Doximity (DOCS) Aandelenoverzicht
Doximity, Inc. exploiteert een digitaal platform voor medische professionals in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor DOCS uit onze risicocontroles.
DOCS Community Fair Values
Create NarrativeSee what 88 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
35.4% ondergewaardeerd intrinsieke korting17.00%
Revenue growth p.a.
41
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Doximity, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$21.77 |
| 52 Week Hoogtepunt | US$76.51 |
| 52 Week Laag | US$17.15 |
| Bèta | 1.29 |
| 1 maand verandering | 8.63% |
| 3 maanden verandering | -3.93% |
| 1 Jaar Verandering | -63.84% |
| 3 jaar verandering | -38.42% |
| 5 jaar verandering | -59.94% |
| Verandering sinds IPO | -58.92% |
Recent nieuws en updates
Narratiefupdate • 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.Seeking Alpha • Jun 30
Doximity: Everyone Is Focused On The Guidance While Missing The Valuation And AI Stories
Summary Doximity issued conservative FY2027 guidance, projecting 4% revenue growth and a 49% adjusted EBITDA margin, triggering a post-earnings stock selloff. I view the selloff as a temporary dislocation and a compelling buying opportunity for value investors given DOCS's resilient core platform usage. Management emphasized record physician engagement and continued dominance of DOCS's core products despite macroeconomic and regulatory headwinds. AI tools, particularly AI Search and Scribe, are rapidly scaling and positioned as DOCS's next major revenue driver. Read the full article on Seeking AlphaNarratiefupdate • 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.Recent updates
Narratiefupdate • 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.Seeking Alpha • Jun 30
Doximity: Everyone Is Focused On The Guidance While Missing The Valuation And AI Stories
Summary Doximity issued conservative FY2027 guidance, projecting 4% revenue growth and a 49% adjusted EBITDA margin, triggering a post-earnings stock selloff. I view the selloff as a temporary dislocation and a compelling buying opportunity for value investors given DOCS's resilient core platform usage. Management emphasized record physician engagement and continued dominance of DOCS's core products despite macroeconomic and regulatory headwinds. AI tools, particularly AI Search and Scribe, are rapidly scaling and positioned as DOCS's next major revenue driver. Read the full article on Seeking AlphaNarratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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 AlphaRendement voor aandeelhouders
| DOCS | US Healthcare Services | US Markt | |
|---|---|---|---|
| 7D | -0.4% | -1.5% | 0.8% |
| 1Y | -63.8% | -36.1% | 20.6% |
Rendement versus industrie: DOCS presteerde slechter dan de US Healthcare Services -sector, die het afgelopen jaar een rendement van -36.1 % opleverde.
Rendement versus markt: DOCS presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.6 % opleverde.
Prijsvolatiliteit
| DOCS volatility | |
|---|---|
| DOCS Average Weekly Movement | 9.7% |
| Healthcare Services Industry Average Movement | 9.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: DOCS heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 10% ) van DOCS is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2010 | 880 | Jeff Tangney | www.doximity.com |
Doximity, Inc. exploiteert een digitaal platform voor medische professionals in de Verenigde Staten. Het Doximity platform bevat een gepersonaliseerde nieuwsfeed die klinische en professionele content presenteert aan leden, met medische artikels, klinische studies of onderzoeksresultaten in een gemakkelijk te consumeren videoformaat, professionele updates en verwezenlijkingen van hun collega's en vakgenoten, klinische discussies, Op-Med artikels voor publicatie en gesponsorde content van farmaceutische fabrikanten en gezondheidssystemen. Het bedrijf biedt ook workflowtools, waaronder Ask, een HIPAA-conforme AI-assistent, om toegang te krijgen tot evidence-based medische informatie en deze toe te passen binnen klinische workflows; Scribe, een HIPAA-conforme, AI-aangedreven klinische documentatietool; Telehealth-tools voor ziekenhuizen en zorgsystemen; en AMiON, een tool voor het plannen van aanwezigheidsdiensten.
Doximity, Inc. Samenvatting
| DOCS fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$3.98b |
| Inkomsten(TTM) | US$196.05m |
| Inkomsten(TTM) | US$644.86m |
20.3x
Koers/Winstverhouding6.2x
P/S-verhoudingIs DOCS overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| DOCS resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$644.86m |
| Kosten van inkomsten | US$70.33m |
| Brutowinst | US$574.54m |
| Overige uitgaven | US$378.49m |
| Inkomsten | US$196.05m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.07 |
| Brutomarge | 89.09% |
| Nettowinstmarge | 30.40% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde DOCS op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/12 14:06 |
| Aandelenkoers aan het einde van de dag | 2026/07/10 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Doximity, Inc. wordt gevolgd door 26 analisten. 21 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Vikram Kesavabhotla | Baird |
| Glen Santangelo | Barclays |
| Nisala Weerasuriya | Berenberg |