DOCS Q1 Earnings Miss on Higher AI Costs, Revenues Beat, FY27 View Up
Doximity raises fiscal 2027 revenue guidance as AI adoption and pharma demand fuel growth, even as higher AI investments pressure margins.
Zacks Investment Research8/7/2026Neutral
DOCS
Doximity IncNYSEHEALTHCAREHEALTH INFORMATION SERVICES
Key Statistics
Market Cap
$4.37B
P/E Ratio
29.54
EPS
$0.83
Beta
1.21
52W High
$76.51
52W Low
$17.15
50-Day MA
$21.69
200-Day MA
$31.34
Dividend Yield
—
Profit Margin
25.50%
Forward P/E
18.45
PEG Ratio
0.59
About Doximity Inc
Doximity, Inc. (Ticker: DOCS) is a U.S. healthcare technology company that operates a digital platform tailored for medical professionals. The company’s cloud-based network provides secure communication and collaboration tools, telemedicine services, clinical workflow solutions, and access to medical news, research, and career-management features for physicians, nurse practitioners, physician assistants, and other clinicians. Headquartered in San Francisco, California, Doximity’s Class A common stock trades on the New York Stock Exchange under the ticker DOCS.
Fundamentals
| Revenue (TTM) | $655.57M |
| Gross Profit (TTM) | $577.34M |
| EBITDA | $208.40M |
| Operating Margin | 21.50% |
| Return on Equity | 17.20% |
| Return on Assets | 11.00% |
| Revenue/Share (TTM) | $3.53 |
| Book Value | $5.09 |
| Price-to-Book | 4.83 |
| Price-to-Sales (TTM) | 6.67 |
| EV/Revenue | 5.71 |
| EV/EBITDA | 17.83 |
| Quarterly Earnings Growth (YoY) | -51.90% |
| Quarterly Revenue Growth (YoY) | 7.30% |
| Shares Outstanding | $127.35M |
| Float | $123.71M |
| % Insiders | 2.81% |
| % Institutions | 102.97% |
Historical Volatility
HV 10-Day
164.04%
HV 20-Day
116.17%
HV 30-Day
96.65%
HV 60-Day
74.41%
HV Rank
99.2%
Volatility is currently expanding
Analyst Ratings
Consensus ($29.39 target)
5
Strong Buy4
Buy11
Hold1
Strong SellLatest News
Doximity stock is reversing post-earnings rally: why that shouldn't surprise you
Doximity (DOCS) stock as much as doubled on Friday morning after the digital platform for health care professionals posted a solid Q1 sales beat and issued seemingly impressive full-year guidance. Still, a closer look under the hood suggests these explosive gains are built on a fragile foundation, and the company might just end up paring them back in the days ahead.
Invezz8/7/2026Negative
Here's Why Doximity Stock Is Flying Today
Shares of Doximity are rocking higher Friday. The reason?
Investopedia8/7/2026Neutral
Doximity's stock skyrockets 50% on medical AI excitement. Can the rally last?
While one analyst thinks Doximity has a compelling AI opportunity, another worries that the company could cannibalize its core business of medical networking.
Market Watch8/7/2026Neutral
'LinkedIn for Doctors' Stock Nearly Doubles After Earnings
Doximity Inc (NYSE:DOCS) stock is scaling Wall Street today, up 59% to trade at $32.80.
Schaeffers Research8/7/2026Positive
Shares of this digital medical platform were up more than 100% at one point. Here's what's driving it
Doximity had a solid first quarter and raised its full year revenue guidance. But AI search isn't baked into these forecasts, analysts believe, and it's bringing in 10 times the revenue it costs to run, the CEO revealed on the conference call.
CNBC8/7/2026Positive
Doximity Jumps On Earnings: Explaining The Outsized Stock Move (Rating Upgrade)
Doximity, Inc. is upgraded to buy as the narrative shifts from stagnation to credible reacceleration, driven by AI engagement and improved revenue guidance. Revenue grew 7% YoY to $156.6M, with FY27 guidance raised to $671–681M, while margins compressed due to intentional reinvestment in AI and sales. AI tools, especially Doximity Ask, are rapidly integrating into physician workflows, positioning DOCS for deeper engagement and future monetization opportunities.
Seeking Alpha8/7/2026Positive
Doximity Stock Soars Almost 80% After Earnings Miss—It's All About AI
Shares surge, even after the medical networking and telehealth company's earnings miss analysts' targets.
Barrons8/7/2026Positive
Doximity, Inc. (DOCS) Q1 2027 Earnings Call Transcript
Doximity, Inc. (DOCS) Q1 2027 Earnings Call Transcript
Seeking Alpha8/7/2026Neutral
Doximity Announces Fiscal 2027 First Quarter Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Doximity, Inc. (NYSE: DOCS), the leading digital platform for U.S. medical professionals, today announced results of its fiscal 2027 first quarter ended June 30, 2026. “We're proud that our clinical AI assistant, Doximity Ask, was the top-performing U.S.-based model in the NOHARM benchmark while we delivered another quarter of record engagement,” said Jeff Tangney, co-founder and CEO of Doximity. "In Q1 we had accelerated revenue growth along with workflow active.
Business Wire8/6/2026Neutral
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Data last updated: 8/18/2026