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DODOCS

Doximity, Inc.

$DOCS·$4.9B·Medical - Healthcare Information Services·Healthcare
$26.52+1.2%YTD-40.6%1Y-65.1%
Price updated 1m ago·X counts updated 2d ago
DODOCS
$DOCSDoximity, Inc.
$26.52+1.22%68 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DOCS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

68X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $DOCS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-17

Doximity chatter is bullish - DOCS caught the bid on a mixed tech-earnings tape, delivered a monster earnings gap driven by a guidance raise and AI reveal (Q2 revenue $156.6M), and shows large end-of-week volume with sellers taking control of the very top. Traders flag DOCS as a focus name with support and a solid candle, unusual call option volume detected alongside STLN, REAL, HTZ, and DBX, and one poster faded the euphoria for a +21% gain. EPS came in $0.29 versus est ~$0.30 (-4%), overshadowed by the guide.

Read what X is saying about $DOCS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DOCS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-09-29

Falling on heavy selling — points lower unless it turns around.

Doximity: -41% YTD, -65% TTM as multiple securities-fraud class actions land — allegations focus on losing market share to competitors.

Doximity is the physician-networking SaaS platform trading at 30.8x TTM PE and 8x PS. -41% YTD, -65% TTM with multiple securities-fraud class-action lawsuits announced Sept 28 alleging failure to disclose market-share loss to competitors with more favorable pricing/engagement models.

The tension in one line:

  • Fundamentals still solid: Q1 FY27 revenue $157M +7.3% YoY, 88% gross margin, 30% operating margin, 5.8% FCF yield; 2027 EPS estimate $1.35 implies 19x forward — this is a real cash-generating business.
  • Litigation overhang stacking: Gainey McKenna & Egleston, Robbins Geller Rudman & Dowd, Robbins LLP, Howard G. Smith all filed or investigating; Nov 16 lead-plaintiff deadline creates a specific window where more class-action noise is likely.
  • Recent Q slight miss: Q1 FY27 EPS $0.29 vs $0.30 est (-4%), Q4 FY26 $0.26 vs $0.28 (-7%) — the beat cadence broke; small misses now framed differently against the class-action allegations of market-share loss.

The bull path is Nov 5 Q2 FY27 print ($0.34 EPS est) showing revenue accel plus a specific competitive-response narrative addressing the class-action allegations. The bear path is another guide cut plus class-action widening. Watch Nov 5.

Differs from X sentimentX sentiment from mid-Aug is bullish on the guidance raise and AI reveal — but that view predates the September class-action wave (Sept 28 filings) and the two consecutive small EPS misses. The 'market-share loss to competitors with more favorable pricing' allegations sit inconsistent with the bull framing.

What to watch: Nov 5 Q2 FY27 print ($0.34 EPS est) — revenue growth trajectory, market-share metrics vs competitors, and management commentary on the litigation. Nov 16 lead-plaintiff deadline as more class actions likely.

On the calendar: 2026-11-05 — Q2 FY27 earnings

litigation flaglarge drawdown

Read the AI verdict on $DOCS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Digital platform for US physicians enabling clinical communication, telehealth, and medical news; monetized primarily through pharma marketing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $DOCS.

Medical - Healthcare Information Services · Healthcare

No material change from last week — AI-driven clinical workflow digitization and prior-authorization automation are the structural demand drivers.

What this means for $DOCS

Partial — Digital platform for US physicians enabling clinical communication, telehealth, and medical news; monetized primarily through pharma marketing.

Industry benchmark

10-name peer basket
+23.0%YTD
+18.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
88.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.29$0.30-4.3%
Q1 2026May 13, 2026$0.26$0.28-7.1%
Q4 2025Feb 5, 2026$0.46$0.44+4.5%
Q3 2025Nov 6, 2025$0.45$0.38+18.8%
Next earningsThu, Nov 5·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$156.6M+7.3%84.9%21.5%$0.13$41.9M
Q4 FY26$145.4M+5.1%86.7%17.1%$0.10$107.3M
Q3 FY26$185.1M+9.8%89.9%38.9%$0.33$58.5M
Q2 FY26$168.5M+23.2%90.3%37.8%$0.33$91.6M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$676.6M$665.4M – $682.0M$1.35$1.24 – $1.5015
FY28$720.8M$704.2M – $742.1M$1.55$1.40 – $1.7714
FY29$777.9M$754.7M – $822.5M$1.83$1.47 – $2.107
FY30$828.0M$810.4M – $848.6M$1.93$1.87 – $1.993
FY31$863.1M$844.8M – $884.7M$2.05$1.99 – $2.124

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 181.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Siddharth SitaramChief Accounting Officer2.1K sh$54KSellSep 1Wampler Kira SchererDirector2.0K sh$53KSellAug 25Wampler Kira SchererDirector2.0K sh$50KSellAug 13Siddharth SitaramChief Accounting Officer1.8K sh$44KSellAug 7Timothy S CabralDirector7.5K sh$293KSellJul 15Siddharth SitaramChief Accounting Officer1.7K sh$38KSellJun 8Siddharth SitaramInterim PAO2.4K sh$50KSellMay 11Siddharth SitaramInterim PFO and PAO2.3K sh$60KSellMay 7Wampler Kira SchererDirector9.0K sh$235KSellApr 10Siddharth SitaramInterim PFO and PAO2.4K sh$51K
+ 37 other (11 awards · 10 conversions · 10 exempts · 6 inkinds) in window

See when $DOCS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteSep 28-K — Item 5.07: Shareholder vote
3New insider — initial holdingsJun 183
AI summary

Matthew Sonefeldt filed an initial Form 3 as Chief Financial Officer of Doximity, Inc. (DOCS) on 2026-06-18, reporting beneficial ownership of 501,549 shares of Class A Common Stock. Substantially all of those shares represent 499,722 restricted stock units granted on May 15, 2026, vesting in equal quarterly installments over 36 months beginning August 15, 2026, subject to continued service; each RSU represents a contingent right to receive one share of Class A Common Stock. The filing was triggered by Sonefeldt's appointment as CFO effective June 8, 2026. Doximity is the leading professional medical network in the United States, connecting physicians and other healthcare professionals.

3New insider — initial holdingsJun 183
AI summary

Steven L. Zatz filed an initial Form 3 as President of Doximity, Inc. (DOCS) on 2026-06-18, reporting direct ownership of 822 shares of Class A Common Stock. The triggering event was May 13, 2026, when Zatz became a reporting person at Doximity. No derivative securities are reported. Doximity is a digital health company operating the nation's largest professional network for physicians, nurse practitioners, and other healthcare professionals, with tools for clinical communication, telehealth, and career management.

8-KOfficer or director changeMay 138-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
8-KOfficer or director changeApr 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 9 other (2 proxys · 2 13Gs · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Doximity, Inc. (DOCS)globenewswire.com·1d agoINVESTOR DEADLINE: Doximity, Inc. Investors with Substantial Losses May Seek to Lead Class Action Lawsuit before November 16, 2026 Deadline, Robbins Geller Rudman & Dowd LLP Announces - DOCSbusinesswire.com·1d agoRobbins LLP is Investigating Allegations that Doximity, Inc. Failed to Disclose to Investors it Was Losing Market Share to its Competitors With More Favorable Pricing and Engagement Modelsnewsfilecorp.com·1d agoDeadline Approaching: Doximity, Inc. (DOCS) Shareholders Who Lost Money Urged To Contact Law Offices of Howard G. Smithgurufocus.com·1d agoDeadline Approaching: Doximity, Inc. (DOCS) Shareholders Who Lost Money Urged To Contact Law Offices of Howard G. Smithbusinesswire.com·1d ago

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Voices on X · last 7 days

No standout posts about $DOCS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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