Doximity

DOCS

Market cap $4.53B

Doximity stock has fallen during the software stock bust in 2026. The business is doing well, is highly profitable, and has a lock on the doctor social media market in the United States.

Shareholders should contact the firm immediately as there may be limited time to enforce your rights Shareholders should contact the firm immediately as there may be limited time to enforce your rights

Doximity remains a Hold as growth visibility weakens and NRR declines to 112%, raising concerns over future expansion. Engagement and profitability are robust, with workflow tools reaching 720,000 unique prescribers and GAAP gross margin near 90%. DOCS boasts a strong balance sheet, $735 million in cash, no debt, and ongoing share repurchases, supporting downside protection.

William Blair sold 372,184 shares of Doximity; estimated trade size was $20.89 million (quarterly average pricing). Quarter-end Doximity position value fell by $184.77 million, reflecting both trading and price changes.

DOCS beats Q3 EPS and revenue estimates, but shares plunge 38.5% after hours as margins contract and FY26 revenue guidance is lowered.

Doximity's sales growth slowed to 10% in Q3, and its net income dipped. Worse yet, the company guided for sales growth of only 4% in the upcoming quarter.

Doximity, Inc. (DOCS) Q3 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Doximity (DOCS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Doximity (DOCS) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.45 per share a year ago.

Doximity, which operates an online networking service for medical professionals, reported third-quarter revenue of $185.05 million, beating estimates of $182.20 million, according to Benzinga Pro. Revenue was up 10% on a year-over-year basis.