Doximity čelí hromadné žalobě kvůli údajnému zamlčení ztráty podílu na trhu; akcie 13. května 2026 klesly o 23 % poté, co společnost nesplnila již snížený výhled tržeb a předpověděla výrazně pomalejší tempo růstu.
San Diego, California--(Newsfile Corp. - October 23, 2026) - Shareholder rights law firm Robbins LLP reminds investors that a class action was filed on behalf of persons and entities who purchased or otherwise acquired Doximity, Inc. (NYSE: DOCS) common stock between August 8, 2024 and May 13, 2026, inclusive (the "Class Period"). Doximity is a digital platform for medical professionals that combines health care news, workflow products, and clinician networking.
The complaint alleges that Doximity failed to disclose to investors that it was losing market share to its competitors with more favorable pricing and engagement models.
Investors who suffered significant losses during the Class Period may be eligible to participate in the lawsuit and should contact Robbins LLP for information before the November 16, 2026, lead plaintiff deadline.
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Why Was Doximity Sued?
The complaint alleges that during the Class Period defendants claimed the Company's Newsfeed was its "biggest revenue driver." Specifically, defendants claimed that the Company's growth was "led by our Newsfeed, which is both our most used and most monetized product" and told investors that the Newsfeed was consistently "reach[ing] new highs," with "an all-time record of quarterly active prescribers and double-digit growth in the number of articles read or tapped." In addition, Doximity touted its "deep engagement," assuring investors that Doximity does not "bombard physicians with ads and messages in hopes of getting lucky" and assured investors that "[Doximity does not] have an e-newsletter product." In truth, Doximity overstated the impact that its Newsfeed had on its revenue growth, and the Company was losing market share to its competitors with more favorable pricing and engagement models. Additionally, notwithstanding its frequent statements to the contrary, Doximity relied heavily on both banner ads and email newsletters as advertising methods.
Why Did Doximity Stock Drop?
Plaintiff alleges that on November 6, 2025, despite reporting strong second quarter results, Doximity expressed a degree of caution regarding the outlook for ad spending and implied a slowdown in sales growth in the second half of the 2026 fiscal year, which ended on March 31, 2026. As a result of these disclosures, the price of Doximity common stock declined by $8.29 per share, or 13%.
Then, on February 5, 2026, Doximity lowered its revenue guidance for 2026 full fiscal year, which ended on March 31, 2026, and announced that its sales growth had decelerated while its net income had contracted, which will negatively impact its 2026 fiscal fourth quarter. Following these poor financial results, analysts noted that "uncertainty is lingering. This is not widespread, meaning not all pharma[ceutical] clients are holding back" on their advertising spend. Analysts also began to posit that the reason for Doximity's slowing growth was that the Company was actually losing market share to its competitors. Specifically, an analyst at Evercore noted that older companies, such as Doximity, "are losing share while programmatic, social, and other new formats are gaining share." As a result of these disclosures, the price of Doximity common stock declined by $5.59 per share, or 17%.
Then, on May 13, 2026, Doximity announced that it missed its already-reduced revenue guidance and projected a significantly slower pace of growth for its 2027 fiscal year, which ends on March 31, 2027. As a result, several analysts downgraded Doximity stock citing issues specific to the Company's business. For example, Freeman Capital Markets described the news as "a tough pill to swallow" as shares fell to "an all-time low" and Jefferies placed the stock in the "penalty box." Leerink Partners also put Doximity "in the penalty box" following the "eye-catching" guidance paired with the "shock value" of "[a]ll of the dynamics that lead to the guidance, including market softness, timing of commitments and the spend to ramp its AI products." RBC Capital Markets noted that Doximity's stalled net revenue retention suggested an "increasingly competitive market." As a result of these disclosures, the price of Doximity common stock declined by $5.38 per share, or 23%.
Who May Be Eligible to Participate in the Doximity Class Action?
The lawsuit seeks to represent investors who purchased or otherwise acquired Doximity, Inc. common stock between August 8, 2024 and May 13, 2026. Investors who suffered losses during that period may have legal rights under the federal securities laws.
What Is a Lead Plaintiff?
The lead plaintiff is a court-appointed investor who represents the interests of all class members throughout the litigation. Stockholders who wish to lead the class action should contact Robbins LLP before the November 16, 2026, lead plaintiff deadline.
Serving as lead plaintiff is not required to share in any potential recovery. Investors who do not seek appointment may remain absent class members if the case proceeds and later resolves successfully.
Does It Cost Anything to Participate?
No. Robbins LLP represents investors on a contingency fee basis.
Why Robbins LLP?
A recognized leader in shareholder rights litigation, Robbins LLP represents investors in securities fraud and shareholder derivative litigation. We have helped restore more than $2 billion in value to shareholders and secured some of the largest recoveries in shareholder derivative litigation history.
"Companies have an obligation to provide investors with complete and accurate information so that markets can function fairly and efficiently," said Brian J. Robbins, Founding Partner of Robbins LLP.
To be notified if a class action against Doximity, Inc. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.
Contact Robbins LLP
Investors seeking additional information about the Doximity, Inc. securities class action may contact Robbins LLP by submitting an inquiry, emailing attorney Aaron Dumas, Jr., or calling (800) 350-6003.
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Doximity čelí hromadné žalobě kvůli údajnému zatajení zpomalování tržeb a poklesu čistého zisku. Akcie DOCS 14. května 2026 klesly o 23 % na 18,01 USD.
Alert: Claims focus on alleged misrepresentations about Doximity's revenue growth and market share as the lawsuit contends that decelerating sales, contracting net income, and a shift in how pharmaceutical customers deployed advertising budgets were not disclosed to investors.
, /PRNewswire/ -- Levi & Korsinsky, LLP reminds purchasers of Doximity, Inc. (NYSE: DOCS) securities of a pending securities class action brought on behalf of investors who acquired shares between August 8, 2024 and May 13, 2026. Find out if you might qualify for recovery. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
DOCS shares declined $8.29 per share (13%) on November 7, 2025, $5.59 per share (17%) on February 6, 2026, and a further $5.38 per share (23%), from a $23.39 close on May 13, 2026 to $18.01 on May 14, 2026. Investors have until November 16, 2026 to seek lead plaintiff status.
Subscription Mechanics Behind the Alleged Growth Shortfall
According to the complaint, Doximity generates nearly all of its revenue by selling marketing subscriptions to pharmaceutical companies and hospitals under a proprietary "cost-per-target" structure, in which customers purchase modules that reach a set number of platform members each month. The filing states that while the Company reported record engagement quarter after quarter, the subscription revenue those engagements were supposed to drive was allegedly decelerating.
The Alleged Shift in Customer Budget Deployment
On February 5, 2026, Doximity lowered its fiscal 2026 revenue guidance and reported that sales growth had decelerated while net income contracted. On that call, the Company attributed the slowdown to customer buying patterns, telling analysts it had "heard from multiple customers, they deployed a lower percentage of their budget upfront," a change characterized as "an anomaly for this year" and "not something that we expect to continue." As set forth in the complaint, the pattern did not reverse: on May 13, 2026, the Company reported that it missed its already-reduced guidance and projected a significantly slower pace of growth for fiscal 2027.
Alleged Operational Impact by the Numbers
Fiscal 2026 revenue guidance was lowered on February 5, 2026, then missed outright on May 13, 2026. Sales growth decelerated while net income contracted heading into the fiscal fourth quarter. Net revenue retention stalled, which the lawsuit ties to an increasingly competitive market for physician-directed advertising. Fiscal 2027 growth was projected at a materially slower pace than investors had been guided to expect. Cost-per-target module subscriptions allegedly did not convert reported engagement records into the revenue growth management had described. The proposed Class covers common stock purchases from August 8, 2024 through May 13, 2026. "The complaint raises serious questions about whether investors received accurate information about how much of Doximity's revenue growth its advertising products were actually producing. When a company reports record engagement in the same period that subscription growth is allegedly slowing, shareholders are entitled to know which figure reflects the business." -- Joseph E. Levi, Esq.
Submit your information now or call (212) 363-7500.
WHY LEVI & KORSINSKY — Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, Levi & Korsinsky, LLP is a nationally recognized leader in shareholder rights litigation. With a team of over 70 professionals, the firm has recovered hundreds of millions of dollars for investors. Investors who suffered losses have until November 16, 2026 to seek appointment as lead plaintiff.
Frequently Asked Questions About the DOCS Lawsuit
Q: How much did DOCS stock drop?A: The complaint alleges a connection between three drops: shares fell approximately 13%, or $8.29 per share, on November 7, 2025; a further roughly 17% decline, $5.59 per share, on February 6, 2026; and a third drop of about 23%, or $5.38 per share, on May 14, 2026. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.
Q: What specific misstatements does the DOCS lawsuit allege?A: The complaint alleges Doximity made materially false or misleading statements regarding the impact of its Newsfeed product on revenue growth, its competitive position and market share, and its reliance on "light engagement" advertising methods such as banner ads and email newsletters during the Class Period. When the decelerating growth and reduced guidance were disclosed, the stock price declined sharply.
Q: When did Doximity allegedly mislead investors?A: The Class Period runs from August 8, 2024 to May 13, 2026. The complaint alleges that multiple corrective disclosures events revealed information that caused significant stock declines.
Q: What documents do I need to submit my information?A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: What happens after I contact Levi & Korsinsky?A: An attorney will review your trading history at no cost and provide an initial assessment of your potential eligibility.
Q: What if I already sold my DOCS shares, can I still recover losses?A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony?A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What does it cost me to participate?A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (212) 363-7500\
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Physicians can see Doximity Ask's AI-generated answer in addition to expert-written content from UpToDate
SAN FRANCISCO & WALTHAM, Mass.--(BUSINESS WIRE)--Doximity (NYSE: DOCS), the leading digital platform for U.S. medical professionals, and Wolters Kluwer Health, today announced that UpToDate’s trusted, evidence-based, clinical content will be accessible directly within Doximity’s fast-growing AI clinical decision support tool, Ask.
In the coming weeks, clinicians at health systems using Doximity and UpToDate will see answers, based on content from UpToDate’s 13,000 topics and best practice guides, in addition to Doximity’s Ask answer. As one of the most widely used clinical decision support resources globally, UpToDate helps clinicians make confident decisions every day.
Nearly one in four medical questions can’t be answered by available research. Doctors treating the patient in front of them can’t wait for the evidence to catch up. In those moments, they may turn to the real-life experience of their peers, with UpToDate drawing on 7,600 expert clinicians, editors, and peer reviewers who regularly review clinical, drug, and patient content.
"Doctors know the value of a second opinion," said Jeff Tangney, CEO of Doximity. "With UpToDate available inside Doximity Ask, they can now get one instantly, from thousands of their peers, without leaving their workflow. Users can have both convenience and confidence."
“Trust in clinical AI starts with the intelligence behind the answer. UpToDate combines the latest evidence with expert judgment, peer review, and a rigorous editorial process designed to keep pace with evolving medicine,” said Yaw Fellin, Senior Vice President and General Manager, Clinical Decision Support and Provider Solutions at Wolters Kluwer Health. “Bringing that clinical intelligence into Doximity Ask gives clinicians access to trusted, cited answers within a workflow they already use at the point of care.”
In July, Doximity Ask was ranked top among U.S. clinical AI models in the NOHARM study from researchers at Stanford and Harvard.
“The number of cases for which clinical research has no direct answer would surprise you,” said Nicholas Perkins, DO, MBA, Chief Clinical Analytics Officer at Prisma Health. “Clinicians rely on trusted resources like UpToDate to support clinical decision-making when evidence is scarce. The ability to access it right within Doximity Ask has the potential to save doctors time so they can focus on helping patients."
Bridging the Medical Knowledge Gap at the Speed of AI
Doctors face an overwhelming and constantly evolving body of medical research that needs to be communicated with clear, actionable clinical guidance at the point of care.
Doximity’s membership includes more than 85% of all U.S. doctors, and its Clinical AI Suite, including Ask, has been deployed across more than 165 health systems, including 10 of the nation's top 20 hospitals. In addition, Doximity’s PeerCheck™ program features more than 12,000 cited physician experts evaluating and improving Doximity Ask outputs.
About Doximity
Founded in 2010, Doximity is the leading digital platform for U.S. medical professionals. The company's network members include more than 85% of U.S. physicians. With AI-powered clinical reference and search capabilities, Doximity helps doctors access trusted, peer-reviewed information and medical literature. Doximity's mission is to help doctors be more productive so they can provide better care for their patients.
About Wolters Kluwer
Wolters Kluwer (EURONEXT: WKL) is a global leader in information solutions, software and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.
Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).
For more information, visit www.wolterskluwer.com, follow us on LinkedIn, Facebook, YouTube and Instagram.
Hlavní účetní Doximity Siddharth Sitaram prodal 2 613 akcií DOCS za 80 166,84 USD v rámci předem sjednaného plánu, aby pokryl daňové srážky související s nabytím akciových odměn.
Doximity, Inc. (NYSE:DOCS – Get Free Report) CAO Siddharth Sitaram sold 2,613 shares of the firm’s stock in a transaction that occurred on Wednesday, October 14th. The shares were sold at an average price of $30.68, for a total value of $80,166.84. Following the completion of the transaction, the chief accounting officer owned 101,432 shares of the company’s stock, valued at approximately $3,111,933.76. This represents a 2.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Siddharth Sitaram also recently made the following trade(s):
On Tuesday, September 15th, Siddharth Sitaram sold 2,077 shares of Doximity stock. The stock was sold at an average price of $26.02, for a total value of $54,043.54. On Thursday, August 13th, Siddharth Sitaram sold 1,770 shares of Doximity stock. The stock was sold at an average price of $24.94, for a total value of $44,143.80. Doximity Stock Down 0.5% Shares of Doximity stock opened at $30.81 on Monday. The stock has a market cap of $5.49 billion, a P/E ratio of 36.25, a P/E/G ratio of 24.22 and a beta of 1.22. Doximity, Inc. has a 12-month low of $17.15 and a 12-month high of $71.37. The business’s 50 day moving average is $26.75 and its 200-day moving average is $23.63.
Doximity (NYSE:DOCS – Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.29 earnings per share for the quarter, beating the consensus estimate of $0.16 by $0.13. The business had revenue of $156.62 million during the quarter. Doximity had a net margin of 25.48% and a return on equity of 18.06%. Doximity’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same period in the prior year, the business posted $0.36 earnings per share. On average, sell-side analysts expect that Doximity, Inc. will post 0.74 EPS for the current year. Institutional Investors Weigh In On Doximity Institutional investors have recently made changes to their positions in the company. Versant Capital Management Inc boosted its position in shares of Doximity by 1,176.9% in the third quarter. Versant Capital Management Inc now owns 1,826 shares of the company’s stock valued at $52,000 after acquiring an additional 1,683 shares during the period. Parallel Advisors LLC increased its position in Doximity by 111.0% during the first quarter. Parallel Advisors LLC now owns 2,560 shares of the company’s stock worth $60,000 after acquiring an additional 1,347 shares during the period. Fortitude Family Office LLC increased its position in Doximity by 31,271.4% during the third quarter. Fortitude Family Office LLC now owns 2,196 shares of the company’s stock worth $62,000 after acquiring an additional 2,189 shares during the period. EverSource Wealth Advisors LLC raised its stake in Doximity by 937.7% in the 1st quarter. EverSource Wealth Advisors LLC now owns 2,833 shares of the company’s stock worth $66,000 after purchasing an additional 2,560 shares in the last quarter. Finally, Continuum Advisory LLC acquired a new stake in Doximity in the 2nd quarter worth about $67,000. Institutional investors own 87.19% of the company’s stock.
Key Doximity News Here are the key news stories impacting Doximity this week:
Positive Sentiment: Doximity extended its 13-year alliance with U.S. News, supporting physician searches, appointment booking and hospital rankings. The partnership could reinforce user engagement and patient-access offerings. Doximity Deepens U.S. News Alliance to Improve Patient Access to Care Neutral Sentiment: Doximity will release fiscal 2027 second-quarter results on November 5, giving investors the next major opportunity to assess growth, advertising trends and management’s outlook. Doximity to Release Fiscal 2027 Second Quarter Results on November 5, 2026 Negative Sentiment: Several law firms publicized a securities-fraud class action against Doximity and certain individuals, including co-founder and former Chief Strategy Officer Nate Gross. The allegations reportedly concern statements that Doximity could gain market share while older advertising formats were losing ground to programmatic and social-media competitors; the claims have not been established in court. Negative Sentiment: Investors who purchased DOCS shares between August 8, 2024 and May 13, 2026 are being reminded that November 16, 2026 is the deadline to seek appointment as lead plaintiff. Repeated announcements from Robbins Geller, SBS Law, Kaplan Fox, Rosen, Pomerantz, Bronstein Gewirtz Grossman and other firms increase the visibility of the legal overhang and could weigh on sentiment. DOCS Investor Alert Analysts Set New Price Targets A number of equities research analysts have recently issued reports on the stock. Barclays upped their target price on shares of Doximity from $20.00 to $27.00 and gave the company an “equal weight” rating in a report on Friday, August 21st. Bank of America reiterated an “underperform” rating and issued a $20.00 target price (down from $38.00) on shares of Doximity in a research note on Monday, June 29th. Weiss Ratings upgraded Doximity from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, October 6th. Zacks Research raised Doximity from a “strong sell” rating to a “hold” rating in a research report on Monday, July 13th. Finally, JPMorgan Chase & Co. boosted their price target on Doximity from $26.00 to $31.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Eight research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $30.73.
View Our Latest Stock Analysis on Doximity
Doximity Company Profile (Get Free Report)
Doximity, Inc operates a digital platform designed for U.S. medical professionals. Its network enables physicians, nurse practitioners, physician assistants and other healthcare providers to connect with colleagues, exchange clinical information and access professional resources.
The company offers tools for telehealth and care coordination, including video and phone-based communication services, as well as digital faxing and secure messaging capabilities. Doximity also provides medical news and research content tailored to healthcare professionals.
Doximity generates additional business through recruiting and marketing solutions that help healthcare organizations reach clinicians and promote employment opportunities, services and products.
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Proti společnosti Doximity (DOCS) byla podána hromadná žaloba kvůli údajnému nadhodnocení přínosu zpravodajského feedu k růstu tržeb. Akcie 14. května 2026 klesly o 23 %.
New York, New York--(Newsfile Corp. - October 19, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS) on behalf of investors that purchased or otherwise acquired Doximity common stock between August 8, 2024 and May 13, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in Doximity and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 16, 2026 for an opportunity to be lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
The complaint alleges that throughout the Class Period, Doximity claimed that the Company's Newsfeed was its "biggest revenue driver." The truth - that Doximity overstated the impact that its Newsfeed would have on its revenue growth, and that the Company was losing market share to its competitors with more favorable pricing and engagement models - was allegedly revealed through a series of disclosures ending on May 13, 2026 when Doximity announced that it missed its already-reduced revenue guidance for the fiscal year ending March 31, 2026. Following this news, the price of Doximity stock declined by $5.38 per share, or 23%, on May 14, 2026.
CLICK HERE TO LEARN MORE
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America-the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act-$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
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Proti společnosti Doximity (DOCS) byla podána hromadná žaloba kvůli údajnému nadhodnocování vlivu služby Newsfeed na růst tržeb a ztrátě podílu na trhu.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Doximity, Inc. (NYSE: DOCS) between August 8, 2024 and May 13, 2026, both dates inclusive (the “Class Period”), of the important November 16, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Doximity common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Doximity class action, go to https://rosenlegal.com/cases/doximity-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 16, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, Doximity overstated the impact that its Newsfeed would have on its revenue growth, and Doximity was losing market share to its competitors with more favorable pricing and engagement models, while also using banner ads and e-newsletters instead of deep engagement tactics. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Doximity class action, go to https://rosenlegal.com/cases/doximity-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
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New York, NY 10016
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Toll Free: (866) 767-3653
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Doximity prodloužila partnerství trvající třináct let s U.S. News & World Report a bude i nadále poskytovat data pro vyhledávání lékařů pacienty a nemocniční žebříčky.
Key Takeaways Doximity extends its U.S. News partnership, supporting Doctor Finder, Patient Connect and hospital rankings.DOCS will provide physician data and remain the exclusive third-party provider of Expert Opinion surveys.Doximity's network of over 3 million medical professionals connects patients with hospitals and physicians. Doximity (DOCS - Free Report) recently announced an extension of its 13-year partnership with U.S. News & World Report, strengthening its role in helping patients find physicians and schedule appointments. The company will continue providing physician data for U.S. News' Doctor Finder, supporting its Patient Connect appointment-booking tools. DOCS will also continue to serve as the exclusive third-party provider of the Expert Opinion physician survey used in the Best Hospitals and Best Children's Hospitals rankings.
Per management, Doximity leverages its network of more than 3 million medical professionals across specialties and treatment areas to help Americans identify and connect with appropriate healthcare providers. The company is pleased to extend its strategic partnership with U.S. News & World Report to further support patients in navigating their healthcare needs.
DOCS Stock Trend Following the NewsDOCS stock has lost 2.1% since the announcement on Tuesday. Year to date, the stock has declined 32.4% against the industry’s 17.8% growth and the S&P 500’s 12.5% rise.
The extended agreement could support DOCS' growth by reinforcing its relationships with major healthcare information platforms and hospital partners. Continued integration of Doximity's physician data and appointment-booking technology may strengthen demand for its digital solutions while helping hospitals attract patients. The partnership also reinforces the value of Doximity's extensive physician database, creating opportunities to expand its hospital-facing services and deepen its role in the patient acquisition process.
DOCS currently has a market capitalization of $5.45 billion.
Image Source: Zacks Investment Research
More on the NewsDoximity will continue supporting three key U.S. News offerings. Its physician data powers Doctor Finder, which helps patients identify doctors and book appointments with hospital partners. Its Patient Connect product enables appointment scheduling and links patients directly to participating healthcare providers. Doximity will also remain the exclusive third-party provider of the Expert Opinion physician survey, which contributes to U.S. News' hospital rankings.
The extended partnership strengthens Doximity’s role as a data provider for U.S. News’ physician- and hospital-facing products, combining U.S. News’ independent rankings and healthcare platform with Doximity’s physician network, data and technology. With over 65 million Americans using U.S. News annually to research healthcare options, the collaboration helps connect patients' care decisions with practical next steps, including finding physicians and scheduling appointments with participating hospitals.
Industry Prospects Favoring the MarketAccording to Precedence Research, the U.S. patient referral management software market was valued at $5.82 billion in 2025 and is projected to witness a CAGR of 17% from 2026 to 2035.
Factors like a large healthcare ecosystem of healthcare providers, rising demand for integrated referral solutions, widespread EHR adoption and CMS and ONC initiatives promoting interoperability and seamless data exchange are boosting market growth.
Other NewsDoximity recently announced that it has become a founding partner in Fireworks’ Specialized Intelligence Index, featuring leading AI benchmarks across healthcare, law and customer support. The company is also launching its open-source Bedside Bench to evaluate clinical AI performance in real-world medical scenarios. Independently graded by Fireworks, Doximity Ask ranked first against leading frontier models.
Some better-ranked stocks from the broader medical space are OPKO Health (OPK - Free Report) , Globus Medical (GMED - Free Report) and Merit Medical Systems (MMSI - Free Report) .
OPKO Health, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted loss of 1 cent per share, which surpassed the Zacks Consensus Estimate by 87.5%. Revenues of $163.6 million beat the Zacks Consensus Estimate by 24.7%. You can see the complete list of today’s Zacks #1 Rank stocks here.
OPK has an estimated earnings growth rate of 23.3% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 95.1%.
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
Merit Medical Systems, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $1.19, which beat the Zacks Consensus Estimate by 23.9%. Revenues of $418.8 million surpassed the Zacks Consensus Estimate by 3.5%.
MMSI has an estimated long-term earnings growth rate of 10.4%. MMSI’s earnings surpassed estimates in the trailing four quarters, the average surprise being 14.1%.
Doximity čelí hromadné žalobě investorů kvůli údajnému nadhodnocování vlivu Newsfeedu na růst tržeb a ztrátě podílu na trhu od 8. srpna 2024 do 13. května 2026.
, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Doximity, Inc.
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN DOXIMITY, INC. (DOCS), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE NOVEMBER 16, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.
What Is The Lawsuit About?
The complaint filed in this class action alleges that between August 8, 2024 and May 13, 2026, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company's business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Doximity overstated the impact that its Newsfeed had on its revenue growth; (2) the Company was losing market share to its competitors with more favorable pricing and engagement models; (3) the Company was using banner ads and e-newsletters instead of deep engagement tactics; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com
Doximity prodloužila 13leté partnerství s U.S. News & World Report; její data budou dál pohánět vyhledávání lékařů a sjednávání zdravotní péče pro více než 65 milionů uživatelů ročně.
Doximity helps to power U.S. News' Doctor Finder, Patient Connect appointment booking tools used by over 65 million Americans annually to find and schedule care
, /PRNewswire/ -- Doximity (NYSE: DOCS), the leading digital platform for U.S. medical professionals, today announced it has extended its 13-year partnership with U.S. News & World Report, the nation's most trusted source of independent healthcare information, rankings and guidance to help patients identify the best care for their needs.
The extension reinforces Doximity's position as a trusted data provider for U.S. News' physician- and hospital-facing products. For more than three decades, U.S. News has helped patients and families make some of their most critical healthcare decisions — from identifying leading hospitals and specialty programs to researching physicians and finding appropriate care. The extended partnership combines U.S. News' trusted healthcare brand, independent rankings and consumer-facing healthcare platform with Doximity's extensive physician network, data and technology.
Doximity contributes data that is included in the U.S. News' Best Hospitals rankings and the tools that help patients find the right doctors and book appointments:
Expert Opinion Survey: Doximity will continue as U.S. News' exclusive third-party provider of the Expert Opinion physician survey, a measure used in the Best Hospitals and Best Children's Hospitals rankings — the nation's longest-running and most widely referenced hospital quality assessment, evaluating thousands of U.S. hospitals each year since 1990. Doctor Finder: Doximity will continue supplying the physician profile data that powers U.S. News' Doctor Finder, helping patients book appointments with U.S. News hospital partners directly from the site. Doctor Finder has grown into one of the largest physician directories patients turn to when searching for care, drawing on Doximity's network of profiles spanning every specialty. Patient Connect: Doximity will continue enabling patient appointment booking for U.S. News hospital partners through its Patient Connect product, connecting patients — who have relied on U.S. News' rankings for over three decades as an independent benchmark of hospital quality — directly to the care they're seeking. "Doximity is proud to help so many Americans compare and connect with the right medical professionals for their healthcare needs," said Jared Wilkinson, group senior vice president of Hospital Partnerships at Doximity. "Our unique data is based on our network of more than 3 million members spanning every specialty and treatment, and we're excited to continue this important and strategic relationship with U.S. News & World Report."
"Trust in our Best Hospitals rankings starts with rigorous data, and ends with patients getting the best care," said Sumita Singh, executive vice president and general manager of Health at U.S. News. "This extension keeps Doximity's physician data behind Doctor Finder and Patient Connect, connecting more than 65 million people who use our site each year to the hospitals and doctors they need, often in the same visit."
About Doximity
Founded in 2010, Doximity is the leading digital platform for U.S. medical professionals. The company's network members include more than 85% of U.S. physicians. With AI-powered clinical reference and search capabilities, Doximity helps doctors access trusted, peer-reviewed information and medical literature. Doximity's mission is to help doctors be more productive so they can provide better care for their patients.
About U.S. News & World Report
U.S. News & World Report is the global leader for journalism that empowers consumers, citizens, business leaders and policy officials to make confident decisions in all aspects of their lives and communities. A multifaceted media company, U.S. News provides unbiased rankings, independent reporting and analysis, and consumer advice to millions of people on USNews.com each month. A pillar in Washington for more than 90 years, U.S. News is the trusted home for in-depth and exclusive insights on education, health, politics, the economy, insurance, personal finance, travel, automobiles, real estate, careers and consumer products and services.
Proti společnosti Doximity (DOCS) byla podána hromadná žaloba kvůli údajnému nadhodnocení přínosu produktu Newsfeed pro růst tržeb. Akcie 14. května 2026 klesly o 23 % poté, co společnost nesplnila již snížený výhled tržeb.
New York, New York--(Newsfile Corp. - October 12, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS) on behalf of investors that purchased or otherwise acquired Doximity common stock between August 8, 2024 and May 13, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in Doximity and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 16, 2026 for an opportunity to be lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
The complaint alleges that throughout the Class Period, Doximity claimed that the Company's Newsfeed was its "biggest revenue driver." The truth - that Doximity overstated the impact that its Newsfeed would have on its revenue growth, and that the Company was losing market share to its competitors with more favorable pricing and engagement models - was allegedly revealed through a series of disclosures ending on May 13, 2026 when Doximity announced that it missed its already-reduced revenue guidance for the fiscal year ending March 31, 2026. Following this news, the price of Doximity stock declined by $5.38 per share, or 23%, on May 14, 2026.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America-the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act-$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Proti společnosti Doximity (DOCS) byla podána hromadná žaloba kvůli tvrzením, že nadhodnocovala přínos služby Newsfeed k růstu tržeb a ztrácela podíl na trhu.
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Doximity (DOCS) To Contact Him Directly To Discuss Their Options
If you purchased or acquired Doximity common stock between August 8, 2024, and May 13, 2026 and would like to discuss your legal rights, contact Bragar Eagel & Squire partners Brandon Walker or Melissa Fortunato by email at [email protected] or by telephone at (212) 355-4648.
Click here to participate in the action.
NEW YORK, Oct. 08, 2026 (GLOBE NEWSWIRE) --
What’s Happening:
Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Doximity, Inc. (“Doximity” or the “Company”) (NYSE:DOCS) in the United States District Court for the Northern District of California on behalf of all persons and entities who purchased or otherwise acquired Doximity common stock between August 8, 2024, and May 13, 2026, both dates inclusive (the “Class Period”). Investors have until November 16, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit. Allegation Details:
The complaint alleges that during the Class Period defendants claimed the Company's Newsfeed was its "biggest revenue driver." Specifically, defendants claimed that the Company’s growth was “led by our Newsfeed, which is both our most used and most monetized product” and told investors that the Newsfeed was consistently “reach[ing] new highs,” with “an all-time record of quarterly active prescribers and double-digit growth in the number of articles read or tapped.” In addition, Doximity touted its “deep engagement,” assuring investors that Doximity does not “bombard physicians with ads and messages in hopes of getting lucky” and assured investors that “[Doximity does not] have an e-newsletter product.” In truth, Doximity overstated the impact that its Newsfeed had on its revenue growth, and the Company was losing market share to its competitors with more favorable pricing and engagement models. Additionally, notwithstanding its frequent statements to the contrary, Doximity relied heavily on both banner ads and email newsletters as advertising methods. Next Steps:
If you purchased or otherwise acquired Doximity shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you. About Bragar Eagel & Squire, P.C.:
Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.
Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.
Doximity zvýšila počet aktivních uživatelů klinické AI s oprávněním předepisovat o více než 30 %, ale tyto investice snížily upravenou hrubou marži z 91 % na 88 %.
Key Takeaways Doximity's clinical AI use is surging, with active workflow prescribers up more than 30% year over year.DOCS' AI expansion is opening new budgets, while its SMB pharma agency-partnership team grew over 100%.Doximity's AI spending cut adjusted gross margin to 88% from 91%, adding near-term profitability pressure. Doximity (DOCS - Free Report) is entering a pivotal phase as it accelerates investments in artificial intelligence (AI) to expand beyond its core physician engagement platform. While robust physician adoption, growing enterprise AI deployments and exceptional cash generation strengthen its long-term outlook, a sluggish pharma advertising market, rising AI investments and commercialization risks could temper near-term financial performance.
Shares of this Zacks Rank #3 (Hold) company have lost 35.9% so far this year against the industry's 18.2% growth and the S&P 500 Index’s 12.4% rise.
Doximity, with a market capitalization of $4.98 billion, is a global specialty medical device company.
Image Source: Zacks Investment Research
DOCS’ bottom line is estimated to improve 1.7% over the next five years. Its earnings beat estimates in two of the trailing four quarters and missed twice, delivering an average surprise of 3.13%.
What's Driving DOCS’ Performance?Clinical AI Adoption is Scaling Rapidly Across Physicians: Doximity is seeing substantial usage momentum across its clinical AI platform. Quarterly active workflow prescribers increased more than 30% year over year, with nearly half using Doximity’s AI tools in the first quarter. AI prompt volume increased more than 25% sequentially, while AI Scribe users grew approximately 10-fold in July from the prior-year period. This engagement is important because AI-search monetization depends on physician adoption and usage. Doximity also reported 165 signed health-system AI clients, including major institutions such as Northwestern, Penn Medicine and the University of Michigan. Rising usage strengthens the platform’s data, engagement and monetization potential.
Strong Clinical-AI Accuracy Could Strengthen Enterprise Adoption: Doximity’s positioning in clinical AI received an important validation from the independent NOHARM study, which evaluated 24 clinical AI models across 1,100 real-world patient cases. Doximity Ask recorded a 4.8% error rate versus 13.6% for Anthropic’s best-performing model cited by management, while also receiving the highest safety ratings among U.S. models. Doximity attributes the performance partly to its expert-verified drug reference and more than 12,000 physician PeerCheck editors. This differentiation matters commercially because hospitals are increasingly evaluating AI through privacy, safety and governance frameworks, potentially favoring vendors with stronger clinical controls and enterprise relationships.
AI is Expanding Doximity’s Addressable Customer Budgets: AI is allowing Doximity to participate in spending categories beyond traditional digital pharmaceutical marketing. Management said the company is increasingly engaging with AI innovation, insights and analytics and search budgets, creating multiple potential sources of incremental demand. This diversification is particularly relevant because the traditional pharma spending environment remains tight, although management described it as more stable. AI search is also creating higher-level discussions with pharmaceutical executives and generating opportunities to sell additional Doximity products. Meanwhile, the SMB pharma segment is expanding rapidly, with one agency-partnership team growing more than 100% in the quarter.
What’s Weighing on DOCS Stock?Overall Revenue Growth Remains Relatively Modest: Despite strong AI engagement, Doximity’s first-quarter revenue increased only 7% year over year to $157 million, while fiscal 2027 guidance implies approximately 5% growth at the midpoint. Management characterized the underlying HCP market as growing in the mid-single digits, meaning the current outlook does not yet reflect substantial market share acceleration from AI monetization. Management also acknowledged that this year’s growth rate could be more of a timing-related “blip” because much of fiscal 2027 revenue was determined before AI monetization entered the upfront cycle. Therefore, investors still need evidence that AI can materially lift consolidated growth rather than simply offset slower legacy-platform expansion.
AI Investment is Pressuring Gross Margins: Doximity’s accelerated AI adoption is creating a near-term profitability trade-off. Adjusted gross margin declined to 88% in the first quarter from 91% a year earlier as the company increased AI-compute spending to support higher-than-expected usage. Management expects elevated AI investment throughout fiscal 2027, with gross margins projected to remain in the mid-to-high 80% range. Adjusted EBITDA margin is expected at approximately 47% for the full year, below the 48% achieved in the first quarter. Although management believes AI economics will improve as models become more efficient, the timing of revenue monetization versus infrastructure costs creates near-term margin pressure.
Pharma Customers Continue to Face Tight Budgets: Doximity remains exposed to a constrained pharmaceutical advertising environment despite signs of stabilization. Management described the overall buying environment as “still tight, but certainly more stable,” while noting that some customers only committed to shorter-term purchases during the previous upfront cycle. First quarter benefited partly from additional spending by several customers, including a large top-20 pharma account that had reduced spending previously. This indicates that some of the improvement may reflect normalization rather than a broad-based acceleration in pharmaceutical budgets. If pharma companies remain cautious with marketing expenditures, Doximity could face pressure converting its growing AI engagement and customer pipeline into sustained high-single-digit or double-digit revenue growth.
Estimate TrendThe Zacks Consensus Estimate for fiscal 2027 revenues is pegged at $675.7 million, implying growth of 4.8% from the year-ago reported figure. The consensus mark for adjusted EPS is pinned at $1.33, indicating a decline of 12.5% from the previous year’s recorded level.
In the past 60 days, DOCS’ earnings estimate for fiscal 2027 has declined 9 cents.
Stocks to ConsiderSome better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , West Pharmaceutical (WST - Free Report) and KORU Medical Systems (KRMD - Free Report) .
Globus Medical, currently carrying a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
West Pharmaceutical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.4%.
KORU Medical Systems, currently carrying a Zacks Rank of 2, reported a second-quarter 2026 adjusted EPS of 1 cent, which surpassed the Zacks Consensus Estimate by 150%. Revenues of $12 million beat the Zacks Consensus Estimate by 2.78%.
KRMD has an estimated earnings growth rate of 66.7% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 58.33%.
Na Doximity byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry a investorům běží lhůta pro přihlášení do řízení do 16. listopadu 2026. Firma zároveň v minulosti snížila výhled tržeb a akcie na to prudce reagovaly.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until November 16, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Doximity securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On November 6, 2025, despite reporting strong second quarter results, Doximity expressed a degree of caution regarding the outlook for ad spending and implied a slowdown in sales growth in the second half of the 2026 fiscal year, which ended on March 31, 2026.
On this news, Doximity's stock price fell $8.29 per share, or 13.25%, to close at $54.29 per share on November 7, 2025.
Then, on February 5, 2026, Doximity lowered its revenue guidance for 2026 full fiscal year, which ended on March 31, 2026, and announced that its sales growth had decelerated while its net income had contracted, which will negatively impact its 2026 fiscal fourth quarter.
On this news, Doximity's stock price fell $5.59 per share, or 16.78%, to close at $27.73 per share on February 6, 2026.
Finally, on May 13, 2026, Doximity announced that it missed its already-reduced revenue guidance and projected a significantly slower pace of growth for its 2027 fiscal year, which ends on March 31, 2027. As a result, several analysts downgraded Doximity stock citing issues specific to the Company's business.
On this news, Doximity's stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until November 16, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Doximity securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On November 6, 2025, despite reporting strong second quarter results, Doximity expressed a degree of caution regarding the outlook for ad spending and implied a slowdown in sales growth in the second half of the 2026 fiscal year, which ended on March 31, 2026.
On this news, Doximity's stock price fell $8.29 per share, or 13.25%, to close at $54.29 per share on November 7, 2025.
Then, on February 5, 2026, Doximity lowered its revenue guidance for 2026 full fiscal year, which ended on March 31, 2026, and announced that its sales growth had decelerated while its net income had contracted, which will negatively impact its 2026 fiscal fourth quarter.
On this news, Doximity's stock price fell $5.59 per share, or 16.78%, to close at $27.73 per share on February 6, 2026.
Finally, on May 13, 2026, Doximity announced that it missed its already-reduced revenue guidance and projected a significantly slower pace of growth for its 2027 fiscal year, which ends on March 31, 2027. As a result, several analysts downgraded Doximity stock citing issues specific to the Company's business.
On this news, Doximity's stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Na Doximity byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry. Firma zároveň několikrát snížila výhled tržeb a akcie po těchto zprávách prudce klesly.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until November 16, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Doximity securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On November 6, 2025, despite reporting strong second quarter results, Doximity expressed a degree of caution regarding the outlook for ad spending and implied a slowdown in sales growth in the second half of the 2026 fiscal year, which ended on March 31, 2026.
On this news, Doximity's stock price fell $8.29 per share, or 13.25%, to close at $54.29 per share on November 7, 2025.
Then, on February 5, 2026, Doximity lowered its revenue guidance for 2026 full fiscal year, which ended on March 31, 2026, and announced that its sales growth had decelerated while its net income had contracted, which will negatively impact its 2026 fiscal fourth quarter.
On this news, Doximity's stock price fell $5.59 per share, or 16.78%, to close at $27.73 per share on February 6, 2026.
Finally, on May 13, 2026, Doximity announced that it missed its already-reduced revenue guidance and projected a significantly slower pace of growth for its 2027 fiscal year, which ends on March 31, 2027. As a result, several analysts downgraded Doximity stock citing issues specific to the Company's business.
On this news, Doximity's stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
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As burnout drives more physicians toward early retirement, many see AI fluency as their best shot at higher earnings
SAN FRANCISCO--(BUSINESS WIRE)--Doximity, Inc. (NYSE: DOCS), the leading digital platform for U.S. medical professionals, today announced new data indicating that physicians are finding an unexpected source of optimism in AI. Rather than viewing the technology as a threat, nearly a quarter expect it to increase their total compensation within the next year, and two-thirds believe staying current with AI will give them a meaningful earnings edge over peers who don't.
The findings are part of Doximity’s annual Physician Compensation Report, which also shows that the physician shortage continues to weigh heavily on daily practice, with 76% of physicians saying it compromised the quality of care they were able to provide in the past year. That strain is showing up in a growing desire to leave medicine altogether as physicians report being overworked, considering a career change, or eyeing early retirement.
“Physicians go into medicine because they’re passionate about helping people,” said Amit Phull, MD, chief medical officer at Doximity. “Then the job compromises that mission. Admin burden. Extreme hours. A system that doesn’t feel built for them anymore. So it’s no surprise they're looking at AI as leverage, not a threat. Our job at Doximity is simple: give them time back through AI that helps them be more productive and provide better care for their patients.”
Report Highlights
Physicians See AI Fluency as the Next Career Advantage
Rather than fearing displacement, physicians are looking to capitalize: 23% expect AI to increase their total compensation within the next 12 months. 67% believe physicians who stay current with AI tools will have a meaningful earnings advantage over colleagues who don't adopt them in the next 12 months. AI Is the New Professional Currency
At least 39% of physicians surveyed said that AI proficiency is a factor in hiring and promotion decisions for their specialty, including 15% who described it as either a “major” or “moderate” factor. Shortage Still Straining Physicians Fuels Career-Exit Intent
85% of physicians said the physician shortage has already affected their clinical practice. 76% said the shortage and other systemic pressures compromised the quality of care they provided in the past 12 months. In a June 2026 Doximity poll of more than 600 physicians, 82% reported being overworked. Among overworked physicians, 66% are considering a career change, including 46% eyeing early retirement, up from 34%. Broader Compensation Trends
Average physician compensation rose 2% in 2025, down from 3.7% growth the year prior, continuing a trend of moderating pay growth. The gender pay gap held steady at 26% for the second consecutive year, with men earning a nominal $122,276 more than women on average. The pay gap between primary care physicians and specialists widened this year: surgical specialists now earn 90.1% more than primary care physicians, up from 87.3% in 2024. With over 85% of U.S. physicians as members, Doximity brings together one of the nation’s largest physician compensation datasets with workforce surveys, recruiting activity, staffing trends, and insights into AI adoption. The 2026 Physician Compensation Report features new survey findings from June 2026 on how AI is changing physician careers and pay, along with salary data from Doximity’s compensation dataset of more than 23,000 responses collected in 2025.
Read the full 2026 Physician Compensation Report here.
About Doximity
Founded in 2010, Doximity is the leading digital platform for U.S. medical professionals. The company’s network members include more than 85% of U.S. physicians across all specialties and practice areas. Doximity provides its verified clinical membership with digital tools built for medicine, enabling them to collaborate with colleagues, stay current on medical news and research, manage their careers and on-call schedules, streamline documentation and administrative paperwork, and conduct virtual patient visits. With new AI-powered clinical reference and search capabilities, Doximity also helps doctors access trusted, peer-reviewed information and medical literature. Doximity’s mission is to help doctors be more productive so they can provide better care for their patients.
Doximity rozšiřuje AI Search a klinickou AI, přičemž aktivních workflow preskriberů meziročně přibylo o více než 30 %. Vyšší náklady na AI ale tlačí marže dolů.
Key Takeaways Doximity's AI Search is opening a new commercial growth avenue across more than two dozen programs.Clinical AI adoption is rising, with active workflow prescribers up more than 30% year over year.Higher AI compute costs are pressuring margins as pharma advertising budgets remain tight. Doximity (DOCS - Free Report) is entering a pivotal phase as it accelerates investments in artificial intelligence to expand beyond its core physician engagement platform. While robust physician adoption, growing enterprise AI deployments and exceptional cash generation strengthen its long-term outlook, a sluggish pharma advertising market, rising AI investments and commercialization risks could temper near-term financial performance.
Shares of this Zacks Rank #3 (Hold) company have lost 42.8% year to date compared with the industry's 15.5% decline. The S&P 500 Index has risen 11.8% during this period.
Doximity, with a market capitalization of $4.51 billion, is a global specialty medical device company.
Image Source: Zacks Investment Research
DOCS’ bottom line is estimated to improve 1.7% over the next five years. Its earnings beat estimates in two of the trailing four quarters and missed twice, delivering an average surprise of 3.13%.
What's Driving DOCS’ Performance?AI Search Is Opening a New Commercial Growth Avenue: Doximity's AI Search business is emerging as a potentially significant incremental revenue stream, with the company already onboarding its first cohort across more than two dozen programs. Management said new AI Search contracts are driving the increase in fiscal 2027 revenue guidance, with most contracted revenues expected to be recognized in the third quarter.
The product is helping Doximity access higher-level decision-makers and innovation budgets at pharmaceutical companies, expanding its commercial relationships beyond traditional digital marketing. Management also noted that AI Search currently generates more than 10 times the revenue per search relative to its cost, indicating attractive unit economics that could improve further as utilization scales.
Rapid Clinical AI Adoption Strengthens Competitive Position: Doximity is gaining meaningful traction in clinical AI, with quarterly active workflow prescribers increasing more than 30% year over year and nearly half of them using AI tools. AI prompt volume rose more than 25% sequentially, while AI Scribe users increased sharply. The company's Ask platform also ranked strongly in the independent NOHARM study, posting a 4.8% clinical error rate compared with 13.6% for Anthropic's best-performing model cited by management. The combination of physician engagement, drug-reference integration and more than 12,000 physician PeerCheck editors could strengthen trust among hospitals and clinicians, providing an important competitive advantage as healthcare AI adoption accelerates.
Expanding Health-System Adoption Creates Opportunity: Doximity's enterprise AI footprint is expanding rapidly, with 165 signed health-system AI clients, including eight top Honor Roll hospitals. Recent wins with major academic institutions demonstrate that Doximity is increasingly becoming part of institutional clinical workflows rather than simply serving as a physician networking platform.
Management believes the market is moving toward greater emphasis on privacy, risk management and clinical accuracy, areas where Doximity believes its physician-reviewed AI architecture provides differentiation. The growing adoption of AI Search, Ask and Scribe also creates opportunities to cross-sell multiple products within the same health system, potentially increasing customer lifetime value and reducing dependence on pharmaceutical advertising over time.
What’s Weighing on DOCS StockAI Investment is Compressing Margins: Doximity's transition toward AI is creating a meaningful near-term profitability trade-off. Adjusted gross margin declined 300 basis points year over year to 88% in the first quarter, primarily because of higher AI compute costs required to support stronger-than-expected clinician usage.
Management expects elevated AI spending to continue throughout fiscal 2027, with adjusted EBITDA guidance implying a 47% margin, below the 48% achieved in the first quarter. Approximately 90% of incremental AI expenses will support the clinical AI suite and be recognized in cost of revenues. Although management expects eventual efficiency improvements, the timing mismatch between investment and monetization could constrain earnings growth in the near term.
Pharmaceutical Advertising Budgets Remain Tight: Despite improving customer engagement, Doximity continues to operate in a relatively cautious pharmaceutical spending environment. Although management characterized the overall buying environment as stabilizing but pressure still remains. Management maintains expectations for mid-single-digit growth in the HCP digital marketing market.
Doximity's full-year revenue guidance of $671-$681 million represents only 5% growth at the midpoint, suggesting that the underlying core business remains relatively subdued. Although AI Search is helping the company access innovation and analytics budgets, traditional pharmaceutical marketing remains sensitive to budget cycles and shorter-term commitments. Consequently, slower recovery in pharma spending could limit growth while the company simultaneously increases AI-related expenses.
Customer Concentration and Contract Structure Create Uncertainty: Doximity's strong relationships with large customers also create concentration risk. The company’s 127 pharma and hospital customers generating more than $500,000 annually accounted for 83% of total revenues, while its top 20 customers achieved 112% net revenue retention. Although these figures demonstrate strong customer economics, reliance on a relatively concentrated group of large accounts makes revenues sensitive to changes in pharmaceutical budgets and individual customer spending decisions.
Management also noted that AI Search initially launched with conservative inventory caps and shorter three- to four-month commitments, highlighting that the new revenue stream is yet to establish long-duration contract visibility. Larger, longer contracts during the upcoming upfront season will be key to improving predictability.
Estimate TrendThe Zacks Consensus Estimate for fiscal 2027 revenues is pegged at $675.7 million, implying growth of 4.8% from the year-ago reported figure. The consensus mark for adjusted EPS is pinned at $1.33, indicating a decline of 12.5% from the previous year’s recorded level.
In the past 30 days, DOCS’ earnings estimate for fiscal 2027 has declined 7 cents.
Stocks to ConsiderSome better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , Veracyte (VCYT - Free Report) and West Pharmaceutical (WST - Free Report) .
Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
Veracyte, currently flaunting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%.
VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.
West Pharmaceutical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.
CEO Doximity Jeffrey Tangney prodal 8 505 akcií kvůli srážce na daně po uvolnění akcií z vestingu odměn, ne kvůli pohledu na cenu akcie. I po transakci drží přímo 2 531 955 akcií.
Jeffrey Tangney, the chief executive officer of Doximity, Inc. (DOCS -1.13%), reported the disposition of 8,505 shares of Class A Common Stock on August 15, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$211,000Shares sold8,505Post-transaction shares (directly held)2,531,955Post-transaction value$62.79 millionTransaction value based on SEC Form 4 weighted average sale price ($24.80).
Key questionsWhat was the impetus for this transaction?
The disposition was a non-discretionary event executed to satisfy tax withholding requirements upon the vesting of previously granted equity awards and does not reflect a market-based assessment of the stock by the executive.How significant is the CEO's remaining stake in the company?
Tangney continues to hold 2,531,955 shares directly, which represents a 1% ownership interest in the company and underscores significant alignment with long-term shareholders.Did this transaction materially impact the executive's total ownership?
The withholding of 8,505 shares resulted in a marginal 0.3% reduction in direct holdings, leaving the core equity position effectively intact following the underlying vesting event.Company OverviewMetricValueShare Price (as of market close 2026-08-14)$24.80Market Capitalization$4.6 billionRevenue (TTM)$655.6 millionNet Income (TTM)$167.0 millionCompany SnapshotDoximity operates a cloud-hosted digital platform that provides healthcare practitioners with specialized tools for peer connectivity, patient care coordination, remote consultations, medical research access, and professional development.The company generates revenue through subscription-based services and licensing arrangements with pharmaceutical companies and healthcare organizations that utilize the platform to engage with medical professionals.The primary customer base consists of pharmaceutical companies seeking to reach physicians and healthcare organizations seeking to optimize clinical workflows and practitioner engagement across the United States healthcare system.Doximity is a leading digital health platform serving the U.S. healthcare practitioner community with approximately 880 employees and a market capitalization of $4.6 billion. The company has achieved substantial profitability with TTM net income of $167.0 million on revenue of $655.6 million, demonstrating strong unit economics and operational efficiency. Doximity's competitive advantage derives from its comprehensive practitioner network, integrated suite of clinical and professional tools, and established relationships with pharmaceutical and healthcare organization customers.
What this transaction means for investorsTangney co-founded Doximity and has been running it for over 15 years, which makes him the insider whose filings matter the most, but this one tells you close to nothing. The shares went to taxes on vested stock; three other insiders had the same thing happen on the same day, and he still holds more than 2.5 million shares directly.
The business underneath is in a stranger spot than the quarter suggests. Revenue rose 7% to $156.6 million, and management raised the full-year range in the August 6 release, but the September quarter is guided to $170 million to $171 million, roughly 1% growth at the midpoint against last year's 23% comparison. Gross margin slipped to 87.5% from 91.2% as AI compute costs climbed, adjusted EBITDA fell 6%, and net income landed at $24.3 million against $53.3 million a year ago, which is a hard fall for a quarter the company is calling a beat. Tangney told analysts that "this is our AI investment year." The pressure point, meanwhile, is sequencing. Most of the AI search revenue already under contract isn't recognized until the fiscal third quarter, so the spending shows up well before the payoff does. And for now, the stock is under immense pressure, cratering over 60% this past year alone.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Doximity. The Motley Fool has a disclosure policy.
CFO společnosti Doximity Matthew Sonefeldt nahlásil neprodejní převod 15 311 akcií kvůli daním z vestingu akciové odměny. Po transakci drží přímo 486 238 akcií.
Matthew Sonefeldt, the chief financial officer of Doximity, Inc. (DOCS -1.13%), reported a non-discretionary disposition of 15,311 shares of Class A Common Stock on August 15, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)15,311Transaction value$380,000Post-transaction shares (directly held)486,238Post-transaction value$12.1 millionTransaction value based on SEC Form 4 weighted average sale price ($24.80).
Key questionsDoes this transaction reflect a shift in the executive's outlook on the firm?
The disposition was a non-discretionary event triggered by tax liabilities linked to equity compensation vesting. Because the shares were withheld by the company to cover these obligations rather than sold in an open-market discretionary trade, the move does not provide a signal regarding the CFO's view on the stock's valuation.What is the scale of the remaining incentive alignment?
Sonefeldt maintains a significant equity interest in the company, holding 486,238 shares directly. This position represents a substantial capital commitment of $12.1 million based on the market close price of $24.80 on August 14.What are the core fundamentals of the business at the time of this filing?
The company operates a digital platform for healthcare practitioners, generating trailing 12-month revenue of $655.6 million and net income of $167.0 million. Its primary client base includes pharmaceutical companies and healthcare organizations that utilize the platform for peer networking and remote consultations.Company OverviewMetricValueShare Price (as of market close 2026-08-14)$24.80Market Capitalization$4.6 billionRevenue (TTM)$655.6 millionNet Income (TTM)$167.0 millionCompany SnapshotDoximity operates a cloud-hosted digital platform that provides healthcare practitioners with specialized tools for peer connectivity, patient care coordination, remote consultations, medical research access, and professional development.The company generates revenue through subscription-based services and licensing arrangements with pharmaceutical companies and healthcare organizations that utilize the platform to engage with medical professionals.The primary customer base consists of pharmaceutical companies seeking to reach physicians and healthcare organizations seeking to optimize clinical workflows and practitioner engagement across the United States healthcare system.Doximity is a leading digital health platform serving the U.S. healthcare practitioner community with approximately 880 employees and a market capitalization of $4.6 billion. The company has achieved substantial profitability with TTM net income of $167.0 million on revenue of $655.6 million, demonstrating strong unit economics and operational efficiency. Doximity's competitive advantage derives from its comprehensive practitioner network, integrated suite of clinical and professional tools, and established relationships with pharmaceutical and healthcare organization customers.
What this transaction means for investorsSonefeldt has been Doximity's CFO for roughly one quarter as of lastweek, which makes this the first tranche of a new hire's equity vesting and the tax bill that comes with it. Three other insiders had the same thing happen the same day, so the filing itself isn't what's worth lingering on.
The more useful thing about Sonefeldt is what he keeps talking about. On the August 6 call he returned again and again to LinkedIn, where he worked before, and to how its ad business only got enormous after buying shifted to auctions over many years. He was careful to say Doximity isn't unveiling that this year. Instead, this year is a lot less tidy for Doximity. Revenue rose 7% to $156.6 million, but the September quarter is guided to $170 million to $171 million, roughly 1% growth at the midpoint. Sonefeldt said on the same call that "the overall pharma spending environment remains tight," which sits awkwardly next to a raised full-year outlook. AI compute costs pulled gross margin to 87.5% from 91.2%, and adjusted EBITDA slipped 6% to $74.8 million while the company spent $91.6 million buying back stock. His own explanation for the weak growth is timing. The fiscal third quarter, when the AI search revenue lands, as the firm noted on the earnings call, is where that gets tested.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Doximity. The Motley Fool has a disclosure policy.
Prezident Doximity Steven L. Zatz prodal 4 482 akcií Class A Common Stock za 111 154 USD v rámci rutinního sell-to-cover kvůli daňovým srážkám po vestingu RSU. Po transakci drží 51 864 akcií.
Steven L. Zatz, the president of Doximity, Inc. (DOCS -1.13%), disposed of 4,482 shares of Class A Common Stock on August 15, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$111,154Shares sold (direct)4,482Post-transaction shares (directly held)51,864Post-transaction value$1.29 millionTransaction value based on SEC Form 4 weighted average sale price ($24.80).
Key questionsWhat was the specific mechanism for this share disposal?
The disposition was a non-discretionary sell-to-cover transaction to satisfy tax withholding requirements upon the vesting of restricted stock units, a routine procedure for executive equity compensation.How does this impact the insider's total equity position?
Following the disposal of 4,482 shares, Zatz maintains direct ownership of 51,864 shares of Class A Common Stock.What is the company's current financial profile and valuation?
As of the August 14 market close, Doximity has a market capitalization of $4.6 billion, supported by trailing 12-month revenue of $655.6 million and net income of $167.0 million.What was the market value of the remaining position at the time of the trade?
Based on the August 14 market close of $24.80, the president's remaining 51,864 directly held shares represent a market value of $1.29 million.Company OverviewMetricValueShare Price (as of market close 2026-08-14)$24.80Market Capitalization$4.6 billionRevenue (TTM)$655.6 millionNet Income (TTM)$167.0 millionCompany SnapshotDoximity operates a cloud-hosted digital platform that provides healthcare practitioners with specialized tools for peer connectivity, patient care coordination, remote consultations, access to medical research, and professional development.The company generates revenue through subscription-based services and licensing arrangements with pharmaceutical companies and healthcare organizations that utilize the platform to engage with medical professionals.The primary customer base consists of pharmaceutical companies seeking to reach physicians and healthcare organizations seeking to optimize clinical workflows and practitioner engagement across the United States healthcare system.Doximity is a leading digital health platform serving the U.S. healthcare practitioner community with approximately 880 employees and a market capitalization of $4.6 billion. The company has achieved substantial profitability with TTM net income of $167.0 million on revenue of $655.6 million, demonstrating strong unit economics and operational efficiency. Doximity's competitive advantage derives from its comprehensive practitioner network, integrated suite of clinical and professional tools, and established relationships with pharmaceutical and healthcare organization customers.
What this transaction means for investorsZatz runs the operating side of a company in the middle of rewiring what it sells. He holds 51,864 shares outright, roughly $1.3 million, and the withholding here barely dented it, but his real exposure is the 150,000 options Doximity granted him on July 22 at a $20.49 strike, which don't start vesting until July 2027. They're not noted in this insider filing, but a separate one late last month when the grant happened. That's important because he effectively only gets paid if the stock climbs from there.
The timing is prescient given Doximity's recent results. Revenue grew 7% to $156.6 million in the June quarter and management raised the full-year range, but AI compute costs pulled gross margin down to 87.5% from 91.2%, and adjusted EBITDA fell 6% to $74.8 million. CFO Matt Sonefeldt told analysts on August 6 that "higher-than-expected AI usage creates a good problem for Doximity." Higher-than-expected usage with the contracted AI search revenue not recognized until the third quarter is indeed a good problem, but it'll be important to see whether and how much margins improve once that revenue starts coming in.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Doximity. The Motley Fool has a disclosure policy.
Doximity vyskočila poté, co vedení uvedlo, že AI Search přináší výnosy přesahující 10násobek nákladů na provoz. Tržby v 1. čtvrtletí fiskálního roku 2027 vzrostly o 7 % na 156,6 milionu USD.
Shares of Doximity (DOCS +32.62%) surged on Friday after management highlighted the remarkable returns it was beginning to realize on its artificial intelligence (AI) investments.
Image source: Getty Images.
Q1 results were just part of the story Doximity's revenue rose 7% year over year to $156.6 million in its fiscal 2027 first quarter, which ended on June 30.
Yet its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) fell 6% to $74.8 million. The digital networking, news, and telehealth platform for healthcare professionals is spending aggressively to develop its AI tools.
Those investments are beginning to pay off in a big way, according to CEO Jeff Tangney.
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Leaning into AI In an independent study of 24 clinical AI models, the company's AI assistant, Doximity Ask, was the top-performing U.S.-based model with the lowest clinical error rates and the highest safety ratings. Notably, Doximity Ask had significantly lower error rates than Anthropic's best model, Fable 5.
This superior performance is leading to sharply higher usage of Doximity's AI offerings.
"AI prompt volume was up more than 25% quarter-on-quarter, while our AI Scribe note-taking users grew a whopping 10x this July over prior," Tangney said during a conference call with analysts.
But what really caught investors' attention were Tangney's comments regarding the profit potential of Doximity's AI tools.
In terms of the economics of the usage, it's early days on our AI Search product, but I can tell you we're earning more than 10 times per search in revenue than it costs us to run that today.
10x certainly has a nice ring to it. And Tangney indicated that the returns would likely get even better from there.
Over time, we probably expect the overall AI cost, if anything, go down as models get more efficient.
Tangney's comments painted a picture of a lucrative, AI-driven future for Doximity, and investors bid up its shares as they rushed to grab a piece of it.
"We are leaning in as we see a once-in-a-generation opportunity to build the new AI age of medicine," Tangney said.
Doximity ve 1. čtvrtletí zvýšila tržby na 156,6 milionu USD a zvýšila celoroční výhled na 671 až 681 milionů USD. Akcie po výsledcích v after-hours vyskočily o 72 % na 35,55 USD.
Digital health care company Doximity Inc (NYSE:DOCS) reported first-quarter financial results Thursday after market close.
Here are the key highlights and why the stock is soaring after hours.
Doximity Q1 EarningsDoximity reported first-quarter revenue of $156.6 million, up 7% year-over-year. The revenue total beat the Street consensus estimate of $151.7 million according to data from Benzinga Pro.
The company reported earnings of 29 cents per share, narrowly missing a Street estimate of 30 cents per share.
Adjusted EBITDA was $74.8 million in the quarter, with a margin of 48%.
"We’re proud that our clinical AI assistant, Doximity Ask, was the top-performing U.S.-based model in the NOHARM benchmark while we delivered another quarter of record engagement," Doximity CEO Jeff Tangney said.
The CEO said the company had workflow active prescriber growth of more than 30% year-over-year and AI search query growth of more than 25% quarter-over-quarter.
What’s Next for DoximityThe company is guiding for second-quarter revenue to be in a range of $170 million to $171 million. The Street estimate is $171.95 million according to Benzinga Pro.
For the full fiscal year, the company raised its revenue guidance to a range of $671 million to $681 million. The previous range was $664 million to $676 million. The Street estimate for full-year revenue is currently $670.29 million.
The company expects full-year adjusted EBITDA in a range of $309 million to $329 million.
After a mixed quarter with strong revenue growth and a narrow earnings per share miss, investors are sending shares higher on raised guidance for the full year, which is above analyst estimates.
Doximity Stock Price ActionDoximity stock is up 72% to $35.55 in after-hours trading Thursday versus a 52-week trading range of $17.15 to $76.51.
Photo: Shutterstock
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Doximity (DOCS - Free Report) reported $156.62 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 7.3%. EPS of $0.29 for the same period compares to $0.36 a year ago.
The reported revenue represents a surprise of +3.24% over the Zacks Consensus Estimate of $151.7 million. With the consensus EPS estimate being $0.30, the EPS surprise was -3.33%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Doximity performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Number of customers with at least $500,000 of revenue: 127 versus the two-analyst average estimate of 129.Revenues- Other: $10.32 million versus $9.04 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.4% change.Revenues- Subscription: $146.3 million compared to the $142.87 million average estimate based on three analysts. The reported number represents a change of +6.1% year over year.View all Key Company Metrics for Doximity here>>>
Shares of Doximity have returned -0.3% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Doximity rychle rozšiřuje AI: téměř polovina aktivních předepisujících už používá jeho nástroje a Clinical AI Suite má 140 zdravotnických systémů. Firma ale očekává, že investice do AI ve fiskálním roce 2027 stlačí marže z 55 % ve fiskálním roce 2026 na přibližně 49 %.
Key Takeaways DOCS is expanding AI with rising physician use and early AI Search contracts with top-20 pharma companies.Doximity's Clinical AI Suite now serves 140 health systems, supporting retention and cross-selling.DOCS expects AI investment to trim margins as regulatory reviews delay meaningful revenue contribution. Doximity (DOCS - Free Report) is entering a pivotal phase as it accelerates investments in artificial intelligence to expand beyond its core physician engagement platform. While robust physician adoption, growing enterprise AI deployments and exceptional cash generation strengthen its long-term outlook, a sluggish pharma advertising market, rising AI investments and commercialization risks could temper near-term financial performance.
Shares of this Zacks Rank #3 (Hold) company have lost 49.8% so far this year compared with the industry's 5.6% decline and the S&P 500 Index’s 10.9% rise.
Doximity, with a market capitalization of $4.07 billion, is a global specialty medical device company.
DOCS’ bottom line is estimated to improve 3.8% over the next five years. Its earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 7.99%.
Image Source: Zacks Investment Research
What's Driving DOCS’ Performance?AI Platform Is Rapidly Becoming Doximity's Next Major Growth Engine: Doximity is positioning artificial intelligence as its largest long-term monetization opportunity. Since acquiring Pathway, AI Search and AI Scribe users have tripled, while nearly half of all active prescribers now use the company's AI tools.
Management has already signed its first AI Search contracts with top-20 pharmaceutical companies and believes AI Search alone represents a multibillion-dollar incremental addressable market beyond its existing pharma advertising business. The combination of physician engagement, hospital adoption and early customer interest suggests Doximity is building a differentiated AI ecosystem that could materially expand revenues over the next several years rather than simply enhancing existing products.
Deepening Health System Integration: Doximity's growing integration into hospital workflows is making its platform increasingly indispensable to physicians. Nearly half of all U.S. doctors now work at health systems using Doximity's workflow or scheduling tools, while 140 health systems, including seven of the top 20 U.S. hospitals, have adopted its Clinical AI Suite.
Management emphasized that more than 250,000 prescribers now access AI capabilities through HIPAA-compliant enterprise deployments, creating a significant barrier for competitors. As hospitals increasingly prioritize secure AI environments over public AI tools, Doximity's trusted infrastructure, physician network and enterprise relationships should support higher customer retention and expanding cross-selling opportunities across workflow, telehealth and AI solutions.
Record Physician Engagement: Doximity continues to strengthen the core asset underpinning its business — physician engagement. Workflow usage increased approximately 30% year over year, reaching more than 800,000 quarterly active prescribers, representing one of the strongest engagement accelerations in the company's history. AI usage is growing even faster, with users nearly doubling their monthly query activity since January.
Higher engagement not only strengthens customer loyalty but also increases the value of Doximity's advertising, workflow and AI offerings to pharmaceutical companies and health systems. Management believes sustained engagement growth will eventually translate into stronger revenue expansion, particularly as new AI-powered commercial products become more widely adopted across its physician network.
What’s Weighing on DOCS Stock?Core Pharma Advertising Market Remains Weak: The biggest near-term challenge for Doximity remains the soft healthcare professional (HCP) digital advertising market. Management acknowledged continued policy uncertainty, macroeconomic risks and shorter pharmaceutical budgeting cycles, causing many customers to delay spending commitments and favor shorter-duration contracts.
The company expects the overall HCP digital advertising market to grow only around 5% or less during fiscal 2027, significantly below historical levels. Although Doximity continues to outperform many peers, sluggish industry spending limits visibility and reduces opportunities for traditional advertising growth. Until pharmaceutical companies regain confidence and commit to longer-term marketing budgets, revenue acceleration is likely to remain constrained.
AI Monetization Will Pressure Margins: While AI represents Doximity's largest long-term opportunity, management expects fiscal 2027 to be an investment year rather than a significant earnings contributor. The company plans to substantially increase spending on AI compute, engineering talent, brand marketing, and product development, resulting in adjusted EBITDA margins declining from 55% in fiscal 2026 to approximately 49% in fiscal 2027.
Management also expects minimal AI revenue contribution during the first half because regulatory reviews and customer implementation timelines will delay commercialization. Consequently, the company could face a period of elevated expenses without commensurate revenue growth, increasing execution risk if AI adoption progresses more slowly than anticipated.
Commercial Success Depends on Regulatory and Customer Adoption of AI: Although customer interest in AI Search appears strong, commercialization remains at a very early stage. Management acknowledged that pharmaceutical companies must complete extensive medical, legal and regulatory reviews before campaigns can be deployed, creating longer implementation timelines than traditional advertising products.
Because Doximity launched the commercial offering only recently, management expects most of the financial benefits to materialize in the second half of fiscal 2027. Delays in regulatory approvals, customer onboarding, or campaign execution could defer revenue recognition. Given management's expectation that AI Search will become a major future growth driver, slower-than-expected commercialization would likely weigh on investor expectations.
Estimate TrendThe Zacks Consensus Estimate for fiscal 2027 revenues is pegged at $670.2 million, implying growth of 3.9% from the year-ago reported figure. The consensus mark for adjusted EPS is pinned at $1.39, indicating a decline of 8.6% from the previous year’s recorded level.
In the past 60 days, DOCS’ earnings estimate for fiscal 2027 has remained stable.
Stocks to ConsiderSome better-ranked stocks from the broader medical space are Alcon (ALC - Free Report) , Intuitive Surgical (ISRG - Free Report) and Cardinal Health (CAH - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Alcon reported first-quarter 2026 earnings per share of 85 cents, which beat the Zacks Consensus Estimate by 6.3%. Revenues of $2.69 billion surpassed the Zacks Consensus Estimate by 0.3%.
Alcon has an estimated long-term earnings growth rate of 11.5%. ALC’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 3.66%.
Intuitive Surgical reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.
Intuitive Surgical has an estimated long-term earnings growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.
Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%.
Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.3%.
Doximity Ask v nezávislém studiu Stanfordu a Harvardu překonal OpenEvidence i další přední AI modely v hodnocení bezpečnosti klinické AI. V reálném klinickém vzorku skončil první.
Doximity Ask outranked OpenEvidence, GPT-5.6 Sol, Claude Fable 5, and other frontier models
SAN FRANCISCO--(BUSINESS WIRE)--Doximity, Inc. (NYSE: DOCS), the leading digital platform for U.S. medical professionals, today announced that Doximity Ask, its HIPAA-compliant clinical AI platform, outperformed leading frontier AI models in the NOHARM (Numerous Options Harm Assessment for Risk in Medicine) benchmark, one of the most comprehensive independent evaluations of clinical AI safety to date.
The study, conducted by ARISE, a clinical AI research team led by physicians from Stanford and Harvard Medical Schools, evaluated how AI models perform when researchers prompted them with simulated patient cases.
Doximity Ask ranked first among all AI systems evaluated on the study's real-world clinical sample, the portion of the benchmark that most closely mirrors how physicians use these tools in practice. Across the broader automated evaluation, purpose-built clinical AI systems outperformed general-purpose frontier models by a wide margin.
Why Doximity Ask Outperformed
Doximity Ask is a HIPAA-compliant AI assistant built specifically for clinical workflows.
Our performance traces directly to our investment in physician authorship at scale. Through our PeerCheck™ program, more than 11,000 cited physician experts have evaluated and improved Doximity Ask outputs.
"We have long believed that the path to trustworthy healthcare AI runs through physicians, not around them," said Dr. Louis-Antoine Mullie, Head of Medical AI at Doximity. "Continuous physician review isn't a differentiator. It's a requirement. This result reinforces the importance of combining advanced AI systems with rigorous clinical oversight and independent safety evaluations like NOHARM."
Doximity's Clinical AI Suite, including Ask, has been reviewed, approved, and deployed across more than 150 health systems, including eight of the nation's top 20 hospitals.
The platform includes end-to-end encryption, role-based access controls, audit logging, and session isolation to help healthcare organizations deploy AI while maintaining enterprise-grade security and privacy standards.
To learn more about Doximity Ask, visit www.doximity.com.
Read more about the study methodology on the Doximity blog.
Notes to Editors:
For the full study, please click here. The chart on the left shows how the top U.S. models performed on F1 score, which balances precision and recall, before the cases and answers were made public. The chart on the right shows automated testing across more than 1,100 scenarios spanning 10 medical specialties. The benchmark was developed by more than 50 researchers with contributions from 29 board-certified physicians. About Doximity
Founded in 2010, Doximity is the leading digital platform for U.S. medical professionals. The company's network members include more than 85% of U.S. physicians across all specialties and practice areas. Doximity provides its verified clinical membership with digital tools built for medicine, enabling them to collaborate with colleagues, stay current on medical news and research, manage their careers and on-call schedules, streamline documentation and administrative paperwork, and conduct virtual patient visits. With new AI-powered clinical reference and search capabilities, Doximity also helps doctors access trusted, peer-reviewed information and medical literature. Doximity's mission is to help doctors be more productive so they can provide better care for their patients.
