Companies /Healthcare

Doximity Inc - Class A

NYSE: DOCS Health Information Services
$26.32
▼ $0.03 (−0.11%) today
Markets closed · 8:06am ET

Q4 2026 Earnings

Reported May 13, 2026, 4:04pm ET · SEC source
$0.26
Miss −7.93%
EPS · est. $0.28
$145.4M
Beat +1.02%
Revenue · est. $143.9M
+15.7%
Beating market
DOCS vs S&P since report
2 quarters
Consecutive EPS misses

Market Reaction

% change · around the report
−10%0+10%May 13May 14report 4:04pm ETearnings+0.7%−14.0%
−10%0+10%May 13May 14earnings+0.7%−14.0%
DOCS −14.0%S&P 500 +0.7%
−10%0+10%May 13May 14report 4:04pm ETearnings+0.8%−14.0%
−10%0+10%May 13May 14earnings+0.8%−14.0%
DOCS −14.0%NASDAQ +0.8%
0+20%+40%May 12May 21report 4:04pm ETearnings−0.0%+1.5%
0+20%+40%May 12May 21earnings−0.0%+1.5%
DOCS +1.5%S&P 500 −0.0%
0+20%+40%May 12May 21report 4:04pm ETearnings−0.2%+1.5%
0+20%+40%May 12May 21earnings−0.2%+1.5%
DOCS +1.5%NASDAQ −0.2%
−23.00%
Day of report
+5.33%
Next session
+7.66%
One week
+15.99%
30 days

S&P 500 over the same 30 days: +0.29%.

Did DOCS Beat Earnings? Q4 2026 Results

Doximity delivered a mixed fiscal Q4 2026, posting revenue of $145.37 million, up 5.1% year-over-year and edging past the $143.91 million consensus by 1.01%, yet falling short on the bottom line with earnings per share of $0.26 against the $0.28 estimate, a miss of 7.93% that ended the company's four-consecutive-quarter EPS beat streak. The primary culprit was a sharp surge in stock-based compensation, which doubled to $36.74 million from $18.06 million a year ago, compressing GAAP net income to $19.11 million from $62.46 million and squeezing adjusted EBITDA margins to 45.3% from 50.4%. <a href="https://247wallst.com/investing/2026/05/13/live-can-doximitys-q4-earnings-tonight-spark-a-rebound-for-the-beaten-down-stock/">Beaten-down heading into the print</a>, the stock faces fresh scrutiny as full-year FY2027 guidance of $664 million to $676 million in revenue implies roughly 4-5% growth, a notable deceleration from FY2026's 13% expansion, though management pointed to a record 800,000 active prescribers and rapid clinical AI adoption as reasons for optimism looking ahead.

Key Takeaways
  • Engagement record of over 800,000 active prescribers using workflow tools in Q4
  • Strong clinical AI adoption with nearly half of active prescribers using AI tools
  • Rapid growth in AI prompt usage with prompts per user nearly doubling January to April
  • Operating cash flow growth of 11% year-over-year in Q4
  • Free cash flow growth of 11% year-over-year in Q4

“We're thrilled to announce that we reached a new engagement record of over 800,000 active prescribers using our workflow tools in Q4. Nearly half of those providers used our clinical AI last quarter, while our prompts per user nearly doubled from January to April alone.”

Doximity CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY2027 (quarter ending June 30, 2026), Doximity expects revenue of $151 million to $152 million and adjusted EBITDA of $68.5 million to $69.5 million. For full fiscal year 2027 (ending March 31, 2027), the company guides revenue of $664 million to $676 million and adjusted EBITDA of $323 million to $335 million.

DOCS YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$40.0M$80.0M$120.0M$138.3M$145.4MRevenue$123.8M$126.0MGross Profit$48.7M$24.8MOperating Income$62.5M$19.1MNet Income
$0$40.0M$80.0M$120.0MRevenueGross ProfitOperating IncomeNet Income

DOCS Revenue by Segment

Subscription Revenue

Figures from SEC filings and company reports. Not investment advice.