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DODOCS

Doximity, Inc.

$DOCS·$5.1B·Medical - Healthcare Information Services·Healthcare
$26.59+6.4%1Y-58.5%
Mentions · last 7 days
2026-08-07: 565 posts2026-08-08: 62 posts2026-08-09: 59 posts2026-08-10: 105 posts2026-08-11: 24 posts2026-08-12: 11 posts2026-08-13: 10 posts881+3%
Price updated 8h ago·X counts updated 7h ago
DODOCS
$DOCSDoximity, Inc.
$26.59+6.40%881 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DOCS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The physician-network SaaS just squeezed 93% in premarket on a beat — a real turn or a short-squeeze cover?

Doximity is the closed professional network for US physicians — think LinkedIn for doctors — monetized primarily through pharma advertising and telehealth workflows, with a growing clinical-AI product bolted on. The stock had been in a nine-month drawdown before the recent Q1 print reset the entire tape.

  • The Q1 FY27 print showed operating quality is intact: revenue of $156.6M grew 7.3% YoY at an 85% gross margin and 21% operating margin, with $42M of quarterly free cash flow — for a business with negligible debt (D/E 0.01) and 15% ROIC, the mechanics are still those of a durable software franchise.
  • The AI claim is the actual re-rating catalyst: Doximity's CEO cited a 4.8% clinical-AI error rate versus 13.6% for the best general model on the same tasks, which if it holds up in third-party evaluations is a domain-specific moat that pharma customers and health systems will pay for.
  • The counter is real and worth naming: net income dropped from $53.3M to $24.3M as expenses re-accelerated (partly a $69M restricted stock grant to co-founder Tangney on July 22), and the 93% premarket pop mostly gave back — with 16% short interest going into the print, part of that move was covering rather than conviction.

The Nov 5 print has to hold the 7%+ growth cadence and margin trajectory while the AI-adoption metric progresses from anecdote to disclosed metric; a return to sub-5% growth or evidence the AI-error-rate claim doesn't survive scrutiny is what breaks the coil to the downside instead of up.

Agrees with X sentimentThe mixed X read is honest — the AI error-rate claim and DAU growth are the load-bearing bull points, and the net-income drop plus short-squeeze mechanics are the load-bearing bear points. Both sides are working from real facts; the disagreement is about which side of the print's math weighs more.

What to watch: Nov 5 Q2 FY27 earnings — the AI-adoption metric moving from claim to disclosed number, plus revenue growth staying above 7% with margins stable. Any deceleration back below 5% growth or evidence the AI-error-rate claim doesn't survive independent testing is what unwinds the setup.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠43 posts analyzed · as of 2026-08-13 · top-engagement diverged

X users are split on Doximity after the digital health company's Q1 FY2027 print sent shares up as much as 93% pre-market on revenue of $156.6M beating estimates. Bulls cite the CEO's claim of a 4.8% clinical AI error rate versus 13.6% for Anthropic's best model and 23% YoY DAU growth. Bears note net income fell to $24.3M from $53.3M with expenses re-accelerating and framed the move as a short squeeze at ~16% short interest that quickly gave back gains.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

Industry benchmark

11-name peer basket
+30.0%YTD
+44.4%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 $0.36

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$669.9M$664.3M – $675.6M$1.43$1.34 – $1.5215
FY28$712.0M$697.6M – $732.6M$1.59$1.21 – $1.8512
FY29$767.5M$729.9M – $827.4M$1.82$1.59 – $1.947
FY30$797.6M$778.8M – $823.5M$2.01$1.95 – $2.093
FY31$809.8M$790.7M – $836.0M$2.10$2.04 – $2.194

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.0.8×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.16%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.+23.0%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.-15.7%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 today2.7% 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.β1.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellAug 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$51KSellMar 10Siddharth SitaramInterim PFO and PAO2.3K sh$59KSellMar 3Wampler Kira SchererDirector2.0K sh$52K
+ 23 other (8 exempts · 8 conversions · 5 awards · 2 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
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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

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
+ 13 other (3 13Gs · 2 proxys · 2 UPLOADs · 1 10-Q) in window

Recent news

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

Truist Lifts Doximity Target to $24 and Stays on Holdgurufocus.com·14h agoAtlassian and Doximity Just Surged 30% After Earnings: 3 Software Stocks with the Same Setupfool.com·3d agoHere Are Monday’s Top Wall Street Analyst Research Calls: Akamai Technologies, Apple, Dicks Sporting Goods, Domino’s Pizza, Doximity, NetApp, SanDisk, Trade Desk, and More247wallst.com·4d agoWhy Doximity Stock Skyrocketed on Fridayfool.com·6d agoDoximity: I Called The Pop Over A Month Ago, But Now Is The Time To Wait (Rating Downgrade)seekingalpha.com·6d ago

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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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