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Doximity, Inc. Stock Price

NYSE:DOCS Community·US$3.6b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 92 Fair Values set on narratives written by author

DOCS Share Price Performance

US$0
-53.77 (-100.00%)
US$37.77
Fair Value
US$0
-53.77 (-100.00%)
Price US$0

DOCS Community Narratives

·
Fair Value US$37.77 49.0% 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
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Fair Value US$25 23.0% undervalued intrinsic discount

Privacy Rules Will Squeeze Margins While Tools Will Support Recovery

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4users have followed this narrative
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Fair Value US$55 65.0% undervalued intrinsic discount

Digital Transformation And Telehealth Will Revolutionize Healthcare Collaboration

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0users have commented on this narrative
1users have followed this narrative
US$55
65.0% undervalued intrinsic discount
Revenue
8.72% p.a.
Profit Margin
32.03%
Future PE
46.19x
Price in 2029
US$69.03
US$37.77
49.0% undervalued intrinsic discount
Revenue
7.04% p.a.
Profit Margin
31.89%
Future PE
33.61x
Price in 2029
US$47.73
US$25
23.0% undervalued intrinsic discount
Revenue
7.13% p.a.
Profit Margin
27.36%
Future PE
25.9x
Price in 2029
US$31.64

Trending Discussion

Updated Narratives

DOCS logo

DOCS: AI Suite And Platform Stickiness Will Support Higher Future Earnings Power

Fair Value: US$55 65.0% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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DOCS: Healthcare Moat And AI Tools Will Support Future Engagement

Fair Value: US$37.77 49.0% 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
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DOCS: AI Tools And Buybacks Will Shape A Cautious Balanced Outlook

Fair Value: US$25 23.0% undervalued 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
1.06
89.09%
30.40%
0%
View Full Analysis

About DOCS

Founded
2010
Employees
830
CEO
Jeffrey Tangney
WebsiteView website
www.doximity.com

Doximity, Inc. operates as a digital platform for medical professionals in the United States. Its platform provides its members with digital tools built for medicine, that enables its members to collaborate with colleagues, stay up to date with the latest medical news and research, manage their careers and on-call schedules, streamline documentation and administrative paperwork, and conduct virtual patient visits. 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

Seeking Alpha May 15

Doximity Earnings: Strong AI Signals, But Monetization Still Pending

Summary Doximity, Inc. delivered mixed FY26 results, with solid revenue growth but margin compression and a cautious near-term outlook. AI-driven engagement is accelerating, with rapid adoption of clinical tools and strong enterprise traction, but monetisation lags due to regulatory and operational friction. FY27 is positioned as a transition year, with guidance for just 4% revenue growth and EBITDA margin compression as AI investments ramp. DOCS' valuation now reflects a more mature SaaS profile, trading below historical multiples, as the market prices in execution and growth transition risks. Read the full article on Seeking Alpha

Recent updates

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