DOCS logo

Doximity, Inc. Stock Price

NYSE:DOCS Community·US$3.8b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 96 Fair Values set on narratives written by author

DOCS Share Price Performance

US$20.89
-37.62 (-64.30%)
US$33.70
Fair Value
US$20.89
-37.62 (-64.30%)
38.0% undervalued intrinsic discount
US$33.70
Fair Value
Price US$20.89
Dc12 US$33.70
AnalystConsensusTarget US$25.15
AnalystHighTarget US$55.00

DOCS Community Narratives

Fair Value
·
Fair Value US$33.7 38.0% undervalued intrinsic discount

High physician usership and impressive AI tools

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
·
Fair Value US$25.15 16.9% undervalued intrinsic discount

DOCS: Pharma Advertising Shift And AI Expansion Will Drive Measured Opportunity And Risks

1users have liked this narrative
1users have commented on this narrative
41users have followed this narrative
·
Fair Value US$55 62.0% undervalued intrinsic discount

Digital Transformation And Telehealth Will Revolutionize Healthcare Collaboration

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$33.7
38.0% undervalued intrinsic discount
Fair Value
Revenue
17% p.a.
Profit Margin
30.4%
Future PE
18.69x
Price in 2031
US$49.52
US$18
16.1% overvalued intrinsic discount
Revenue
4.4% p.a.
Profit Margin
22.75%
Future PE
23.07x
Price in 2029
US$22.63
US$55
62.0% undervalued intrinsic discount
Revenue
8.72% p.a.
Profit Margin
32.03%
Future PE
46.19x
Price in 2029
US$69.03

Trending Discussion

Updated Narratives

DOCS logo

High physician usership and impressive AI tools

Fair Value: US$33.7 38.0% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DOCS logo

DOCS: Healthcare Moat And AI Investment Year Will Drive Future Engagement

Fair Value: US$25.15 16.9% undervalued intrinsic discount
41 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
DOCS logo

DOCS: Heavier AI Spending And Competition Will Drive A Cautious Bearish Outlook

Fair Value: US$18 16.1% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
2 Rewards

Doximity, Inc. Key Details

US$644.9m

Revenue

US$70.3m

Cost of Revenue

US$574.5m

Gross Profit

US$378.5m

Other Expenses

US$196.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.07
89.09%
30.40%
0%
View Full Analysis

About DOCS

Founded
2010
Employees
880
CEO
Jeffrey Tangney
WebsiteView website
www.doximity.com

Doximity, Inc. operates a digital platform for medical professionals in the United States. Its Doximity platform includes a personalized newsfeed that presents clinical and professional content to members, which offers medical articles, clinical trials or research results in an easy-to-consume video format, professional updates and accomplishments of their peers and colleagues, clinical discussions, Op-Med articles for publication, and sponsored content from pharmaceutical manufacturers and health systems. The company also offers workflow tools, including Ask, a HIPAA-compliant AI assistant, to access and apply evidence-based medical information within clinical workflows; Scribe, a HIPAA-compliant, AI-powered clinical documentation tool; Telehealth tools for hospitals and health systems; and AMiON, an on-call scheduling tool. The company primarily serves physicians, nurse practitioners, physician assistants, medical students, pharmaceutical manufacturers, and healthcare systems. The company was formerly known as 3MD Communications, Inc. and changed its name to Doximity, Inc. in June 2010. Doximity, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.

Recent DOCS News & Updates

New Narrative 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

Recent updates

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