Core Insights - Doximity, Inc. is highlighted as a strong digital health stock, with Morgan Stanley maintaining an Equal-Weight rating and a price target of $62, citing stronger-than-expected growth driven by the video module business [1][2] - The company reported Q2 FY26 revenue of $168.5 million, reflecting a 23% year-over-year increase, and adjusted EBITDA of $100.8 million, indicating a margin of approximately 60% [3] - Management guidance for Q3 FY26 revenue is set between $180 million and $181 million, representing about a 7% year-over-year growth, with FY26 revenue projected at $640 million to $646 million, approximately a 13% year-over-year increase [3] Business Overview - Doximity operates as a digital platform tailored for medical professionals, providing networking tools, telehealth services, and physician marketing solutions [4] - The platform includes a HIPAA-compliant communication suite and collaborates with pharmaceutical and hospital systems to facilitate targeted outreach to clinicians across the United States [4] Competitive Landscape - Concerns regarding competitive pressure from OpenEvidence have been addressed, with no significant overlap or measurable impact on Doximity's business reported so far [2]