Expectations trend
FY2028 · fiscal year ending 2028-03-31 · fmp
Doximity (DOCS)
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
$33.18-4.30%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.56 → 1.56 EPS · FY ending Mar 31, 2028 · 10 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 10 to 10; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for DOCS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Effective management of CFO transition | The company manages CFO transition and announced a share buyback to boost value. | Improving | CFO transition causes material financial or operational disruption | Qualitative: CFO transition completed, no reporting disruption New CFO hired May 2026. Recent earnings beats and no reporting issues. Ex-CRO SEC settlement is unrelated to current CFO. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-03-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
DOCS is a growth-oriented healthcare technology business, with the sector backdrop currently a tailwind. Its long-term thesis is intact, and confidence has improved to medium, but risk remains high.
Valuation is roughly in line with peers, and the evidence tags expectations as justified, with no fragility signals. The expectations gap is slightly negative, so the evidence does not point to a large cushion if execution weakens.
Near term, revenue growth and AI adoption support management’s platform expansion priority: revenue rose from $145.9 million in Q1 2026 to $156.6 million in Q2, while active prescribers grew more than 30% year over year. However, recent earnings misses and a low estimated miss probability warrant attention, and the CFO transition remains a mixed area despite maintained results and guidance.
The multi-year view depends on sustained revenue growth and continued adoption of AI features, along with stable execution under the new CFO. Near term, a guidance cut after the recent increase would damage credibility; weakening jobs data could also weigh on healthcare names, while strong results and guidance from sector bellwethers could support sector momentum.
Over the next 1 to 3 years, the business setup remains supported by growth and AI adoption, but high risk and recent earnings misses make execution the key test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Doximity's published investment case. The stated target is ~$670M revenue. |
| Intact |
| revenue falls below $640M in FY27 |
Revenue: $174.537M FY2027-Q2; GAAP. Published target: ~$670M revenue. Target period is not explicitly aligned with this observation. Nov 5, 2026174,537,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Implement share buyback program as announced | The company manages CFO transition and announced a share buyback to boost value. | Intact | Share buyback program is cancelled or materially reduced | Buyback announced 2026-04-17 Form 8-K filed 2026-04-17 confirms share buyback announcement. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.60 → $1.56 · observed estimates
$0.71B → $0.72B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.60 | $712,962,396 | 9 / 12 |
| 2026-07-25 | $1.59 | $712,396,500 | 15 / 16 |
| 2026-07-26 | $1.60 | $712,954,421 | 9 / 12 |
| 2026-07-27 | $1.59 | $712,396,500 | 15 / 16 |
| 2026-07-28 | $1.59 | $712,396,500 | 15 / 16 |
| 2026-07-29 | $1.60 | $712,954,421 | 9 / 12 |
| 2026-07-30 | $1.59 | $712,396,500 | 15 / 16 |
| 2026-07-31 | $1.59 | $712,376,510 | 15 / 16 |
| 2026-08-01 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-02 | $1.59 | $712,376,510 | 15 / 16 |
| 2026-08-03 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-04 | $1.59 | $712,376,510 | 15 / 16 |
| 2026-08-05 | $1.59 | $712,376,510 | 15 / 16 |
| 2026-08-06 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-07 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-08 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-09 | $1.58 | $716,044,850 | 14 / 14 |
| 2026-08-10 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-11 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-12 | $1.56 | $720,416,590 | 15 / 16 |
| 2026-08-13 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-14 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-15 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-16 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-17 | $1.59 | $711,996,935 | 9 / 12 |
| 2026-08-18 | $1.59 | $711,996,935 | 9 / 13 |
| 2026-08-19 | $1.59 | $711,996,935 | 9 / 13 |
| 2026-08-20 | $1.56 | $720,926,454 | 10 / 13 |
| 2026-08-21 | $1.56 | $720,926,454 | 10 / 13 |
| 2026-08-22 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-23 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-24 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-25 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-26 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-27 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-28 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-29 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-30 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-08-31 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-01 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-02 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-03 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-04 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-05 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-06 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-07 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-08 | $1.55 | $720,926,454 | 10 / 13 |
| 2026-09-09 | $1.55 | $720,846,114 | 10 / 13 |
| 2026-09-10 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-11 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-12 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-13 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-14 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-15 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-16 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-17 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-18 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-19 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-20 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-21 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-22 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-23 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-24 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-25 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-26 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-27 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-28 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-29 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-09-30 | $1.55 | $720,846,114 | 10 / 14 |
| 2026-10-01 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-02 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-03 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-04 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-05 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-06 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-07 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-08 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-09 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-10 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-11 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-12 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-13 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-14 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-15 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-16 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-17 | $1.56 | $722,325,061 | 10 / 14 |
| 2026-10-18 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-19 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-20 | $1.56 | $722,993,382 | 10 / 14 |
| 2026-10-21 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-22 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-23 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-24 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-25 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-26 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-27 | $1.56 | $722,993,482 | 10 / 14 |
| 2026-10-28 | $1.56 | $721,937,088 | 10 / 14 |
| 2026-10-29 | $1.56 | $721,937,088 | 10 / 14 |
| 2026-10-30 | $1.56 | $721,937,088 | 10 / 14 |
| 2026-10-31 | $1.56 | $721,937,088 | 10 / 14 |
| 2026-11-01 | $1.56 | $721,937,088 | 10 / 14 |
| 2026-11-02 | $1.56 | $721,937,088 | 10 / 14 |
| 2026-11-03 | $1.56 | $721,937,088 | 10 / 14 |
| 2026-11-04 | $1.56 | $721,937,088 | 10 / 14 |
| 2026-11-05 | $1.56 | $721,937,088 | 10 / 14 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 11 Hold · 2 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
1 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.