Doximity, Inc.(DOCS)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Doximity, Inc. (DOCS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores DOCS at 68.5/100 on a 32-signal composite quality model, placing it at rank #317 of 2,961 stocks — the top 25% of the AI-ranked universe. DOCS scores in the top quartile across free cash flow (93.8), balance sheet strength (92.6), profitability (79.6). Shareholder dilution risk is elevated at 9.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Doximity, Inc. reports quarterly revenue of $156.6M, net income of $24.3M, free cash flow of $41.9M. Top institutional holders of DOCS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DOCS trades on the NYSE exchange and files with the SEC under CIK 1516513. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DOCS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Doximity, Inc. directly from SEC EDGAR.
AI Quality Score
68.5/100
AI Rank
#317
Revenue
$156.6M
Net Income
$24.3M
Free Cash Flow
$41.9M
DOCS key financials by period
Doximity, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$644.9M
$196.1M
33.3%
FY 2025
10-K
$570.4M
$223.2M
39.9%
FY 2024
10-K
$475.4M
$147.6M
34.5%
FY 2023
10-K
$419.1M
$112.8M
29.9%
FY 2022
10-K
$343.5M
$154.8M
33.1%
FY 2021
10-K
$206.9M
$50.2M
25.8%
Institutions holding DOCS
Institutional investors reporting a position in Doximity, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue grew just 7% to $156.6M while net income fell to $24.3M from $53.3M, as AI-driven costs and stock compensation compressed margins.
Biggest Revenue Drivers
Subscription$146.3M+$8.4M YoY
$7.1 million from new subscription customers and $1.3 million from expansion of existing customers
Other$10.3M
Increase driven by temporary staffing and permanent placement revenue
Biggest Revenue Drivers
Total revenue: $156.6M+7% YoY
Subscription$146.3M+$8.4M YoY
$7.1 million from new subscription customers and $1.3 million from expansion of existing customers
Other$10.3M
Increase driven by temporary staffing and permanent placement revenue
Largest Expense Items
Sales and marketing$45.0M+24% YoY
$4.7 million more stock-based compensation, $1.8 million marketing activities, $1.8 million personnel costs
Research and development$38.5M+44% YoY
$9.6 million increase in stock-based compensation from new service- and performance-based awards, plus personnel and hosting costs
Cost of revenue$23.7M+50% YoY
$4.9 million higher hosting and software costs and $1.5 million more amortization, both to support AI initiatives
General and administrative$15.8M+27% YoY
$2.2 million increase in legal expenses and $1.1 million in stock-based compensation
Margins: Gross margin fell to 85% from 89%, which the filing attributes to increased cost of revenue incurred to support AI initiatives. Adjusted EBITDA margin declined to 48% from 55%.
Watch Items from the Filing
Net revenue retention rate dropped to 107% from 118% a year earlier, reflecting slower renewals, expansion and higher contraction or churn.
Effective tax rate jumped to 39.8% from 16.9% on reduced stock-award tax deductions and lower R&D credits, cutting net income to $24.3M.
Customers with over $500,000 of trailing-12-month revenue — 127 accounts — represented roughly 83% of revenue; no single customer exceeded 10%.
OpenEvidence CFAA and breach-of-contract suit stayed pending mediation; company cannot estimate loss. Seven derivative suits also remain outstanding.
Quarterly unique active providers using workflow tools rose about 32% year-over-year, driven partly by growing AI suite usage.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
