Doximity, Inc.

NYSE:DOCS 株式レポート

時価総額:US$4.7b

Doximity 配当と自社株買い

配当金 基準チェック /06

Doximity配当金を支払った記録がありません。

主要情報

n/a

配当利回り

8.3%

バイバック利回り

総株主利回り8.3%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 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.
Seeking Alpha Apr 28

Doximity: Buy It As Mr. Market Is Selling It Cheap Under A Panic Attack

Summary Doximity has seen a two-thirds stock price decline, which I attribute mainly to market overreaction and short-term uncertainty, not deteriorating fundamentals. DOCS maintains a robust business model with 90% gross margins, ~30% net margins, strong cash generation, and a dominant network among U.S. healthcare professionals. Recent growth deceleration and vague pharma client budget concerns have pressured the stock, but DOCS remains asset-light with minimal downside risk and ample liquidity. I rate DOCS a cautious BUY at current levels, citing undervaluation, resilient profitability, and a solid moat, while monitoring AI monetization and client budget trends. Read the full article on Seeking Alpha
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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 Alpha
分析記事 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 Alpha
分析記事 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...
分析記事 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...
分析記事 Nov 02

Does This Valuation Of Doximity, Inc. (NYSE:DOCS) Imply Investors Are Overpaying?

Key Insights The projected fair value for Doximity is US$32.08 based on 2 Stage Free Cash Flow to Equity Doximity is...
分析記事 Oct 15

Is Doximity, Inc. (NYSE:DOCS) Potentially Undervalued?

Doximity, Inc. ( NYSE:DOCS ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha Oct 03

Doximity: Downgrade To Hold On Valuation Concerns

Summary I downgrade Doximity stock from buy to hold due to limited upside potential and valuation concerns, despite strong fundamentals and growth prospects. DOCS' share price surged 43% since my last update, with FY24 revenue and EBITDA meeting or slightly exceeding my estimates. A positive growth outlook remains, supported by improved macro environment, strong client engagement, and increased adoption of DOCS' client portal. Valuation is a concern as DOCS trades at a premium to peers, making it prudent to lock in gains and reassess at a better valuation. Read the full article on Seeking Alpha
分析記事 Sep 23

Here's Why Doximity (NYSE:DOCS) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
User avatar
新しいナラティブ Aug 28

Generative AI And Digital Health Innovations Fuel Robust Revenue Growth And Market Expansion

Accelerating adoption of new products and a client portal, alongside strategic positioning with top clients, suggests sustained revenue expansion.
分析記事 Aug 18

There's Reason For Concern Over Doximity, Inc.'s (NYSE:DOCS) Massive 27% Price Jump

The Doximity, Inc. ( NYSE:DOCS ) share price has done very well over the last month, posting an excellent gain of 27...

決済の安定と成長

配当データの取得

安定した配当: DOCSの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: DOCSの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Doximity 配当利回り対市場
DOCS 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (DOCS)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Healthcare Services)1.3%
アナリスト予想 (DOCS) (最長3年)0%

注目すべき配当: DOCSは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: DOCSは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: DOCSの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: DOCSが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 08:04
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Doximity, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Vikram KesavabhotlaBaird
Glen SantangeloBarclays
Nisala WeerasuriyaBerenberg