Latest news with #DOCS
Yahoo
11-06-2025
- Business
- Yahoo
DOCS Boosts Client Retention via Workflow Integration and AI Tools
The renowned digital platform for U.S. medical professionals, Doximity, Inc.'s DOCS client engagement and retention strategy is built around deeply integrated, physician-first tools across its Marketing, Hiring and Workflow Solutions. By focusing on clinical utility and streamlining healthcare professionals' day-to-day workflows, the platform has seen high adoption — more than 620,000 unique providers used its clinical tools in the fourth quarter of fiscal 2025. This functional alignment with medical practices enhances relevance and trust, making Doximity an essential platform for providers. DOCS' Marketing Solutions deliver personalized campaigns through newsfeeds, workflow placements and peer messaging modules. Leveraging AI and machine learning, these solutions help pharmaceutical and health system clients reach narrowly defined clinician segments with relevant content. This targeted, data-driven approach consistently delivers measurable engagement, encouraging clients to expand usage across multiple brands or service lines. To reinforce retention, Doximity invests in a strong customer success team that works hands-on with clients to fine-tune campaigns, optimize content and provide ongoing analytics. Clients also have access to a self-serve portal for real-time insights. This approach has helped drive upsell opportunities and long-term client relationships. On the enterprise side, Workflow Solutions like Dialer Enterprise and AMiON have seen significant traction. These tools are now embedded into hospital operations, making transitions away from Doximity less likely. Additionally, recent enhancements such as Doximity GPT, an AI-powered, HIPAA-compliant writing assistant, add further value for clients by reducing administrative burden. This month, GoodRx Holdings, Inc. GDRX launched Community Link, enabling independent pharmacies to directly contract with it using cost-plus pricing. This shift enhances pharmacy engagement by improving pricing control and participation in GoodRx's proprietary offering, Integrated Savings Program. This program plays a key role in the company's efforts to improve pharmacy engagement and retention. Also this month, GoodRx introduced a new erectile dysfunction subscription service — offering virtual consults, transparent pricing and home delivery — streamlining consumer access and promoting recurring use through simplified, stigma-free digital care options. Veeva Systems Inc. VEEV continues to strengthen client engagement through its growing Vault CRM Suite, which unifies medical, sales, and service teams around a shared customer view. In its first-quarter fiscal 2026 results, Veeva Systems highlighted momentum in products like Veeva Link and Crossix, which deliver real-time insights and multichannel engagement metrics. By expanding commercial cloud adoption and investing in data-rich, modular platforms, Veeva Systems reinforces customer stickiness, driving higher retention among top-tier life sciences clients. These innovations support more intelligent, coordinated outreach across the customer journey. Shares of Doximity have gained 9.6% year to date against the industry's loss of 0.9%. Image Source: Zacks Investment Research DOCS' forward 12-month P/E of 39.4X is higher than the industry's average of 14.6X, but is lower than its three-year median of 48.9X. It carries a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for DOCS' fiscal 2026 earnings per share suggests a 3.5% improvement from fiscal 2025. Image Source: Zacks Investment Research Doximity stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Veeva Systems Inc. (VEEV) : Free Stock Analysis Report GoodRx Holdings, Inc. (GDRX) : Free Stock Analysis Report Doximity, Inc. (DOCS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
2 Growth Stocks to Stash and 1 to Question
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market's punishment can be swift and severe when trajectories fall. Deciphering which businesses can sustain their high growth rates is a challenge for even the most seasoned professionals, which is why we started StockStory. On that note, here are two growth stocks expanding their competitive advantages and one climbing an uphill battle. One-Year Revenue Growth: +25.3% Founded in 2009 by enterprise software veteran Tom Seibel, (NYSE:AI) provides software that makes it easy for organizations to add artificial intelligence technology to their applications. Why Does AI Fall Short? 15.5% annual revenue growth over the last three years was slower than its software peers Extended payback periods on sales investments suggest the company's platform isn't resonating enough to drive efficient sales conversions Historical operating margin losses point to an inefficient cost structure stock price of $25.72 implies a valuation ratio of 7.4x forward price-to-sales. Dive into our free research report to see why there are better opportunities than AI. One-Year Revenue Growth: +32.3% Founded in 2014 and named after the dreaded first day of the work week, (NASDAQ:MNDY) is a software-as-a-service platform that helps organizations plan and track work efficiently. Why Is MNDY a Good Business? ARR trends over the last year show it's maintaining a steady flow of long-term contracts that contribute positively to its revenue predictability Software is difficult to replicate at scale and results in a best-in-class gross margin of 89.5% Strong free cash flow margin of 30.4% enables it to reinvest or return capital consistently is trading at $305 per share, or 12.7x forward price-to-sales. Is now a good time to buy? Find out in our full research report, it's free. One-Year Revenue Growth: +20% Founded in 2010 and named for a combination of 'docs' and 'proximity', Doximity (NYSE: DOCS) is the leading social network for U.S. medical professionals. Why Should DOCS Be on Your Watchlist? Billings have averaged 23.5% growth over the last year, showing it's securing new contracts that could potentially increase in value over time Well-designed software integrates seamlessly with other workflows, enabling swift payback periods on marketing expenses and customer growth at scale DOCS is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders At $58.44 per share, Doximity trades at 19x forward price-to-sales. Is now the right time to buy? See for yourself in our comprehensive research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free.
Business Insider
09-06-2025
- Business
- Business Insider
Barclays Sticks to Its Hold Rating for Dr. Martens Plc (DOCS)
Barclays analyst Richard Taylor maintained a Hold rating on Dr. Martens Plc (DOCS – Research Report) today and set a price target of £0.90. The company's shares closed last Friday at p81.95. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Taylor is a 4-star analyst with an average return of 6.3% and a 50.99% success rate. Taylor covers the Consumer Cyclical sector, focusing on stocks such as WH Smith, Pets at Home, and JD Sports Fashion. Dr. Martens Plc has an analyst consensus of Hold, with a price target consensus of p71.50, representing a -12.75% downside. In a report released on June 5, Morgan Stanley also maintained a Hold rating on the stock with a p70.00 price target. DOCS market cap is currently £790.6M and has a P/E ratio of 174.36. Based on the recent corporate insider activity of 28 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of DOCS in relation to earlier this year.
Reuters
05-06-2025
- Business
- Reuters
Bootmaker Dr Martens to cut discounts in Americas and EMEA
June 5 (Reuters) - British bootmaker Dr Martens (DOCS.L), opens new tab said on Thursday it will reduce discounts in the Americas and EMEA regions in the current financial year and expects adjusted pre-tax profit to be in line with market expectations. The Trump administration's steep tariffs on trade partners have significantly increased supply costs for companies like Dr Martens. Since most of its products are made in Vietnam, the company now faces a 46% reciprocal tariff, set to take effect in July. However, the firm said it will keep average selling prices for its spring/summer and autumn/winter collections unchanged in the U.S. market as it continues to tighten costs and assess the impact of tariffs. For the year ended March 2025, Dr Martens logged an adjusted pre-tax profit of 34.1 million pounds ($46.2 million), above analysts' consensus of 30.6 million pounds, as per a company-compiled poll.
Yahoo
04-06-2025
- Business
- Yahoo
DOCS Q1 Earnings Call: Revenue Miss Offset by Growth in AI Tools and Client Portal Adoption
Healthcare professional network Doximity (NYSE:DOCS) fell short of the market's revenue expectations in Q1 CY2025, but sales rose 17.1% year on year to $138.3 million. Its non-GAAP EPS of $0.38 per share was 39.3% above analysts' consensus estimates. Is now the time to buy DOCS? Find out in our full research report (it's free). Revenue: $138.3 million (17.1% year-on-year growth) Adjusted EPS: $0.38 vs analyst estimates of $0.27 (39.3% beat) Adjusted Operating Income: $67.97 million vs analyst estimates of $63.08 million (49.1% margin, 7.8% beat) Revenue Guidance for Q2 CY2025 is $139.5 million at the midpoint, below analyst estimates of $142.9 million EBITDA guidance for the upcoming financial year 2026 is $339 million at the midpoint, below analyst estimates of $349.1 million Operating Margin: 35.2%, in line with the same quarter last year Billings: $183.6 million at quarter end, up 18.6% year on year Market Capitalization: $10.05 billion Doximity's first quarter results were shaped by rising adoption of its workflow tools and continued engagement through its newsfeed platform, which management described as hitting fresh highs in active users. CEO Jeff Tangney credited the company's growth to 'AI tools [that] grew the fastest again last quarter, up more than 5x year-on-year,' and highlighted the company's specialty-specific artificial intelligence offerings as a differentiator in the physician community. Additionally, CFO Anna Bryson pointed to the impact of multi-module integrated offerings, which allowed for larger deal sizes and more efficient program launches, particularly in January. These operational shifts, coupled with high customer retention rates among Doximity's largest clients, supported the company's year-on-year revenue growth and sustained profitability. Looking ahead, Doximity's guidance reflects a cautious approach, with management citing macroeconomic and policy uncertainties as factors influencing client budget growth assumptions. Anna Bryson stated, 'the biggest factor here as we look ahead over the next 12 months will be what our clients' budgets look like,' and noted that upsell variability remains a consideration. The company expects its pharma business to remain the fastest-growing segment, driven by integrated offerings and AI-powered client solutions, but acknowledges tougher comparisons due to the pull-forward of revenue from earlier program launches in the prior year. Investments in AI and the expansion of the client portal are expected to enhance operational efficiency and drive long-term growth, though management emphasized prudence in its outlook. Management attributed quarterly performance to rapid growth in AI-enabled workflow tools, strong engagement with core newsfeed products, and expanded adoption of integrated offerings among pharmaceutical clients. AI tool adoption accelerates: Doximity's specialty-specific AI tools, particularly those allowing secure document uploads and analysis, saw usage increase more than fivefold year-on-year. Management believes these tools are helping reduce physician burnout and information overload, and expects further traction as features mature. Client portal drives ROI focus: The rollout of Doximity's client portal enabled pharmaceutical clients to track program effectiveness and return on investment in real time. This transparency is fueling greater interest in AI-powered automation of marketing programs, with clients granting Doximity more latitude to optimize content delivery. Integrated offerings shift revenue timing: The transition to multi-module integrated offerings allowed many clients to launch annual programs earlier, pulling forward revenue and creating a tougher year-over-year comparison for the upcoming quarters. Management expects this new launch pattern to support more predictable and stable revenue cycles in the future. Newsfeed engagement at record highs: Unique users and article engagement on the newsfeed platform reached all-time highs, with articles read or tapped up over 30% compared to last year. This trend was attributed to the platform's ability to deliver relevant clinical news and foster user loyalty. Point-of-care and workflow module expansion: Doximity's point-of-care and formulary modules continued to grow, with management noting these channels remain underpenetrated in the client base. The company sees significant room for future expansion as these modules prove their return on investment. Doximity's forward outlook is shaped by integrated program adoption, cautious client budget assumptions, and ongoing investments in AI and workflow tools. Integrated programs to stabilize revenue: Management expects that the continued rollout of multi-module integrated offerings will lead to steadier and more predictable revenue patterns, as more clients transition to January program launches and year-round campaigns. This shift is seen as a long-term positive for revenue visibility but creates tougher comparisons for the upcoming year due to prior pull-forward. AI investments to enhance efficiency: Increased spending on artificial intelligence is expected to drive both operational efficiency and improved client outcomes. Management noted early benefits from AI in reducing manual workload and scaling business without significant headcount increases, but cautioned that the payback period for new investments remains uncertain. Macro and budget variability as headwinds: The company is factoring in the potential for slower client budget growth amid ongoing policy and economic uncertainty. Management considers upsell variability and cautious client spending as key risks, with guidance assuming growth at the lower end of the historical market range for pharma digital programs. In the coming quarters, the StockStory team will focus on (1) the rate of adoption and upsell activity in integrated multi-module programs, (2) continued expansion and monetization of AI-powered workflow tools among physicians, and (3) the stability of client budgets amid macro policy uncertainty. Progress in client portal capabilities and point-of-care module penetration will also be important indicators of execution. Doximity currently trades at a forward price-to-sales ratio of 17.4×. In the wake of earnings, is it a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
