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Check your old accounts: Doximity ($DOCS) is paying out $31M after hiding their bad sales.
$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.
$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.
$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.
$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.
$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.
DOCS -- a $4.3B healthcare platform I've been researching. Here's my analysis.
Deadline to Submit Claims on the Doximity $31 million Settlement is July 16, 2026
Deadline to Submit Claims on the Doximity $31 million Settlement is July 16, 2026.
Short portfolio analysis with positions
$10 Billion in Rural Health Funding released over the next 30 days -- where does it go?
DD: $DOCS. The LinkedIn for Doctors That's Getting Absolutely Fucked by AI Fear... But Might Be the Buy of 2026 🚑💉
Long Thesis: Dr Martens (£DOCS.L) (Also, why was this previously removed for breaking Rule 7?)
5% of bankroll invested in DOCS. 1% of bankroll gambled on DOCS call buy at $35 strike.
$DOCS Doximity. Can someone confirm the short interest? It was 30% ten days ago. Potential short squeeze if we have volume. 👇👇👇👇 DD on WSB.
If you are looking for hypergrowth stock, Doximity {$DOCS} is the one. Mini DD 🚀 🚀 🚀 🚀
Someone yesterday brought to my attention Doximity (DOCS) which makes 200M a year - double the revenue as Talkspace (TALK) but it is trading at $65 and Talk is at $2 - both telehealth. Whole thing is absurd!
$TALK is WAY undervalued $DOCS and $HIMS make similar revenue and trading way way higher. This doesn’t make any sense.
Trade Like a Professional, Part 2: Episodic Pivots and Post-Earnings-Announcement Drift
Top 8 Breakout Candidates for the week of 8/30
Mentions
Puts it is, market is going to have to price very tough 2027 comps they have to beat like 70% revenue growth idk if they can do that. LT stock is intact but people are underestimating 2027 comps. If they announce a partnership with Google that changes everything and is certainly possible to hit it $250. Feels like a top past $200 though The real wild card value creating play would be for RDDT to buy DOCS very similar gross margins, similar business and the latter user base prescribes meds while the former base takes it and marketers on both ends pay for med advertising lol. This would be a very innovative move almost too genius.
I mean IGV is like usually the ETF that refers to the software sector, that is barely green. At least some of the software names I follow are having a great day, stuff like: WAY, NOW, NET, DOCS, EVER, EXLS, TOST, PEGA, MANH are a few names that are all in the green today
Lost a lot on DOCS shares so best of luck. I think their market is at saturation point and eroding to other software, unless they expand and succeed internationally. But, if there's a reversal in saaspocalipse, the entire sector including DOCS could go up for little reason.
DOCS is so cheap it's actually stupid. I'm buying the dip on the software meltdown.
damn that's pretty thorough analysis but you might be overthinking this one. DOCS already got massacred this year and sometimes these beaten down names just bounce for no good reason especially when everyone's piling on shorts the AI margin compression point is interesting though - companies burning cash on AI without clear monetization path is becoming a theme across tech. but 5k in puts over 6 months seems risky when IV is probably already elevated from all the selling also pharma ad spend might not shift as fast as you think to mass platforms. doctors are weird about where they get info and doximity still has that verified physician thing going for it. might take longer than expected for meta/google to crack that nut even with better targeting position size seems reasonable though, just don't get stubborn if this thing finds a floor around current levels
#TLDR --- **Ticker:** DOCS **Direction:** Down **Prognosis:** Buy Puts (3-6 month expiration) **Catalyst:** Overpriced "LinkedIn for Doctors" suffering from cratering growth, ridiculously high ad premiums, and heavy AI investments that are eating margins without generating revenue. **OP's Ghostwriter:** ChatGPT ("Put my thoughts in AI to write with clarity")
DOCS is climbing out of its hole, ready for a big bounce.
Gonna buy all the DOCS shares for V bounce
Rather be lucky than good any day. I exited DOCS on 8/1/25 at $57.63/sh after holding for a bit over 4 years. It trailed SPY barely for me (10.51% CAGR for me, 10.55% for SPY) because I was uncomfortable with the decelerating KPIs and revenue and the AIU risk. I figured my money would be better in VOO/QQQ/AVDV/AVUV. Fast forward to today and it's trading at $19 AH on some pretty dismal earnings.
Why is doximity (DOCS) getting hammered post earnings?
Lmao AI told me calls on DOCS. Smh
DOCS - Down ~12% Today, Pre-Earnings Doximity is down nearly 12% today. (I own). Did something leak? They release earnings after the bell but they are falling like crazy. And on a day that tech stocks are up big. Did I miss something in the news?
anyone playing DOCS today?
# TLDR --- Ticker: DOCS Direction: Up Prognosis: Buy shares while they trade at a ~15% discount to intrinsic value ($28.44). Wall Street panicked over delayed pharma ad budgets, but the underlying business is incredibly healthy with 89.75% gross margins, $724M in net cash, and an active $500M buyback program. Diagnosis: Severe Wall Street hypochondria over short-term regulatory noise. Prescription: Buy and hold while management aggressively cannibalizes the float at discount prices.
lowering its guidance did not worry you? Doximity is using its cash stash to buyback $500,000,000 in stock DOCS has gone from IPO $100 in 2021 to $25 in 2026/. The trend is not your friend. Earnings out May 13, 2026 DOCS has pretty much saturated their market. the only way to grow is to raise prices on existing doctors, or find a new market, The medical industry is already too high profile for out of control prices, raising their prices would not be good. Obviously, the $500,000,000 buyback means they have nothing in the pipeline to claim more market share. It is a money maker, but for how long? 2023, laid off 10% of its workforce. I do not understand their float, they have 188,000,000 shares, IPOd with 23,000,000 where did the other 165,000,000 come from? It has not had a secondary offering. Something tells me a lot of angel investors have been dumping shares. We know a private investor sold 4,000,000 shares on IPO date. I would not buy this stock with earnings coming out in two weeks. Unless you know something.
Yes I know it's long, but based on the Redditors feedback I started putting TLDR as first sentence at the top. I wrote this analysis based on the feedback from my previous posts on the SaaS winners and this name came up a lot. My personal SaaS bets are: TOST, a vertically integrated restaurant tech leader and DOCS, a HIPAA compliant administrative workflow support capturing 85% of physicians and 20/20 top hospitals
Anybody know why Doximity ($DOCS) is suddenly so cheap? I was a buyer in the 2022-2024 timeframe in the high 20s/low 30s, sold at around $45, and all of a sudden it looks like I can buy the same business at $25 but they've grown like 40% in the meantime?
Not sure the last time my total port was net negative delta. It is now, LOL. My calls on AAOI, LITE, GLW are printing today—but if it wasn't for those photonics plays, I'd be full port puts. My spring put collection: COIN, APP, CRM, WDAY, GDDY, NOW, NTSK, KKR, DOCS Se you all at the bottom of the hill!
No regrets but didnt sell when they peaked and now holding bags lol. AMC SOUN DOCS BABA goes on. Hahhaa
solid book ngl, NBIS and COIN both make sense to me.. curious how you're thinking about DOCS given how quietly it's been moving lately
#TLDR --- Ticker: DOCS Direction: Up Prognosis: Long Shares / LEAPS at ~$25 Institutional Bagholders: Hedge funds bought at $45-60, so you can buy their bags at a 50% discount. Catalyst: AI Buyout (Data goldmine for Anthropic/OpenAI)
I’d recommend TOST, VEEV or DOCS for a more protected SaaS play. They hit and check off: regulatory moat, network effects, high switching costs and distribution all while sitting on net cash I own Toast and Docs and bought them both at <$25 Any SaaS needs to be scrutinized as the issue is not today’s earnings but future. We don’t know if they’ll exist tomorrow
updates: calls: **PTC, CMI, IQV** # puts: AFRM, SNAP, RBLX, DOCS
Haven't dug too much into SAP, but has been on the screener for a minute. PEG is now under 1 and still growing nicely QoQ with pretty solid gross margins and good ROIC. I need to dig more into them. I think you are pretty close to intrinsic value or not a bit under. 100% really interesting name right now. It's part of why I just bought DOCS. One of the big reasons was how much they are growing FCF right now. FCF last two quarters grew like 48% and then 43% while the stock keeps dropping in price. [https://stockanalysis.com/stocks/docs/financials/cash-flow-statement/](https://stockanalysis.com/stocks/docs/financials/cash-flow-statement/)
Best of luck to you! Yeah hoping some of the names I just got into have a nice bounce back lol. Looking at TOITF, WAY, and DOCS.
Wonder if it might be time to jump back into DOCS. Own them in the past and has been a real loser of recent. Valuation isn't the worst here, just has some overhang on them. However, one thing I love is that they basically have no debt, high ROIC, and pretty sick gross margins at like 90%. Also great FCF growth the last few quarters.
Bro I've been watching DOCS since the dump and this actually makes sense. The whole "AI will kill everything" narrative is so overblown - like docs are gonna abandon their secure platform that handles all their workflows for some generic ChatGPT clone lmao That 85% physician penetration is insane moat territory and you can't just replicate years of trust and compliance overnight. Might grab some leaps if it stays under 45
Totally. I have ran into this one a few times and I always get interested in the product, I just don't trust that I understand it well enough to pull the trigger. Like, I have been looking at medical device companies as that seems like a growing trend, but sometimes it seems hard to see what the trends might be. I ran into $DOCS the other day just based on valuation, its a communications platform for medical professionals. Really interesting, but I wasn't sure how 'sticky' it is lol.
Haven’t really looked at DOCS in a minute, but seems like the valuation is coming back into somewhat reasonable territory soon. Got to look a bit more into it Started looking a bit into HTHIY yesterday as well after reading up on transformers. Company valuation doesn’t look bad by any means. https://stockanalysis.com/quote/otc/HTHIY/statistics/ Not something that deep value, but not a bad price for a quality compounder.
Too many to type, major one is SOUN but also TTD/SOLV/DOCS/DDOG and my favorite for tomorrow aside from SOUN is SNDK
I don’t understand how DOCS is worth 11B, who uses it?
Crazy how DOCS have really bounced back from its sell off after their last quarters report.
Solid company. Both them and DOCS really bounced back after selling off after the market wasn't happy with their ERs.
Too many going for CALLS, it might pull of a $DOCS
Whoops nvm I misread your comment and also meant to say DOCS lol
I actually might be with experimenting with this. For example, DOCS had a huge dip after earnings. 30 min after open they were recovering a bit. I sold some puts because IV was still high even though it looked to be settling.
DOC and DOCS , 2 different stocks
so DOCS was up too and fall...it is all about guidance for next Q
I picked DOCS June calls for at their lowest today
I’m pretty bullish on DOCS, it’s way above the post market low of yesterday and above a key support level of $50. What do you guys think?
Thank youuuu DOCS 
one of my most successful plays this past month is looking for irrational price drops after earnings and scooping up shares AH for the eventual correction the next day, then I sell. yesterday was DOCS, dropped 20% in 5 mins and a quick glance of the ER made it seem like a huge overreaction so I bought shares near the bottom, up a few % this morning. this is the only way I know how to take advantage of the algo fuckery that moves prices 10-20% in seconds on low volume AH
I lost a chunk of my port on DOCS today im inversing y'all from now on SMH
Nearly 600% IV on DOCS is going to be an interest watch on open
GLOB & DOCS printing for me 🔥
GLOB and DOCS printing for me 🔥🔥🔥🔥
RIP to both CAVA and DOCS. But I stand with you, having been anal probed by GLOB.
Didn’t even notice them till after market! Juicier than DOCS
https://preview.redd.it/s8byoevbj01f1.jpeg?width=1284&format=pjpg&auto=webp&s=86db017dd1a1ab4fed679272d7a65910eb19bd4a My play for DOCS going ahead. Hope my order gets filled.
SHOULD'VE LISTENED TO MYSELF I BOUGHT DOCS CALLS AND NOW LOOK WHAT HAPPENS GAHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHH
AMAT and DOCS ded
I put 50k on DOCS calls expiring tomorrow. Am I going to be ok? Just kidding I'm not a fucking idiot 
I bought DOCS 2 years ago, so I’m still gucci
Articles weren’t wrong for a change. Thanks DOCS. Hopefully it holds
DOCS is the funniest shit I’ve seen this week lmao
Did you play DOCS? Down 19%
RIP to all our brothers who went into DOCS just before the 20% drop 
DOCS just deleted all of your calls 
DOCS: earning beats, but the forward guidance lowers
https://preview.redd.it/tvnad0w8501f1.jpeg?width=1284&format=pjpg&auto=webp&s=079c88a71a99988a0de6e7bd00291d32316ebd07 DOCS absolutely HAMMERED in post.
DOCS immediate dump. Not even 2 min after close lmao
DOCS noooo! My calls!!!
Articles about shorting DOCS. I saw a couple of them. Either way I’m trying to make a W on DOCS. Earning is unpredictable so hopefully it works in my favor.
DOCS lottos welcomed. Feeling friskyyyy
Read some short articles on DOCS based on future outlook even to FY 2026. Feeling compelled for puts.
DOCS have been crushing earnings the last 4 quarters... Overvalued? What's everyone think? Is it a good ER play?
DOCS has pumped after 3 previous earnings, is there a chance it stay flat or dumps after this one? So far, calls seem to be a no brainer...
Anyone in on DOCS? Haven’t seen it mentioned here
DOCS iv so high I ain’t touchin’ that.
CAVA, AMAT, DOCS to the moon
AMAT calls, GLOB puts, KULR calls, DOCS puts, T2 calls.
Feeling cute—might buy calls on DOCS 💅
What yall think about DOCS?
What yall think about DOCS?
CAVA or DOCS or AMAT, they never miss earnings
You don't play ER much, do you? NICE, DOCS, IBTA, ONON, BOOT, LUNR, ASTS, CAVA, BIRK, etc. https://preview.redd.it/u5pd1zd8c80f1.png?width=1496&format=png&auto=webp&s=55670fa3c2cd225ad9d865863a7d9ad379367a71
Loading the truck on Doximity calls with implied vol approaching 20%. Expecting and hoping for another huge earnings beat in this cash cow company along with more short squeezing. DOCS
Damn, well on to the next gamble for us lol I’m hoping DOCS is a good play
https://preview.redd.it/ahczgapicnze1.jpeg?width=1290&format=pjpg&auto=webp&s=d4cfeafc023dfbb031963eebebfb92a6ba52918d Guys the DOCS volatility is fkn insane rn, this would be a very ideal play
Funny, I was only handwaving but since you asked I started thinking about for reals. Since by definition nobody is talking about the companies working on something nobody knows about, it's hard, But I have some ideas. People are all abuzz with cryptocurrency now, but a lot of the buzz is how easily you can lose your ass to fraud. With the mainstreaming of adoption I think fraud detection, prevention, and compliance will become more and more critical. Think Crowdstrike, Qualys, Cloudflare, RSA (back in the day), Palantir (before everyone started talking about it), like that. I liked BKKT until I looked at the chart, But you just never know. Things have been so weird since the pandemic investing bubble. Ditto DOCS, which went public around the same time and is being recommended by Motley Fool. Now I'm wasting a bunch of time talking to "chatxyz" looking specifically for that which can't be found. Thanks to you hah.
Of course. Always do your DD before buying anything. I'm a big fan of finding like under the radar names. Here's the latest investor presentation. CLMB might be in that niche for you. [https://d1io3yog0oux5.cloudfront.net/\_c5410dadd945c04b39bbe3b34aeda531/waysidetechnology/db/849/8034/pdf/CLMB+Investor+Presentation+-+March+2025.pdf](https://d1io3yog0oux5.cloudfront.net/_c5410dadd945c04b39bbe3b34aeda531/waysidetechnology/db/849/8034/pdf/CLMB+Investor+Presentation+-+March+2025.pdf) If you looking for some other suggestions, things to check out, you might also dig EXLS. They are more consulting business, but they offer things like modernization for companies. LDOS is kind of the same thing, but more on a government contract level. CACI just reported, same kind of concept. Not cheapest name, but DOCS is another software name for the medical space. More of hardware play, but PSTG is interesting at these levels. CLS is a hardware play on data centers, but not bad at these levels in terms of fundamentals and what you're getting at the price.
Not the same, but some DOCS recently. Trying to get into some other healthcare names.
I actually pulled the trigger on DOCS today. Healthcare tech company lol. NVO is a weird one, just seems like there is so much negativity in it. At least you get a little bit of yield on it.
No idea when things will bottom, but surprised how well DOCS has held up. Waiting for it to get a bit cheaper, but might pull the trigger soon.
Pharma & healthcare for 2025. Good ones here even DOCS.
Wow you spent hours on this one? How much debt does DOCS have? What is the CEOs background?
Personally think this complete trash post. 10 best-performing profitable large-cap stocks YTD 1. $HIMS - Hims & Hers - 150.1% 2. $HOOD - Robinhood - 75.2% 3. $PLTR - Palantir - 57.6% 4. $APP - AppLovin - 57.5% 5. $SMCI - SuperMicro - 57.2% 6. $BABA - Alibaba - 47.1% 7. $DOCS - Doximity - 44.4% 8. $SPOT - Spotify - 42.7% 9. $CEG - Constellation Energy - 41.8% 10. $CLS - Celestica - 41.2% You don’t think theres a single play in the market?