DOCS
DoximityDNYSE / Health Care Equipment & Services
Last Price
At close
2026-07-18
Current thesis
The primary source still shows a real franchise: FY26 revenue grew 13%, operating cash flow grew 19%, free cash flow grew 19%, and platform engagement hit new highs with over 800,000 workflow-tool prescribers and nearly half using clinical AI in Q4 [#8-K-2026-05-13]. If the FY27 guide proves conservative, the reset could create room for positive revisions.
Posture
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.3.
What can break
Competitive risk: analyst commentary flagged growing overlap with AI-native tools and larger healthcare software platforms such as Veeva-style workflows.
Momentum
13
Value
65
Sentiment
49
Setup hits (3d)
— · Net —
AI TargetsBase $20.50 · Bull $25.00 · Bear $14.50
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-16 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net —
Target $24.26
Why
Momentum13 · Δ7d +11.5
Value65 · Δ7d +0.3
Sentiment49 · Δ7d -1.5
So what
Weak posture. Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
13
26% active weight
Current posture
7d trendImproving
Δ7d
+11.5
Δ21d
+9.9
Value
65
39% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+0.1
Sentiment
49
34% active weight
Current posture
7d trendSoftening
Δ7d
-1.5
Δ21d
-3.9
Why this grade
Composite grade D. Momentum 13.0 / Value 65.3 / Sentiment 49.0
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$3.94B
Beta
1.39
Shares Out
182.87M
P/E (TTM)
36.4
P/S (TTM)
13.84
P/FCF (TTM)
27.56
Rev YoY
+5.1%
EPS YoY
-68.2%
Gross Margin
+89.1%
Op Margin
+39.7%
Net Debt
-$738.42M
Current Ratio
6.04
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology