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Doximity

DOCS Healthcare Unknown Updated August 01, 2026
$20.90
52W $17.15 – $76.51
57/100
$3.91B
20.1
1.29
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+27.7%
-1.6%
17.29:1
Contested

Is DOCS Bullish or Bearish?

Mixed. Innellis AI committee rates Doximity (DOCS) Watch with a composite score of 57/100 , based on 7 analysts with 57% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.11 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -16.89 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. Growth Analyst remains cautious — eps declining -11.4% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 19.4% shows genuine earnings power backing the valuation — Value
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 4.5x prices in significant intangible value — Value
  • EPS declining -11.4% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
57/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 52%
of 93 Healthcare peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 19.4% shows genuine earnings power backing the valuation
− Price-to-book of 4.5x prices in significant intangible value
Growth Analyst bearish
40 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -11.4% YoY despite any revenue growth
Technical Analyst neutral
47 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score moved marginally from 54.5 to 56.9.

Analyst-level changes:
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • News Analyst: score 53->58 (+4).
  • Portfolio Manager: +2 bearish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
43.2
Neutral
MACD Histogram
-0.050
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$20.57
Resistance
$26.68
Bollinger %B
0.27
Inside Bands
Price vs Moving Averages
EMA 9
$21.17 Below
EMA 21
$21.26 Below
EMA 50
$21.66 Below
EMA 200
$31.62 Below

Fundamental Analysis

Valuation
80
Growth
35
Profitability
1
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 20.1×
P/B Ratio 4.07×
PEG Ratio -1.60
Dividend Yield 0.00%
52W High $76.51
52W Low $17.15
Quality & Growth
ROE 20.6%
ROA 17.4%
Gross Margin 89.1%
Operating Margin 33.3%
Revenue Growth YoY
Debt / Equity 0.01
AI Fundamental Assessment
P/E ratio of 20.1 (inexpensive relative to a 15-40x range); Price-to-book of 4.1x; PEG ratio of -1.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.2%; Net margin of 0.3%; Gross margin of 0.9%; Current ratio of 6.09 (healthy short-term liquidity); Debt-to-equity of 0.01; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (1.72); Most recent quarter missed estimates by 10.0%; EPS growth decelerating (+2.2% -> -43.5% QoQ); Analyst estimates falling over recent quarters
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Explore DOCS Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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