Equity Profile

DOCS

Doximity, Inc.

Health CareHealth Care Technology$3.8B

May13Wed

Post-Earnings Recap

ReportedQ4-2026After Close4:01 PM EDT

Doximity Misses on Revenue, Stock Down 11.57%

Metric	Actual	Expected	Surprise
EPS	$0.26	$0.28	+54.76%
Revenue	—	$144M	—

management commentary, guidance changes, and full analysis available with Pro.

Doximity Misses on Revenue, Stock Down 11.57%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.26	$0.28	+54.76%
Revenue	—	$144M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Doximity's earnings report shows a mixed performance, with EPS slightly below expectations while revenue figures were not disclosed. The stock reacted negatively, dropping 11.57%, likely due to the lack of revenue clarity and overall market sentiment. Investors may be concerned about the company's growth trajectory without clear guidance or commentary from management.

Company Snapshot

Doximity, Inc. is a healthcare technology company that provides a digital platform for healthcare professionals to connect, collaborate, and access medical information....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of the company's profitability and performance relative to analyst expectations.

0.28

Revenue

Revenue figures will provide insight into the company's growth and demand for its services in the healthcare technology market.

144M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Doximity, Inc. is a healthcare technology company that provides a digital platform for healthcare professionals to connect, collaborate, and access medical information. With a focus on improving communication and efficiency in the healthcare sector, Doximity plays a crucial role in the growing trend of digital health solutions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+49.65%

Avg Stock Reaction

-2.12%

Last Quarter Recap

In the last quarter, Doximity reported an EPS of $0.46, significantly exceeding the estimated $0.32, marking a 43.3% surprise. However, the stock declined by 5.48% the following day, indicating mixed market reactions despite strong earnings.

Management Promises & Guidance

Continued investment in platform enhancements.
Focus on expanding user base among healthcare professionals.
Commitment to improving user engagement and retention.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Doximity's upcoming earnings, expecting a solid EPS of $0.28 and revenue of $144 million. However, the stock's recent performance suggests that even good results may not guarantee a positive market reaction.

Bull Case

If Doximity beats EPS and revenue estimates, it could signal strong demand for its services and lead to a positive reassessment of its growth prospects.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it could raise concerns about its growth trajectory and market position.

Key Metrics to Watch

EPS

0.28

Earnings per share (EPS) is a key indicator of the company's profitability and performance relative to analyst expectations.

Revenue

144M

Revenue figures will provide insight into the company's growth and demand for its services in the healthcare technology market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Doximity achieve an EPS of at least $0.28?

This number is critical as it sets the tone for market expectations and reflects the company's profitability.

What guidance will management provide for future revenue growth?

Future revenue guidance will indicate the company's growth trajectory and impact investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of Doximity's recent platform enhancements on user engagement and revenue growth.

Supporting Evidence

Doximity has consistently beaten EPS estimates, indicating stronger underlying performance.

The options market is pricing a significant move, suggesting that investors expect more volatility than historical trends would imply.

Key Risk

If Doximity's revenue growth exceeds $150 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Doximity's ability to maintain growth in a competitive healthcare technology landscape.

Bull Confirmed If

An EPS of $0.30 or higher with revenue exceeding $145 million would confirm the bull case.

Bear Confirmed If

An EPS below $0.22 or revenue below $143 million would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±20.04%

Historical Avg

±3.1%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±20.0% while DOCS has averaged ±3.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.7%

30d HV

42.9%

Calls (1.1M)P/C Ratio: 0.77Puts (115K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$51,185.43

2,427 sh

1 insider

Net

$51,185.43

Net selling

Most Active Insiders· 1 open-market trade

Interim PFO and PAOSitaram Siddharth
$51,185.43

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Doximity beats expectations, history suggests a potential stock increase of around 0.14% on average, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

Should Doximity miss estimates, history suggests an average decline of 0.72%, indicating negative market sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on user growth and engagement metrics.
2Details on new product features and their expected impact.
3Any commentary on competitive pressures in the healthcare technology space.
4Management's outlook on future revenue growth and market opportunities.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

RadNet, Inc.

Company Snapshot

Doximity, Inc. is a healthcare technology company that provides a digital platform for healthcare professionals to connect, collaborate, and access medical information....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of the company's profitability and performance relative to analyst expectations.

0.28

Revenue

Revenue figures will provide insight into the company's growth and demand for its services in the healthcare technology market.

144M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+49.65%

Avg Stock Reaction

-2.12%

Last Quarter Recap

Management Promises & Guidance

Continued investment in platform enhancements.
Focus on expanding user base among healthcare professionals.
Commitment to improving user engagement and retention.

Expectations

Wall Street Expectations

Bull Case

If Doximity beats EPS and revenue estimates, it could signal strong demand for its services and lead to a positive reassessment of its growth prospects.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it could raise concerns about its growth trajectory and market position.

Key Metrics to Watch

EPS

0.28

Earnings per share (EPS) is a key indicator of the company's profitability and performance relative to analyst expectations.

Revenue

144M

Revenue figures will provide insight into the company's growth and demand for its services in the healthcare technology market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Doximity achieve an EPS of at least $0.28?

This number is critical as it sets the tone for market expectations and reflects the company's profitability.

What guidance will management provide for future revenue growth?

Future revenue guidance will indicate the company's growth trajectory and impact investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of Doximity's recent platform enhancements on user engagement and revenue growth.

Supporting Evidence

Doximity has consistently beaten EPS estimates, indicating stronger underlying performance.

The options market is pricing a significant move, suggesting that investors expect more volatility than historical trends would imply.

Key Risk

If Doximity's revenue growth exceeds $150 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Doximity's ability to maintain growth in a competitive healthcare technology landscape.

Bull Confirmed If

An EPS of $0.30 or higher with revenue exceeding $145 million would confirm the bull case.

Bear Confirmed If

An EPS below $0.22 or revenue below $143 million would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±20.04%

Historical Avg

±3.1%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±20.0% while DOCS has averaged ±3.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.7%

30d HV

42.9%

Calls (1.1M)P/C Ratio: 0.77Puts (115K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$51,185.43

2,427 sh

1 insider

Net

$51,185.43

Net selling

Most Active Insiders· 1 open-market trade

Interim PFO and PAOSitaram Siddharth
$51,185.43

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Doximity beats expectations, history suggests a potential stock increase of around 0.14% on average, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

Should Doximity miss estimates, history suggests an average decline of 0.72%, indicating negative market sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on user growth and engagement metrics.
2Details on new product features and their expected impact.
3Any commentary on competitive pressures in the healthcare technology space.
4Management's outlook on future revenue growth and market opportunities.