Doximity (DOCS)

• Market cap: $10.7B
• 1 day: -1.51%
• 5 days: 5.27%
• 1 month: -1.98%
• 3 months: -3.54%
• 6 months: 35.46%
• Year to date: 6.20%
• 1 year: 134.17%
• 5 years: 7.32%
• 10 years: 7.32%
• Sector: Healthcare
• Industry: Health Information Services

About: Doximity Inc is a digital platform for U.S. medical professionals. Its cloud-based platform provides members with tools specifically built for medical professionals, enabling them to collaborate with their colleagues, securely coordinate patient care, conduct virtual patient visits, stay up-to-date with the latest medical news and research, and manage their careers.

Employees: 827

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

255% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 33

40% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 110

25% more capital invested

Capital invested by funds: $4.95B [Q3] → $6.18B (+$1.22B) [Q4]

22% more funds holding

Funds holding: 348 [Q3] → 426 (+78) [Q4]

20% more call options, than puts

Call options by funds: $125M | Put options by funds: $104M

0% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]

0.56% less ownership

Funds ownership: 90.86% [Q3] → 90.3% (-0.56%) [Q4]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $55 3% downside
• Avg. target: $71 26% upside
• High target: $90 58% upside

10 analyst ratings

• positive: 4 40%
• neutral: 6 60%
• negative: 0 0%

Morgan Stanley Ricky Goldwasser 36% 1-year accuracy 5 / 14 met price target	5% upside $60	Equal-Weight Maintained	24 Apr 2025
Keybanc Scott Schoenhaus 54% 1-year accuracy 21 / 39 met price target	23% upside $70	Overweight Maintained	16 Apr 2025
Truist Securities Jailendra Singh 34% 1-year accuracy 12 / 35 met price target	2% upside $58	Hold Maintained	10 Apr 2025
Mizuho Steven Valiquette 50% 1-year accuracy 4 / 8 met price target	14% upside $65	Neutral Maintained	10 Feb 2025
Goldman Sachs David Roman 30% 1-year accuracy 6 / 20 met price target	41% upside $80	Neutral Maintained	10 Feb 2025