Doximity マネジメント
マネジメント 基準チェック /24
Doximityの CEO はJeff Tangneyで、 Apr2010年に任命され、 の在任期間は 16.33年です。 の年間総報酬は$ 19.59Mで、 3.2%給与と96.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の27.95%を直接所有しており、その価値は$ 1.22B 。経営陣と取締役会の平均在任期間はそれぞれ1年と10.9年です。
主要情報
Jeff Tangney
最高経営責任者
US$19.6m
報酬総額
| CEO給与比率 | 3.20% |
| CEO在任期間 | 16.3yrs |
| CEOの所有権 | 28.0% |
| 経営陣の平均在職期間 | 1yr |
| 取締役会の平均在任期間 | 10.9yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Aug 08
DOCS: AI Investment Year And Pharma Budget Share Will Shape Fairly Valued Outlook
Analysts have raised Doximity’s fair value estimate from $24.37 to $28.00, reflecting Street research that highlights solid recent results, early traction in AI search, and the potential for the company to capture a larger share of pharma marketing budgets, despite ongoing questions about competition and execution risk. Analyst Commentary Street research on Doximity is split, with some bullish analysts pointing to improving execution and AI traction, while more cautious voices focus on execution risk, competition in healthcare AI, and visibility on longer term growth.Seeking Alpha • Aug 07
Doximity Jumps On Earnings: Explaining The Outsized Stock Move (Rating Upgrade)
Summary Doximity, Inc. is upgraded to buy as the narrative shifts from stagnation to credible reacceleration, driven by AI engagement and improved revenue guidance. Revenue grew 7% YoY to $156.6M, with FY27 guidance raised to $671–681M, while margins compressed due to intentional reinvestment in AI and sales. AI tools, especially Doximity Ask, are rapidly integrating into physician workflows, positioning DOCS for deeper engagement and future monetization opportunities. DOCS stock valuation sits at a discount to peers on earnings and EBITDA, with the upside hinging on AI-driven engagement translating into sustained revenue growth. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 21
DOCS: Clinical AI Safety Leadership Will Support Higher Future Earnings Power
The analyst fair value estimate for Doximity has been reset from $55.00 to $36.89 after multiple firms trimmed price targets, citing concerns about slower core growth, heavier AI investment weighing on margins, and rising competitive and execution risks. Analyst Commentary Recent Street research on Doximity reflects a reset in expectations around growth, profitability, and competitive positioning, particularly as the company leans into heavier AI investment and faces questions about the durability of its core advertising business.ナラティブ更新 • Jul 07
DOCS: AI Spending And Competitive Pressures Will Test Healthcare Moat And Reengagement Potential
Doximity's analyst price target has been trimmed as fair value and the assumed future P/E move lower, with analysts citing weaker revenue visibility, heavier AI spending, and rising competitive pressures around digital pharma marketing and healthcare AI tools. Analyst Commentary Recent Street research on Doximity points to a more cautious stance, with many firms cutting price targets and revisiting growth expectations after the latest earnings reports and long term guidance.ナラティブ更新 • Jun 23
DOCS: AI Investment Year And Healthcare Moat Set To Support Reengagement
The updated Doximity analyst price target edges up slightly to $25.42, as analysts balance concerns about slower digital advertising growth, tougher competition, and heavier AI investment against a still supportive longer term rationale. This is reflected in a modestly higher fair value and P/E assumption.
新しいナラティブ • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.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.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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$167m |
| Mar 31 2026 | US$20m | US$627k | US$196m |
| Dec 31 2025 | n/a | n/a | US$239m |
| Sep 30 2025 | n/a | n/a | US$253m |
| Jun 30 2025 | n/a | n/a | US$235m |
| Mar 31 2025 | US$17m | US$600k | US$223m |
| Dec 31 2024 | n/a | n/a | US$201m |
| Sep 30 2024 | n/a | n/a | US$174m |
| Jun 30 2024 | n/a | n/a | US$161m |
| Mar 31 2024 | US$299k | US$295k | US$148m |
| Dec 31 2023 | n/a | n/a | US$138m |
| Sep 30 2023 | n/a | n/a | US$123m |
| Jun 30 2023 | n/a | n/a | US$119m |
| Mar 31 2023 | US$244k | US$240k | US$113m |
| Dec 31 2022 | n/a | n/a | US$119m |
| Sep 30 2022 | n/a | n/a | US$141m |
| Jun 30 2022 | n/a | n/a | US$148m |
| Mar 31 2022 | US$243k | US$240k | US$133m |
| Dec 31 2021 | n/a | n/a | US$107m |
| Sep 30 2021 | n/a | n/a | US$57m |
| Jun 30 2021 | n/a | n/a | US$30m |
| Mar 31 2021 | US$21m | US$240k | US$22m |
報酬と市場: Jeffの 総報酬 ($USD 19.59M ) は、 US市場 ($USD 6.91M ) の同規模の企業の平均を上回っています。
報酬と収益: Jeffの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Jeff Tangney (53 yo)
16.3yrs
在職期間
US$19,586,169
報酬
Mr. Jeffrey A. Tangney, also known as Jeff, Co-Founded Doximity, Inc. in 2010 and has been its Chief Executive Officer and Director since April 2010 and serves as its Chairperson. Mr. Tangney also served a...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 16.3yrs | US$19.59m | 27.95% $ 1.2b | |
| Chief Accounting Officer | no data | US$917.68k | 0.042% $ 1.8m | |
| General Counsel | 1yr | US$3.60m | データなし | |
| President | less than a year | データなし | 0.00046% $ 20.1k | |
| CFO & Principal Financial Officer | less than a year | データなし | データなし | |
| Chief Technology Officer | no data | データなし | データなし | |
| Head of Investor Relations | no data | データなし | データなし | |
| Senior Vice President of Engineering | no data | データなし | データなし | |
| Senior Vice President of Product | no data | データなし | データなし | |
| Senior VP & GM Commercial Products | 3.3yrs | データなし | データなし | |
| Chief Commercial Officer | no data | データなし | データなし | |
| Senior Vice President of Design | no data | データなし | データなし |
1.0yrs
平均在職期間
52yo
平均年齢
経験豊富な経営陣: DOCSの経営陣は 経験豊富 とはみなされません ( 1年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 16.3yrs | US$19.59m | 27.95% $ 1.2b | |
| Member of Medical Advisory Board | no data | データなし | データなし | |
| Independent Director | 5.9yrs | US$275.28k | 0% $ 0 | |
| Independent Director | 15.4yrs | US$281.41k | 0.14% $ 6.0m | |
| Member of Medical Advisory Board | no data | データなし | データなし | |
| Member of Medical Advisory Board | no data | データなし | データなし | |
| Member of Medical Advisory Board | no data | データなし | データなし | |
| Member of Medical Advisory Board | no data | データなし | データなし | |
| Member of Medical Advisory Board | no data | データなし | データなし | |
| Member of Medical Advisory Board | no data | データなし | データなし | |
| Member of Medical Advisory Board | no data | データなし | データなし | |
| Independent Director | 6.4yrs | US$310.28k | 0.0093% $ 407.3k |
10.9yrs
平均在職期間
53.5yo
平均年齢
経験豊富なボード: DOCSの 取締役会 は経験豊富で 経験豊富 です ( 10.9年の平均在任期間)。
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 | 2026/08/18 11:06 |
| 終値 | 2026/08/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/03/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 20 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。26
| アナリスト | 機関 |
|---|---|
| Vikram Kesavabhotla | Baird |
| Glen Santangelo | Barclays |
| Nisala Weerasuriya | Berenberg |