Health Care Technology

Doximity

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OpenAI has been incredibly busy lately, dabbling in e-commerce, social media, and now launching a browser. Emmmm... it seems they've made enemies with half of the 'Seven Sisters.' Dolphin Research can hardly keep up with the trending topics every three days. Before the earnings report of $Alphabet(GOOGL.US), let's catch up on OpenAI's release of Atlas last week, an AI browser that claims to kick Chrome's butt. In fact, OpenAI's plan to launch an AI browser was leaked by Reuters back in July: OpenAI plans to launch an AI browser in the future...

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Google: My Fate is Determined by Myself, Not by OpenAI

Barclays Downgrades Doximity to Hold, Peers Cut Price Targets

RBC Maintains Buy Rating on Doximity with $28 Target, Goldman Sachs Issues Hold

Doximity released FY2026 Annual Earnings on May 13 After-Market (EST), actual revenue USD 644.86 M (forecast USD 643.55 M), actual EPS USD 0.98 (forecast USD 1.0695)

Doximity released FY2026 Q4 earnings on May 13 After-Market EST, actual revenue USD 145.37 M (forecast USD 143.91 M), actual EPS USD 0.1 (forecast USD 0.1723)

Doximity to Release FY2026 Q4 Earnings on May 13 After-Market EST, Forecast Revenue USD 143.91 M, EPS USD 0.1723

Doximity Director Disposes of Common Stock

Doximity submits preliminary beneficial ownership statement to SEC

Doximity released FY2026 Q3 earnings on February 5 After-Market EST, actual revenue USD 185.05 M (forecast USD 181.56 M), actual EPS USD 0.31 (forecast USD 0.3451)

Doximity released FY2026 9 Months earnings on February 5 After-Market (EST), actual revenue USD 499.49 M, actual EPS USD 0.89

Doximity Announces Q3 Earnings and CFO Medical Leave

Doximity Inc. Expands AI Tools for Doctors and Emphasizes Oversight

Doximity Inc. Reports 10% Revenue Growth and 54% R&D Spending Increase in Q3

Doximity to Release FY2026 Q3 Earnings on February 5 After-Market EST, Forecast Revenue USD 181.56 M, EPS USD 0.3451

Keybanc's Downgrade of Doximity Target Price Leads to Stock Price Decline

Truist Financial Upgrades Doximity Rating to Buy, Stock Price Declines

Doximity Director Sells Common Stock

Morgan Stanley Upgrades Doximity Stock Rating and Price Target

Norwegian bank increased its holdings of Doximity in Q2

Doximity Director Kira Scherer Wampler Reports Disposition of Company Common Stock

Doximity Inc. director Timothy S. Cabral reports common stock disposition

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Doximity, Inc. reported Q4 and full-year fiscal 2026 results with revenue growth but declining net income. The company faces challenges with softer fiscal 2027 guidance due to increased AI spending. A new integration with Aledade's platform aims to enhance its AI tools' role in clinical workflows. Analysts express caution over revenue growth and margin pressures, while Doximity's long-term projections suggest significant upside potential. Investors are advised to consider various perspectives before making decisions.

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Doximity (DOCS) Is Down 27.0% After Softer 2027 Outlook And Higher AI Spend - What's Changed

This week, notable analyst calls included Dell downgraded to Neutral by UBS due to AI server demand being priced in, while J&J was upgraded to Outperform by Leerink Partners on growth prospects from new products. Akamai was upgraded to Buy by BofA, citing its shift to AI infrastructure. AMD was downgraded by Daiwa as recent price rises may moderate. Doximity and Goodyear were also downgraded due to disappointing guidance and raw material pricing issues, respectively.

- Wall Street’s major market averages declined on Friday due to falling tech stocks and rising U.S. Treasury yields after the U.S.-China summit.  
- Analysts issued several upgrades and downgrades, with Dell being downgraded by UBS, which noted that AI server demand is "largely priced in."  
- The overall market sentiment reflected cautious trading as investors reacted to economic signals and analyst recommendations.

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Notable analyst calls this week: Dell, J&J and AMD stocks among top picks

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Barclays has downgraded Doximity (NYSE:DOCS) from a 'strong-buy' to a 'hold' rating. Other analysts have also reduced their price targets, with Mizuho lowering it to $26, Goldman Sachs to $24, and BMO to $20. Doximity's stock currently has a consensus rating of 'Hold' and a target price of $30.62. The company has a market cap of $3.50 billion and recently approved a $500 million stock buyback program.

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Barclays Downgrades Doximity (NYSE:DOCS) to Hold

RBC Capital has maintained a Buy rating on Doximity (DOCS) with a price target of $28.00, while shares closed at $18.01. Analyst Ryan Halsted has an average return of -11.2% and a success rate of 18.42%. Doximity also received a Buy from Leerink Partners, but Goldman Sachs assigned a Hold rating.

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RBC Capital Remains a Buy on Doximity (DOCS)

Wolverine World Wide, Inc.'s stock price target has been reduced from $23.3 to $23, indicating a potential upside of 48% based on the May 13 closing price. The consensus rating remains a "Buy" from 11 analysts, with 6 Buys and 5 Holds. Forecasts for the stock range from $18 to $29 per share.

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Wolverine World Wide, Inc. Stock 12‑Month Price Target Cut to $23, Implies 48% Upside

Doximity, Inc. (NYSE:DOCS) has received a consensus recommendation of 'Moderate Buy' from 24 analysts. Thirteen rated it as hold, nine as buy, and two as strong buy. The average 12-month target price is $30.62. Recent analyst reports show varied price targets, with BMO Capital Markets lowering theirs to $20 and Piper Sandler raising it to $42. Insider transactions revealed significant stock sales, and institutional investors hold 87.19% of shares.

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Doximity, Inc. (NYSE:DOCS) Given Average Recommendation of "Moderate Buy" by Analysts

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Doximity(DOCS) fell 23%, with a trading turnover 452.3 Million USD, and a year-to-date fell 59.3%. Lightwave Logic(LWLG) fell 18.03%, with a trading turnover 256.9 Million USD, and a year-to-date rose 360.8%. Corvus Pharma(CRVS) fell 13.79%, with a trading turnover 54.8 Million USD, and a year-to-date rose 77.3%.

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JPMorgan Chase & Co. has lowered its price target for Doximity (NYSE:DOCS) from $33.00 to $28.00, maintaining a "neutral" rating. This suggests a potential upside of 60.38% from the previous close. Other brokerages have also adjusted their targets, with Robert W. Baird setting a target of $18.00, BMO Capital Markets at $20.00, and Bank of America at $47.00. Doximity's stock traded down to $17.46, with a market cap of $3.22 billion. Insiders have sold shares recently, indicating potential concerns about the stock's valuation.

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JPMorgan Chase & Co. Lowers Doximity (NYSE:DOCS) Price Target to $28.00

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Healthcare stocks declined on Thursday, with the NYSE Healthcare Index down 0.1%. Biogen shares fell nearly 6% after a failed Alzheimer's trial. Prestige Consumer Healthcare reported disappointing Q4 results and lowered 2026 guidance, leading to an 8% drop in shares. Doximity's shares dropped over 24% after issuing weak guidance, despite long-term growth potential. In contrast, Aveanna Healthcare shares rose 11% following strong Q1 earnings and an increased revenue forecast for 2026.

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Sector Update: Healthcare Stocks Softer Thursday Afternoon

Doximity (DOCS) shares dropped 24% following mixed Q4 results and a weaker FY2027 outlook, prompting analysts to downgrade ratings. Wells Fargo's Stan Berenshteyn lowered the rating to Hold and cut the price target to $18, citing risks in AI competition and rising costs. BTIG's David Larsen also downgraded the stock, highlighting a challenging macro environment and weak pharma demand. Despite the downturn, analysts maintain a Moderate Buy consensus on DOCS, with an average price target of $28.12, suggesting a potential upside of 56.91%.

Doximity(DOCS.US)