DOCS · NYSE · Medical - Healthcare Information Services

Doximity (DOCS)

Connects U.S. clinicians with marketing, hiring, and workflow tools.

$26.68
vs last close−0.16 (−0.60%)
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Doximity, Inc.DOCS
Health Care

Runs a verified U.S. clinician network and sells Marketing, Hiring, and Workflow Solutions to pharmaceutical companies and health systems. Telehealth, news and research, career, scheduling, communications, and clinical-AI tools extend the platform.

Runs a virtual community for U.S. clinicians. Its tools support collaboration, patient-care coordination, virtual visits, current medical information, and career management, while bringing together telehealth, news and research, digital fax and e-signature, and Amion scheduling for clinician members.

Subscription-based Marketing, Hiring, and Workflow Solutions are sold principally to pharmaceutical companies and health systems. The Clinical AI Suite includes Ask, Scribe, and Dialer, while the Pathway acquisition added medical-AI clinical-reference capabilities.

Reliable handling of clinician and healthcare-related information, privacy and healthcare regulation, third-party systems, and continued clinician and enterprise-customer adoption shape the business.

Company facts

CEOJeffrey Tangney
ListedJun 24, 2021
ExchangeNYSE
HeadquartersSan Francisco, CA
CountryUnited States
Employees880
CIK0001516513
ISINUS26622P1075

Market cap$5.02B
EPS (ttm)$0.8500
P/E (ttm)31.58
ROE17.0%
P/B5.48
P/S7.66
Dividend yieldDiv yield
Beta0.69vs XLV 0.15

Price target$25.50−5.0%Average of 24 analysts
ConsensusHold13 of 24 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 8, 2026Stifel NicolausTarget
Target:
Target: $27
Sep 8, 2026Freedom Capital MarketsDowngrade
Rating: Buy
Rating: Hold
Aug 13, 2026Wolfe ResearchUpgrade
Rating:
Rating: Outperform
Aug 13, 2026Truist FinancialTarget
Target: $19
Target: $24
Aug 10, 2026Wells FargoDowngrade
Rating: Overweight
Rating: Underweight

Next report
Nov 5, 26
in 44 days
EPS estimate
$0.34
Revenue estimate
$170.6M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.45$0.38$0.36$0.45$0.46$0.26$0.29Pending
Estimate$0.31$0.27$0.30$0.38$0.44$0.28$0.30$0.34
Surprise+45.2%+39.9%+19.4%+18.8%+4.5%−7.1%−4.3%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$168.6M$138.3M$145.9M$168.5M$185.1M$145.4M$156.6MPending
Estimate$152.8M$133.7M$139.5M$157.9M$181.6M$144.0M$151.8M$170.6M
Surprise+10.3%+3.4%+4.6%+6.7%+1.9%+0.9%+3.2%
Estimate$0.34
ReportedDue Nov 5, 2026
Estimate$170.6M
ReportedDue Nov 5, 2026
View details

Debt to equity1.10%
Current ratio607.80%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$136.8M$168.6M$138.3M$145.9M$168.5M$185.1M$145.4M$156.6M
Net income$44.2M$75.2M$62.5M$53.3M$62.1M$61.6M$19.1M$24.3M
Net margin32.3%44.6%45.2%36.5%36.8%33.3%13.1%15.5%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income$53.1M$79.9M$48.7M$54.5M$63.7M$71.9M$24.8M$33.6M
YoY growth+57.3%+36.5%+16.3%+18.4%+19.8%−10.0%−49.0%−38.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $687.8M · Total debt $9.7M · Total assets $1.08B · Shareholders' equity $916.1M

Revenue
$156.6M
Operating income
$33.6M
Net income
$24.3M
View details

No dividends on record.

Institutions≈ 72.89%129.92M shares
379 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders32.23%57.44M shares
10 holders · as of Sep 16, 2026
Strategic holders10.98%19.58M shares
2 holders · as of Jan 25, 2024
Adds to116.10%

178.25M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 116.10%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Jeffrey Tangney1,2,3Insiderdirector, 10 percent owner, officer: Chief Executive Officer
31.28%55.46M COMPANYfiled Aug 17, 2026
BlackRock, Inc.Institution
8.03%14.31M Aas of Jun 30, 2026
BlackRock, Inc.Strategic
5.91%10.54Mfiled Jan 25, 2024
Interwest Partners X LP4,5Strategic10 percent owner
5.07%9.04M Afiled Feb 14, 2022
T. Rowe Price Associates, Inc.Institution
4.33%7.72Mfiled Aug 10, 2022
  1. Jeffrey Tangney's transaction reports restate only vehicles that traded; the 2026 ownership statement (55.46M) plus the 299.1K net shares acquired since is used instead.
  2. Jeffrey Tangney reports a block also reported by Geode Capital Management, LLC; it is counted once, under Geode Capital Management, LLC.
  3. Jeffrey Tangney reports a block also reported by another filer; it is counted once, under that filer.
  4. Interwest Partners X LP's transaction reports restate only vehicles that traded; the 2022 ownership statement (9.04M) is used instead.
  5. Interwest Partners X LP reports a block also reported by another filer; it is counted once, under that filer.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 15, 2026Siddharth Sitaramofficer: Chief Accounting Officer−2,077$26.02
Sep 1, 2026Kira Scherer Wamplerdirector−2,000$26.33
Aug 25, 2026Kira Scherer Wamplerdirector−2,000$24.95
Aug 13, 2026Siddharth Sitaramofficer: Chief Accounting Officer−1,770$24.94
Aug 7, 2026Timothy S. Cabraldirector−7,500$39.11
View details

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