<p><strong>Doximity Inc ( DOCS )</strong> 的股票在週四早盤交易中大幅下跌，此前該公司週三公佈了令人失望的 2024 財年第四季度業績。</p>
<p>以下是關鍵分析師見解：</p>
<ul>
<li>KeyBanc Capital Markets 分析師 Scott Schoenhaus 將評級從增持下調至行業持平。</li>
<li>Needham 分析師 Bernie McTernan 維持買入評級，同時將目標價從 55 美元下調至 27 美元。</li>
</ul>
<p><strong>查看其他分析師的股票評級</strong>。</p>
<p><strong>KeyBanc Capital Markets：</strong> Doximity ( DOCS ) 的業績總體符合預期。Schoenhaus 在下調評級的説明中表示，其 2027 財年的 3%-5% 的增長指引令人失望。他補充説，考慮到預算經理將人工智能視為一種低成本解決方案，該公司不太可能獲得市場份額。</p>
<p><strong>Needham：</strong> Doximity ( DOCS ) 報告的收入為 1.454 億美元，每股收益為 26 美分。Needham 預計分別為 1.435 億美元和 32 美分。</p>
<p>他補充説，現有客户的持續增長使總收入同比增長了 5.1%。</p>
<p>當管理層發佈低於市場預期的 2027 財年指引時，市場對公司增長率將向更廣泛市場增長放緩的擔憂得以實現。</p>
<p>McTernan 在説明中表示：“宏觀經濟和監管的不確定性繼續對製藥營銷預算施加壓力，因此，DOCS 正在利用 2027 財年作為加大對人工智能投資的時機，因為公司希望通過其新的人工智能搜索產品為製藥行業解鎖額外預算。”</p>
<h2><strong>價格動態</strong></h2>
<p>截至週四發佈時，Doximity ( DOCS ) 的股票已下跌 24.33%，至 17.70 美元。</p>
<p><strong>另請閲讀：這些分析師在 Doximity 第四季度業績後下調了他們的預測</strong></p>
<p><em>圖片來源：Shutterstock</em></p>

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<p>Doximity 的股價在第四季度業績令人失望後下跌了 24%，這促使分析師下調評級並降低目標價。KeyBanc Capital Markets 將該股票的評級從 “增持” 下調至 “行業持平”，理由是 2027 財年的增長指引疲軟，僅為 3%-5%，並且製藥廣告市場面臨挑戰。Needham 維持 “買入” 評級，但將目標價從 55 美元下調至 27 美元，指出儘管同比收入增長為 5.1%，但對增長放緩表示擔憂。報告發布時，Doximity 的股價為 17.70 美元</p>

<p>Shares of <strong>Doximity Inc ( DOCS )</strong> tanked in early trading on Thursday, after the company Wednesday reported downbeat fiscal fourth-quarter results.</p>
<div class="lb-trans"><p><strong>Doximity Inc ( DOCS )</strong> 的股票在週四早盤交易中大幅下跌，此前該公司週三公佈了令人失望的 2024 財年第四季度業績。</p>
</div><p>Here are the key analyst insights:</p>
<div class="lb-trans"><p>以下是關鍵分析師見解：</p>
</div><ul>
<li>KeyBanc Capital Markets analyst Scott Schoenhaus downgraded the rating from Overweight to Sector Weight.</li>
<li>Needham analyst Bernie McTernan maintained a Buy rating, while reducing the price target from $55 to $27.</li>
</ul>
<div class="lb-trans"><ul>
<li>KeyBanc Capital Markets 分析師 Scott Schoenhaus 將評級從增持下調至行業持平。</li>
<li>Needham 分析師 Bernie McTernan 維持買入評級，同時將目標價從 55 美元下調至 27 美元。</li>
</ul>
</div><p><strong>Check out other analyst stock ratings</strong>.</p>
<div class="lb-trans"><p><strong>查看其他分析師的股票評級</strong>。</p>
</div><p><strong>KeyBanc Capital Markets:</strong> Doximity ( DOCS ) reported its results broadly in-line with expectations. Its fiscal 2027 guidance of 3%-5% growth was disappointing, Schoenhaus said in the downgrade note. The company is unlikely to gain market share with budget managers looking to AI as a lower-cost solution, he added.</p>
<div class="lb-trans"><p><strong>KeyBanc Capital Markets：</strong> Doximity ( DOCS ) 的業績總體符合預期。Schoenhaus 在下調評級的説明中表示，其 2027 財年的 3%-5% 的增長指引令人失望。他補充説，考慮到預算經理將人工智能視為一種低成本解決方案，該公司不太可能獲得市場份額。</p>
</div><p><strong>Needham:</strong> Doximity ( DOCS ) reported revenue of $145.4 million and earnings of 26 cents per share. Needham expected $143.5 million and 32 cents per share, respectively.</p>
<div class="lb-trans"><p><strong>Needham：</strong> Doximity ( DOCS ) 報告的收入為 1.454 億美元，每股收益為 26 美分。Needham 預計分別為 1.435 億美元和 32 美分。</p>
</div><p>Total revenue grew 5.1% year-on-year with existing customers continuing to lead growth, he added.</p>
<div class="lb-trans"><p>他補充説，現有客户的持續增長使總收入同比增長了 5.1%。</p>
</div><p>Fears that the company’s growth rate would decelerate towards the broader market growth were realized when management issued fiscal 2027 guidance below street expectations.</p>
<div class="lb-trans"><p>當管理層發佈低於市場預期的 2027 財年指引時，市場對公司增長率將向更廣泛市場增長放緩的擔憂得以實現。</p>
</div><p>&#34;Macro and regulatory uncertainty continue to pressure pharma marketing budgets and as a result of this, DOCS is using FY27 as a time to ramp its investment in AI as the company looks to unlock incremental budget with its new AI Search offering for pharma,&#34; McTernan said in the note.</p>
<div class="lb-trans"><p>McTernan 在説明中表示：“宏觀經濟和監管的不確定性繼續對製藥營銷預算施加壓力，因此，DOCS 正在利用 2027 財年作為加大對人工智能投資的時機，因為公司希望通過其新的人工智能搜索產品為製藥行業解鎖額外預算。”</p>
</div><h2><strong>Price Action</strong></h2>
<div class="lb-trans"><h2><strong>價格動態</strong></h2>
</div><p>Shares of Doximity ( DOCS ) had declined by 24.33% to $17.70 at the time of publication on Thursday.</p>
<div class="lb-trans"><p>截至週四發佈時，Doximity ( DOCS ) 的股票已下跌 24.33%，至 17.70 美元。</p>
</div><p><strong>Read Also: These Analysts Slash Their Forecasts On Doximity After Q4 Results</strong></p>
<div class="lb-trans"><p><strong>另請閲讀：這些分析師在 Doximity 第四季度業績後下調了他們的預測</strong></p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>圖片來源：Shutterstock</em></p>
</div>

Doximity Sinks 24% As AI Push Fails To Ease Growth Fears

Doximity 股價下跌 24%，因其人工智能的推動未能緩解市場對增長的擔憂