Core Insights - Doximity is enhancing its capabilities in artificial intelligence by acquiring Pathway Medical for $63 million, aiming to improve its platform for healthcare professionals [1][4] - Pathway Medical has developed an AI-powered clinical reference tool that provides answers to medical questions based on a large structured dataset, which Doximity intends to integrate into its services [2][3] - The acquisition is expected to allow Doximity's platform to serve as a resource for doctors seeking clinical answers, expanding its functionality beyond networking and administrative tasks [3][4] Financial Details - The acquisition deal closed in late July, involving a cash payment of $26 million and potential additional equity grants of up to $37 million [4] Integration and Development - Doximity is actively integrating Pathway's technology, with testing of a combined product already underway involving thousands of doctors [4]

Core Insights - The article discusses two telehealth stocks, Hims & Hers Health and Doximity, which have shown significant growth and potential for future returns in the healthcare sector [2]. Hims & Hers Health - Hims & Hers Health has experienced a stock price increase of over 200% in the past 12 months, significantly outperforming the S&P 500, which rose about 18% during the same period [3]. - The company's growth was driven by its ability to offer affordable compounded GLP-1 drugs for weight loss, although it can no longer mass-produce these drugs due to the FDA declaring the shortage resolved [5]. - Hims & Hers is diversifying its offerings beyond weight loss, focusing on sexual health, hair loss, dermatology, mental health, and primary care, with most revenue coming from recurring subscriptions [6]. - The acquisition of Zava, a European digital health platform, is expected to enhance investor confidence and expand Hims & Hers' market reach into the U.K., Ireland, France, and Germany, with plans to launch in Canada in 2026 [7][8]. - The company reported a 110% year-over-year revenue growth in Q1 and generated approximately $50 million in free cash flow [8]. Doximity - Doximity has seen its shares increase by over 100% in the past year, positioning itself as the largest digital platform for U.S. medical professionals [9]. - The platform serves as a professional network for healthcare professionals, offering tools for communication, news, and career management, including telehealth solutions [10]. - Doximity provides free access to its services for healthcare professionals, generating revenue through advertising and selling information to pharmaceutical manufacturers and healthcare systems [11][12]. - In fiscal 2025, Doximity reported a 20% revenue increase to $570.4 million, with net income rising 51% year-over-year to $223.2 million and free cash flow increasing by 50% to $266.7 million [13].

Investors with an interest in Medical Info Systems stocks have likely encountered both Omnicell (OMCL) and Doximity (DOCS) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revis ...

Doximity (DOCS) closed the most recent trading day at $59.70, moving -2.13% from the previous trading session. This change lagged the S&P 500's daily loss of 0.3%. Elsewhere, the Dow saw a downswing of 0.46%, while the tech-heavy Nasdaq depreciated by 0.38%. The medical social networking site's stock has dropped by 0.55% in the past month, falling short of the Medical sector's gain of 0.76% and the S&P 500's gain of 3.64%.The investment community will be paying close attention to the earnings performance of ...

Live Chat on The Biotech Forum has been dominated by discussion of covered call opportunities in recent quarters. To see what I and the other season biotech investors are targeting as trading ideas in real-time, just initiate your free trial into The Biotech Forum by clicking HERE .Today, I put Doximity, Inc. (NYSE: DOCS ) in the spotlight. The stock is down nearly 25% from its recent highs in February. The company has seen tremendous revenue growth over its history and has a rock-solid balance sheet asBret ...

Doximity (DOCS) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investo ...

Company Performance - Doximity's stock (DOCS) decreased by 1.44% to $59.38, underperforming the S&P 500's daily gain of 0.06% [1] - Over the past month, Doximity's stock has increased by 3.92%, while the Medical sector has declined by 1.83% and the S&P 500 has risen by 5.88% [1] Earnings Forecast - Doximity is expected to release its earnings on August 7, 2025, with a forecasted EPS of $0.31, reflecting a 10.71% increase from the same quarter last year [2] - Revenue is projected to be $139.67 million, indicating a 10.26% growth compared to the corresponding quarter of the previous year [2] Full-Year Estimates - The Zacks Consensus Estimates for Doximity's full-year earnings are $1.46 per share and revenue of $625.72 million, representing year-over-year changes of +2.82% and +9.7%, respectively [3] - Recent adjustments to analyst estimates suggest evolving short-term business trends, with positive revisions indicating analyst optimism [3] Valuation Metrics - Doximity has a Forward P/E ratio of 41.3, which is higher than the industry average of 28.27 [6] - The company also has a PEG ratio of 4.48, compared to the Medical Info Systems industry's average PEG ratio of 3.23 [6] Industry Ranking - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 81, placing it in the top 33% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Company Performance - Doximity (DOCS) closed at $61.55, with a +2.24% increase from the previous day, outperforming the S&P 500's gain of 0.14% [1] - Prior to the latest trading session, Doximity shares had gained 7.65%, contrasting with the Medical sector's loss of 1.34% and the S&P 500's gain of 3.97% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $0.31, reflecting a 10.71% increase year-over-year [2] - Revenue is anticipated to be $139.67 million, indicating a 10.26% rise compared to the same quarter last year [2] - For the annual period, earnings are projected at $1.46 per share and revenue at $625.72 million, representing increases of +2.82% and +9.7% respectively from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for Doximity suggest a favorable outlook on the company's business health and profitability [4] - The Zacks Rank system indicates that changes in estimates are correlated with stock price performance, with Doximity currently holding a Zacks Rank of 3 (Hold) [5][6] Valuation Metrics - Doximity is trading at a Forward P/E ratio of 41.26, which is a premium compared to the industry average of 28.13 [7] - The company has a PEG ratio of 4.48, while the Medical Info Systems industry has an average PEG ratio of 2.64 [8] Industry Context - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 85, placing it in the top 35% of over 250 industries [9] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [9]

Doximity's Business Overview - Doximity is a leading digital platform for doctors, boasting a network that includes over 80% of all U S physicians[6] - The platform offers networking, news, scheduling, eSignatures, collaboration, and communication tools tailored for healthcare professionals[13, 15] - Doximity aims to bring technology to medicine, drawing inspiration from enterprise tech solutions[12] Financial Performance and Metrics - Doximity achieved a net revenue retention rate of 119%[6] - The company's subscription revenue grew by 21%[6] - Doximity's adjusted EBITDA margin stands at 55%[6] - The number of customers with over $500,000 in revenue increased by 17% year-over-year[57] Market Opportunity and Solutions - Doximity addresses inefficiencies in healthcare, where 70% of U S healthcare communication is still sent via fax[11] and 75% of physicians attribute burnout to electronic health record (EHR) inefficiencies[9] - The company's marketing solutions drive the largest revenue, with health systems achieving a 17:1 ROI and pharmaceutical companies seeing over 11:1 ROI[32, 34]

Group 1 - Doximity (NYSE: DOCS) has moderate growth rates, with guidance indicating barely above double-digit growth [1] - The company presents strong investment potential, being part of a portfolio of undervalued stocks with rapid growth potential driven by quality management [1] - The marketplace emphasizes the importance of selecting attractive investments and highlights the work done in identifying the best stocks [2] Group 2 - The investment approach focuses on delivering strong gains and emphasizes deep value returns, indicating a commitment to high-quality stock picks [3] - The marketplace is experiencing rapid growth, suggesting increasing interest and engagement from members [3] - Member reviews indicate satisfaction with the actionable and insightful stock picks provided [3]