) May Have Run Too Fast Too Soon With Recent 26% Price Plummet
The Doximity, Inc. ( NYSE:DOCS ) share price has fared very poorly over the last month, falling by a substantial 26...Narrativ-Update • Nov 01
DOCS: Pharma Advertising Shift And AI Expansion Will Drive Measured Opportunity And Risks
Analysts have modestly increased their price target for Doximity, raising the estimate from $70.72 to $71.11 per share. They cite stronger revenue momentum, which is supported by recent upgrades and expectations for higher provider-driven growth.Narrativ-Update • Oct 18
AI Integration And Telehealth Expansion Will Transform The Healthcare Industry
Analysts have raised their price target for Doximity from $69.50 to $70.72. They cited slightly improved profit margin forecasts and increased confidence in the company’s platform engagement as advertising trends evolve.Narrativ-Update • Oct 04
AI Integration And Telehealth Expansion Will Transform The Healthcare Industry
Doximity's analyst price target has increased from $68.67 to $69.50 per share. This change reflects analysts' positive view on strong business momentum, promising AI initiatives, and a conservative outlook for fiscal 2026 revenue growth.Narrativ-Update • Sep 13
AI Integration And Telehealth Expansion Will Transform The Healthcare Industry
Doximity’s price target was raised modestly to $68.67 as analysts pointed to robust Q1 results, AI-driven strategy enhancements, and conservative guidance as drivers of sustained business momentum. Analyst Commentary Bullish analysts cite strong Q1 results and upwardly revised guidance as evidence of solid business momentum.Analyseartikel • Sep 02
At US$67.94, Is Doximity, Inc. (NYSE:DOCS) Worth Looking At Closely?
Doximity, Inc. ( NYSE:DOCS ) saw a significant share price rise of 32% in the past couple of months on the NYSE...Analyseartikel • Aug 15
We Think Doximity's (NYSE:DOCS) Profit Is Only A Baseline For What They Can Achieve
NYSE:DOCS 1 Year Share Price vs Fair Value Explore Doximity's Fair Values from the Community and select yours When...Narrativ-Update • Aug 10
AI Integration And Telehealth Expansion Will Transform The Healthcare Industry
Doximity’s fair value outlook has improved as reflected by a higher consensus price target, despite a notable contraction in net profit margin and a rising future P/E multiple signaling higher growth expectations. What's in the News Doximity provided revenue guidance for FY26 of $628–636 million and Q2 FY26 of $157–158 million.Analyseartikel • Jul 08
Getting In Cheap On Doximity, Inc. (NYSE:DOCS) Is Unlikely
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Analyseartikel • Jun 23
With EPS Growth And More, Doximity (NYSE:DOCS) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analyseartikel • May 17
At US$52.56, Is Doximity, Inc. (NYSE:DOCS) Worth Looking At Closely?
Let's talk about the popular Doximity, Inc. ( NYSE:DOCS ). The company's shares saw significant share price movement...Analyseartikel • May 01
Calculating The Intrinsic Value Of Doximity, Inc. (NYSE:DOCS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Doximity fair value estimate is US$54.31 With US$56.88 share...Analyseartikel • Apr 04
Shareholders Are Optimistic That Doximity (NYSE:DOCS) Will Multiply In Value
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analyseartikel • Feb 23
What Doximity, Inc.'s (NYSE:DOCS) 28% Share Price Gain Is Not Telling You
Despite an already strong run, Doximity, Inc. ( NYSE:DOCS ) shares have been powering on, with a gain of 28% in the...Seeking Alpha • Feb 10
Doximity Q3 Earnings: Outpacing Even Management's Expectations
Summary I previously rated Doximity, Inc. a buy due to strong Q2 earnings, favorable DCF analysis, and its strategic position in the healthcare industry. Q3 earnings showed continued strength, with DOCS stock up 56% compared to the S&P 500's 2% return since my last analysis. Updated DCF valuation, incorporating management guidance and industry trends, suggests a new price target of $90, indicating 14% upside from today. Doximity's product-market fit remains nearly perfect, with robust revenue growth and efficient cost scaling, supporting a continued buy rating. Read the full article on Seeking AlphaAnalyseartikel • Jan 24
When Should You Buy Doximity, Inc. (NYSE:DOCS)?
Today we're going to take a look at the well-established Doximity, Inc. ( NYSE:DOCS ). The company's stock led the NYSE...Seeking Alpha • Jan 13
Doximity: Upgraded To Buy Amid Promising Growth And Strong Execution
Summary Upgraded Doximity to a buy rating due to recent share price pullback, stronger engagement metrics, and deeper client relationships, creating a compelling entry point. DOCS reported 20% y/y revenue growth in 2Q25, surpassing management's guidance, with increased user adoption and higher revenue per user driving performance. The adoption of AI-driven tools and expanded Client Portal access are enhancing the Company's value proposition, leading to higher engagement and better-targeted advertising for pharma clients. Read the full article on Seeking AlphaAnalyseartikel • Jan 06
Here's Why We Think Doximity (NYSE:DOCS) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Dec 06
Doximity: Strong Fundamentals And Growth Potential Makes It Attractive
Summary Doximity's dominance in digital healthcare is evident with over 80% of U.S. doctors using the platform, driving strong network effects and competitive positioning. The company boasts impressive financials, with earnings surpassing expectations, strong cash reserves, and high margins, indicating robust scalability and efficiency. New AI-powered features and product launches enhance clinical workflows, while leadership's proven track record supports continued market expansion and service broadening. Despite premium valuation and regulatory challenges, Doximity's market leadership, financial health, and growth potential make it a compelling long-term investment in healthcare technology. Read the full article on Seeking AlphaAnalyseartikel • Dec 01
Doximity (NYSE:DOCS) Knows How To Allocate Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Analyseartikel • Nov 13
Earnings Not Telling The Story For Doximity, Inc. (NYSE:DOCS) After Shares Rise 34%
Despite an already strong run, Doximity, Inc. ( NYSE:DOCS ) shares have been powering on, with a gain of 34% in the...Aktionärsrenditen
| DOCS | US Healthcare Services | US Markt | |
|---|---|---|---|
| 7D | 1.0% | -0.8% | 2.3% |
| 1Y | -64.1% | -44.4% | 25.5% |
Rendite im Vergleich zur Industrie: DOCS unter dem Niveau der Branche US Healthcare Services , die im vergangenen Jahr eine Rendite von -44.4% erzielte.
Rendite vs. Markt: DOCS hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 25.5 erzielte.
Preisvolatilität
| DOCS volatility | |
|---|---|
| DOCS Average Weekly Movement | 9.3% |
| Healthcare Services Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: DOCS hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: DOCSDie wöchentliche Volatilität (9%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2010 | 880 | Jeff Tangney | www.doximity.com |
Doximity, Inc. betreibt eine digitale Plattform für medizinische Fachkräfte in den Vereinigten Staaten. Die Doximity-Plattform umfasst einen personalisierten Newsfeed, der den Mitgliedern klinische und fachliche Inhalte präsentiert. Dazu gehören medizinische Artikel, klinische Studien oder Forschungsergebnisse in einem einfach zu konsumierenden Videoformat, fachliche Aktualisierungen und Erfolge von Kollegen und Gleichgesinnten, klinische Diskussionen, Op-Med-Artikel zur Veröffentlichung und gesponserte Inhalte von Pharmaherstellern und Gesundheitssystemen.
Doximity, Inc.'s Grundlagenzusammenfassung
| DOCS grundlegende Statistiken | |
|---|---|
| Marktanteil | US$3.82b |
| Gewinn(TTM) | US$196.05m |
| Umsatz(TTM) | US$644.86m |
19.1x
Kurs-Gewinn-Verhältnis 5.8x
Kurs-Umsatz-VerhältnisIst DOCS zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| DOCS Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$644.86m |
| Kosten der Einnahmen | US$70.33m |
| Bruttogewinn | US$574.54m |
| Sonstige Ausgaben | US$378.49m |
| Gewinn | US$196.05m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 1.07 |
| Bruttomarge | 89.09% |
| Nettogewinnspanne | 30.40% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich DOCS auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/17 22:37 |
| Aktienkurs zum Tagesende | 2026/06/17 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
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Analysten-Quellen
Doximity, Inc. wird von 26 Analysten beobachtet. 21 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Vikram Kesavabhotla | Baird |
| Glen Santangelo | Barclays |
| Nisala Weerasuriya | Berenberg |