Doximity, Inc.

NYSE:DOCS Aktierapport

Börsvärde: US$4.7b

Doximity Framtida tillväxt

Future kriterier kontrolleras 2/6

Doximity förväntas öka intäkter och intäkter med 4% respektive 7% per år. EPS förväntas tillväxt med 3.7% per år. Avkastningen på eget kapital förväntas bli 30.2% om 3 år.

Viktig information

4.0%

Tillväxttakt i vinsten

3.65%

Tillväxttakt för EPS

Healthcare Services vinsttillväxt21.6%
Intäkternas tillväxttakt7.0%
Framtida avkastning på eget kapital30.19%
Bevakning av analytiker

Good

Senast uppdaterad01 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

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
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
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Ny analys 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.
Analysartikel 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...

Prognoser för vinst- och omsättningstillväxt

NYSE:DOCS - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
3/31/20297932553633734
3/31/202876223336036916
3/31/202769720632532922
3/31/202664420930831322
12/31/2025638239307315N/A
9/30/2025621253312320N/A
6/30/2025590235287294N/A
3/31/2025570223267273N/A
12/31/2024550201232239N/A
9/30/2024517174217224N/A
6/30/2024494161162168N/A
3/31/2024475148178184N/A
12/31/2023468138162167N/A
9/30/2023448123160165N/A
6/30/2023437119186192N/A
3/31/2023419113173180N/A
12/31/2022402119173180N/A
9/30/2022384141151159N/A
6/30/2022362148131138N/A
3/31/2022344133121127N/A
12/31/2021317107113117N/A
9/30/202127757110114N/A
6/30/202124330103107N/A
3/31/2021207227883N/A
12/31/2020177144853N/A
3/31/2020116112226N/A
3/31/2019861N/A15N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: DOCS s prognostiserade vinsttillväxt ( 4% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: DOCS s intäkter ( 4% per år) förväntas växa långsammare än marknaden för US ( 16.4% per år).

Höga tillväxtresultat: DOCS s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: DOCS s intäkter ( 7% per år) förväntas växa långsammare än marknaden för US ( 11.4% per år).

Hög tillväxtintäkter: DOCS s intäkter ( 7% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: DOCS s avkastning på eget kapital förväntas bli hög om 3 år ( 30.2 %)


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 18:39
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2025/12/31
Årlig intjäning2025/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Doximity, Inc. bevakas av 32 analytiker. 22 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Vikram KesavabhotlaBaird
Glen SantangeloBarclays
Nisala WeerasuriyaBerenberg