DOCSDoximity, Inc.
Doximity, Inc. sells digital tools for healthcare professionals, including secure messaging, telehealth, and AI-driven clinical support. The next catalyst is Oct 20, 2026 — Fall Industry Update & AI ROI Readout, which will test the company’s ability to translate AI investments into measurable value for providers.
- Revenue grew 13.1% YoY to $656.11M in the latest reported period.
- Net margin hit 30.7% in the trailing twelve months, with $201.25M in net income.
- Shareholders’ equity stands at $950.84M, with diluted EPS of $0.13.
The schedule
- Tue20Oct
Management update on digital health engagement trends and early monetization of AI workflow tools for physicians.
- Tue12Jan
Strategic presentation at the primary healthcare investor conference, setting the narrative for calendar 2027 hospital and pharma budgets.
- Tue9Feb
Critical holiday-quarter print measuring the effectiveness of Doximity's new product suite and digital health adoption.
- Sun8Aug
Fiscal year-end results and the crucial initial guidance for the upcoming year, establishing the new baseline for pharma ad growth.
Past
- Sun9Aug
Actual outcome: Bull · $24.52 at outcome
Doximity beat revenue expectations and raised fiscal 2027 revenue guidance, signaling strong growth potential. Positive commentary on AI adoption and favorable reviews of its AI assistant fueled investor optimism, driving the stock above the bull target despite a neutral EPS result.
First quarter results will test if the severe guidance cut in May sufficiently de-risked the pharma ad spend outlook.
- Thu6Aug
Actual outcome: Bull · $25.63 at outcome
- Thu21May
Actual outcome: Bear · $21.04 at outcome
Doximity reported in-line Q4 EPS and a revenue beat, but issued weak Q1 and FY27 revenue guidance that fell significantly short of Wall Street estimates. The soft outlook, combined with management flagging weakness in the pharma ad market and margin compression from increased AI spending, drove analysts to slash price targets and sent the stock plunging well below the bear floor.
Doximity reported in-line Q4 EPS and a revenue beat, but issued weak Q1 and FY27 revenue guidance that fell significantly short of Wall Street estimates. The soft outlook, combined with management flagging weakness in the pharma ad market and margin compression from increased AI spending, drove analysts to slash price targets and sent the stock plunging well below the bear floor.
- Thu5Feb
Actual outcome: Bear · $27.73 at outcome
While Doximity beat Q3 revenue and EPS estimates, the stock plummeted because the company lowered its full-year 2026 revenue guidance and projected a sharp growth deceleration to just 4% for the upcoming quarter. Investors reacted negatively to weakening growth visibility, contracting margins, and a decline in Net Revenue Retention to 112%, causing the price to fall significantly below the bear floor.
While Doximity beat Q3 revenue and EPS estimates, the stock plummeted because the company lowered its full-year 2026 revenue guidance and projected a sharp growth deceleration to just 4% for the upcoming quarter. Investors reacted negatively to weakening growth visibility, contracting margins, and a decline in Net Revenue Retention to 112%, causing the price to fall significantly below the bear floor.