Doximity, Inc. (DOCS) — closed signal from November 22, 2025
Partial Published before the outcome was known, scored automatically when the window closed on February 20, 2026.
Predicted vs. what happened
What happened
Reached 7% of the predicted growth at its peak, without hitting the target.
The thesis — published November 22, 2025
Doximity is a profitable digital health company that recently pulled back a lot from its highs. The price is below its recent average and some short-term measures are moving back from very low levels. Overall investor sentiment is strong and the business fundamentals look healthy, so this looks like a short-term bounce if sales and margins stay steady.
Primary drivers
- Large network of doctors and useful workflow tools, profitable model.
- Price dropped after a strong run and is below recent averages.
- Investors feel very positive and fundamentals remain solid.
- Upside relies on continued growth and no bad earnings surprises.
How it played out
DOCS: the short-term bounce did not reach the target
Lyra published DOCS on 2025-11-22 at 50.42. The thesis looked for 38% growth in a short-term window. It pointed to Doximity's large doctor network, workflow tools, profitable model, a pullback below recent averages, positive investor sentiment, and solid fundamentals. The setup depended on continued growth and no bad earnings surprises.
Inside the window, DOCS rose only to 51.85 on 2025-11-28, a 2.8% peak gain. It stayed below the 69.58 target and never reached it. By 2026-02-20, it ended at 25.55. The published bounce thesis missed.
What happened during the window
On 2026-02-05, Doximity reported fiscal 2026 third quarter results, with revenue of $185.1 million and net income of $61.6 million. The same release said the board authorized another stock repurchase program of up to $500 million.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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