Q3 26 EPS
$0.46
BEAT +2.89%
Est. $0.45
Q3 26 Revenue
$185.1M
BEAT +1.93%
Est. $181.6M
vs S&P Since Q3 26
-0.6%
TRAILING MARKET
DOCS +7.3% vs S&P +7.8%
Market Reaction
Did DOCS Beat Earnings? Q3 2026 Results
Doximity delivered a solid fiscal Q3 2026 beat on both top and bottom lines, only to see shares tumble after its forward guidance fell short of Wall Street's expectations. Revenue rose 9.8% year-over-year to $185.05 million, edging past the $181.56 m… Read more Doximity delivered a solid fiscal Q3 2026 beat on both top and bottom lines, only to see shares tumble after its forward guidance fell short of Wall Street's expectations. Revenue rose 9.8% year-over-year to $185.05 million, edging past the $181.56 million consensus by 1.93%, while non-GAAP diluted EPS of $0.46 beat the $0.45 estimate by 2.89%. The headline driver was accelerating platform engagement: the company's newsfeed surpassed 1 million quarterly active prescribers, workflow products hit a record 720,000 users, and AI product adoption drew over 300,000 users, a foundation management sees as critical for future monetization. Adjusted EBITDA grew 9% to $111.40 million, holding a robust 60.2% margin, though GAAP net income declined to $61.56 million amid a 54% surge in R&D spending and stock-based compensation that nearly doubled year-over-year. Looking ahead, Doximity guided fiscal Q4 revenue of $143 million to $144 million, a seasonally lighter quarter, and updated full-year fiscal 2026 revenue guidance to a range of $642.50 million to $643.50 million.
Key Takeaways
- • Record platform engagement with over 1 million quarterly active prescribers on the newsfeed
- • Workflow products reached 720,000 users, a record quarter-over-quarter jump
- • AI product adoption surpassed 300,000 users
- • 10% year-over-year revenue growth
DOCS YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
DOCS Revenue by Segment
Business unit performance breakdown
“We're proud to deliver another quarter of strong profits and record engagement. Our newsfeed had more than 1 million quarterly active prescribers, our workflow products had 720,000 (a record QoQ jump), and our nascent AI products had over 300,000. In short, the addition of AI features across our platform has made us more useful than ever.”
— Jeff Tangney, Q3 2026 Earnings Press Release
DOCS Earnings Trends
DOCS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DOCS EPS Trend
Earnings per share: estimate vs actual
DOCS Revenue Trend
Quarterly revenue: estimate vs actual
DOCS Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 MISS FY | $0.28 | $0.26 | -7.93% | $145.4M | +1.02% |
| FY Full Year | $1.55 | $1.52 | -1.72% | $644.9M | +0.20% |
| Q3 26 BEAT | $0.45 | $0.46 | +2.89% | $185.1M | +1.93% |
| Q2 26 BEAT | $0.38 | $0.45 | +18.70% | $168.5M | +6.94% |
| Q1 26 BEAT | $0.31 | $0.36 | +17.23% | $145.9M | +4.57% |
| Q4 25 BEAT FY | $0.27 | $0.38 | +39.25% | $138.3M | +3.20% |
| FY Full Year | $1.31 | $1.42 | +8.41% | $570.4M | +0.15% |