Key Takeaways DOCS posted Q3 FY26 adjusted EPS of 46 cents and $185.1M revenues, yet shares fell 38.5% after hours.DOCS' subscription revenues hit $175.4M, with 112% net retention and 126 customers contributing over $500K.Doximity guided Q4 revenues of $143M-$144M and narrowed the FY26 outlook, both below consensus estimates.Doximity, Inc. (DOCS) delivered adjusted earnings per share (EPS) of 46 cents in the third quarter of fiscal 2026, which increased 2.2% year over year. The figure surpassed the Zacks Co ...

Shares of the Doximity (NYSE: DOCS) -- the No. 1 digital platform for medical professionals -- are down 24% as of 11 a.m. ET on Friday after the company reported third-quarter earnings Thursday afternoon. Sales and earnings per share exceeded Wall Street's expectations, but management's guidance for 4% revenue growth in Q4 sent the stock down sharply. Doximity's sales growth has slowed from 23% in Q3 last year to 10% in Q3 this year, so the upcoming quarter's conservative guidance really spooked the market ...

Key Takeaways Hims & Hers runs a proprietary digital platform linking providers, personalized plans and ongoing care.HIMS launched Labs for biomarker tracking, feeding provider action plans and deeper personalization.Hims & Hers acquired YourBio Health and invested in AI to integrate diagnostics with digital care delivery.The renowned health and wellness platform, Hims & Hers Health, Inc. (HIMS) , operates as a digital healthcare platform built on proprietary technology that integrates care delivery, data a ...

Doximity, Inc. (DOCS) shares sank 25.77 percent, down $8.60, to $24.72 on Friday, possibly after the company reported lower third-quarter profit compared with the same period last year, overshadowing revenue growth.The stock was trading at $24.72, versus a previous close of $33.34 on the New York Stock Exchange. Shares opened at $34.55 and traded between an intraday low of $23.66 and a high of $26.51. Trading volume totaled about 4.30 million shares, well above the average volume of roughly 2.95 million sh ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions directed towards developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment opportunity [3][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and poised to capitalize on the onshoring trend driven by tariffs [5][6] - It owns significant nuclear energy infrastructure, which is crucial for America's future power strategy, and is capable of executing large-scale engineering projects across various energy sectors [7][8] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is approximately one-third of its market capitalization, providing it with a strong financial foundation [8][10] - It also has a significant equity stake in another AI-related company, offering investors indirect exposure to multiple growth opportunities without the associated premium costs [9][10] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically positioned to leverage these interconnected developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation, further solidifying the importance of energy infrastructure in supporting this growth [12]

Doximity (DOCS) reported $185.05 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.8%. EPS of $0.46 for the same period compares to $0.45 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $181.03 million, representing a surprise of +2.23%. The company delivered an EPS surprise of +4.55%, with the consensus EPS estimate being $0.44.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

Doximity (NYSE:DOCS) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBrian Peterson - Managing DirectorCraig Hettenbach - Executive DirectorDavid Roman - Managing DirectorElizabeth Anderson - Senior Managing DirectorGlenn Santangelo - Managing DirectorJeff Garro - Managing Director of Healthcare IT Equity ResearchJeff Tangney - CEO and Co-FounderMichael Cherny - Senior Managing DirectorPerry Gold - VP of Investor RelationsRichard Close - Managing Director Digital and Tech-Enabled Hea ...

Doximity (NYSE:DOCS) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBrian Peterson - Managing DirectorCraig Hettenbach - Executive DirectorDavid Roman - Managing DirectorElizabeth Anderson - Senior Managing DirectorGlenn Santangelo - Managing DirectorJeff Garro - Managing Director of Healthcare IT Equity ResearchJeff Tangney - CEO and Co-FounderMichael Cherny - Senior Managing DirectorPerry Gold - VP of Investor RelationsRichard Close - Managing Director Digital and Tech-Enabled Hea ...

Doximity (NYSE:DOCS) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Speaker8Thank you for standing by. My name is JL, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Doximity third quarter 2026 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number 1 on your t ...

Core Viewpoint - Doximity reported better-than-expected Q3 results but provided lower revenue guidance for Q4 and full-year 2026, leading to a significant drop in stock price during after-hours trading [2][3][4][6] Financial Performance - Doximity's Q3 revenue reached $185.05 million, exceeding estimates of $182.20 million, representing a 10% year-over-year increase [2] - Adjusted earnings for the quarter were 46 cents per share, slightly above the expected 45 cents per share [2] User Engagement and Product Development - The company reported over one million quarterly active prescribers and a record 720,000 users for its workflow products, indicating strong user engagement [3] - Doximity's AI products have gained traction, with over 300,000 users, enhancing the platform's utility [3] Future Guidance - For Q4, Doximity expects revenue between $143 million and $144 million, below the consensus estimate of $150.23 million [4] - The full-year 2026 revenue guidance was narrowed to a range of $642.5 million to $643.5 million from a previous range of $640 million to $646 million [4] Share Repurchase Program - The board of Doximity authorized a share repurchase program to buy back up to $500 million of the company's common stock [4] Stock Performance - Following the earnings report and lowered guidance, Doximity's stock fell by 33.22% in after-hours trading, with shares priced at $22.25 [6]