Is Doximity (DOCS) Rerating Its AI Healthcare Story Amid EPS Pressure And Valuation Discount?
Doximity is facing weaker sentiment due to an expected quarterly EPS decline and only modest revenue growth, despite its focus on AI in healthcare workflows. Analysts are re-evaluating the company's valuation, given its Zacks Rank of #5 (Strong Sell) and a discounted Forward P/E. The core challenge for Doximity is to demonstrate that its AI and workflow products can effectively support earnings and offset rising costs, amidst modest revenue projections for fiscal Q1 2026 and fiscal 2027.
Doximity, Inc. Class A Actuals & Estimates (NYSE:DOCS)
This article provides an overview of Doximity, Inc. (NYSE: DOCS) stock, including its current price, market capitalization, historical performance, and financial estimates. It details analyst forecasts and key financial data such as earnings, revenue, and EBITDA. The article also answers frequently asked questions about Doximity's stock and future outlook.
Doximity, Inc. Class A Actuals & Estimates (BX:DOCS)
This article provides financial actuals and estimates for Doximity, Inc. Class A (DOCS) on the BX Swiss exchange. It covers analyst price targets, historical prices, market capitalization, upcoming earnings reports, and past financial performance including earnings, revenue, and net income. The article also confirms that Doximity does not pay dividends and details its employee count and EBITDA figures.
Doximity, Inc. Class A Actuals & Estimates (BMV:DOCS1)
This article provides an overview of Doximity, Inc. Class A (BMV:DOCS1) stock, including its current price, market capitalization, and historical performance. It also details analyst forecasts, upcoming earnings dates, and financial metrics like revenue, net income, and EBITDA. The content further addresses frequently asked questions about the company's stock, such as volatility and dividend policy.
Doximity (DOCS) President Steven Zatz receives 55,524 restricted stock units
Doximity President Steven L. Zatz was awarded 55,524 restricted stock units (RSUs) of Class A Common Stock on May 15, 2026. These RSUs will vest in equal quarterly installments over 12 months, commencing on August 15, 2026, contingent on his continuous service. Following this grant, Zatz directly holds 56,346 shares of Class A Common Stock.
Doximity (DOCS) CFO discloses 501,549 shares, including 499,722 RSUs, on Form 3
Doximity, Inc.'s Chief Financial Officer, Matthew Sonefeldt, filed an initial ownership report (Form 3) disclosing 501,549 shares of Class A Common Stock. This figure includes 499,722 restricted stock units (RSUs) granted on May 15, 2026, which will vest in equal quarterly installments over 36 months, starting August 15, 2026, contingent on continued service. This filing does not represent a buy or sell transaction but rather an initial disclosure of beneficial ownership.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Doximity, Inc. - DOCS
Pomerantz LLP has initiated an investigation into potential securities fraud and unlawful business practices by Doximity, Inc. (NYSE: DOCS) and its officers/directors. This investigation follows Doximity's announcement of fourth-quarter and fiscal year 2026 financial results, where the company's revenue and adjusted EBITDA guidance fell below estimates, citing AI computing costs as a contributing factor. The news led to a 23% drop in Doximity's stock price on May 14, 2026.
DOCS Investors Have Opportunity to Join Doximity, Inc. Fraud Investigation with the Schall Law Firm
The Schall Law Firm has announced an investigation into Doximity, Inc. (NYSE: DOCS) for potential securities law violations. This comes after Doximity missed full-year revenue consensus estimates and its CEO warned that increased AI investment would impact near-term margins, leading to a 23% stock drop. The firm is encouraging affected shareholders to join the fraud investigation.
Doximity interim PAO Sitaram Siddharth sells $49,882 in shares
Doximity's interim PAO, Sitaram Siddharth, sold 2,444 shares of Class A Common Stock for $49,882, primarily to cover tax obligations related to exercising stock options. Earlier the same day, Siddharth acquired 5,000 Class A shares through the conversion of Class B shares. This comes as Doximity faces analyst downgrades and reduced price targets after forecasting lower-than-expected fiscal 2027 revenue.
Doximity interim PAO Sitaram Siddharth sells $49,882 in shares
Doximity Interim PAO Sitaram Siddharth sold $49,882 worth of Class A Common Stock, a transaction identified as a "sell-to-cover" to satisfy tax obligations. This sale was automatically executed under a Rule 10b5-1 trading plan. Siddharth also acquired 5,000 Class A shares through a conversion from Class B shares, and now directly holds 90,706 Class A shares.
[Form 4] Doximity, Inc. Insider Trading Activity
Doximity, Inc.'s interim PAO, Sitaram Siddharth, reported selling 2,444 shares of Class A Common Stock at $20.41 per share, primarily to cover tax withholding obligations from a stock option exercise. He also exercised and converted derivative securities for a total of 15,000 shares, including 5,000 Class B shares convertible to Class A. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan and are considered routine compensation mechanics rather than a discretionary reduction in his holdings.
DOCS Investors Have Opportunity to Join Doximity, Inc. Fraud Investigation with the Schall Law Firm
The Schall Law Firm is investigating Doximity, Inc. (NYSE: DOCS) on behalf of investors for potential securities law violations. This investigation follows Doximity's Q4 and full-year 2026 financial results, where the company missed revenue estimates and warned that increased AI investment would impact near-term margins, leading to a 23% stock drop. Shareholders who experienced losses are encouraged to contact the firm for a free consultation.
Doximity interim PAO Sitaram Siddharth sells $49,882 in shares By Investing.com
Doximity Interim PAO Sitaram Siddharth sold $49,882 worth of Class A Common Stock to cover tax obligations related to a stock option exercise, following an earlier conversion of Class B to Class A shares. The stock is currently trading near its 52-week low and is considered undervalued by InvestingPro analysis, despite recent mixed analyst ratings and updated fiscal 2027 revenue guidance.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Doximity, Inc. - DOCS
Pomerantz LLP has launched an investigation into Doximity, Inc. (NYSE: DOCS) on behalf of investors, following a significant drop in Doximity's stock price. The investigation concerns potential securities fraud or unlawful business practices, particularly after Doximity's May 13, 2026, financial results announcement. The company's guidance for full-year revenue and adjusted EBITDA fell below estimates, with management citing increased AI compute costs impacting margins, leading to a 23% stock price decline.
Doximity Stock Falls on Q4 Earnings Miss, Revenues Beat, Margins Down
Doximity (DOCS) reported a mixed fiscal Q4 2026, with adjusted EPS missing estimates by 7.1% while revenues surpassed expectations by 1.2%. The company's adjusted gross and operating margins contracted, leading to a 19.3% drop in stock price after hours. Despite the earnings miss, Doximity saw growth in platform engagement and AI adoption, with strong net revenue retention and expansion of its clinical AI suite.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Doximity, Inc. - DOCS
Pomerantz LLP is investigating Doximity, Inc. (NYSE: DOCS) on behalf of investors regarding potential securities fraud and unlawful business practices. This investigation follows Doximity's announcement of Q4 and fiscal year 2026 financial results, which included lower-than-estimated revenue guidance and concerns about AI compute costs impacting margins. Consequently, Doximity's stock price fell significantly, prompting the class action investigation.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Doximity, Inc. - DOCS
Pomerantz LLP is investigating potential securities fraud claims against Doximity, Inc. (NYSE: DOCS) on behalf of its investors. This investigation follows a significant drop in Doximity's stock price after the company announced lower-than-estimated full-year revenue guidance and warned about AI compute costs impacting near-term margins. Investors are encouraged to contact Pomerantz LLP to learn more about joining a potential class action lawsuit.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Doximity, Inc. - DOCS
Pomerantz LLP is investigating Doximity, Inc. (NYSE: DOCS) on behalf of investors regarding potential securities fraud or unlawful business practices. This investigation follows Doximity's announcement of fourth-quarter and fiscal year 2026 financial results, which included lower-than-estimated revenue guidance and adjusted EBITDA, primarily due to increased AI compute costs. As a result, Doximity's stock price dropped by 23% on May 14, 2026.
1,246 Doximity (DOCS) shares withheld to cover RSU taxes for interim PFO
Doximity's interim PFO and PAO, Siddharth Sitaram, had 1,246 Class A Common Stock shares withheld by the company to satisfy tax obligations related to vesting Restricted Stock Units (RSUs). This was a mandatory tax-withholding disposition, not a discretionary trade, at a price of $18.01 per share. Following this transaction, Sitaram directly owns 88,150 shares of Doximity.
Doximity (NYSE: DOCS) CEO granted PSUs while shares withheld for tax
Doximity, Inc.'s CEO, Jeffrey Tangney, was granted 322,614 shares of Class A Common Stock as performance-based restricted stock units (PSUs). Simultaneously, 14,964 shares were withheld at $18.01 each to cover tax obligations on previously vested units, which was a mandated non-discretionary action. After these transactions, Tangney directly holds 2,555,424 Class A shares, with future PSU vesting scheduled for May 2026 and May 2028.
Doximity (DOCS) Is Down 27.0% After Softer 2027 Outlook And Higher AI Spend - What's Changed
Doximity (DOCS) recently reported Q4 and full-year fiscal 2026 results, showing revenue growth but declining net income due to profitability pressure. The company's stock fell 27.0% following a softer fiscal 2027 outlook and increased AI-related spending, which sharpens concerns about its investment narrative despite a new AI integration with Aledade. Analysts are now re-evaluating their forecasts, with some already cautious about slower revenue growth and shrinking margins.
Doximity (DOCS) Margin Compression Challenges Bullish AI Growth Narratives After FY 2026 Results
Doximity (DOCS) has reported its FY 2026 results, showing Q4 revenue of US$145.4 million and basic EPS of US$0.10, with trailing net profit margins falling to 30.4% from 39.1% a year prior. This margin compression and slower projected revenue growth of 5.2% per year challenge bullish AI-driven growth narratives, despite the stock trading at a P/E of 17x and significantly below its DCF fair value. Analysts forecast modest earnings growth of 2.2% annually, leading to tension between optimistic long-term AI potential and current financial realities.
Doximity (DOCS) founders report combined stakes equal to 77% voting power
Doximity, Inc. founders Jeffrey Tangney and Claudia Schweikert, along with related trusts, have filed an amendment to their Schedule 13G/A, detailing their beneficial ownership stakes in the company. The filing indicates that Tangney and Schweikert each beneficially own 55,459,800 shares, representing 29.9% of Class A on a conversion basis. Due to Doximity's dual-class share structure where Class B shares carry ten votes each, their combined holdings account for 77.0% of the aggregate voting power.
Doximity Ties Clinical AI To Aledade And New Pharma Search Revenue
Doximity (NYSE:DOCS) has partnered with Aledade to integrate its HIPAA-compliant Clinical AI Suite into Aledade’s EHR overlay platform, targeting value-based primary care. This integration aims to streamline documentation and provide clinical insights. Additionally, Doximity is monetizing its AI-driven search product for pharmaceutical marketers, opening a new revenue channel.
Stock Market Today: S&P 500, Dow Jones Futures Gain As Trump Clears NVDA's H200 Sales To China—Cisco Systems, Doximity, Grocery Outlet In Focus
U.S. stock futures rose on Thursday, with the S&P 500 and Dow Jones Futures gaining ground amidst President Trump's visit to China and the clearance of Nvidia's H200 AI chip sales to some Chinese firms. Cisco Systems, Doximity, and Grocery Outlet were among the stocks in focus due to significant price movements following earnings reports and guidance updates. Analysts from BlackRock maintained a pro-risk stance on U.S. equities, even as the market navigates ongoing inflationary pressures and rising long-term yields.
These Analysts Slash Their Forecasts On Doximity After Q4 Results
Doximity (NYSE: DOCS) reported mixed fourth-quarter results, beating revenue estimates but missing on adjusted earnings, and provided weak first-quarter and fiscal 2027 sales guidance. Following this, several analysts downgraded the stock or lowered their price targets, despite the company's report of increased user engagement. Doximity's shares dropped significantly in pre-market trading after the announcement.
Doximity interim PFO Siddharth sells $59,502 of class A stock By Investing.com
Sitaram Siddharth, Interim PFO and PAO at Doximity (NYSE:DOCS), sold 2,309 shares of Class A Common Stock for $59,502 on May 11, 2026, as part of a Rule 10b5-1 trading plan and for tax obligations. Simultaneously, he acquired 5,000 Class A shares by converting Class B shares from a stock option exercise. Despite recent stock weakness, InvestingPro analysis suggests Doximity is undervalued with strong financial health, and the company recently reported mixed Q4 earnings but provided strong fiscal 2027 revenue guidance.
Doximity interim PFO Siddharth sells $59,502 of class A stock By Investing.com
Sitaram Siddharth, Interim PFO at Doximity Inc. (NYSE:DOCS), sold 2,309 shares of Class A Common Stock for $59,502 on May 11, 2026, as part of a Rule 10b5-1 trading plan and for tax obligations. Despite this sale and recent stock decline, Siddharth also acquired 5,000 Class A shares through a Class B conversion, now holding 89,396 shares. InvestingPro suggests Doximity is undervalued with "GREAT" financial health, and the company recently exceeded Q4 revenue estimates and provided strong fiscal 2027 guidance.
Doximity Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Doximity, Inc. (NYSE: DOCS) is set to release its fourth-quarter earnings on Wednesday, May 13, with analysts expecting 28 cents per share and $143.91 million in revenue. Ahead of the announcement, several analysts from firms like B of A Securities, Keybanc, Evercore ISI Group, JP Morgan, and Barclays have revised their forecasts, with some maintaining ratings while others downgraded or cut price targets. The company also announced the resignation of its CFO, Anna Bryson, on April 17.
Doximity (DOCS) interim PFO exercises options and sells 2,309 shares under 10b5-1 plan
Doximity's interim PFO and PAO, Siddharth Sitaram, engaged in routine equity transactions, exercising stock options for 5,000 Class B shares, which converted to Class A shares. Concurrently, he sold 2,309 Class A shares at $25.77 each through a pre-planned 10b5-1 "sell-to-cover" transaction to meet tax obligations. This activity is considered neutral as it's a standard tax-related sale and represents a small portion of his overall holdings.
Doximity interim PFO Siddharth sells $59,502 of class A stock
Sitaram Siddharth, Interim Principal Financial Officer at Doximity, sold 2,309 shares of Class A Common Stock worth $59,502 on May 11, 2026, as part of a Rule 10b5-1 trading plan and to cover tax obligations. Simultaneously, he acquired 5,000 Class A shares through the conversion and exercise of a stock option. Despite recent stock weakness, Doximity is considered undervalued with a "GREAT" financial health score, and the company recently reported Q4 earnings that slightly exceeded revenue expectations while providing strong fiscal 2027 guidance.
Doximity interim PFO Siddharth sells $59,502 of class A stock
Doximity's Interim PFO, Sitaram Siddharth, sold 2,309 shares of Class A Common Stock for $59,502 on May 11, 2026, as part of a Rule 10b5-1 plan and to cover tax obligations. Concurrently, he acquired 5,000 Class A shares by converting Class B shares obtained via a stock option. Despite the insider sale and recent stock decline, InvestingPro suggests Doximity is undervalued with a "GREAT" financial health score, and the company recently reported mixed Q4 earnings with revenue beating estimates and provided optimistic fiscal 2027 guidance.
Doximity Flags Pharma Ad Market Weakness
Doximity's shares fell after the company reported mixed Q4 results and issued soft annual guidance, citing weakness in the HCP Digital Pharma ad market. Despite increased engagement and AI tool adoption among prescribers, several analysts downgraded the stock and lowered price targets due to policy uncertainty and macro risks impacting advertising demand. The company expects modest market growth, consistent with broader industry trends.
Precision Trading with Doximity Inc. Class A (DOCS) Risk Zones
This article provides a precision trading analysis for Doximity Inc. Class A (DOCS), highlighting strong near and mid-term sentiment despite a weak long-term outlook. It details specific institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with entry zones, targets, and stop losses, emphasizing an exceptional risk-reward setup. The analysis also includes multi-timeframe signal analysis for support and resistance levels.
Precision Trading with Doximity Inc. Class A (DOCS) Risk Zones
This article provides a detailed analysis of Doximity Inc. Class A (DOCS) with a focus on risk zones and trading strategies based on AI models. It highlights a strong near and mid-term sentiment with a weak long-term outlook, presenting specific entry, target, and stop-loss levels for position trading, momentum breakout, and risk hedging strategies. The analysis also identifies support and resistance levels across different time horizons.
Doximity, Inc. Class A Common Stock (NY: DOCS)
This page provides a news compilation for Doximity, Inc. Class A Common Stock (NYSE: DOCS), featuring various headlines and brief descriptions from June 2023 back to May 2023. The articles cover topics such as Doximity's growth potential, financial performance, analyst ratings, new product announcements, and its role as a network for medical professionals. The stock was listed at $25.98, unchanged, as of 7:00 PM EDT, May 8, 2026.
Doximity director Kira Scherer Wampler sells $234,540 of Class A stock
Doximity director Kira Scherer Wampler sold 9,000 shares of Class A Common Stock for $234,540 on May 7, 2026, following the exercise and conversion of stock options. This sale was conducted via a Rule 10b5-1 trading plan. The transaction occurred amidst a 52% decline in Doximity shares over the past six months, and recent mixed analyst ratings regarding the company's financial outlook and growth prospects.
Doximity director Kira Scherer Wampler sells $234,540 of Class A stock
Doximity director Kira Scherer Wampler sold 9,000 shares of Class A Common Stock for $234,540 on May 7, 2026, executing a Rule 10b5-1 trading plan. The sale followed the exercise and conversion of stock options. This transaction leaves Wampler with 19,839 Class A shares and 447,700 stock options, as Doximity shares have recently traded near their 52-week low despite an InvestingPro analysis suggesting they are undervalued.
[Form 4] Doximity, Inc. Insider Trading Activity
Doximity, Inc. director Kira Scherer Wampler sold 9,000 shares of Class A Common Stock at $26.06 per share on May 7, 2026, as part of a pre-planned Rule 10b5-1 trading plan. She also exercised stock options and converted Class B shares to Class A shares. After these transactions, she holds 19,839 Class A shares and 447,700 stock options.
Is Doximity (DOCS) Turning Physician Network Scale Into a Durable AI Platform Advantage?
Doximity (DOCS) leverages its substantial U.S. physician network and AI-powered tools to maintain a strong position in the digital healthcare market. While its subscription-based, asset-light model provides resilience, the company's future hinges on deepening engagement through AI tools, managing rising compliance costs, and navigating potential shifts in pharma marketing budgets. Analysts project significant revenue and earnings growth by 2029, with a fair value indicating a potential upside.
Doximity CFO Exit Puts Focus On Finance Stability And Capital Choices
Doximity announced the resignation of CFO Anna Bryson, with Chief Accounting Officer Siddharth Sitaram appointed as interim CFO. This leadership change comes as the company's stock, NYSE:DOCS, has seen significant declines over the past year. Investors will be closely watching for stability in the finance team, clarity on the succession plan, and commentary from management regarding the transition, especially with the upcoming fiscal fourth-quarter earnings report on May 13, 2026.
Doximity interim PFO Sitaram sold $51k in DOCS stock
Doximity's Interim Principal Financial Officer, Sitaram Siddharth, sold 2,427 shares of DOCS stock for over $51,000 while also exercising options for 5,000 shares at no cost. This sale occurred as DOCS shares are near their 52-week low. The company has recently seen various analyst updates, with some downgrading due to market conditions and others maintaining positive ratings based on future growth potential and AI tools.
Doximity (NYSE: DOCS) interim PFO sells shares to cover option taxes
Doximity's interim PFO and PAO, Siddharth Sitaram, exercised stock options and converted Class B shares to Class A, then sold a portion of the Class A shares to cover tax obligations. This transaction involved exercising 5,000 shares at $4.12 and selling 2,427 Class A shares at $21.09, all conducted under a pre-arranged Rule 10b5-1 trading plan. Following these actions, Sitaram directly holds 86,705 Class A shares and 78,800 option shares.
Anthropic Managed Agents Test Doximity’s Workflow Moat And Pricing Power
Anthropic's new Managed Agents service, capable of autonomous complex tasks, poses a competitive threat to Doximity's traditional SaaS model in healthcare, potentially challenging its workflow tools and pricing power. Despite Doximity's established HIPAA-compliant network and data, investors are reassessing the company's valuation as advanced AI agents could replicate or compress the value of generic workflow automation. The article explores how Doximity might integrate these agents or face pricing pressure if its offerings are seen as interchangeable with off-the-shelf AI services.
Amazon To Rally Around 22%? Here Are 10 Top Analyst Forecasts For Wednesday
This article compiles the latest analyst rating changes and price target adjustments for ten major companies, including Amazon.com, Inc., Cingulate Inc, and Diamondback Energy Inc. Notably, Cantor Fitzgerald raised Amazon's price target to $260, maintaining an Overweight rating, suggesting a potential 22% rally from its previous closing price. The report highlights a mix of upgrades, downgrades, and target revisions across various sectors.
Doximity, Inc. (DOCS) Stock Price, News, Quote & History
This article provides comprehensive financial information for Doximity, Inc. (DOCS), including its current stock price, recent performance, key financial metrics, earnings trends, and analyst insights. It details the company's business overview as a digital platform for medical professionals and allows for comparison with similar companies in the health information services industry.
Does Doximity’s (DOCS) Scale With Physicians and Cash Flow Redefine Its Healthcare Tech Moat?
Doximity (DOCS) has achieved significant market penetration, reaching over 80% of U.S. physicians, and demonstrating strong financial performance with 29.3% annual revenue growth over five years and robust free cash flow. This success has allowed for a US$500,000,000 share repurchase program and investment in AI tools, reinforcing its position in healthcare technology. However, the company's reliance on pharmaceutical marketing spend remains a key risk, and while analysts project substantial revenue and earnings growth, fair value estimates vary significantly.
Price-Driven Insight from (DOCS) for Rule-Based Strategy
This article provides a price-driven analysis for Doximity Inc. Class A (NASDAQ: DOCS), indicating weak sentiment across all time horizons and supporting a short bias. It outlines three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis emphasizes elevated downside risk due to a lack of long-term support signals.
Claim your share of the $31M Doximity securities class action settlement
Investors who purchased Doximity common stock between June 24, 2021, and August 8, 2023, may be eligible for a cash payment from a $31 million securities class action settlement. The lawsuit alleged Doximity and its CEO made misleading statements about active users and engagement levels, leading to inflated stock prices. The claim deadline for this settlement is July 16, 2026.
Vanguard reorganizes reporting; affiliates to report DOCS holdings (DOCS)
The Vanguard Group has amended its Schedule 13G/A filing for Doximity Inc. (DOCS), reporting 0 shares beneficially owned due to an internal realignment on January 12, 2026. This change means that certain Vanguard subsidiaries will now report their beneficial ownership separately, as permitted by SEC Release No. 34-39538. The amendment clarifies that this is a reclassification of reporting responsibility rather than a sale of shares, and the subsidiaries will continue to pursue the same investment strategies.