Doximity Inc (NYSE:DOCS) has experienced a notable drop in its stock price, with a recent trading volume exceeding 4.5 million shares.Despite the price drop, analysts from Wells Fargo and Company, the Royal Bank Of Canada, and Needham and Company LLC have upgraded DOCS to an "overweight" and "moderate buy" rating, respectively.The stock's current price is $27.73, reflecting a decrease of 16.78% and showing significant volatility over the past year with a high of $85.21 and a low of $23.66.Doximity Inc (NYSE ...

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]

Core Insights - Doximity reported revenue of $185.05 million for the quarter ended December 2025, marking a year-over-year increase of 9.8% and exceeding the Zacks Consensus Estimate of $181.03 million by 2.23% [1] - The company's EPS for the same period was $0.46, slightly up from $0.45 a year ago, and also surpassed the consensus EPS estimate of $0.44 by 4.55% [1] Financial Performance Metrics - Doximity's stock has returned -24.2% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change, indicating underperformance relative to the broader market [3] - The company holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3] Customer and Revenue Breakdown - The number of customers generating at least $500,000 in revenue was reported at 126, slightly below the average estimate of 129 by two analysts [4] - Other revenues reached $9.67 million, exceeding the average estimate of $8.19 million by five analysts, reflecting a significant year-over-year increase of 52.5% [4] - Subscription revenues totaled $175.38 million, surpassing the average estimate of $173.19 million by five analysts, and showing an 8.1% increase compared to the previous year [4]

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 ...