Added to YB: 2026-05-29
Pitch date: 2026-05-27
DOCS [neutral]
Doximity, Inc.
+3.49%
current return
Author Info
No bio for this author
Company Info
Doximity, Inc. operates a digital platform for medical professionals in the United States. Its Doximity platform includes a personalized newsfeed that presents clinical and professional content to members, which offers medical articles, clinical trials or research results in an easy-to-consume video format, professional updates and accomplishments of their peers and colleagues, clinical discussions, Op-Med articles for publication, and sponsored content from pharmaceutical manufacturers and health systems.
Market Cap
$3.7B
Pitch Price
$20.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.86
P/E
20.67
EV/Sales
4.60
Sector
Health Care Technology
Category
growth
Doximity, Inc. NYSE: DOCS The 'LinkedIn for Doctors' After the Crash
DOCS (watchlist): The 'LinkedIn for doctors'—~80% US physician penetration, ~55% EBITDA margin, $317.5M FY26 FCF, net cash. Shares -47% YTD after guiding 3-5% FY27 rev growth (vs 13% FY26) amid soft pharma ad market. Mgmt investing heavily in AI (margin compressing 55%→49%), betting adoption converts to pricing power. Fair PE 29x implies ~30% annualized upside if AI monetizes & ad market recovers. Risk: growth converges to market rate permanently.
Read full article (9 min)